📋Automatic Ordering: Getting Started

Automatic Ordering only works if your setup is clean. Here are five things you must get right first.

✅Invoices are updated
All stock coming in must be entered via Orders/Invoicing. No old, open orders left sitting there.
✅Wastage is recorded
Any lost, damaged, or expired stock must be logged in Wastage Entry. This keeps your stock levels accurate.
✅Parent/Child item links are set
Bulk items (like cartons) and single units (like packs) must be linked so the system tracks them correctly.
✅Min and Max stock levels are defined
These set the lower and upper limits for how much stock you want on hand at any time.
✅A recent stocktake is done
Your actual stock-on-hand needs to be correct — otherwise, the system can’t order accurately.

💡 Skipping even one of these steps can throw off your orders. Get these right, and the rest will flow.

Let's look at how to link Parent and Child items to keep stock tracking accurate.