Set and use reorder points

This feature is available only for companies that track inventory in QuickBooks Plus.

What is a reorder point?

Set a reorder point:

You can set a reorder point when you add an inventory item to QuickBooks. To set it for an existing item:

1. Click the Gear icon > Products and Services.
2. Find the inventory item in the list.
3. In its Action column, click Edit.
4. In the Reorder point field, enter the minimum quantity you want to have on hand. When the quantity on hand drops at or below the reorder point, QuickBooks reminds you to order more.

If you often run out this product quickly, or if it takes a while to receive it from your vendor, consider entering a high reorder point to make sure you keep enough of the product in stock.

5. Click Save and close.

Use reorder points:

After you set reorder points for your inventory items, use the Products and Services list to see what's low or out of stock, and order what you need.

1. Click the Gear icon > Products and Services.
2. Filter the list as needed:
• To see which items are running low, click the Low Stock icon. QuickBooks considers an item to be running low when its quantity on hand is either at the reorder point or between the reorder point and 1.
• To see what's out of stock, click Out of Stock. A product is out of stock when its quantity on hand is zero or below.
3. To reorder a single product:
1. In its Action column, click the drop-down arrow and click Reorder. QuickBooks creates a purchase order with the product info filled in.
2. Complete the purchase order as needed and send it to your vendor.

To reorder multiple products at once:

1. Select the products you want to reorder.
2. Click Batch actions and click Reorder. QuickBooks creates a single purchase order (PO) with the product info filled in.

QuickBooks creates only one PO for the items you select. If you need to create multiple POs to send to different vendors, select only the items you want to purchase from a particular vendor. After you create that PO, repeat the steps to create a different PO for the next vendor.

3. Complete the purchase order as needed and send it to your vendor.