Enhancement Request: Improve Threshold Logic to Account for Parts Already on Order

Zisha

The customer needs the system to recognize when parts are already on order and adjust reorder logic accordingly. Currently, when inventory falls below the minimum threshold, Limble automatically creates a new reorder task each time the part is used again — even if there is an open Purchase Order (PO) or existing reorder task for that same item. This leads to excessive reorder tasks and overstocking once all pending orders arrive.

Current Limitations

• No “On Order” Awareness: The system does not factor in open POs or pending reorder tasks when recalculating reorder quantities.
• Repetitive Reorder Tasks: Each additional use of a part below the minimum threshold triggers a new reorder task instead of updating the existing one.
• Overstocking Risk: Users end up ordering more parts than needed, especially when usage happens over multiple days.
• Manual Oversight Needed: Managers must manually track which parts are already on order to avoid duplication.

General Example

The minimum stock for a part is 6 Units and a Max of 9 Units:

• Day 1: Technician uses 1 unit → stock = 5 → system creates a reorder task for 4 unit.
• Day 2: Another unit is used → stock = 4 → system creates a second reorder task for 5 units, even though 4 units are already on order.
• Day 3: Another unit is used → stock = 3 → system creates a third reorder task for 6 units.

When all three POs are fulfilled, the site now has 9 extra units, creating unnecessary cost and storage issues.

Requested Enhancements

1. On-Order Inventory Recognition
   Update the threshold logic so the system checks for existing open POs or reorder tasks before generating a new one.
2. Dynamic Reorder Adjustment
   If parts are already on order, the system should calculate reorder quantity based on (minimum threshold - current stock - on-order quantity).
3. Single Active Reorder Rule
   Prevent multiple active reorder tasks for the same part until the current one is fulfilled or closed.
4. Visual Indicator for “On Order” Parts
   Add a tag or icon in the part record to show that the item already has quantities on order.

Business Value

• Accuracy: Prevents duplicate orders and ensures total stock levels remain aligned with real demand.
• Efficiency: Reduces manual monitoring of reorder tasks and open POs.
• Cost Savings: Avoids unnecessary purchases and excess inventory.
• Workflow Clarity: Makes it easy for users to see what’s already on order before triggering a new task