Replenishment screen

The replenishment screen is the main working area for reviewing products that need replenishment. It helps users check suggested quantities, filter replenishment needs, update rules, and create internal transfers where required.

Navigate to Inventory → Periodic → Replenishment to open the replenishment screen.

From this screen, users can:

• Review products that need replenishment.
• Check suggested quantities to order.
• Filter replenishment lines by warehouse and product attributes.
• Refresh replenishment suggestions.
• Create or update reordering rules in bulk.
• Create internal transfers from selected replenishment lines.

Refresh Replenishment Suggestions

The Refresh Replenishment Suggestions action reloads the replenishment screen using the latest stock and planning information.

This should be used when stock or demand has changed, such as:

• Receipts were completed.
• Deliveries were validated.
• Internal transfers were processed.
• Sales demand or reservations changed.
• Reordering rules were updated.

Search and filtering options

The replenishment screen includes additional filters so users can work with large replenishment lists more easily.

Users can filter replenishment records by:

• Warehouse: Review replenishment for selected warehouses.
• Group: Focus on a product group.
• Category: Review a specific product category.
• Subcategory: Narrow the replenishment list further within a category.
• Brand: Review replenishment by brand.

Select the required values from the search panel to narrow the replenishment list before taking action. The panel also supports searching within filter values, expanding long lists with See more, collapsing them with See less, and removing selected values using Clear Filter.

Update rules in bulk

The Update Rule button opens the Replenishment Rule Generator. This wizard is used to create missing reordering rules or update existing rules in bulk.

Use this option when:

• New products need reordering rules.
• New warehouses need minimum and maximum rules.
• Existing rules need updated minimum and maximum quantities.
• Rules need to be prepared for a selected warehouse, category, department, division, product model, brand, supplier, product tag, or product selection.

Replenishment Rule Generator

The wizard provides the following operation types:

• Create Only: Creates missing rules only. Existing rules are not changed.
• Update Only: Updates existing rules only. Missing rules are not created.
• Create & Update: Updates existing rules and creates missing rules where required.

The wizard can be filtered using:

• Warehouse
• Category
• Department
• Division
• Product Model
• Brand
• Supplier
• Product Tag
• Product

To use the wizard:

1. Open Inventory → Periodic → Replenishment.
2. Click Update Rule.
3. Select the operation type.
4. Apply the required filters.
5. Click Apply.
6. Review the completion message showing how many rules were created or updated.

Create transfer from replenishment

The Create Transfer button allows users to convert selected replenishment lines into internal transfers. This is useful when stock should be moved from one warehouse to another instead of being purchased or manufactured.

To create a transfer:

1. Open Inventory → Periodic → Replenishment.
2. Select one or more replenishment lines.
3. Ensure the selected lines have a quantity to order.
4. Click Create Transfer.
5. The Stock Reorder Wizard opens.
6. Review the transfer details.
7. Click Create Order.
8. The system creates internal transfer records and opens them for review.

Stock Reorder Wizard

The Stock Reorder Wizard is used to confirm how the internal transfer should be created from the selected replenishment lines.

The wizard includes the following fields:

• Scheduled Date: Planned date for the internal transfer.
• From Warehouse: Warehouse that will supply the stock.
• Check Onhand: When enabled, the system limits the transfer quantity based on available stock.
• Qty As Of: Allows the user to calculate stock using Available Qty or Forecasted Qty.
• Units: Allows the user to create the transfer using Base UoM or Purchase UoM.
• Rounding Method: Controls how transfer quantities are rounded before transfer creation.
• Product Lines: Shows the products, warehouses, units of measure, and reorder quantities included in the transfer.

When Create Order is clicked, the system groups the selected lines by destination warehouse, creates internal transfer records, and confirms the transfers.

Product replenishment unit of measure

The product replenishment option restricts the Unit of Measure selection to the units allowed for the product.

This helps prevent incorrect unit selection when products are stocked, purchased, or transferred in different units.