Replenishment report¶

The replenishment report is an interactive dashboard that uses manual reordering rules, lead times, and upcoming demands to forecast quantities of products that need restocking.

Reordering rules used on this dashboard are normal reordering rules, but the user benefits from a monitoring menu with extra options to manage suggestions for replenishment.

This enables users to anticipate future needs, keep less products on hand without the risk of running out, plan and consolidate orders.

Navigate the replenishment report¶

To access the replenishment report, go to Inventory app ‣ Operations ‣ Replenishment.

Note

Automatic reordering rules are available on this menu as well, but are hidden by default.

The fields and features unique to the replenishment dashboard are displayed below. For definitions of the other fields, go to the Create reordering rules section.

By default, the quantity in the To Order field is the quantity required to reach the set Max Quantity. However, the To Order quantity can be adjusted by clicking on the field and changing the value. To replenish a product manually, click Order.

Click Snooze to temporarily deactivate the reordering rule for the set period, hiding the entry from the replenishment dashboard, when it is supposed to appear.

Tip

Defining a Vendor allows filtering or grouping demands by the vendor. This simplifies the process of identifying products to order and can reduce shipment costs. Click the (adjust settings) icon and select Vendor from the drop-down list to view the field on the report.

screenshot: inventory-replenishment-dashboard

menu: Inventory ‣ Operations ‣ Replenishment
shows: The replenishment report listing products that need restocking, with the Product, Location, On Hand, Forecast, Min, Max and "To Order" columns and the "Order" and "Snooze" buttons on the lines.
highlight: The "To Order" column and the "Order" button (red frames).
data: Three or four manual reordering rules whose forecast is below the minimum.
module: stock
notes: English UI, light theme, 1440px width, full list view including the left search panel.

Order to max¶

If a reordering rule does not forecast the product to arrive below the minimum, the replenishment cannot be triggered, because it is seen as unnecessary. However, there can be instances where a product needs to be replenished even if it is not deemed necessary, such as when an order needs to be maximized to obtain better discounts, or to save on delivery costs.

First, select one or more products by ticking the appropriate checkbox. Then, click the Replenish button and select Order To Max. Doing so creates a request for quotation (RFQ) for the first possible replenishment date for each product for the maximum specified in the reordering rule.

screenshot: inventory-replenishment-order-to-max

menu: Inventory ‣ Operations ‣ Replenishment
shows: The replenishment report with one line selected and the "Replenish" drop-down open, showing the "Order" and "Order To Max" entries.
highlight: The "Order To Max" entry (red frame).
data: One selected reordering rule whose forecast is above its minimum.
module: stock
notes: English UI, light theme, 1440px width, crop to the selection bar and the open drop-down.

Replenishment information¶

In each line of the replenishment report, clicking the (info) icon opens the Replenishment Information pop-up window, which displays the lead times and forecasted date.

For detailed information on how to use this feature for replenishment, go to the Just in time logic section.

Select a warehouse¶

If a warehouse’s replenishment method is resupply from another warehouse, check for available product quantities in other warehouses by opening the Replenishment Information pop-up window. Warehouses that can replenish the stock are listed under the Warehouses tab, and the Available Quantity shows the on-hand stock in each warehouse.

After selecting a sourcing warehouse, click Select Route to use that warehouse for this replenishment. If the Order button is clicked without selecting a route, the reordering rule reverts to its preferred route (Buy or Manufacture).

screenshot: inventory-replenishment-select-warehouse

menu: Inventory ‣ Operations ‣ Replenishment ‣ (info icon on a line)
shows: The "Replenishment Information" pop-up with the "Warehouses" tab selected, listing the warehouses that can resupply the stock with their "Available Quantity" and the "Select Route" button.
highlight: The "Available Quantity" column and the "Select Route" button (red frames).
data: Two warehouses, one of which holds stock of the product.
module: stock
notes: English UI, light theme, 1440px width, crop to the pop-up.