Every tracked part sits in one of three stock states, decided by two numbers: the current quantity on hand and the reorder point you set on the pricebook item.

Green, amber, and red stock-status dots on parts table rows

The three states

StateConditionDot color
In stockQuantity on hand is above the reorder point (or no reorder point is set and quantity > 0).Green
Low stockQuantity on hand is at or below the reorder point, but still above zero.Amber
Out of stockQuantity on hand is zero or below.Red

The Low stock and Out of stock counts in the summary cards on the Inventory page use these same rules.

Setting a reorder point

Reorder points live on the pricebook item, not on the Inventory page.

  1. Pricebook → find the part.
  2. Open its detail.
  3. Set Reorder point to the number that means "we need to buy more" — usually one full truck load ahead of when you'll actually run out.
  4. Save.

Track inventory + Reorder point fields on a pricebook item

The new threshold takes effect immediately. Any parts already at or below it start showing as Low on the Inventory page.

A blank reorder point means "no threshold" — parts still show as Out of stock at zero, but they never trigger the amber Low state.

What "at or below" means

  • Reorder point set to 5, quantity is 5 → Low.
  • Reorder point set to 5, quantity is 6 → In stock.
  • Reorder point set to 0, quantity is 0 → Out of stock.
  • No reorder point, quantity is 2 → In stock (green).

Filtering by status

Use the Stock status filter at the top of the Inventory page:

  • All — everything.
  • In stock — green rows only.
  • Low — amber rows only. Handy first-thing-in-the-morning check.
  • Out of stock — red rows only.

Combine with the Category filter to scope further (e.g. "capacitors, low stock").

What reorder points don't do (yet)

  • No email alerts when a part crosses into low or out.
  • No auto-created purchase orders — reorder points are visibility, not action.
  • No forecasted depletion based on your scheduled jobs.

For now, treat the amber and red dots as a manual worklist. Check the Inventory page at the start of the day (or week) and place POs as needed — see How purchase orders receive stock.