Work the replenishment report

To access the replenishment report, go to Inventory app › Operations › Replenishment.

The fields and features unique to the replenishment dashboard are displayed below. For definitions of the other fields, go to the Create reordering rules section.

By default, the quantity in the To Order field is the quantity required to reach the set Max Quantity. However, the To Order quantity can be adjusted by clicking on the field and changing the value. To replenish a product manually, click Order.

Click Snooze to temporarily deactivate the reordering rule for the set period, hiding the entry from the replenishment dashboard, when it is supposed to appear.

Order to max

If a reordering rule does not forecast the product to arrive below the minimum, the replenishment cannot be triggered, because it is seen as unnecessary. However, there can be instances where a product needs to be replenished even if it is not deemed necessary, such as when an order needs to be maximized to obtain better discounts, or to save on delivery costs.

First, select one or more products by ticking the appropriate checkbox. Then, click the Replenish button and select Order to Max. Doing so creates a request for quotation (RFQ) for the first possible replenishment date for each product for the maximum specified in the reordering rule.

Horizon days

Horizon days determine how many days ahead WindoorERP checks if the forecasted quantity will drop below reordering rule's minimum. The feature is meant to help users plan replenishment in advance, by increasing the forecasted date on the replenishment report. Horizon days look ahead a specified number of days and trigger reordering rules as soon as the forecasted quantity falls below the minimum within that window, even if no replenishment is needed today.

To set horizon days, go to Inventory app › Operations › Replenishment, and click Manual in the left sidebar. In the menu that appears, set the number of Horizon days.

In each line of the replenishment report, clicking the (info) icon opens the Replenishment Information pop-up window, which displays the lead times and forecasted date.

For detailed information on how to use this feature for replenishment, go to the just-in-time section.

Select a warehouse

If a warehouse's replenishment method is resupply from another warehouse, check for available product quantities in other warehouses by opening the Replenishment Information pop-up window. Warehouses that can replenish the stock are listed under the Warehouses tab, and the Available Quantity shows the on-hand stock in each warehouse.

After selecting a sourcing warehouse, click Select Route Order button is clicked, the reordering rule will revert to its preferred route (Buy or Manufacture).

When a bigger order earns a better price or saves a delivery charge, tick the products, click Replenish and choose Order to Max — you get an order up to the maximum even though the system did not think it necessary.

By default the report only shows what must be ordered right now. Horizon days widen that window: with a horizon of seven days, everything that will need ordering within the week appears today, so you can plan one run instead of seven.

1. Open Inventory › Operations › Replenishment and click Manual in the sidebar.
2. Set the number of Horizon days.
3. Or set the company default under Inventory › Advanced Scheduling › Replenishment Horizon.

The (info) icon on a line opens Replenishment Information: the lead times used and the forecasted date they produce. Where a product can come from another one of your warehouses, the Warehouses tab lists what each one holds, and Select Route sources it from there instead of from a supplier.