# 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).

***

## 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

<figure><img src="/files/WUpCdYA8dUgXQEmnSXY1" alt=""><figcaption></figcaption></figure>

#### 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.

<figure><img src="/files/QuBo3IjX8pzviLD3flHb" alt=""><figcaption></figcaption></figure>

***

## 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.

{% hint style="info" %}

#### Rounding up

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

***

## 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

<figure><img src="/files/wAhhTVuOUL8dyKtIRpum" alt=""><figcaption></figcaption></figure>

### 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.


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