Embedded Files
Overview
Overview
Inventory - Replenishment provides a snapshot of upcoming inventory changes and offers a quick way to order stock to meet the minimum stock holding requirements.
The following fields are set up in the Items module: Inventory (tab).
Lead Days: The number of days from placing an order to receiving the goods.
Min Qty: The minimum quantity you need to have in stock (the quantity that you sell over a period equal to the lead days above, plus a small buffer).
Re-order Qty: The quantity that you order when you replenish stock. This will determine how long your buying cycle is.
Navigation: Main Menu > Procurement > Inventory > Menu (button) > Replenishment.
Table of Contents
Buttons Explained
Buttons Explained
View: Generates a Replenishment Report based on the selected filters.
Actions > Replenishment Options:
Purchase Orders (INV) (PO-INV): Creates Purchase Orders for the selected transactions.
Work Orders (WO): Creates Work Orders for the selected transactions.
Output: Available upon request.
Filters Explained
Filters Explained
Date: Users can select a Date option from the dropdown list. Depending on the chosen option, Start and End Dates for the report can be set in the provided blocks.
⬅ ➡ : Adjusts the date field depending on the option chosen next to Date.
Customer: A dropdown list of customers allowing users to view All or a specific Customer.
Category: A dropdown list of categories allowing users to view All or a specific Category.
Location: A dropdown list of locations allowing users to view All or a specific Location. The Location Filter only displays locations linked to the user's Entity. If the user is not linked to an entity, all the locations will be available.
Active: A checkbox that if checked will only show Active Inventory Items
Outstanding - The feature will display any outstanding quantities that haven't been fulfilled in the replenishment view.
Fields Explained
Fields Explained
Field Chooser (*): Allows users to add or remove columns.
ID: A system-generated number for the inventory item.
Status: The Status of the inventory item.
Category: The inventory item's Category.
Description: A description of the inventory item.
Code: The inventory item's Code.
Unit: An abbreviation describing the item's Unit.
Location: The Location of the inventory item.
Customer: The name of the Customer that is linked to the inventory item.
Sub Category: The inventory item's Subcategory.
Bin No: The inventory item's Bin Number.
Min Qty: The Minimum Quantity that was filled in on the inventory item's Inventory (tab).
Reorder: The Reorder Quantity that was filled in on the inventory item's Inventory (tab).
In Stock: The quantity that is currently In Stock.
On Order: The quantity that has been ordered but not yet received. The Quantity is generated from Active Purchase or Work Orders if the item's Resolve setting = order.
Reserve: The quantity that is reserved for pending customer orders. The is generated from Active Sales and Work Orders if the item's Resolve setting = reserve.
Available (Inc Orders): The quantity that is available including orders as shown in the On Order column.
Available (Exc Orders): The quantity that is available excluding orders as shown in the On Order column.
Received: When a Date Period is selected, it shows the Quantity received (e.g. Goods Received) in that period.
Issued: When a Date Period is selected, it shows the Quantity issued (e.g. Goods Issued) in that period.
Unit Price: The Stock Price of the inventory item.
Value: The Value of the Inventory on hand (unit price x quantity). If the value is negative (due to negative quantity in stock) the value is shown in red.
Source: The source from which the goods will be procured.
Resolve: The action that was taken (e.g. produce, purchase).
Min Order Qty: The Minimum Quantity that can be ordered at a time.
Unit: A description of the item's Unit.
Price: If a Supplier Price and Cost Price are linked to an Item, the system selects the best price between the two.
Menu (...): A submenu that can also be accessed by right-clicking an item:
Open Item: Opens the item's setup page.
Open Item Dashboard: Displays a summary of the item's activity.
Related Topics
Related Topics
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