Replenishment

Give buyers a reliable shortage worklist with clear quantities, supplier context and follow-up.

Records in this module

Start with the range the warehouse should carry

Inventory Manager prepares the stocked product-and-warehouse population. It includes active items that have never been received and items whose balance has reached zero. A shortage therefore remains visible even when there is no positive inventory position to display.

Each evaluation retains its cutoff and effective policy. The buyer can distinguish a current shortage from an older observation, and configured availability feeds carry their scope and freshness. This is a view of current stock, without an implied delivery-date promise.

Out of StockStockSummaries
QuantityAvailable <= 0Stocked = trueProduct.Active = true
ProductWarehouseQuantity On HandQuantity AllocatedQuantity Available
PRD-4388WRH-1307010680
PRD-5214WRH-130290170630
PRD-1187WRH-14038090750
PRD-9814WRH-120500130900
PRD-7631WRH-14026080460
PRD-1758WRH-150540410230

Base the trigger on stock that can be used

The trigger uses eligible owned availability after active claims, holds, expiry and blocking locks. Picked stock is already committed. Third-party custody and inbound transit are shown separately and do not satisfy the current-stock threshold.

That distinction explains why a warehouse can have goods on site and still need purchasing attention. A quarantined delivery, someone else’s consignment stock or an allocated balance cannot silently become supply for another request. Actual receiving and any required release determine when it contributes to availability.

Slow-Moving SKUsStockSummaries
on handDaysSinceConsumption >= 90 or NeverConsumed = true
ProductWarehouseQuantity On HandUnit CostValue On Hand
PRD-1554WRH-150960249.9640,072.40
PRD-8604WRH-110130873.0437,637.69
PRD-7128WRH-120910334.8238,617.99
PRD-4428WRH-12030617.921,836.45
PRD-5533WRH-110450955.582,749.85
PRD-2029WRH-130750928.6633,011.56

Apply the reviewed rule

An active product-and-warehouse rule takes precedence over the product fallback. The same precedence applies to the supplier and lead-time basis. Missing information stays visible as unconfigured or unknown instead of producing a guessed supplier, delivery time or order size.

Method Recommendation basis
Fixed reorder point At or below the threshold, suggest the configured fixed quantity
Min/max At or below the threshold, suggest the positive gap between available stock and the target
Manual Leave the purchasing quantity to the responsible person’s review

For a positive proposal, the supplier minimum is applied before rounding upward to the configured order multiple. Quantities use the product’s stocking unit. The target, minimum and multiple must be coherent; a missing required parameter prevents a complete automatic suggestion.

A proposal retains its rule and policy basis so the buyer can explain it. Changes to the rule follow controlled master review rather than silently replacing the assumptions behind outstanding work. Inventory Manager prepares the configuration and independent Admin activation makes it effective.

Low StockStockSummaries
ReorderStateLowOutOfStock
ProductWarehouseQuantity On HandQuantity AllocatedQuantity Available
PRD-3105WRH-120420160120
PRD-4939WRH-15095090800
PRD-1057WRH-130360270960
PRD-8795WRH-1108010530
PRD-7666WRH-140790640850
PRD-5334WRH-11014080630

Keep supplier context useful and limited

The supplier record provides the contact, payment-term reference and permitted purchasing context. A rule can override the product’s primary supplier for its location. Lead time is a configured planning input and can remain unknown.

Supplier currency describes the supplier relationship. It does not change the installation’s inventory valuation currency or supply a foreign-exchange rate. Buyer may review permitted receipt and replenishment costs, while Warehouse Operator and Viewer retain their non-cost scope.

Existing external purchase work can inform the buyer’s decision. Recording its reference does not create stock, approve expenditure or establish that a delivery occurred. Procurement approval and supplier contracting remain with the connected purchasing process.

Follow one shortage through recovery

The first eligible observation opens a shortage episode for that product and warehouse. Repeated evaluations update the same episode while the shortage continues. Buyer acknowledges it and records external follow-up without making the shortage disappear.

Notifications retain actual delivery evidence and use the approved reminder interval. An acknowledgment is separate from a new notification or a warehouse receipt. Repeated scheduled work must not create a fresh buying request every day for the same unresolved condition.

