What should I reorder this week?
QuickBooks Desktop has a reorder point on each item and a report that flags what is under it. It does not know how fast you sell the item, how long the supplier takes, or what is already on order against that. So it tells you what is low today, not what to order, how much, or by when. The reorder list is a report it cannot make, built from three things you already have.
What we do about it
We take your data out of QuickBooks as reports, put it in a database, and connect it to your Claude or ChatGPT. QuickBooks stays as it is.
The first step is small on purpose. We model one year of your sales data and get on a live call where you ask and your own numbers answer. You give us the three questions you most want answered, and we get you those answers or figure out how we can deliver them. You keep the database, connected to your Claude or ChatGPT.
The first step is $950, credited in full toward your setup if you go ahead. If you don’t, we delete the project and your data doesn’t stay with us. If it earns its place, we keep it current every week and send the reports you pick.
Nothing we build can write to your books.
What QuickBooks gives you
Inventory Stock Status by Item lists every item with quantity on hand, on purchase order, and the reorder point, and puts a check mark next to anything under the point. The reorder point is a number someone typed when the item was set up. On most files it was typed once and never revisited.
The report has no idea of pace. An item with twenty on hand that sells two a week is fine. An item with twenty on hand that sells ninety a week runs out on Wednesday, and the report shows both as above the point.
What the reorder list needs
Three things. The stock count, the sales lines, and the supplier’s lead time. The count is the weekly stock report from QuickBooks, or a physical count if the QuickBooks quantities are not trusted. The sales lines are already in the database. The lead time comes off the supplier’s price sheet.
From those, each item gets a pace, weeks of cover, an order-by date, and a suggested quantity. The list is kept every Monday from the week the count starts. It does not pretend to know last spring.
Three questions from a fictional company
The Monday list, the opposite question, and whether last Monday’s list was acted on. The last one is the standing report the weekly email carries.
What am I going to run out of, and when?
This Monday’s reorder list. 50 lines in all; the first 12 shown, the ones closest to running out first:
| Yard | Item | On hand | On order | Per week | Weeks of cover | Order by | Suggested |
|---|---|---|---|---|---|---|---|
| Main Yard | Siding:Trim Coil 24x50 | -29 | 0 | 16.1 | -1.8 | 2026-07-27 | 125 |
| Main Yard | Millwork:Stair Riser Primed | -8 | 0 | 37.8 | -0.2 | 2026-07-27 | 240 |
| North Yard | Doors-Ext:French Door 6068 | -3 | 3 | 1.0 | 0.0 | 2026-07-27 | 6 |
| Main Yard | Millwork:Ashwyn Casing 356 16ft | 33 | 0 | 128.1 | 0.3 | 2026-07-27 | 740 |
| Main Yard | Millwork:Newel Post Primed | 4 | 0 | 5.5 | 0.7 | 2026-07-27 | 29 |
| North Yard | Hardware:Barn Door Hw Set | 2 | 0 | 2.6 | 0.8 | 2026-07-27 | 13 |
| Main Yard | Decking:PT 4x4-10 | 68 | 0 | 90.1 | 0.8 | 2026-07-27 | 480 |
| Main Yard | Decking:PP-546-16-BRN | -691 | 936 | 242.8 | 1.0 | 2026-07-27 | 1,224 |
| Main Yard | Fasteners:Const Adhesive Case | 10 | 0 | 10.2 | 1.0 | 2026-07-28 | 51 |
| Main Yard | Doors-Int:Louver Door 2468 | 11 | 0 | 10.9 | 1.0 | 2026-07-27 | 54 |
| Main Yard | Fasteners:Trim Nails 16ga Box | 21 | 0 | 17.7 | 1.2 | 2026-07-30 | 85 |
| Main Yard | Fasteners:Framing Nails Box | 17 | 0 | 12.8 | 1.3 | 2026-07-31 | 59 |
11 of the 50 lines show stock below zero. Those are items QuickBooks let you sell that you did not have: either the truck came and nobody keyed the receipt, or you sold from the next load. The owner knows which. Either way the count is wrong, and the list says so. It is built from the weekly stock count, the last twelve weeks of sales at that yard, and the supplier’s lead time from the price sheet.
How that was computed
select r.yard, i.name as item, r.on_hand, r.on_order,
r.weekly_velocity as per_week, r.weeks_of_cover, r.reorder_by, r.suggested_qty
from reorder_report r
join items i on i.id = r.item_id
where r.week = '2026-07-27'
order by r.weeks_of_cover, r.on_handWhat’s sitting on the shelf too long?
