Replenish Inventory for Current Back-Order Needs

• Purchasing > Replenish Inventory for Current Back Order Needs

 

Enter one or more vendors who have products you want to replenish. If you click on the Search button, you access the Vendor Cross Reference, which you can use to help identify your vendors. If you click on the Actions button, you access the Multiple Vendor Selection window, which you can use to select one or more vendors.

Use this field to limit replenishment to these product group(s). Click the Search button to choose multiple product groups from the Product Group Window.

Enter the start date of the date range for which you want to search for products to replenish. If you click on the Calendar Icon, you can use the calendar that appears to select a date. If you leave this field blank, the system assumes the earliest possible date.

Enter the type of date you want to use when searching for products to replenish.

• Order Written Date - Click on this button to search by the date on which the sales orders in your date range were written. If you select this option, you inactivate the Scheduled Date Only check-box field.

• Deliver/Pickup Date - Click on this button to search by the date on which the sales orders in your date range are to be delivered or picked up. If you select this option, you activate the Scheduled Date Only check-box field.

To select only deliveries or pickups (depending on your response at the Sales Date field) that have a scheduled status, check the box. Otherwise, leave the box blank.

To include sales orders for special order products in the selection process, check the box. Otherwise, leave the box blank.

To include transfer items (including auto-transfers) when calculating purchase order quantities, check the box. For auto-transfer products in the selected location, a purchase order is created. Otherwise, leave the box blank.

Use this field to replenish selected items based on low stock levels. You have the following options:

• None

• Minimum

• Safety

If you select None, this field has no effect.  If you select Minimum or Safety, the program checks the Warehouse Inventory Settings for the selected location to determine the minimum or safety stock level to maintain.

After the program processes orders for back-order needs, inventory quantities that fall below the minimum or safety levels appear in the item list displayed on the Inventory Replenishment Items Screen.   

 Automatic Purchase Order Replenishment processes one location at a time.  If items on a sales order have different stocking locations, the program groups only those items for the selected location (by vendor, by sales order) on one purchase order.

To create one purchase order per vendor per sales order, check the box. Otherwise, the replenishment process creates one purchase order per vendor. All quantities added as a result of low stock levels or manual updates are placed on a separate purchase order for the vendor.

When this option is checked in addition to the Create Purchase Orders by Default Vendor Shop From (below), the sales order generates multiple purchase orders for each vendor ship-from location.

Check this setting to generate separate purchase orders for each vendor location. This actions occurs when the merchandise has been assigned a default vendor ship-from location via the Vendor Ship From field in Advanced Product Settings, and the merchandise can be sourced from multiple vendor ship-from locations.

If the merchandise does not have an assigned Vendor Ship From location via Advanced Product Settings, it is included in a separate purchase order with a ship-from location chosen by the user.

When this option is checked in addition to the Create Purchase Order Per Sales Order (above), the sales order generates multiple purchase orders for each vendor ship-from location.

The primary sort factor in this routine is Vendor. Use this field to enter the secondary sort factor you want to use when searching for products to replenish. If you click on the Arrow, you can select a sort factor from the list that appears. You have the following options.

• Product – This sort can be either by product SKU number or by Vendor’s model number depending on the setting at the Report Sort By field in the Purchasing Control Settings.

• Group – If you select this option, the system applies an additional sort by either product or vendor model, depending on the setting at the Report Sort By field in the Purchasing Control Settings.

• Category – If you select this option, the system applies an additional sort by either product or vendor model, depending on the setting at the Report Sort By field in the Purchasing Control Settings.

• Vendor Model – Sorts by vendor model.  

Click the Run button to view the Inventory Replenishment Items Screen, which allows you to review all the products found based on your selection criteria on this screen.  Upon review you can either click the Save button to create purchase order(s) or click the Exit button to exit without creating purchase order(s).