Help & documentation

Everything from first connect to drafted PO. Can't find it? Email support.

Getting started in 5 minutes

Connect Xero, pull your items, and set your first reorder points.

Reorder points, safety stock, and rules

What each field on the Items & rules page means and how to choose values.

How suggested reorder points work

The exact math behind the suggestions, and why you always confirm them.

Drafting purchase orders

One click to a correct draft PO in Xero — grouped, priced, and duplicate-safe.

Low-stock email alerts

When alerts fire, why you get exactly one per breach, and how to turn them off.

Bulk editing with CSV

Export your rules, edit in a spreadsheet, re-import — same file both ways.

Multiple organisations (for bookkeepers)

Manage several clients' Xero orgs from one ReorderPilot account.

Plans, trials, and billing

How the trial works, what each plan includes, and managing your subscription.

Troubleshooting

Untracked items, reconnecting Xero, sync errors, and other common issues.

Security & privacy

What we access, how tokens are protected, and what happens when you leave.