Items with more than twelve weeks of stock at the current pace:
| Yard | Item | On hand | Per week | Weeks of stock | Tied up at cost |
|---|---|---|---|---|---|
| North Yard | Windows:Vantera Bay 8048 | 18 | 1.2 | 15 | $24,114 |
| Main Yard | Siding:Housewrap 9x150 | 132 | 9.3 | 14 | $17,292 |
| Main Yard | Hardware:Smart Lock WiFi | 113 | 7.0 | 16 | $16,159 |
| North Yard | Windows:Vantera Picture 4848 | 45 | 1.9 | 23 | $13,867 |
| North Yard | Windows:Vantera Csmt 2848 | 25 | 0.7 | 38 | $8,186 |
$79,618 tied up in slow stock, most of it at the North Yard, where the reorder points were set when the yard opened and never revisited. Same weekly count, opposite question.
How that was computed
with pace as (
select i.canonical_id as item_id, t.class as yard, sum(l.qty) / 12.0 as per_week
from txn_lines l
join txns t on t.id = l.txn_id
join items i on i.id = l.item_id
where t.date >= '2026-05-04' and t.date < '2026-07-27'
group by i.canonical_id, t.class),
price as (
select item_canonical_id as item_id, unit_cost
from item_costs c
where effective_date = (select max(effective_date) from item_costs x
where x.item_canonical_id = c.item_canonical_id
and x.effective_date <= '2026-07-27'))
select s.yard, i.name as item, s.on_hand,
round(coalesce(p.per_week, 0) * 10) / 10 as per_week,
round(s.on_hand / p.per_week) as weeks_of_stock,
round(s.on_hand * pr.unit_cost) as tied_up_at_cost
from stock_snapshots s
join items i on i.id = s.item_id
join price pr on pr.item_id = s.item_id
left join pace p on p.item_id = s.item_id and p.yard = s.yard
where s.week = '2026-07-27' and s.on_hand > 0
and (p.per_week is null or s.on_hand / p.per_week > 12)
order by tied_up_at_cost descDid last week’s reorder list get acted on?
Last Monday’s list against the purchase orders raised that week. 32 lines; the first 12 shown:
| Yard | Item | List said order | Ordered that week |
|---|---|---|---|
| North Yard | Siding:Fascia Alum 8in 12ft | 300 | 320 |
| North Yard | Millwork:Ashwyn Crown 434 16ft | 340 | 290 |
| Main Yard | Siding:TruNor D5 Panel /sq | 248 | 272 |
| Main Yard | Decking:PP Fascia 12ft Gry | 84 | 144 |
| Main Yard | Hardware:Lever Passage Ni | 108 | 132 |
| Main Yard | Railing:Post Cap Light | 102 | 126 |
| Main Yard | Doors-Int:6-Panel Hollow 2668 | 131 | 125 |
| Main Yard | Doors-Int:6-Panel Hollow 2868 | 73 | 95 |
| North Yard | Doors-Int:6-Panel Hollow 2868 | 40 | 55 |
| North Yard | Siding:Wrap Tape 3in | 42 | 54 |
| North Yard | Railing:Post Sleeve 4x4 Wht | 30 | 54 |
| North Yard | Millwork:Handrail Oak 16ft | 40 | 40 |
22 of 32 lines had a purchase order raised that week. The rest are back on this week’s list. This is the standing report the weekly email carries: the list, and whether it happened.
How that was computed
select r.yard, i.name as item, r.suggested_qty as list_said,
coalesce((select sum(l.qty)
from po_lines l
join purchase_orders p on p.id = l.po_id
join items li on li.id = l.item_id
where li.canonical_id = r.item_id and p.yard = r.yard
and p.date >= '2026-07-20' and p.date < '2026-07-27'), 0) as ordered_that_week
from reorder_report r
join items i on i.id = r.item_id
where r.week = '2026-07-20'
order by ordered_that_week desc, list_said descNorthgale Building Products is a fictional company. Every name, figure and supplier on this page is made up, built to behave like a real three-and-a-half-year QuickBooks Desktop file so we can show real screens without showing anyone’s real numbers. Data as of the 2026-07-27 refresh; the last invoice in the file is dated 2026-07-24.
Short answers
- Does QuickBooks Desktop have a reorder report?It has Inventory Stock Status by Item, which flags items under their reorder point. It does not say how much to order or by when.
- What if the quantities in QuickBooks are wrong?Then the count comes from a weekly physical count instead, and the list shows where the two disagree.
- How far back does the reorder history go?To the week the counts start. The list is kept from then on and never backfilled.