How to Set Up a Supplier as a Replenishment Supplier

To set up a supplier as a Replenishment Ordering Supplier you will need to configure the Supplier as follows:

Go to your suppliers in Config->Suppliers and search for the supplier you wish to use for

When you have found that supplier click on the edit button

When on the Suppliers maintenance screen scroll down to the bottom and tick the option ‘Generate orders automatically for this supplier based on Replenishment Levels’

You will now need to set the supplier to 'Derive Replenishment Levels'

Go back to the Supplier search screen and select the supplier that you have just set to ‘Generate orders automatically for this supplier based on Replenishment Levels’

Press the 'Derive Replenishment Levels'

This screen will now appear

The Replenishment level screen is used to select the Sales Date range from which you want to calculate your replenishment levels from.

Ignore replenishment levels <= : You put in a qty number here to ignore, e.g. If you put in 2 then any replenishment levels that come back as 2 or less will be ignored

Replenish Days

Go back again to the supplier screen and tick the supplier you have just set to be for Replenishment ordering. After you have ticked that supplier click on ‘Replenish Days’

This screen will now appear

Fill in the following with the relevant information:

Days Supplier Required (How much you need of an item over x no of days given the Sales history range you are looking at)

Lead Time Days (Days between when you make the order and when you get the order in)

Buffer (Period you can pick yourself. Calculate in %)

Replenishment Days, calculated from the info you have given in the three previous fields

How to Create an Order for a Replenishment Supplier

Once you have all the details in for the supplier to generate a replenishment order go to orders and select the supplier.

To generate the order click on the Generate button

This will start the process of generating a replenishment order given the information you provided in the previous steps. Note: If there are any items that have negative stock, it won’t generate orders for those items. You do have the option to either cancel generating the order to fix the qtys on those items listed or to continue on generating the order without those items.

An order will generate for you using the following calculation:

(Total Sales / No of Sales Days) x Replenishment Days = Qty to Order E.g. Feb Sales = 229 Sold /28 days = 8.178 x 21 days (Total No of Replenishment Days) = 172 172 - 21 (Qty in stock) = 161 (Amount to order)

Please note the following when generating a replenishment order:

Any items whose stock is negative is ignored.

Any items in waiting to check in is ignored.

Any items with qty lower or equal to the ‘Ignore replenishment levels’ value is ignored.

Any items already on the Manage orders list will be ignored and the qty to order won’t be updated on them.

Additional Notes on Replenishment Ordering

Typically, with replenishment suppliers, there will be no products pending to be ordered, when the order screen for the supplier is opened.

However, It is possible to manually add products to an order, so there may be products already existing against the supplier on a pending order. These products are retained on the order, in addition to items on the generated order.

Equally it is possible to add products to an order that has been generated by the system. This is done by searching for a product in the “ Add products to this order” box. And adding the product once selected from the dropdown list.