End user · Yellow Dog Inventory 2026
WHY IT'S IMPORTANT
The Replenishment Worksheet uses a designated warehouse store to generate requests or transfers for multiple locations on a single screen. When you replenish based on PAR levels, Yellow Dog Inventory calculates what each location needs to bring its on-hand stock up to its PAR level — the ideal quantity that should be kept in stock at that location.
PREREQUISITES
• PAR levels and reorder points are set — the worksheet requires these to work
• A warehouse store (or source store) and the receiving stores exist in Yellow Dog Inventory
Caution: PARs and reorder points must be set for this tool to work. Without them, the worksheet cannot calculate replenishment quantities. |
STEP BY STEP
Start a new worksheet
1. Go to the Replenishment screen and select Add.
2. Choose Create New, or choose Use Template to start from a saved filter arrangement.
Set your filters in the Replenishment Wizard
When the Replenishment Wizard opens, set the filters that define the worksheet. If you started from a template, these are pre-populated and can be modified as needed.
1. Description — enter the identifier that will appear on any purchasing documents created from this worksheet. Add an Extended Description for additional detail if needed.
2. Select Stores — set the Warehouse Store that will fulfill the order (usually a warehouse, though you can also use worksheets for store-to-store transfers), and the Replenishment Stores that will receive stock.
3. Select Levels — optionally filter by level to keep the list shorter and easier to work with.
4. Select Vendors — optionally filter by vendor to keep the list shorter and easier to work with.
5. Select Range — the sales range you select feeds the worksheet's Smart Maths function, which calculates usage and decides which stores get what quantity of an item when the Warehouse Store does not have enough stock to fill all quantities for all stores.
6. Default Sorting — optionally set sort order. If no sort options are selected, items follow the Global selection for your database.
7. Exclusions — optionally select to exclude items where the Warehouse Store on-hand is zero or less.
Note: If you plan to reuse this filter arrangement, select Save as Template before generating the worksheet. |
Generate and review the worksheet
1. Select OK at the bottom right of the Wizard to open the worksheet.
2. Sort the worksheet by description, SKU, vendor, level, or dimension as needed.
3. Review and, if needed, edit the PAR and reorder points for items in the gold editable fields.
4. Optionally use Set Multiplier to increase a current replenishment need by item or across the whole grid, without permanently changing the PAR level.
Fill to PAR and balance available stock
1. Select Fill To Par to disregard any reorder points set and calculate what is needed to bring each location up to its PAR level (PAR minus on-hand for that location).
2. If the Warehouse Store does not have the stock to fill every item to PAR, select Run Smart Maths and choose the Ranked or Proportional algorithm to distribute available stock.
Commit the worksheet
1. When you are ready, select Commit Replenishment.
2. Yellow Dog Inventory finalizes the replenishment and creates the purchasing document type defined in your Global Inventory Settings.
3. On commit: any new PARs and reorder points save to the item; any items that are no longer being replenished are removed from the worksheet; and only items being replenished appear in the committed editor and the printed copy.
RELATED ARTICLES
• How To: Create a Replenishment Worksheet Based on Sales
Last reviewed: June 2026 · Applies to: Yellow Dog Inventory 2026