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.

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

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 Once.

Clicking Snooze temporarily deactivates 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.

Replenishment report that displays recommended quantities to order.

Note

Automatic reordering rules appear on this menu, too but are hidden by default.

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.