Purchase Orders – Load Low Stock Items Feature

Purchase Orders – Load Low Stock Items Feature

In this article, we explain how the Load Low Stock Items feature works within Purchase Orders.

Each item in Franpos can have Min and Max Reorder Points. These values are used in:

  • Purchase Order quantity calculations
  • Low Stock reporting

If an item does not have a Min reorder point defined, it will be treated as low stock only when the quantity on hand drops below 0.


Core Logic

When stock is below the Min Reorder Point, the system will automatically add the item to the Purchase Order.

Important:

  • The Max Reorder Point is optional.
  • If you do not use Max, you can leave it empty.
  • The system always respects case quantities when calculating order amounts.

1) When Max Is NOT Defined

The system will order enough quantity to bring stock to or above the Min reorder point.

Example 1.1 – Ordering in Eaches

  • Min = 40
  • Stock = 19
  • Ordering Unit = Each

→ System adds 21 units
→ Stock after receiving = 40

Example 1.2 – Ordering in Cases

  • Min = 40
  • Stock = 19
  • Case Size = 15

Required to reach Min: 21 units
→ System rounds to full cases
→ Adds 2 cases (30 units)
→ Stock after receiving = 49

2) When Max IS Defined

When Max is defined, the system will attempt to reorder up to the Max Reorder Point, while still respecting case quantities.

Example 2.1 – Ordering in Eaches

  • Min = 40
  • Max = 100
  • Stock = 19
  • Ordering Unit = Each

→ System adds 81 units
→ Stock after receiving = 100

Example 2.2 – Ordering in Cases

  • Min = 40
  • Max = 100
  • Stock = 19
  • Case Size = 15

Required to reach Max: 81 units
→ 5 cases = 75 units (next full case would exceed Max too much)
→ Stock after receiving = 94

Example 2.3 – Slightly Exceeding Max (Operational Adjustment)

  • Min = 40
  • Max = 100
  • Stock = 30
  • Case Size = 12

Required to reach Max: 70 units
→ 6 cases = 72 units
→ Stock after receiving = 102

Important Note on Case Ordering

In certain scenarios (such as Example 2.3), the system may allow stock to slightly exceed the Max reorder point.

This behavior is intentional and operationally practical. It is generally safer to:

  • Over-order by a small amount (for example, 2 extra units),
  • Rather than under-order and risk being short an entire case.

The system evaluates whether adding another full case is reasonable. If adding one more case would significantly exceed the Max reorder point, it will not add it (as shown in Example 2.2).

This approach balances:

  • Inventory accuracy
  • Vendor case requirements
  • Operational practicality
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