Replenishment Rules

Manage automatic inventory replenishment by setting frequency and minimum stock levels for your inventory items across selected sites.

The Replenishment Rules page allows you to:

• Select Sites: Choose one or multiple sites where the replenishment rules will apply.
• Search Inventory Items: Find inventory items to set up replenishment rules.
• Set Replenishment Frequency: Define how often replenishment items are automatically created for inventory items.
• Set Minimum Stock Levels: Specify a minimum quantity for inventory items to trigger replenishment when stock falls below this level.
• Save Changes: Apply the changes made to replenishment rules.

By configuring these rules, you automate the restocking process, ensuring optimal inventory levels and preventing stockouts.

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Permissions

To view and manage replenishment rules, the user account requires specific permissions:

• View Inventory Management: Allows access to the Replenishment Rules page.
• Edit Inventory Management: Enables updating replenishment frequencies and minimum levels.

Permissions are assigned to user accounts in Salesforce under the Employee Permissions field. Refer to Employee Permissions for more information.

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Selecting Sites

To select the sites where you want to apply replenishment rules:

1. Click on the site selection dropdown at the top right of the page.
2. In the Select Sites popover, you can:
   • Search for specific sites using the search bar.
   • Select All or Reset the selections using the provided options.
   • Check or Uncheck individual sites from the list.
3. The inventory for the selected sites will be displayed in the table.

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Searching Inventory Items

Use the Search bar to find inventory items by SKU, name, category, or other details.

• The search function filters the inventory list in real-time based on the entered keyword.
• This helps you quickly locate the items you wish to update.

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Setting Replenishment Frequency

The Replenishment Frequency determines the interval, in days, at which replenishment items are automatically created for an inventory item.

Steps to Set Replenishment Frequency:

1. Locate the inventory item in the replenishment table.
2. In the Replenishment Frequency column, click the input field.
3. Enter the desired frequency in days.
   • Example: Enter 7 to create a replenishment item every 7 days for the item.
4. Repeat for other items as needed.

How It Works

Replenishment frequency is calculated from the created date of the last replenishment item.

Example:

• Inventory Item: Case of Water
• Frequency: 14 days
• Scenario:
  • A replenishment item is created via frequency on 2024-01-01.
  • Another replenishment item is created manually on 2024-01-07.
  • The next automatically created replenishment item will be scheduled for 2024-01-21 (14 days after the last frequency-triggered replenishment).

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Setting Minimum Stock Levels

The Minimum Level defines the threshold quantity that triggers the creation of a replenishment action when the inventory falls below this level.

Steps to Set Minimum Stock Level:

1. Locate the inventory item in the replenishment table.
2. In the Minimum Level column, click the input field.
3. Enter the minimum quantity you wish to maintain for the item.
   • Example: Enter 50 to trigger replenishment when the stock falls below 50 units.
4. Repeat for other items as needed.

How It Works

The system checks minimum stock levels as part of a scheduled overnight job.

Example:

• Inventory Item: Case of Water
• Minimum Stock Level: 10
• Scenario:
  • On 2024-01-01, the stock level falls to 9.
  • The overnight job runs at 00:15 and detects the low stock level.
  • A new replenishment item is automatically created to restock the inventory item

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Saving Changes

After updating the replenishment frequencies and minimum levels:

1. Click the Save & Close button at the top right corner of the page.
2. Your changes will be saved, and you will be returned to the Inventory Management page.

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Tips

• Regular Review: Regularly review and adjust replenishment rules to align with changes in demand or inventory turnover.
• Site Selection: Ensure you have selected the correct sites to apply your replenishment rules effectively.
• Data Entry: Double-check the values entered for frequency and minimum levels to prevent unintended ordering.
• Search Functionality: Utilize the search bar to quickly find items, especially when managing a large inventory.

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Replenishment Rules Table

The table displays the following information for each inventory item:

SKU	Name	Category	Site	Batch/Unit Type	Unit of Measure	Replenishment Frequency	Minimum Level
String	String	String	String	String	String	Input Field	Input Field

• SKU: The stock keeping unit identifier.
• Name: The name of the inventory item.
• Category: The category the item belongs to.
• Site: The site where the item is located.
• Batch/Unit Type: Indicates whether the item is managed in batches or units.
• Unit of Measure: The measurement unit for the item (e.g., kg, liters, pieces).
• Replenishment Frequency: Input field to set how often (in days) a purchase order is automatically created for the item.
• Minimum Level: Input field to set the minimum stock level that triggers automatic replenishment.

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Navigating Back

To return to the Inventory Management page:

• Click on the Inventory Management breadcrumb at the top of the page.
• Alternatively, after clicking Save & Close , you will be redirected automatically.

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Related Pages

Inventory Management Manage inventory operations and settings.

Inventory Replenishment Create Purchase Orders from Replenishment Items.