# Create stock rules

Set threshold and capacity quantities for items so Tooling Metrics can draft purchase requests automatically.

Source: https://support.toolingmetrics.com/en/inventory/tutorials/create-stock-rules/
Updated: 2026-10-29

**Prerequisites:** Inventory items exist. At least one storage location available in a storage device.  
**Required permission:** Inventory → Stock Rules — User or above. Admins can edit any stock rule; Managers and Users only the stock rules they created.

A **Stock Rule** links an item to a storage location and defines the quantity boundaries that should be maintained there. When the forecast quantity at that location (on-hand plus incoming, minus outgoing) falls to the threshold or below, the Inventory Scheduler automatically drafts a purchase request to replenish it.

## Create a stock rule

1. In the sidebar, click **Inventory → Stock Rules** → **+ Create**.
1. Select the **Item** to be stocked.
1. Select the **Storage Location** — the specific address within a storage device where this item lives.
1. Set the **Threshold Quantity**. When the forecast drops to this level or below, a replenishment request is triggered.
1. Set the **Max Capacity**. The replenishment order will bring stock up to this level.
1. Set **Item Condition** to **Brand new** for stock you buy new. The form defaults to **Unspecified**, which the scheduler never evaluates.
1. Click **Create**.

## What to expect

The stock rule is now active. The Inventory Scheduler runs at regular intervals and checks all active rules. When it finds an item at or below its Threshold Quantity, it drafts a purchase request and notifies the purchasing team.

You do not need to trigger replenishment manually — the scheduler handles it. To understand the full replenishment cycle, see [How automatic replenishment works](https://support.toolingmetrics.com/en/inventory/overview/automatic-replenishment/).

## Tip: one rule per location

Create one stock rule per item per storage location. If the same item is stocked in two different locations (e.g., a fast-moving insert stocked in both the main crib and a secondary rack), create a separate stock rule for each location.

## Inventory series complete

Your warehouse is set up with storage devices, a warehouse access point, inventory items, and stock rules. The Purchaser can now start the [Purchasing](https://support.toolingmetrics.com/en/purchasing/) series to add vendors and process the first purchase order.