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How to Set Up Auto-Reorder

Auto-reorder automatically places purchase orders when a product's stock drops below a threshold you define. This is ideal for high-volume consumables with predictable demand, such as straws, napkins, and paper towels.

Reorder recommendation settings

Prerequisites​

  • You need an active distributor relationship for the product. Auto-reorder cannot work without a connected distributor.
  • The product must have a configured low stock threshold.

Steps​

  1. Click Inventory in the left sidebar.

  2. Select the location where the product is stocked using the Location dropdown.

  3. Click the settings gear icon on the product card to open its detail view.

  4. Find the Auto-Reorder toggle and switch it to ON.

  5. Configure the auto-reorder settings:

    • Trigger Threshold -- the stock level at which an order is automatically placed (e.g., below 200 units).
    • Order Quantity -- how many units to order each time (e.g., 500 units).
    • Preferred Distributor -- which distributor receives the auto-generated order.

  6. Click Save.

When to use auto-reorder​

Auto-reorder works best for products that are:

  • High-volume consumables with steady, predictable demand (straws, napkins, paper towels).
  • Sourced from reliable suppliers with consistent lead times.
  • Non-seasonal -- demand does not swing dramatically week to week.

Avoid using auto-reorder for:

  • Alcohol and regulated items that may require approval workflows.
  • Seasonal or event-driven products where demand varies significantly.
  • Expensive specialty products that benefit from manual review before ordering.
note

Auto-generated orders follow the same lifecycle as manual orders (Draft, Submitted, Confirmed, Shipped, Received, Completed). You can review and cancel auto-orders before the distributor confirms them.