Worksheets

Replenishment Worksheet

The Replenishment worksheet is a tool that utilizes a designated warehouse store to generate requests or transfers for multiple locations within a single screen. This tool uses algorithms to decide which store’s requests get priority fulfillment based on sales for a chosen timeframe. **Pars and Reorder Points must be set for this tool to work. **

To start a new Replenishment Worksheet, navigate to the Replenishment tab on the left-hand menu.

Select “Add” from the right-hand menu to open the Replenishment wizard where you can choose to create a new document or use a template from a previous document. 

On the next page, add filters to the replenishment. If you choose a template, the filters will be pre-populated but can be modified as needed.

• The description will be the identifier on any other purchasing docs that are created from this document. Add an extended description to the field below that if needed for more granularity
  
• Choose the store fulfilling the replenishment (usually a warehouse but you could use this for store to store transfers as well).
  
• Identify the stores that will be receiving items (also known as the replenishment stores).
  
• Select specific Levels or Vendors to help keep lists shorter and easier to work with.
  
• Choose how you want your data sorted in the worksheet by selecting from one or more sort option dropdowns. If no sort options are selected, items will follow your global sort selection (usually alphabetically by description).
  
• The sales range you specify will be used in the worksheet’s “Smart Maths” function to calculate the usage and determine which store should get what quantity of an item based on the sales percentage when the warehouse store does not have enough stock to fulfill all quantities needed.
  

If you plan on using this filter arrangement again you will want to choose the “Save as Template” option on the bottom right of the screen

Once you have set all your filters you click the “OK” button at the bottom right of the wizard to open your worksheet.

From the worksheet grid you can review and edit the reorder points and par levels. You can also set multipliers by item or across the whole grid if you do not want to permanently change your standard pars, but know that they will be insufficient for the current replenishment need.

Once you have reviewed your worksheet quantities and made any necessary changes, use the Commit Replenishment button at the bottom of the screen to finalize the worksheet. Once committed, Yellow Dog will generate and commit the documents as specified in your Options / Global setting.

For the example below, the Options / Global setting for replenishment was set to generate Transfers and leave them uncommitted. Note that the documents’ Description field is populated with the Replenishment code and description.

Contact your Implementation Guide or Support for assistance in configuring your settings for Replenishment including document type, commit option, and Smart Maths algorithm.

Search for items in the Replenishment Worksheet editor by Description, SKU, Vendor SKU, or Style Number using our new Find field.

You can now sort your worksheet by Description as well as SKU, Vendor, Level, or Dimension.

Replenishment Worksheet Enhancements

In v369 we also introduced three new Replenishment Worksheet enhancements.

Exclude Items with No PARs Set Filter

When creating a new Replenishment WS, this filter will look at all the items in the chosen level(s) and only bring the items with PARS already set.

“Commit Replenishment” Enhancement

When you commit a replenishment worksheet two things will happen:

• Any new PARs and Reorder points set will save to the item
  
• Any items that are not being replenishment will be removed from the worksheet
  

The result is only items that are being replenished will appear in the committed editor and corresponding printed copy.

Fill to Par option

After bringing items into a Replenishment Worksheet you now have the option to select “Fill to Par”. This will disregard any reorder points set and calculate what to replenish based on the Par level minus the On Hand for the product in that location.

If the chosen Warehouse does not have the stock to fill every item to par, users can select the “Run Smart Maths” option to choose to fulfill based on the Ranked or Proportional algorithm.

Purchase Order Worksheet

The Purchase Order worksheet assists in generating POs for multiple stores within a single screen.

From the Purchase Order Worksheet list, use the Add button, then select the parameters to create the Purchase Order: Vendor, Buyer and Receiving stores. Click OK to open the Purchase Order Worksheet editor.

Yellow Dog will auto populate a Purchase Order Number and Description. This can be changed with certain user permissions.

Fill out the Start and Cancel Ship Dates as well any Instructions or Notes for this order. Use the +/- to the left of “Worksheet Details” and “Additional Worksheet Details” to see the full worksheet if your screen resolution requires it.

Next, add items from:

• inventory items
  
• matrices
  
• store specific lists
  
• location
  
• pars
  
• sales
  
• count sheets
  
• physical inventory
  
• sessions
  

Just like in Purchase Orders, only items that are assigned to the selected Vendor will be available to bring into the worksheet.

Additional information on the item can be viewed by selecting the Choose Columns hyperlink on the right-hand side. Items can be removed by highlighting and selecting “Remove”.

Once items have been added, use the Order Sheet grid to specify the quantities to be ordered for each store. Use the On Hands and On Order tabs to view both current on hands and on order for each store to assist in this process.

Once the order is complete, commit the Purchase Order Worksheet to generate a Purchase Order for each store on the worksheet with the specified items and quantities. Users from each of the stores will then be able to review and commit the POs in the system.

Transfer Worksheet

The Transfer Worksheet is useful for any site that regularly needs to Transfer items from a Warehouse to multiple Stores from Requests. This can also be used in conjunction with Production Transfer Items to deduct prepped good ingredients from the producing store to the new location as an inventory item with an on hand for consumption.

To create a new Transfer Worksheet from the Transfer Worksheet List

1. Select the Add button.
   
2. Follow the steps in the Wizard:
   
• select a Warehouse store (this will act as the From Store in the transfer),
  
• decide if you’d like to exclude items where the on hand in the Warehouse store is zero or less, and
  
• decide if you want to save your selections as a template for quicker setup in future.
  
3. Then either select from Requests or skip that step and add items via the Add Items and Add Items From buttons in the Transfer Worksheet Editor.
   
• Note that these worksheets can also be created from the Requests list. In that case, all items will be included by default, whether they have an on hand in the selected Warehouse store or not.
  
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4. Next, in the Transfer Worksheet editor, you can use the Fill Requests button to transfer the requested quantities. You can also set a multiplier on individual lines or across the entire Worksheet to increase the quantity to issue.
   
• If the current on hands in the Transfer Stores and/or the quantities requested cause the quantity to issue to be a non-whole number, use the Rounding Method dropdown to round the quantity as needed.
  

Once you’ve made any necessary changes, Commit your worksheet and Transfer documents will be created per store.

The setting in Options / Global will determine whether the Transfers will auto-Issue when the worksheet is committed. Talk to your Implementation or Support Guide for assistance in determining the best configuration for your site.

Production Worksheet

We also have a new Production Worksheet, geared towards F&B organizations to aid with assigning the production of requested items to different groups.