Order Recommendations

Order Recommendations is the reorder walk: it lists the items at your store that have sold down to the Order Point set on their item pages, tells you how many to buy to get back to your target quantity, and builds the purchase order for you without re-keying anything.

Find it at Reports → Ordering → Order Recommendations. If that link isn't in your Reports sidebar, report access can be limited by employee permissions — contact help@vmxllc.com.

This page walks the whole task — filter, review, adjust, build the PO. For setting the order points that feed it, see Order Point on the item page. For the bigger pre-season buy, see the Seasonal Ordering Walkthrough.

What puts an item on Order Recommendations

An item appears on Order Recommendations only when all three of these are true:

Allow Reorder? is checked on the item, in the 🚚 Ordering section of its item page.
The item has an Order Point rule for the store you're logged into. Order points are per-store, so an item set up at one store won't show at another.
The store's On Hand quantity has fallen below the Order Point (the Min column on this report).

The report always covers the store you are logged into. If your company has more than one store, the store name appears in the report heading — switch stores to run the reorder walk for another location.

Filter Order Recommendations to what you're buying

The filter bar sits above the results table on Reports → Ordering → Order Recommendations. Each control reloads the report as soon as you change it.

Check Only show my departments? to limit the list to departments where you are the Primary Employee, Secondary Employee, or Tertiary Employee for this store. Leave it unchecked to see everything.
Choose a vendor from the Vendor... dropdown, which lists your active vendors. It narrows the report to items whose Primary Vendor is that vendor, and it tells the Build Order button which vendor the PO is for.
Choose a department from the Department... dropdown. Entries listed as Department / Sub-department narrow it further to a single sub-department.

Working one vendor at a time is the normal rhythm: filter to the vendor, fill in quantities, build that PO, then move to the next vendor.

Reading the Order Recommendations columns

Each row is one item that has dropped below its order point at your store. Click any column heading to sort.

Department — the item's department.
PLU — the item number, linked to the item page.
Description — the item's description, followed by its Ext. Description when it has one.
Avg. Cost — the item's average cost at this store: the average of what you paid across all the times it has been received on a purchase order.
Price — the item's current retail price.
1mo — units sold at this store in the last month.
12mo — units sold at this store in the last 12 months.
Min — the effective Order Point: the level at which the item lands on this report.
Max — the target quantity to reorder back up to.
OH — On Hand: the current quantity at this store. Hover the heading to see the full name.
OO — On Order: the quantity already ordered on a purchase order and not yet received, with the expected delivery month and day underneath it when the PO has one.
OM — Order Multiple: the pack or case size the item is ordered in. When you've filtered to a vendor, the OM recorded on that vendor's part number for the item is used; otherwise the item's own Order Multiple is. Blank when neither is set.
Order Qty — an editable box holding the suggested quantity to buy (see below).

An OH cell shaded yellow means the item is both out of stock and had no sales in the last month — worth a look before you reorder it.

Check the store-by-store quantities before you commit

The OH number on Order Recommendations is for the store you're logged into, but a shortage at one store is sometimes a surplus at another.

Click the OH number on any row.
A Quantity popover opens with one line per store, showing QOH (quantity on hand), 1M Sales, 12M Sales, and OP (that store's order point).
Compare the stores. If another location is carrying plenty and isn't selling it, a transfer may beat a purchase order — see Transfers.
Click the number again to close the popover.

How the suggested Order Qty is calculated

The Order Qty box on each row of Order Recommendations starts with a suggestion:

Max − On Hand − On Order, then rounded up to the next OM (order multiple).

For example: with a Max of 50, OH of 8, and nothing On Order, the suggestion is 42. If that item's OM is 12, the suggestion rounds up to 48 — four cases.

Two things to know:

No Max means no suggestion. An item with an Order Point but no Max appears on the report with an empty Order Qty — the report can't tell what you want to stock back up to. Add a Max on the item page if you want a number suggested.
Never negative. If On Hand plus On Order already meets or beats the Max, the suggestion is blank — what's already coming covers it.

Adjust the quantities and check the cost

The suggestion is a starting point, not a decision. On Reports → Ordering → Order Recommendations:

Type over any Order Qty you want to change. Press Enter to jump to the next item's box and keep moving down the list.
Clear a row's box to leave that item off the order entirely.
Watch Est. Cost at the bottom right — it recalculates as you type, using each item's Avg. Cost × the quantity you entered.
Compare it to Vendor Min underneath, which shows the $ Minimum recorded on the selected vendor's page — it reads $? until you choose a vendor. If Est. Cost is under the minimum, add to the order before you build it.
To start over, click the Clear Order Qtys (circular arrows) icon at the top right of the table — it empties every quantity box on the report. The Est. Cost total keeps showing its previous figure until you type in a quantity box again.

Build the purchase order from Order Recommendations

Once the quantities are right, the report writes the PO for you:

Confirm the correct vendor is selected in the Vendor... dropdown. The purchase order is created for that vendor.
Click Build Order at the bottom right.
A new purchase order is created for your store, containing every row where you entered a quantity. Rows left blank or set to zero are skipped, and each line is costed at the item's Market Cost — or its average cost at your store when no market cost is set.
You land on the new order automatically. It arrives with a Status of Submitted, so review it, adjust costs and quantities, and send it to the vendor from the Order Page.

If nothing happens when you click Build Order, no quantities were entered — fill in at least one Order Qty first.

"Vendor Id required when creating a new order."

Build Order needs a vendor. Choose one in the Vendor... dropdown at the top of Order Recommendations and click Build Order again — the report can't decide who to write the purchase order to on its own.

Export the Order Recommendations list

Click the Download CSV (down-arrow) icon at the top right of the table to export what's currently on screen — handy when you'd rather work the list in a spreadsheet or send it to a vendor. The file saves as LowOnHand.csv, from the report's former name, Low on Hand — the report itself is called Order Recommendations in the Reports menu and on the page.

The export contains the rows and columns as filtered and sorted on screen, including whatever quantities you've typed into Order Qty.

Where the "Low on Hand" report went

Nothing was removed, and you aren't looking in the wrong place. Low on Hand is this report's former name. It is now called Order Recommendations, both in the Reports menu and on the page itself.

If you were pointed at Reports → Ordering → Low on Hand and couldn't find that entry, open Reports → Ordering → Order Recommendations instead — it is the same report, listing every item that has sold down to its Order Point. The only place the old name still appears is the CSV export, which downloads as LowOnHand.csv.

Nothing appears on Order Recommendations

An empty Order Recommendations report almost always means one of these, not a fault:

No order points are set yet. Items with no Order Point rule for this store can never appear. Set them in the Order Point window on the item page — see Order Point.
Order points are set at another store. Order points are per-store; check that rules exist for the store named in the report heading.
Nothing has dropped below its Min yet. Items sitting at or above their order point are deliberately left off.
Allow Reorder? is unchecked on the items you expected to see.
A filter is still applied. Clear the Vendor... and Department... dropdowns and uncheck Only show my departments?, then look again.

Order Recommendations vs. the other ordering reports

Order Recommendations answers "what ran below its order point at this store, right now?" It reacts to levels you set by hand, so it's the fast week-to-week restock tool.

For a projection built from sales history rather than fixed order points — including customer wish list demand and a stocking window you choose — use Order Planning.
For a dollar budget per department before you commit, use Open to Buy.
For a full buying routine that ties these together, see the Buyer's Guide.