Restock Points

Restock Points tell Peasy the minimum quantity you want to keep on hand for each item. Once set, the Items page shows you exactly what's running low, what needs to be ordered, and where alerts appear across the app.

How to Get There

Go to Buy > Items in the sidebar and look for the Restock Point column in the table.

Setting Restock Points

Step by Step

1. Go to Buy > Items.
2. Find the Restock Point column in the table. If you don't see it, click the column preferences icon to show it.
3. Click the restock point cell for an item. A popover opens with:
   • A Qty field — enter the minimum quantity you want on hand
   • A Unit dropdown — pick the unit (e.g., lbs, cases, each). The first option is "No restock point" if you want to clear it.
4. Click Save in the popover.
5. Repeat for each item you want to track.

You can also set Restock Points on the item detail page — click an item name, and the right panel has a Restock Point section with the same popover editor.

Setting Restock Points in Bulk

If you're adding items via the Bulk add spreadsheet, there's a Restock Point column in the Extras group. Enter a number in inventory units and it will be set when the items are created.

Global vs. Per-Location Restock Points

If you have multiple locations, you'll see two restock point columns:

• Global Restock Pt — Applies across all locations for the item. Good as a general threshold.
• Restock Point — Specific to the location you're currently viewing. Lets you set different thresholds per location (e.g., your main warehouse needs 100 lbs minimum, a smaller location only needs 20 lbs).

For single-location setups, you'll just see the one Restock Point column.

How to Decide What Number to Set

Think about:

• How fast you use the item — If you go through 50 lbs of flour a week, setting the restock point at 50 gives you about a week's heads-up.
• How long your vendor takes to deliver — If delivery takes 3 days and you use 10 units/day, set it to at least 30 so you have enough until the order arrives.
• Your comfort level — Some people like a bigger buffer, some run lean. There's no wrong answer.

A simple rule of thumb: restock point = daily usage x lead time in days, plus a little extra for a safety cushion.

Check Low and Order Views

Once your items have Restock Points, two quick-filter tabs on the Items page make reordering easier.

Near the top of the page, you'll see three filter tabs: All, Low, and Order.

Low

Click Low to see items that are getting close to their Restock Point. These items still have enough stock, but they're within 20% of the threshold.

For example, if an item's Restock Point is 100 and you have 115 on hand, it shows up here as a warning.

Order

Click Order to see items that have dropped below their Restock Point. These are the items that need attention now.

The difference is simple:

• Low = still above the Restock Point, but getting close (yellow badge)
• Order = below the Restock Point (red badge)

The Gap column shows how many units you are short by for Order items.

Add Items to Your Cart

You can start building a purchase order directly from these views:

1. Switch to the Order tab.
2. Enter a quantity in the Cart Qty column for each item you want to order.
3. Click the cart icon in the top-right to open the cart panel.
4. Click Review & Submit, configure email settings per vendor, and submit your POs.

The cart groups items by vendor automatically, so you'll get one PO per vendor. The cart persists between visits — add items on Monday, order on Wednesday.

Where Alerts Appear

Restock Point alerts show up in several places beyond the Items page:

• A red badge on Buy > Items in the sidebar, showing how many items need attention
• The Flags panel (flag icon at the top of the sidebar), where you can see all items needing attention across Buy, Make, Pending, and Count tabs
• The Replenishment Summary card on your home page, showing how many items need to be bought, received, and made

Build a Routine

Here's a simple rhythm that works for most businesses:

1. At the start of your ordering day (daily, every other day, or weekly — whatever fits), go to Buy > Items.
2. Click the Order tab.
3. Add items to your cart by entering quantities in the Cart Qty column.
4. Click the cart icon to open the cart panel.
5. Click Review & Submit and send your POs.

That's it. Five minutes, and your ordering is done.

You don't even have to remember to check — the red badge on Buy > Items in the sidebar tells you when items need attention. If the badge is there, it's time to look. If it's not, you're all set.

Combine with Your Count Routine

A great workflow is to count inventory first, then check what needs ordering. That way your restock alerts are based on the most accurate numbers:

1. Go to Inventory > Count and count items that have the red "Count" badge.
2. Save your counts.
3. Switch to Buy > Items > Order and order anything that's now below its Restock Point.

Refine Your Restock Points Over Time

As you use this workflow, you'll naturally notice patterns:

• Getting too many alerts? Your Restock Points might be too high — lower them.
• Running out before the alert? Raise the Restock Points or check more often.
• Some items are never low? You might not need a Restock Point on those. Open the popover and select "No restock point" to clear it.

Good to Know

• No Restock Point = no alerts. If you don't set a Restock Point, Peasy won't alert you about that item. Set it to 0 if you want alerts only when you're completely out.
• The unit matters. The popover lets you choose which unit the Restock Point is in — pick the unit that makes the most sense for how you think about that item's stock level.
• Alerts update in real time as inventory changes.
• Pending orders reduce urgency — if you've already placed a PO for a low item, the Pending tab in the Flags panel shows it so you know it's on the way.
• Restock Points work with your inventory unit, not your buy unit. If you track in pounds and buy in 50-lb bags, set the Restock Point in pounds.
• Search and filters still work inside the Low and Order views, so you can narrow things down by category, vendor, or location.
• You don't have to set them for every item. Start with your most critical items and expand from there.
• You can update Restock Points anytime — as you learn your usage patterns, adjust the numbers.

Related

• Flags — The full Flags panel with all alert types in one place
• Template Gap Alerts — Ingredient shortages for production templates
• Managing Buy Items — Where to set and review Restock Points
• Understanding Availability — How available vs. on-hand works
• Navigating Peasy — Where to find alerts in the sidebar