Scheduled Store Replenishment from Warehouse

Owned by Sandra Petrovic
Last updated: Jun 16, 2023
4 min read

Configuration for Store Replenishment can be accessed from either:

  • Sales Module > Report > POS Report > Replenishment Report

  • Merchandising Module > Store replenishment > Settings icon

 

Store Replenishment can be scheduled to run periodically via the Automatic tab. There are three replenishment options to select from:

  1. Replen what was sold: this option requires minimal setup. Styles do not need to be marked for replenishment. Simply a frequency and locations need to be specified. If a unit is sold and is available in the warehouse, it will be replenished

  2. Replen to Minimum Stock: this option utilises a model-stock method of replenishment. If available stock dips below the Min, the difference between the two is proposed for replenishment. It requires:

    1. Styles to be marked for replenishment

    2. Min stock level to be established at a store-style-colour-size level

    3. Note: the Max is set to the same value as the Min

  3. Dynamic: this is a variation on the model-stock MinMax method and adjusts the Max to maintain a target weeks cover. In addition to establishing a Min stock level, a target weeks cover must be loaded at a style-colour-size level.

    1. If available stock dips below the Max, the difference is proposed for replenishment

    2. The Max is calculated by Max(Min, Average Weekly Rate-of-Sale x Target Weeks Cover)

 

Parameters:

  1. Select Warehouse that replenishment will be drawn from. Available stock will be considered in this location.

  2. Select Stores to be replenished. It is important to note that stores selected must have a customer number. This is entered on the Customer Card > Financial Tab > Customer Number field.

  3. Sales Period History: this parameter is only considered by the ‘Dynamic’ replenishment type. The default is set to the past 4 weeks.

  4. Variables: these parameters are only considered by the 'Dynamic' replenishment type.

    1. Weeks: this is the number of weeks included in the sales history period. It is used to calculate the average weekly rate of sale

    2. Growth %: the calculated average weekly rate of sale will be multiplied by 1 plus the growth

  5. Select the day of week and the time to run.

    1. Setting the time of day close to the warehouse opening time, i.e. 5am, will ensure that stock is available overnight for online customers to purchase

    2. Setting the time of day closer to the store’s end of day, i.e 9pm will prioritise replenishing stores over making sales online

  6. Persons can be notified by entering a comma separated list of email addresses

  7. The “Set Schedule” button functions as a Save button

To use either Replenishment type of Dynamic or Replen to Minimum Stock, the following two steps must be taken:

  1. Mark appropriate styles for replenishment

    1. Styles can be marked for replenishment via the Style Detail screen or by Product Search Module > Search for styles > select one or multiple styles >Report > Custom > Mark Selected Styles for Replenishment

    2. Note: that this same method is used to removed styles from replen via the “Remove Styles from replen” button

2. A Min stock should be imported for store-style-colour-size. This can be done once step 1 is completed and styles are marked for replenishment.

Using the Report tab on the replenishment configuration window:

  • Select the Stores to import Mins for

  • Press the Generate button

  • The other fields have no bearing for this exercise

The below excel file will be generated listing each store selected and each style marked for replenishment. The Min Stock Level column should be populated. The other columns are not relevant, however, no columns should be added or removed to ensure the import works smoothly.

Note: the =Max formula in column J and U results in an error being displayed when exported from the server. To resolve this, edit cell J2 and press enter. And the same for cell U2. Copy+Pasting the formula down will resolve for the entire column. This is not important to do, but a note on the solution if required.

Once the MinStockLevel column has been populated, Save and Close the excel file.

Finally, press the “Update Min” button and import the excel file.

 

Committing Replenishment Manually after Review

Ticking the “Suggest Replenishment must be manually committed” checkbox will result in the sales orders for replenishment not being created automatically. Instead, the “Store Replenishment” screen will be populated with the proposal and the user can edit the values before committing. More information available via this link