Safety Stock

Inventory targets can be managed using the reorder quantity and inventory maximum numbers established for each part. These parameters are set manually based upon unit cost, estimated annual usage (EAU), historical usage, lead time, and availability. Purchasing personnel can then review the list of parts that are currently below safety stock levels and initiate quotes and purchases to get those parts on-hand in expectation of future consumption.

Each part has two optional parameters to help manage minimum and maximum inventory targets. The Reorder Quantity parameter establishes the inventory minimum (or safety stock) level. If reorder quantity is set, the inventory maximum value may also be set as a guideline for the maximum inventory level.

Reorder List

To view the list of parts below inventory minimums, visit the Inventory page, then click on Reorder List. All parts with total inventory below reorder minimums will be displayed. The quantity required and any pending orders are also displayed. If you currently have a PartCart active, the Quantity Required is the quantity used when adding to your PartCart.


Parts on Order

Purchase order details are included for items that are currently outstanding on open purchase orders so you know which parts are already on order.


Incomplete builds for parts that have part lists (also known as “assemblies”) are also listed to provide information about upcoming builds.

Inventory Reorder Assistant

To help you establish reorder points for specific parts, you can use the Inventory Reorder Assistant. This tool lets you quickly work through parts of a part type or parts from a part list and set the reorder points from available summary information such as historical and planned usage, current inventory levels, and where-used information.

The assistant may be used in two modes:

  • Part Type Mode – This mode is the default mode and is accessed from the inventory perspective of the welcome page. In this mode, you can review reorder quantities for all parts of a chosen part type.
  • Part List Mode – This mode is accessed from the Part List tab of an assembly. When used in this mode, the left panel of the assistant will contain all parts on the part list so you can quickly review and update reorder quantities for those parts.

Part Selection Panel

InventoryAssistant-PartSelectionThe screenshot to the right shows the part selection panel in the Part List Mode. All parts for the chosen part list are shown in the table. When you place the cursor into one of the entry boxes, the usage summary panel on the left is updated with the historical and planned consumption chart as well as summary information about the part’s past usage and where it appears on part lists.

Changes to the reorder quantity will be updated in real-time when you move the cursor to another entry field.

Usage Summary Panel

InventoryAssistant-UsageChartThe usage summary displays useful information when trying to determine inventory reorder points. The top portion has a chart which shows historical usage as well as current allocations and reservations and planned or scheduled consumption.

The information below the chart shows current inventory levels, where-used information, and long-range historical and planned consumption.