How do I create & use replenishment worksheets?
The Replenishment Worksheet is a tool that utilizes a designated warehouse store to generate requests or transfers for multiple locations on a single screen. This tool uses algorithms to decide which store’s requests get priority fulfillment based on sales for a chosen timeframe.
Note: Pars and Reorder Points must be set for this tool to work.
To create a new Replenishment Worksheet, select the “Add” button to on the Replenishment screen:
To create a new template select: Create New
When the Replenishment Wizard opens you will be able to add filters to your replenishments. If you have selected to use an existing template, the filter will be pre-populated but can be modified as needed.
Description: This will be the identifier on any purchasing documents that are created from this worksheet.
Extended Description: Can be used to add additional information for the description if needed.
Select Stores: Here you can select the store that will be fulfilling the order as the “Warehouse Store” (usually a warehouse but you can use worksheets for store to store transfers as well) and the receiving stores as the “Replenishment Stores.”
Select Levels: Here you can choose to filter by level to keep the list shorter and easier to work with.
Select Vendors: Here you can choose to filter by vendor to keep the list shorter and easier to work with.
Select Range: The sales range that is selected will be used in the worksheet’s “Smart Maths” function to calculate the usage and determine which stores should get what quantity of an item in case the Warehouse store does not have enough stock to fulfill all quantities for all stores.
Default Sorting: This section allows users to sort data. If no sort options are selected the items will follow the Global selection for your database.
Exclusions: This box allows users to select to exclude items from the worksheet where the on hand for the Warehouse store is 0 or less.
If you plan on using this filter arrangement again, you will want to choose the “Save as Template”
Generating the Worksheet:
Once all filters are set, select the “OK” button on the bottom right of the Wizard to open your worksheet.
You can choose to sort your worksheet by description, SKU, Vendor, Level, or Dimension.
From within your worksheet users can review and edit the Par & Re-Order points for items in the gold editable fields.
Users can also set multipliers by item or across the whole grid if you do not want to permanently change the par level but have the need to increase a current replenishment need.
Fill to Par Feature: When selected, Fill to Par will disregard any reorder points set and calculate what is needed to replenish based on the Par level minus the On Hand for the product in that location. If the Warehouse does not have the stock to fill every item to par, users can select “Run Smart Maths” to choose to fulfill based on Ranked or Proportional algorithm.
When ready user will select Commit Replenishment. This will finalize the replenishment and create commit the purchasing document type based on the selections made in Global Inventory Settings. As a note: upon committing the worksheet : Any new Pars and Reorder points will save to the item, Any new items that are now being replenished will be removed from the worksheet and Only items that are being replenished will appear in the committed editor and the printed copy.
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