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Reorder Report

Reorder report analyzes inventory performance, sales history, and vendor purchase data. It enables efficient supply chain planning through advanced filtering and export capabilities.

  • SKU :PDNSCRR01
  • Last Update :October 2025
  • Published :22 Oct 2025
  • Support for :NetSuite
  • Implementation time :3 Business Days

Reorder Report

Overview

Reorder Report with Sales & Inventory Insights

Provides an interactive reorder report designed to help customers easily review and reorder the products they’ve purchased in the past. It gives a clear view of each item’s details, including product image, description, stock availability, and monthly purchase history. Customers can quickly see their buying trends, check which items are currently in stock, and decide what to reorder. The report also allows actions like creating a new estimate, downloading the report in Excel format, or receiving it directly by email. With its simple and organized layout, the reorder report helps customers make faster and more informed purchasing decisions.

Features

Customer Reorder Insights and Stock Overview

Get a complete view of your customer’s purchasing patterns and product availability in one easy-to-use report. The Reorder Report provides a clear summary of items previously purchased, showing current stock levels and monthly order history to help plan reorders efficiently.
Purchase History Overview

Review each customer’s past purchases over a selected number of months, helping identify frequently ordered items and buying patterns.

Stock Availability

Instantly see which items are currently in stock and ready for reorder, based on real-time inventory data.

Reorder Actions

Quickly create an estimate, download the reorder report in Excel format, or send it directly to the customer via email with just a click.

Accurate Data Reporting

All information is generated directly from recent order and inventory details, ensuring reliability and up-to-date visibility for smarter purchasing decisions.

Conditions Apply

Important Conditions and Usage Guidelines

  • The report includes only items that have been purchased by the selected customer within the defined time period and have valid sales and stock information.
  • The download (Excel) and email options can be used only after generating the report with valid customer data.
  • Access to report data and available actions may vary based on the user’s role and permission settings.
  • Inventory quantities reflect real-time availability based on the customer’s subsidiary and active locations.
  • To ensure accurate results, customer and item records should be properly maintained with up-to-date details such as product information and stock levels.
  • Users can specify quantities in the Order Qty column to mark which items should be included when creating an estimate or preparing a reorder.
Benefits

Smarter Reordering Decisions with Complete Purchase Visibility

Empower sales and operations teams to make informed reorder decisions with a clear view of each customer’s purchasing history and available stock, all within a single, easy-to-use report.
Improved Order Planning
  • Review monthly purchase trends to identify frequently ordered and fast-moving items.
  • Check real-time stock availability to plan reorders efficiently.
  • Avoid delays or missed sales opportunities by proactively managing stock levels.
Customer-Centric Insights
  • Understand each customer’s buying behavior through detailed purchase history.
  • Simplify communication by sending reorder reports directly to the customer via email.
  • Create accurate estimates instantly based on selected reorder quantities.
Easy Reporting and Sharing
  • Generate and download reorder reports in Excel format for quick sharing or offline use.
  • View item images, descriptions, and order quantities in one organized layout.
  • Access reliable and up-to-date data without manual tracking or report setup.
Streamlined Reordering Workflow
  • Save time by managing customer reorders, estimates, and stock checks in a single place.
  • Reduce manual errors and improve efficiency in handling customer reorders.
  • Support smarter decision-making with consolidated data and user-friendly actions.
FAQ

Frequently Asked Questions

Does the report include real-time inventory data?

Yes, the report displays the latest available stock levels for each item at the time it is generated. It provides a clear view of which items are currently in stock to help users make quick and informed reorder decisions.

Can I export the report to Excel?

Yes, once the report is generated, users can export the full dataset to Excel in CSV format with properly formatted fields.

What does the Reorder Report display?

The report shows a customer’s past purchase history, including item images, product codes, descriptions, stock availability, and monthly order quantities for a selected time period. It helps users quickly identify items that customers are likely to reorder.

Can users perform actions directly from the report?

Yes, users can take actions such as creating an estimate for reorder items, downloading the report in Excel format, or emailing it directly to the customer - all from the same page.

Can it be used across subsidiaries?

Yes, it fully supports NetSuite OneWorld, displaying subsidiary-specific data so that users only see relevant stock and sales information for the customer’s associated subsidiary.