Max/Min

Max/Min is an automatic reorder system that helps you maintain optimal stock levels. Instead of manually checking what to order, the system calculates it for you.

Why use Max/Min?

1. One-click PO generation - No manual counting or calculations

2. Consistent reorder points - Set it once, reorder reliably

3. Batch processing - Generate orders for all products from a supplier at once

4. Reduces stockouts - Automatic triggers ensure you reorder before running out

5. Prevents overstock - Max limits prevent ordering too much

6. Saves time - What used to take hours now takes minutes

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How it works

• Min (Minimum): The trigger point. When stock falls to or below this level, the product needs reordering.

• Max (Maximum): The target level. This is the quantity you want to have in stock.

The calculation: When current stock is at or below Min, the system calculates: Order Quantity = Max - Current Stock

Example: If Max = 100 and Min = 20, and you currently have 15 in stock, the system suggests ordering 85 units (100 - 15).

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Setting up Max/Min in Admin

Option A: Per-product configuration

1. Go to the product in Admin > Stock

2. Set the Min and Max values for each warehouse

3. Save

Option B: Mass update

To set Max/Min on many products at once:

1. Select multiple products in Admin

2. Use the mass update function to apply Max/Min values in bulk

This is especially useful when setting up a new product category or adjusting levels seasonally.

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D-Pak (Trade Units) in Admin

D-Pak lets you define packaging units for products (e.g., products that come in cases of 20 or 60).

1. Go to the product in Admin > Advanced

2. Set the D-Pak value (e.g., 20, 60)

3. When creating purchase orders in the Client which has D-Pak defined, the D-Pak quantities will be taken into consideration when defining the quantity to be ordered.

Rounding up

If D-Pak = 20 and you need 45 units, the system rounds up to 60.

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Creating purchase orders in Client

Generate a PO Based on Max/Min

1. Go to Purchase Orders

2. Select the supplier

3. Choose Suggest products and quantities based on max/min stock

4. The system automatically calculates quantities for all products from that supplier that need reordering

Reserved quantities option

Toggle: "Calculate max quantity based on available stock"

• ON (recommended): The system excludes reserved stock from the calculation. Only available inventory is counted.

• OFF: All stock is counted, including items already reserved for orders.

When to use ON: When you have orders pending fulfillment and don't want to count those items as available stock.

Example: You have 30 in stock, but 10 are reserved for existing orders. With the toggle ON, the system treats your available stock as 20.