Purchase Packs serve as your vendor’s price book, listing the items you've purchased before and helping you generate new purchase orders
Within a Purchase Pack, you can update important item details such as cost, unit per case, discounts, and more
You can also set Re-order Points and Re-stock Levels to better manage inventory and avoid running out of key items
These two fields help you automate and streamline reordering:
Re-order Point: The minimum inventory level that triggers a reorder
Re-stock Level: The desired inventory count after the new order is placed
Step-by-Step Process
1. Open the Purchase Pack for Bulk Editing
On the left side of the screen, click Price Book
Then click on Bulk Update
In the top-right corner, click Purchase Pack
2. Filter the Items You Want to Update
Use filters such as Price Range, Department, or Vendor to find the items
A list of matching items will appear on the screen
3. Update Inventory Thresholds
For each item, update the following fields:
Re-stock Level – the inventory level you'd like to reach when restocking
Re-order Point – the level at which the item should be flagged for reorder
Click Save Changes once updates are complete
Frequently Asked Questions
What is the difference between Re-order Point and Re-stock Level?
What is the difference between Re-order Point and Re-stock Level?
Re-order Point: The system flags the item for reorder when inventory drops below or equals this value.
Re-stock Level: The target inventory level that the new order will bring the item up to.
Why is this helpful?
Why is this helpful?
This allows you to automate your ordering process and avoid stockouts or overstocking, saving both time and money.
Can I update both fields at once?
Can I update both fields at once?
Yes. You can bulk update both Re-order Point and Re-stock Level at the same time through the Purchase Pack section in Bulk Update.
Can I edit discounts and costs from this screen too?
Can I edit discounts and costs from this screen too?
Yes. You can also modify fields like gross cost, unit per case, discount, and rebate when working in the Purchase Pack section.