How to Set a Reorder Point in EDGEBIC

To set a reorder point in EDGEBIC, you pick the reorder-point method on the product and enter a trigger level and an order quantity. In EDGEBIC by User Solutions the projection watches each planning bucket, and when the projected balance falls below the trigger it proposes an order sized to restore the buffer. This post covers the fields, the quantity the suggestion proposes, and how it differs from safety stock.

The reorder point is one of several replenishment methods. For the whole model of how demand, buffers and suggestions fit together, read forecasting and replenishment explained. This post is the narrow task of configuring the classic reorder-point trigger. Availability varies by installation, so check which inventory features your build exposes.

The reorder point is the oldest idea in inventory control, and it earns its place because it is simple to reason about: when stock falls to a line you drew, you order a set amount. The value in setting it inside the projection rather than on a spreadsheet is that the trigger is checked against a forward-looking balance, not just today's on-hand. The projection nets forecast and firm demand across the horizon, so a suggestion can fire for a bucket weeks out where the balance is heading below the trigger, giving you lead time to act before the shortfall actually lands. That forward view is what separates a planning trigger from a reactive one. It also means the quality of the trigger depends on the quality of the demand feeding the projection: a reorder point set against thin or missing forecasts fires late, while one set against a well-maintained demand picture gives you the running room the method is designed to provide.

Before You Start

• The product exists and is flagged as a stocked item, so replenishment applies to it.
• You know the level at which you want to reorder and how much you order each time.
• You have decided whether you order in fixed lots or in the exact shortfall. That choice is the lot-size rule, covered separately.

Configure the Reorder Point

1. Open Products and edit the product, or double-click its grid row.
2. Scroll to the Inventory Planning section.
3. Set Reorder Method to ReorderPoint.
4. Enter the Reorder Level. This is the trigger: when the projected balance drops below it, a suggestion appears.
5. Enter the Reorder Quantity. This is the amount added on top when the trigger fires.
6. If you always order the same lot, set the Lot Size Rule to a fixed order quantity so suggestions round up to whole lots.
7. Click Save.

How the Suggestion Is Sized

When a projected bucket falls below the reorder level, the calculator proposes the reorder point plus the reorder quantity minus the projected balance, before lot-sizing. In plain terms, it lifts stock back above the trigger and adds your standard order amount. If the lot-size rule is a fixed order quantity, that raw figure is rounded up to whole lots. If it is lot-for-lot, the suggestion is the exact gap.

A worked example: reorder level 200, reorder quantity 500, and a bucket that projects down to 150. The raw suggestion is 200 plus 500 minus 150, which is 550. With fixed-lot sizing of 500 that rounds up to the nearest whole lot; with lot-for-lot it stays at 550.

Reorder Point Versus Min-Max

The reorder-point method is one of two trigger styles. The other is min-max, which reorders when stock drops below a minimum level and refills toward a maximum target. The difference is what the order aims at. Reorder-point adds a fixed order quantity on top of restoring the trigger, so it suits a part you always order in the same amount. Min-max refills to a target ceiling, so the order size varies with how far the balance fell, which suits a part where you want to top off to a set level. Choose reorder-point when your order quantity is a constant and min-max when your target level is the constant. Both are set in the same Inventory Planning section, and both feed the same Suggested column.

What Changes When You Save

Nothing moves in stock. The reorder point is a planning parameter, so saving it changes what the projection suggests, not what is on hand. On the next projection load, buckets where the balance dips below the trigger show a suggested order quantity, and the Suggested lens on the inventory matrix paints those buckets amber. Nothing is ordered until you firm a suggestion into a real order.

One behavior surprises planners the first time: a suggestion is shown but does not roll into the projected balance. The projection displays the suggested quantity so you can see the recommendation, but it does not treat that suggestion as incoming supply. The projected balance keeps falling in later buckets as if nothing were ordered, because nothing is, until you firm the suggestion into a real order and schedule it. Only then does it become a scheduled receipt that lifts the balance.

How to Check It Worked

1. Open the Inventory calendar for the product.
2. Read the Suggested column on the projection rows, or switch the matrix to the Suggested lens.
3. Confirm a suggestion appears in the first bucket where the projected balance falls below your reorder level, and that its size matches the reorder-point formula.
4. If you set fixed-lot sizing, confirm the suggestion is a whole multiple of your reorder quantity.

If no suggestion appears, the trigger is not being crossed, or the method is not set to ReorderPoint. Check both.

Common Mistakes

• Leaving Reorder Method at None. None disables automatic suggestions. The reorder level and quantity are ignored until you pick the ReorderPoint method.
• Confusing the reorder point with safety stock. They are separate. Safety stock drives the below-safety warning; the reorder point drives suggestion timing and size. Set safety stock below the reorder point in most cases.
• Expecting a suggestion with no demand. The projected balance only dips below the trigger when there are gross requirements pulling it down. A product with no demand in the horizon never crosses the trigger.
• Overlooking make-to-order behavior. For a make-to-order product, forecast is ignored in the projection and only firm demand moves the balance, so suggestions appear less often than you might expect.
• Setting the reorder quantity to zero. With a zero order quantity, the method has nothing to add on top of restoring the trigger, so suggestions come out too small to keep stock above the reorder point for long. Give the order quantity a real value.

Once the trigger is set, pair it with a buffer using how to set safety stock, control the order size with how to set a lot size rule, and browse every task in the EDGEBIC how-to library.