Choose how stock gets replaced

A window company typically runs all three at once — automatic rules on consumables, manual rules on profile and glass, MTO on the specials. What decides is the question: if this arrives and the job is cancelled, do I still want it? Yes — reordering rule. No — MTO.

A reordering rule watches the forecast: it fires when the projected level for the product reaches the minimum, orders the difference up to the maximum, and does not care which customer caused the dip — the arriving stock belongs to whoever needs it. The MTO route watches confirmations: every confirmed order creates its own purchase, even when the shelf is full, and the purchase is reserved for and linked to that sale. That link — a Purchase smart button on the sales order, a Sale smart button on the purchase — is what lets anyone trace material to a job months later.

Made-to-measure windows and doors themselves are not replenished by either mechanism: fabrication is driven by WinDoor Production orders from the sales order. What this journey's machinery buys is the material that production consumes.

You expected an order and nothing happened — open the replenishment report and read the line's Forecast against its Min; the rule only fires when the forecast reaches the minimum, and incoming purchases count toward the forecast.

Something was ordered that nobody asked for — a confirmed sale or transfer dropped a forecast below a minimum somewhere. The info icon on the replenishment line explains the numbers behind the suggestion.

The MTO route is nowhere to be found on the product — it ships switched off; enable Replenish on Order (MTO) in the Inventory settings first (covered two topics ahead).