Replenishment

• Summary
• Aggregated Replenishment

Summary

This screen is used to assist in replenishment of stock within the business. it summarises a variety of information, then collates that to produce a recommended quantity to order/transfer.

It must be filtered by Store and Supplier in order to work, but may also be filtered to view suggested only, which will remove any Products which do need need to be ordered.

This is an automated process, and relies on general rules; it is important to review the recommendations manually. 

Field Summary

It is possible to filter to an 'aggregated view' - for more information, click here.

Field	Purpose
Dated figures (e.g. preceding and succeeding months, as well as last 12 months and month to date)	These columns include the sum of all stock despatched from the selected Store, as well as all stock in locations in that Store which is currently reserved to Sales orders, no matter the selling Store.    That means:   Stock already despatched from the selected Store Anything physically sent out from that Store is included. Stock reserved in that Store for Sales orders Any stock sitting in locations within that Store, but already allocated to a Sales order, is also included. This still counts even if the order was placed against a different selling Store.
Available Stock	This shows the amount of stock currently available within the selected Store
Available for Replenishment	This shows the amount of stock currently available for replenishment within the selected Store   To be eligible for replenishment, that stock must be available, and the Store must be marked as enabled for replenishment
Stock Pending Transit	This shows stock currently in transit to this Store   This will include all units of stock be on a Stock Transfer which is 'in transit', and any outstanding units of stock on  Stock Transfer which is 'Received (In Progress)
Stock on Order	This shows stock currently on a Purchase Order, which is being delivered to the selected Store
Required for Orders	This shows stock required for sales orders where the selling Store is the currently selected Store
Low Stock (order at)	This shows the Low Stock figure   This is set against the Variant
High Stock (order to)	This shows the High Stock figure   This is set against the Variant
Last Order	This shows the date of the most recent Purchase Order for each Variant, as received by the selected Store
Suggested qty to order	This shows a recommended quantity to order, based on the data in this report; this may either be in the form of:   A Purchase Order A Stock Transfer (if there is suitable stock available for replenishment)

How does it work?

The page reviews recent sales against over the previous 12 months. This produces an average daily sales rate, and uses the days elapsed since the last Purchase Order for that SKU (or 12 months, whichever is longest) to produce a 'suggested quantity to order'.

This will also take into account the Order At and Order To figures, if they have been set on the Inventory tab when editing a Product.

Actioning a Recommendation

To action a line, select it using the tick box to the right of the screen. Once you have selected all which are required, use the 'order selected lines' button at the bottom of the page. This will then either create Stock Transfers or Purchase Orders as necessary. 

Transfers

These will be created if 'Transfer' is selected. This will be prioritised if there is free stock elsewhere in the business.

This will not be available if no other stock exists within the business. 

Purchase Orders

These will be created if 'Supplier' is selected.

Mark Lines as Not Required

This should be used to hide a line. Select Products that you do not wish to be recommended by ticking them, and then 'mark lines as not required'. 

If you filter the screen to 'suggested only', these Products will be hidden.

This should be used for end of line items that are being retained for reporting purposes. 

FAQs

My Product is not showing in this report - why?

There are two main reasons why a Product will not show in the Replenishment report:

1. It has been marked as 'not required' (see above)
2. It is a 'Made to Order' Product

What happens if I attempt to Transfer more stock than is On Hand?

In this instance, a Stock Transfer will be created for the maximum quantity of stock. For the remainder, a new Purchase Order will be created. E.g. there are 5 units on hand, and you Transfer 8. 5 will be added to a Stock Transfer, and a new Open Purchase Order will be created for the remaining 3.

What happens if I need to Transfer Stock, but it is coming from multiple locations in the same Store?

The system will draw draw units of stock from multiple items onto the same Stock Transfer, so long as they are coming from the same Store.

Aggregated Replenishment

When handling Replenishment, it is possible to select an 'aggregated Store'.

This will aggregate figures for the Store, along with any other Store that uses it as a default receiving Store (See Stores for more information on this). 

The way this works is as follows:

• Store A is set up to automatically receive its won POs
• Store B is set up with Store A as its 'default receiving store'
• Store C is set up with Store A as its 'default receiving store'

Stores A, B and C can be shown independently, or Store A can be shown in 'aggregated' view. If so, the Replenishment screen will retain the same layout, but the data will change.

Field Summary

It is possible to filter to an 'aggregated view' - for more information, click here.

Field	Purpose
Dated figures (e.g. preceding and succeeding months, as well as last 12 months and month to date)	This data is aggregated   These columns include the sum of all stock despatched from the selected Store and dependant Stores, as well as all stock in locations in that Store and its dependant Stores, which is currently reserved to Sales orders, no matter the selling Store.    That means:   Stock already despatched from the selected Store and dependant Stores Anything physically sent out from that Store is included. Stock reserved in that Store for Sales orders Any stock sitting in locations within that Store, but already allocated to a Sales order, is also included. This still counts even if the order was placed against a different selling Store.
Available Stock	This data is not aggregated   This shows the amount of stock currently available for replenishment within the selected Store only
Available for Replenishment	This data is not aggregated   This shows the amount of stock currently available for replenishment within the selected Store only   To be eligible for replenishment, that stock must be available, and the Store must be marked as enabled for replenishment
Stock Pending Transit	This data is aggregated   This shows stock currently in transit to this Store or one of its dependant Stores   This will include all units of stock be on a Stock Transfer which is 'in transit', and any outstanding units of stock on  Stock Transfer which is 'Received (In Progress).
Stock on Order	This data is not aggregated   This shows stock currently on a Purchase Order, which is being delivered to the selected Store only
Required for Orders	This data is aggregated   This shows stock required for sales orders where the selling Store is the currently selected Store or one of its dependant Stores
Low Stock (order at)	This data is not aggregated   This shows the Low Stock figure   This is set against the Variant
High Stock (order to)	This data is not aggregated   This shows the High Stock figure   This is set against the Variant
Last Order	This data is not aggregated   This shows the date of the most recent Purchase Order for each Variant, received at the current Store
Suggested qty to order	This data is aggregated - this will take into account stock used in all linked Stores   This shows a recommended quantity to order, based on the data in this report; this may either be in the form of:   A Purchase Order A Stock Transfer (if there is suitable stock available for replenishment)

How does it work?

Aggregated Data

• Sales Data will be aggregated for sales across Stores A, B and C
• Stock Data will be aggregated across Stores A, B and C - this includes:
  • Available Stock
  • Available for Replenishment
  • Stock Pending Transit
  • Stock On Order
    

Data That is Not Aggregated

Some data is not aggregated:

• Required for Orders (this is Store specific, and is managed via the Required Orders screen)
• High/Low stock figures (these are Store specific, and in aggregated view, default to just the selected Store only)