Plan reorders and manage price lists

Find low-stock products, create purchase orders in one go, and set customer-group prices with price lists. Every screen and button.

Part 1: Reorder planning

Set a reorder level on each product

  1. Go to Inventory > Products and open the product.
  2. On the Stock tab, set the Reorder Level. This is the quantity at which you want to buy more. You can also set a Low Stock Alert.
  3. On the Basic tab, choose the Supplier (the preferred supplier for this item). Reorder Planning groups products by this supplier.
  4. Save the product.

Plan the reorder

  1. Go to Inventory > Reorder Planning. The page is called Reorder Planning Hub.
  2. The top cards show Products Below Reorder, Selected for Reorder and Unique Vendors.
  3. The table lists each low-stock product with its Current Stock, Reorder Level, Suggested Qty, Unit Cost and Line Total, and the supplier. A product with no default supplier shows No supplier.
  4. Tick the products you want to order. Change the suggested quantity if you want a different number.
  5. Tap Create Consolidated POs. The number in brackets is how many products you selected.

What you see next: a message Purchase Orders Created. InvoBill makes one purchase order per supplier. Products with no default supplier go into one purchase order for you to assign. Open Purchases > Purchase Orders to review, edit and send them. See Purchase order → goods receipt → purchase invoice.

If nothing is below its reorder level you see All Stocked Up!. If you tap Create with nothing ticked, you see No items selected.

Reorder Planning only creates purchase orders. It does not place the order with the supplier. You still send the order yourself.

Part 2: Price lists

A price list gives a group of customers their own rates, such as Wholesale or Retail.

Create a price list

  1. Go to Inventory > Price Lists and tap New price list.
  2. Type a Name your team will recognise, for example Wholesale. Add a Description if you want.
  3. Keep Active on. Tap Create.

Add rates

  1. Select the list on the left. The right side shows (list name) rates.
  2. Pick a Product and type the Rate (₹ / base unit). It must be above zero.
  3. Tap Add rate. The list shows the Standard price next to your List rate.
  4. Products you do not add keep their normal selling price.

Put customers on the list

  1. With the list selected, find the customers panel. Each customer has a switch.
  2. Turn on the switch for each customer who should get this list's rates. A customer can be on one list at a time. If one is on another list, the page says which.

What you see next: on a new invoice for that customer, each line starts at the list rate, and the list name shows above the items grid. You can still change a rate by hand. The order of pricing is: a rate set just for that customer, then the price list, then a volume tier, then the standard selling price.

Check a few high-value products on a test invoice after you change a list.