Configure Replenishments
You can set up your replenishment depending on your organisation type:
Locations Not Enabled Organisation
If you only have a single warehouse in your organisation, you can set up replenishment directly on the item details section. Here’s how you can do it:
- Navigate to Items on the left sidebar.
- Click the item you want to configure replenishment.
- Under the Overview tab, scroll down and click + Create Replenishment near Replenishments.
| Fields | Description |
|---|---|
| Order Type | You can create either a Purchase order or Transfer order. |
| Preferred Vendor / Source location | If you select Purchase Order, you can choose a preferred vendor to whom the replenishment should be created. If you select Transfer Order, you can choose a source location from where the items will be received. |
| Reorder Level | This is the quantity at which you would like the replenishment to be created |
| Maximum Stock Level | The maximum quantity that you can keep in stock to avoid overstocking |
| Minimum Order Quantity | The minimum quantity that can be ordered when replenishing stock for the selected location is displayed in order creation for reference. |
| Maximum Order Quantity | The maximum quantity that can be ordered when replenishing stock for the selected location is displayed in order creation for reference. |
| Unit Multiple | The item can only be purchased in specific unit multiples. For example, if the unit multiple is 5, you can purchase items only in multiples of 5. i.e, 5, 10, 15 and so on. |
| Frequency | The number of days at which the replenishment should be triggered. |
- Click Save to finish.
Insight: The item’s stock level will be checked based on the frequency you set (e.g., every 1 day or 3 weeks). If it falls below the reorder point during a check, a notification will be sent, allowing you to quickly create a Purchase Order or Transfer Order to avoid stockouts
Locations Enabled Organisation
If you have multi-warehouse enabled, you can set up replenishments at the warehouse tab at item details. Here’s how you can do it:
- Navigate to Items on the left sidebar.
- Click the item you want to configure for replenishment.
- Go to the Warehouses tab/locations tab.
- Click the Gear icon near the Stock Warehouses/Locations.
- Click Configure Replenishments in the dropdown.
- Click Configure in the warehouse/location you want to configure replenishment.
| Fields | Description |
|---|---|
| Order Type | You can select between a purchase order and transfer order |
| Preferred Vendor / Source location | If you select Purchase Order, you can choose a preferred vendor to whom the replenishment should be created. If you select Transfer Order, you can choose a source location from where the items will be received. |
| Reorder Level | This is the quantity at which you would like the replenishment to be created |
| Maximum Stock Level | The maximum quantity that you can keep in stock to avoid overstocking |
| Minimum Order Quantity | The minimum quantity that can be ordered when replenishing stock for the selected location is displayed in order creation for reference. |
| Maximum Order Quantity | The maximum quantity that can be ordered when replenishing stock for the selected location is displayed in order creation for reference. |
| Unit Multiple | The item can only be purchased in specific unit multiples. For example, if the unit multiple is 5, you can purchase items only in multiples of 5. i.e, 5, 10, 15, and so on. |
| Frequency | The number of days after which the replenishment should be triggered. |
- Click Save.
- If you want to configure for other locations/warehouses for this item, you can repeat the actions and click Save.