Recovery above the threshold resolves the episode. A later crossing can open a new episode, with its own history. Actual receipts and other stock events change the underlying quantity through their separate controlled processes.

Screens

Low Stock compares available quantity with the effective threshold, suggested quantity, supplier and lead time. Out of Stock includes configured items with no available supply and shows inbound transit separately. Slow-Moving SKUs gives authorized buyers context when reviewing the range they continue to replenish.

Reports

All reports

Inventory Turns & DOH

Net carrying cost of effective SalesPick and InternalUsage final issues in the selected interval divided by the time-weighted owned inventory value over that same interval; simple internal movements, supplier returns, samples, scrap and adjustments are excluded from consumption and disclosed separately. DOH is interval days divided by turns. Customer returns reduce eligible consumption through linked original costs. Zero/nonpositive denominator or incomplete cutoff coverage is unavailable, never infinity or a manufactured zero. Category rollups sum compatible currency numerators and denominators before dividing.

Stockout Report

Stocked active product/warehouse days at the declared local end-of-day cutoff with eligible QuantityAvailable at or below zero divided by all completely observed stocked active product/warehouse days. Never-received products participate through StockSummaries. Missing daily snapshots are reported as incomplete coverage and excluded from both numerator and denominator, not treated as in-stock days. It measures sampled daily availability, not continuous intraday service level.

ABC Analysis

Rank positive trailing-12-month net eligible consumption value using the same SalesPick/InternalUsage and return basis as Turns, fixed valuation currency and disclosed complete-history window. Reviewed policy supplies cumulative cutoffs, deterministic ties and zero/negative-history treatment; proposed class changes require MasterChanges activation before altering count cadence. Internal relocations never increase velocity.

Roles and permissions

Inventory Manager

Owns inventory integrity, count coordination, stock decisions and the external accounting reconciliation.

Permissions and records
  • Prepare Products, ProductCategories, Warehouses, Bins, UnitsOfMeasure, ProductConversions, Suppliers, ReorderRules, StockAdjustmentReasons and StockSummaries assortment changes through MasterChanges
  • Prepare InventoryPolicies subject to independent Admin activation
  • Prepare and coordinate CycleCounts and PhysicalInventories, CountLocks and CountObservations
  • Approve StockAdjustments and count review only within explicit value authority and independently of requester, material editors and all counters for the target
  • Products
  • Suppliers
  • ReorderRules
  • StockSummaries
  • InventoryPolicies
Warehouse Operator

Performs physical stock work and blind counts in currently assigned warehouses, with cost fields masked.

Permissions and records
  • Prepare GoodsReceipts and confirm actual receipt after protected cost/title checks
  • Prepare Issues and Transfers, reserve eligible stock and perform guarded pick, unpick, issue, transfer departure and destination receipt
  • Execute authorized ReturnAuthorizations receiving, restock, return-out or scrap after required decisions
  • Count assigned CycleCountLines and PhysicalInventoryLines through CountObservations, including independent assigned recounts
  • Products
  • StockSummaries
Buyer

Follows replenishment in an external purchasing process and provides receipt cost and supplier context.

Permissions and records
  • Read Products, Suppliers, ReorderRules, StockSummaries, Inventory and receipt-only StockMovements
  • Prepare GoodsReceipts against external PO lines and confirm actual receipt when assigned to the warehouse
  • Review receipt cost and documented external valuation-currency conversion
  • Prepare vendor ReturnAuthorizations and external return follow-up but not authorize them
  • Products
  • Suppliers
  • ReorderRules
  • StockSummaries
  • ReorderAlerts
Viewer

Reads current non-cost stock information for finance, sales or customer service without changing it.

Permissions and records
  • Read Products, ProductCategories, Warehouses, Bins, non-cost Inventory and StockSummaries within granted sites
  • View On-Hand by Warehouse, Low Stock, Out of Stock and Recent Receipts (last 7 days) including on-hand, allocated, available and receipt quantities
  • Supplier names and external reference display are limited to granted business scope
  • StandardCost, UnitCost, value deltas, layers, adjustment/count detail and inventory cost reports remain masked across UI, export and API
  • Products
  • StockSummaries

Related processes

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