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Low stock alerts and reorder points in Shop+: setting a reorder point, where low-stock products show up, and how to act on them

How to give a tracked product a reorder point and auto-reorder settings in the Inventory Hub, what flips it to Low Stock, and the three places low-stock products surface: the Low Stock tab, the Reorder tab and the AI Briefing.

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Written by James Shepherd

Stackably can warn you before a product runs out. Give a tracked product a reorder point and, as soon as the on-hand count drops to that number or below, the product's status changes to Low Stock and it appears on the Low Stock tab and the Reorder tab of the Inventory Hub. This article shows how to set a reorder point, what triggers the warning, and where to look for it.

Before you start: the product must have inventory tracking turned on and at least one stock entry. See Turning on inventory tracking for a product and Receiving stock with cost, lot and expiry.

Where reorder points live

Go to Shop+ › Products › Inventory. The Inventory Hub opens with a sidebar on the left (Overview, Stock, Purchasing, Waste, Labels, Reports). Click Stock. The On Hand tab lists every tracked product with its on-hand count, vendor and status, and the tiles at the top count your tracked products, units on hand, low-stock and out-of-stock products, and how many products have no reorder point yet.

Inventory Hub Stock tab showing the On Hand list and the summary tiles, including No Reorder Point

A product without a reorder point shows the note no reorder point under its status. Until one is set, Stackably can only tell you when the product is out of stock, not when it is getting low.

Setting a reorder point

  1. On the Stock › On Hand tab, find the product and click the Auto-reorder settings icon (the two arrows) at the right of its row, next to the Details button.

  2. The Reorder Settings dialog opens. Fill in the fields below and click Save Settings.

Reorder Settings dialog with Auto-reorder on, reorder point 10, safety stock 5, default reorder qty 24, lead time 7, units per case 12 and a preferred vendor

  • Auto-reorder: turn this on to surface the product on the Reorder list when stock runs low.

  • Reorder point: the on-hand quantity that triggers the warning. When on hand is at or below this number, the product becomes Low Stock.

  • Safety stock: a buffer above expected demand that the suggested order quantity aims to keep on the shelf.

  • Default reorder qty: the minimum quantity Stackably suggests ordering.

  • Lead time (days): how long an order takes to arrive from this vendor.

  • Units per case: when set, suggested quantities are rounded up to whole cases (0 turns this off).

  • Preferred vendor: the vendor Stackably uses when it generates a purchase order from a suggestion. Only contacts in Contacts › Vendors that carry the Vendor tag appear in this list.

After saving, the no reorder point note disappears from the product's row.

What triggers the warning

Any stock movement that brings on hand to or below the reorder point: sales at the POS or online store, a stocktake, a waste entry, or a manual adjustment. In the example below the product has a reorder point of 10 and 20 on hand. A manual adjustment of -12 (Details › Adjust, with a reason) brings it to 8.

Adjust Stock dialog removing 12 units with a reason, preview shows 20 to 8

As soon as the adjustment is applied, the row's status badge changes from In Stock to Low Stock and the Low Stock tile at the top of the Stock tab counts up by one.

Where low-stock products show up

1. Stock › Low Stock tab. Everything that needs restocking or follow-up in one list, with tiles for Out of Stock, Low Stock, Backordered / Pending and a Needs Attention total.

Low Stock tab listing out-of-stock products and the low-stock product with 8 on hand

2. Purchasing › Reorder tab. Products with auto-reorder turned on are grouped by preferred vendor and given an urgency: Critical (out of stock), Urgent (below reorder point) or Watch (low days of cover based on sales velocity). Each row shows on hand, on order, days of cover, a Suggested quantity you can edit, and the estimated cost. This is where you turn a warning into a purchase order; see the article on purchase orders below.

Reorder tab showing the low-stock product grouped under its preferred vendor with urgency Urgent and a suggested quantity of 24

3. Overview › AI Briefing. Click Generate on the Overview page for a plain-English summary of the past seven days built from your live data, including low-stock and out-of-stock items, recent adjustments, expiring lots and open purchase orders.

Inventory Hub Overview with a generated AI Briefing listing low stock, out of stock and a recent adjustment

Low-stock warnings are shown inside the Inventory Hub. Stackably does not send a separate email or text message when a product drops below its reorder point, so make the Low Stock or Reorder tab part of your ordering routine.

Common questions

Do sales count toward the reorder point? Yes. Any movement that reduces on hand, including POS and online sales, can trigger Low Stock.

What is the difference between Low Stock and Out of Stock? Out of Stock means on hand is 0. Low Stock means on hand is above 0 but at or below the reorder point.

My vendor does not appear in the Preferred vendor list. Open the vendor in Contacts › Vendors, click Edit and add the Vendor tag. Only tagged vendors appear in vendor pick lists.

What does Watch mean on the Reorder tab? The product is not below its reorder point yet, but at its current sales velocity it would run out before a new order could arrive.

How does Stackably decide the suggested quantity? It looks at on hand, sales velocity over the last 30 days and the lead time, then suggests enough to cover the lead time plus your safety stock, never less than the default reorder quantity, rounded up to whole cases when units per case is set.

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