Inventory Reorder & Replenishment
Stockouts cost sales and over-ordering ties up cash. This replenishment SOP gives retail and operations teams a simple, consistent rule for when and how to reorder, with a light approval step for larger orders.
It checks stock against the reorder point, generates a suggestion, routes over-threshold orders for manager approval, then places the PO with the supplier and updates stock on receipt.
Import this template into Essoflo to set your reorder points and approval thresholds, connect your inventory and supplier tools, and assign the clerk and manager roles.
- Purpose
- Reorder stock at the right time and quantity to avoid stockouts and overstock.
- Scope
- Applies to inventory items monitored against a reorder point through to receipt.
- Steps
- 7 steps & decisions
- Roles & tools
- Inventory Clerk, Store ManagerInventory System, Supplier Portal
Step-by-step walkthrough
The same procedure as the diagram above, in reading order — decisions show where each answer leads.
- 1
Below reorder point?
Is the item at or below its reorder point?
True → Generate reorder suggestion·False → No action needed
Who: Inventory Clerk·Tools: Inventory System
- 2
Generate reorder suggestion
Calculate the suggested reorder quantity.
Who: Inventory Clerk·Tools: Inventory System
- 3
Over approval threshold?
Is the order large enough to need manager approval?
True → Request manager approval·False → Place purchase order
Who: Inventory Clerk
- 4
Request manager approval
Send larger orders for sign-off.
Who: Store Manager
- 5
Manager approves?
Does the manager approve the order?
True → Place purchase order·False → Hold order
Who: Store Manager
- 6
Place purchase order
Submit the PO to the supplier.
Who: Inventory Clerk·Tools: Supplier Portal
- 7
Receive & update stock
Receive the delivery and update stock levels.
Who: Inventory Clerk·Tools: Inventory System
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