Plan Your Inventory Replenishment Strategy

The inventory replenishment feature automates the process of monitoring inventory levels and determining when to order parts and materials. You tell the system how low to let inventory levels drop on a part-by-part basis for each of your stock locations. 

As materials are used by technicians out in the field, stock levels are automatically updated to reflect the reduction in inventory. When inventory falls to the specified level, you automatically create purchase orders to bring the levels back up.

Process Overview

The process of setting up and using the inventory replenishment functionality can only be undertaken if the following are true:

• You have been granted access to the Inventory Control and Materials Handling module
• You have been assign the appropriate privileges, including Materials - Replenishment.

To confirm that both of these have been done, contact your account representative and system administrator, respectively.

After getting the necessary access permissions, you should do the following, in order:

1. Completed all of the following procedures:
   1. Add products to the catalog
   2. Add stock locations
   3. Add suppliers
   4. Add product categories
2. Set the inventory replenishment policy.
3. Set inventory reorder levels.
4. View the replenishment list to determine what stock needs to be ordered.
5. Create a new purchase order to replenish materials.
6. Receive materials into inventory