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Documentation Index

Fetch the complete documentation index at: https://docs.arcuserp.com/llms.txt

Use this file to discover all available pages before exploring further.

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When to Use It

  • Inventory needs a daily or weekly low-stock buying review.
  • Purchasing wants to create POs from reorder settings instead of building every PO manually.
  • You need to see which low-stock products are missing a default vendor.
  • Manufacturing demand has increased component pressure and should be considered before stock runs out.

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Open the Report

  1. Go to Purchasing.
  2. Click Reorder Report.
  3. Review the KPI cards at the top of the page.
  4. Review each product row before generating POs.
Reorder Report with KPI cards, selected low-stock product row, vendor, estimated cost, and Generate POs button

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Read the KPI Cards

  • Below Reorder Point: products currently included in the report.
  • Vendors Affected: how many default vendors are represented by the selected items.
  • No Vendor Assigned: products that cannot generate a PO until a default vendor is set.
  • Est. Reorder Cost: estimated total buying cost from reorder quantities and purchase prices.

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Review Product Rows

Each row shows the product, SKU or part number, available quantity, reorder point, suggested order quantity, vendor, estimated cost, and stock severity. Products are selected by default so the report is ready to generate draft POs after review.

  • Available: the quantity Arcus can use before this product needs more stock.
  • On PO: open purchase quantities already expected from vendors.
  • Order Qty: the quantity Arcus will put on the generated draft PO.
  • Vendor: the product’s default vendor. No vendor rows are skipped during generation.
  • Status: out of stock, critical, or low stock based on available quantity versus reorder point.
Fix No Vendor rows before generating A product must have a default vendor before Arcus can put it on an auto-generated PO. Open the product’s Purchasing tab, add the vendor, mark it default, and add a purchase price.

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Generate Draft POs

  1. Select the products you want to reorder.
  2. Clear any products that should not be ordered yet.
  3. Click Generate POs.
  4. Review the Preview Purchase Orders modal.
  5. Confirm the vendor groups, product quantities, unit costs, and estimated totals.
  6. Click Generate Draft PO.
  7. Open each created PO from the result modal or click View All POs.
Preview Purchase Orders modal with vendor group, item quantity, unit cost, estimated total, and Generate Draft PO button
Generated POs are drafts for review Auto-generated POs are not a replacement for purchasing judgment. Review vendor, quantity, cost, approval requirements, and expected need before sending anything to a vendor.

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What Arcus Updates

  • Products are grouped into draft POs by default vendor.
  • Products without a default vendor are skipped and remain visible for cleanup.
  • Generated PO lines use the product’s reorder quantity and best available vendor purchase price.
  • Open PO quantity is reflected in inventory so the same need is visible as already on order.
  • The created POs follow normal purchase order review, approval, receiving, and AP workflows.
Manufacturing demand can affect the report If open work orders need a component, Arcus can surface that product even when normal stock looks close to healthy. Treat those rows as demand-driven buying signals.

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When the Report Is Empty

An empty report means Arcus did not find any active, inventory-tracked products that are at or below reorder point. It can also mean reorder settings have not been configured yet.

Reorder Report empty state explaining that products appear when reorder point is set, quantity is at or below it, and inventory tracking is enabled

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Common Blocks

  • Generate POs is disabled: select at least one product that has a default vendor.
  • A product is missing: confirm inventory tracking is enabled and a reorder point is set.
  • No Vendor Assigned is greater than zero: add a default vendor to those products before generating POs.
  • Cost is too high or too low: review vendor purchase policies, quantity breaks, and current product cost.
  • The item still appears after generating a PO: refresh the report and confirm the created PO is still open or draft.
  • Generated PO needs approval: follow the normal PO approval flow before emailing or receiving.
  • Failed to generate purchase orders: reduce the selection, confirm vendors exist, and try again.

Create and Manage Purchase Orders

Create POs, add vendor items, receive inventory, and handle approval, cancellation, billing, and close-short blocks.

Purchase to Pay

Follow the full PO, receipt, vendor bill, and payment workflow.

Inventory Management

Track stock, locations, reorder points, and inventory movement history.

Product Setup

Create physical products, services, and product records.

AP and Bill Pay

Record vendor bills, approve them, post them, and track AP aging.