Stock Levels is the working screen for your buyer — it shows what you have, what’s coming, what’s promised out, and what you need to reorder, all in one grid.
How to get there #
Menu: Inventory → Stock Levels
Direct URL pattern: https://yourdomain.com/?bizRt=inventory/stockLevels/manager
What the grid shows #
| Column | Meaning |
|---|---|
| SKU / Description | Item identifier. |
| On Hand | Units currently in stock across all locations. |
| Allocated | Units on confirmed sales orders waiting to ship. |
| Available | On Hand minus Allocated — what you can actually promise to a new customer. |
| On Order | Units on open POs not yet received. |
| Reorder Point | The trigger level (from the item record). |
| Reorder Qty | Default reorder lot size. |
| Preferred Vendor | Who to reorder from. |
| Lead Time | Days to arrive (from Vendor Prices). |
Reorder flags #
- Red row — Available is at or below Reorder Point. Order now.
- Yellow row — On-hand is low but an open PO will cover it. Check the ETA.
- Green / normal — Available is healthy.
Generating POs from Stock Levels #
From the toolbar, click Generate Reorder POs. Bizuno:
- Scans every Stock and Assembly SKU with a Reorder Point set.
- Groups items by Preferred Vendor.
- Creates one Draft PO per vendor containing all items needing replenishment, each at that vendor’s price and Reorder Qty.
Review each draft PO, adjust quantities if needed, then post. The drafts sit in Purchases Manager until you do.Important: Reorder POs are generated using Available, not On Hand. If your sales orders have allocated stock aggressively, the reorder may suggest more than you actually need. Spot-check the suggestions before posting.
Filters #
- Category — narrow to Bikes, Components, Apparel, etc.
- Location — if you run multiple locations, show per-location quantities.
- Needs Reorder — hide everything except red rows.
- Search — by SKU or description.
Setting Reorder Point and Reorder Qty #
These fields live on the Stock tab of each item. Rules of thumb:
- Reorder Point = average daily usage × lead time × safety factor (1.2–1.5). For a chainring that sells 2/week with a 14-day lead time: 2 × 14/7 × 1.3 ≈ 5 units.
- Reorder Qty = whatever minimizes per-unit cost while keeping a month or two of coverage. Some vendors offer quantity breaks — see Vendor Prices.
Location transfers #
If you have more than one location (Ridgeline downtown + Ridgeline trailhead), Stock Levels shows per-location quantities. To move stock between them, go to Store Transfers (separate article).
Tips for Ridgeline Cycles #
- Run Stock Levels filtered to Needs Reorder every Monday morning, generate the batch POs, and review before posting. It’s the single highest-leverage 20 minutes in your week.
- Review Reorder Points every six months — seasonal items (tubes, chain lube, rain gear) have very different velocities in June vs. December.
- For slow-turning items, set a low Reorder Point and small Reorder Qty — don’t tie up cash in six months of chain whip tools.
Where to go next #
- Purchases Manager — review and post the draft POs.
- Adjustments — correct discrepancies after a count.
- Store Transfers — move stock between locations.