Set the reordering rules

Extra columns are revealed with the (adjust settings) icon at the right of the column titles:

Two warnings appear on the lines themselves: a yellow triangle on the chart icon means receipts already scheduled will push you over the maximum (check the forecast before ordering more); a yellow triangle on the info icon means the product has no way to be replenished — usually a missing vendor.

The Multiple field rounds the order up to a sellable unit. If gaskets come in 50-metre rolls, set the multiple to the roll and the order will never be for 32 metres. The quantity is rounded up, so the maximum can be slightly exceeded — the excess-stock warning tells you when scheduled receipts overshoot.

An automatic rule with Min and Max both 0.00 buys exactly the shortfall each time confirmed demand pushes the forecast negative, and keeps nothing on the shelf. It looks like make to order, with one difference: the arriving units are not reserved for the sale that triggered them, and the documents are not linked — several orders' worth can consolidate into one RFQ. Use it when the item is generic; use make to order when the unit belongs to that customer.

The Forecast is not today's stock: it is stock plus everything scheduled in, minus everything scheduled out, within the rule's lead time plus the company's replenishment horizon. When it reaches the minimum, To Order is whatever brings it back to the maximum, less what is already on order, rounded up to the multiple. The Deadline works backwards from the first day the level would dip below the minimum, minus the lead time. The info icon on each line opens the full arithmetic — lead times, the forecast graph, and suggested levels based on past consumption; the next topics cover that popup and the report's timing logic.

The rule never fires — read Forecast, not On Hand: an incoming purchase already counts, so no new order is needed.

Orders go to the wrong supplier — auto rules on products with several vendors buy from whoever tops the vendor list; set the rule's Vendor column to force the right one.

A yellow warning says the product cannot be replenished — the product has no vendor (or its route is gone). The rule can compute a To Order quantity but pressing Order will fail until the vendor list is completed.

Quantities keep overshooting the maximum — that is the Multiple doing its job, or receipts already scheduled; the excess-stock warning and the forecast report tell you which.