Upload Item Reorder Points & Reorder Qty

The Re-order Point is used to define the inventory management thresholds within a system. It is the minimum quantity of an item that should be available in stock before a new order is placed. When the inventory level hits or falls below this point, it triggers the need to replenish the stock to avoid running out.

Re-order quantity is the amount or quantity of the item that needs to be ordered when the inventory reaches the reorder point. It specifies the quantity to be purchased or produced to bring the stock back to a desired level without overstocking.

You can set the re-order point and re-order quantity for multiple items simultaneously via upload in three steps:

  • Download the latest CSV template from the “Upload Reorder Points” module.

  • Copy Reorder Points information into the CSV template.

  • Upload the CSV template into Xoro.

Downloading the CSV template file

  • Go to the Upload Reorder Points module using the search menu.

  • Click on “Download Template“.

Copying the information into the template

Once you’ve downloaded the template file, you can copy your data using any spreadsheet software. There are columns that you must complete and others that are optional. Mandatory fields are marked with a double asterisk (**) prefix.

Below are some points to be noted when entering the data into the template.

  • The file must be a CSV (Comma-separated values) file. The name of your file must end with csv.

  • Make sure you don’t change any of the column headings from the first row in the template; these are needed for the file to import correctly.

  • Be mindful of any leading zeros in your data, some spreadsheet software will trim them automatically without notifying you. This can be resolved by ensuring your columns have correct formatting.

  • Sometimes long numbers (UPC, etc.) are formatted as scientific notation. Be sure to change the formatting on this data to display these long numbers correctly.

If you’re importing more than 5,000 records, we recommend you split up the file.

Upload Reorder Points Fields

Column Name
Data Type
Description

**ItemNumber

Text

Enter the SKU number. This property is unique to this item, another item cannot be created with the same Item Number.

**StoreCode

Text

Enter the store code.

ReOrderPointQty

Numeric

The minimum quantity to hold of this item, such that when it drops to this amount, the item should be replenished.

ReOrderQty

Numeric

The amount to re-order when an item’s stock reaches the re-order point quantity.

ImportError

Text

If there any errors from an upload, they will be listed in this column.

Uploading the template

Once you have filled the CSV file with your data, you can follow the steps below to upload it into Xoro:

  • The Default values for required columns can be configured before the upload.

  • Click Browse to select the saved CSV template file.

  • After the file has been selected, click on Upload to start importing.

  • While the import is in progress, the summary of the progress will be displayed at the bottom of the screen with the progress bar.

  • After the import has been completed, the result will be displayed with a message for success or error (if any).

  • Item Reorder Points will only get uploaded into the system if there are no errors in the file.

  • If there are errors in the file, you can download the error file, fix the errors in the original file and upload it back into Xoro.

If you want to batch update the existing data, you can download the existing Item Reorder Points by clicking on Download Master Data File, update the necessary values in the CSV file and upload it back into Xoro.

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