PlanCost

Reorder point draft

Builds a draft requisition for every item sitting below its reorder point, with a suggested quantity.

Part of Reorder and replenishment

Tools

NetSuite, Fishbowl, Coupa

Outcomes

Stockouts caught before the order is late • Requisitions waiting for buyer approval

Documentation

Instruction-ready detail below

<in:schedule>Every weekday at 7am</in:schedule>, compare <in:databases>on-hand stock</in:databases> to reorder points and <slack>post</slack> one line per item that needs a requisition.

Instruction file

<in:schedule>Every weekday at 7am</in:schedule>, compare <in:databases>on-hand stock</in:databases> to reorder points and <slack>post</slack> one line per item that needs a requisition.

Setup requirements

Tools

NetSuite, Fishbowl, Coupa

Trigger

When on-hand stock falls below the reorder point

Setup time

15 minutes

Other automations in this workflow

Lead time drift alert

Compares actual supplier lead time with the agreed figure and flags suppliers that have drifted.

Stockout risk summary

Lists items projected to run out before the next inbound delivery, ranked by demand value.

Related workflows

Inventory alerts

Warns the buyer when projected stock crosses its reorder point, so a shortage is planned for instead of discovered on a customer's order.

Purchase order intake

Turn incoming purchase orders into clean, approved records before they reach the supply base.

Supplier performance review

Score suppliers on delivery, quality and price with the same evidence at every review.

Download

Start with one instruction file.

Download the app and begin with drafts and checklists before you write anything back.

  • •Plain-language instructions
  • •Runs on your machine
  • •Works with your existing setup
  • •Reviewable activity history
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