Set unit-specific reorder points and safety stock

Use this guide when a product needs separate replenishment thresholds for different inventory units. It explains how to set and review each unit's reorder point and minimum safety stock. For the calculation methods, see Safety Stock for Inventory Management and Reorder point formula. A threshold prompts a buyer to review replenishment; it does not create an approved purchase order.

Decide the policy before entering numbers

In Settings → Setup → Feature Settings → Inventory Management, an administrator chooses a Default Review Period (Days) and a Safety Stock Formula. The selected formula may require a service-level target or days of inventory to keep. The review period can be overridden for a product. Changes take effect when inventory metrics are next refreshed, so changing the setting does not immediately change the on-hand quantity or an already-approved buying decision.

Allow Reorder Points Per Measurement Unit lets the team maintain thresholds for the inventory units it uses. Confirm the unit before entering a quantity: a case threshold and an each threshold describe different amounts of stock. The Reorder Level Qty and Minimum Level/Safety Stock for an entry must use the same unit. Some purchase-planning suggestions also use the reorder level quantity as a minimum suggested purchase amount, so review the suggested quantity before approving an order.

Review and maintain the threshold

1. Choose the product and the facility or stocking context to be planned. Check how the product is purchased and counted, current stock, expected receipts, demand, and the supplier's lead time or order constraints.
2. Set the company planning formula and review period with the inventory manager. Where the formula calls for one, enter the service level or days-of-inventory choice that reflects the business policy.
3. On the product's Reorder Points tab, enter a minimum level and reorder level quantity in the intended inventory unit. With unit-specific points enabled, review each unit separately rather than copying a number across units.
4. After the next inventory metrics refresh, review each configured unit on the product's Reorder Points tab. A user with Inventory Control Full Access can also open Products → Reorder Report to find products needing attention. That report presents one summary row per product; use the product tab to check every unit-specific entry. Investigate a threshold that appears too high or low against real demand, lead time, and expected receipts.
5. A buyer decides whether to order, transfer, defer, or resolve a demand exception. Confirm supplier availability and commercial terms outside the planning signal, then create and approve the purchase order through the normal process.

Check the result

The product's Reorder Points tab should show each configured threshold and its unit, and the buyer should be able to explain why a proposed purchase quantity is appropriate. If a value did not change after editing settings, confirm that metrics have refreshed and that the product-level override and measurement unit are correct. The existing Help Center articles explain the formulas; this guide covers the task of choosing and reviewing thresholds.

Related articles

• Safety Stock for Inventory Management
• Reorder point formular
• Demand to Replenishment: review and approve supply decisions