Restocking

Restocking maintains optimal inventory levels through automated analysis, order generation, and warehouse transfers. Use the three tools together: configure thresholds in Restocking Levels, generate purchase orders with Restocking POs, and transfer stock between warehouses with Restocking Transits.

Quick Start

1. Set thresholds: Navigate to Orders → Purchasing → Restocking Levels and assign Min, Max, and Economic Order values per item and warehouse.
2. Purchase shortages: Navigate to Orders → Purchasing → Restocking POs to turn external shortages into supplier purchase orders.
3. Transfer internal stock: Navigate to Inventory → Management → Restocking Transits to pull shortages from another warehouse.

Understanding Restocking

The restocking system compares current inventory against configured Restocking Levels to identify items needing replenishment. Three tools address different fulfillment scenarios:

• Restocking Levels - configure per-item, per-warehouse parameters (Min, Max, Economic Order, Lead Time, Supplier, Location). These parameters feed both PO and transit suggestions.
• Restocking POs - analyzes Restocking Levels and creates purchase orders grouped by supplier for items below their reorder thresholds.
• Restocking Transits - analyzes Restocking Levels and creates warehouse-to-warehouse transfers for items that can be fulfilled from internal stock.

Safety Stock and Suggested Min are calculated automatically from demand history using the methods configured in Admin Options 31 and 32.

Restocking Levels

Restocking Levels stores per-item, per-warehouse thresholds that drive both PO suggestions and transit suggestions.

Access: Orders → Purchasing → Restocking Levels

Setting Up Restocking Levels

1. Navigate to Orders → Purchasing → Restocking Levels
2. Select a warehouse - the grid loads all items assigned to that warehouse
3. Edit parameters directly in the grid (requires Modify Reorder Points permission)
4. Click Save

There are no item-level filters. To work with a single item, open it from its item record; this loads the page in single-item mode showing only that item’s parameters.

Reorder Parameters

Min, Max, and Economic Order are not alternative calculation modes. They work together: Min and Max define the reorder range; Economic Order constrains how order quantities are rounded.

Reorder Calculations

Safety Stock and Suggested Min are calculated automatically from demand history. Three Admin Options control this behavior:

These options are also described in the Restocking Help panel at the bottom of the Restocking Levels page - a collapsible section covering Calculations, Min Level, Max Level, EOQ, Lead Time Overrides, Suppliers, Assembly/Make items, and Admin Options.

Bulk Actions

Reset Suppliers resets all supplier assignments for the currently selected warehouse. A confirmation dialog appears before any changes are made. This affects all items in the warehouse at once.

Assembly and Make Items

When an item is a Make/Assembly type, Restocking Levels shows the item’s BOM components rather than the assembly itself. Manage reorder parameters on each component row individually.

Multi-Warehouse Management

Each row is scoped to the selected warehouse. Switch the warehouse dropdown to manage reorder parameters for a different warehouse. Parameters are independent per warehouse.

Restocking Purchase Orders

Restocking POs analyzes stock levels against configured Restocking Levels and generates purchase order suggestions.

Access: Orders → Purchasing → Restocking POs

Creating Restocking POs

Suggestions pre-load when the page opens. The Suggest button re-runs the query with current filter values.

1. Navigate to Orders → Purchasing → Restocking POs
2. Select a warehouse (or All Warehouses)
3. Apply optional filters: supplier (text + … lookup), category (text + … lookup), Center Code dropdown
4. Click Suggest to refresh suggestions with current filter values
5. Review the suggestion grid:
   • Only items with a positive Needed quantity are shown - items at or above their reorder threshold are excluded
   • Rows highlighted yellow have no supplier assigned and will be skipped when creating POs
   • Results are limited to 50 rows - use filters to narrow results if items are missing
6. Adjust quantities using the editable Reorder spinbutton per row
7. Use Select All / Deselect All to manage which rows to include
8. Click Create - a confirmation dialog appears: “Are you sure you want to create these Purchase Orders?”
   • A secondary warning appears if checked rows include items with no supplier: “Warning, Some selections do not have a default supplier and will be skipped.”
9. The system creates one PO per supplier
10. After creation you are redirected to the PO list; complete POs through the standard purchasing workflow

PO Analysis Columns

Supplier Assignment

The system assigns the primary supplier from the item master or Restocking Levels. Items without a supplier show as yellow and are skipped during PO creation. Assign suppliers in Restocking Levels or the item master before running Restocking POs.

Restocking Transits

Restocking Transits transfers stock from one warehouse to another to fulfill restocking needs without an external purchase.

Access: Inventory → Management → Restocking Transits

For receiving and processing transits at the destination, see Transit Stock.

When to Use Restocking Transits

• Moving excess stock from an over-stocked warehouse to one below its reorder threshold
• Fulfilling restocking needs from internal inventory before placing a purchase order
• Rebalancing stock across warehouses

Creating Restocking Transits

1. Navigate to Inventory → Management → Restocking Transits
2. Select From Warehouse (the source)
3. Select To Warehouse (the destination) - the grid loads when a destination is selected
4. Optionally filter by Category or Center Code
5. Review the suggestion grid (see Transit Analysis Display below)
6. Adjust Quantity To Pull for each item as needed
7. Check Transit? for items to include
   • Items showing “Not linked (From)” are not enabled at the source warehouse; their checkboxes are disabled and cannot be selected
8. Click Create Transits - available in both the filter bar and at the bottom of the grid. Rows showing “Not linked (From)” cannot be selected, so no transit is created for those items.
9. For valid linked rows, the system creates staged transits placing stock in In Transit status at the source warehouse.
10. Print the transit slip for warehouse staff after creation.

Transit Analysis Display

Multiple rows appear per item when stock is split across locations or serials.

Restocking Transit Help Panel

A collapsible Restocking Transit Help section on the page provides inline reference for: Inventory Status Columns, Selecting Items, Locations and Serial Numbers, Creating Transit, and Validation Rules.

Transit Processing

Standard Transits: Stock is placed in “In Transit” status at the source warehouse and requires formal receiving at the destination. Full audit trail maintained. See Transit Stock for receiving procedures.

Instant Transits (Admin Option 507): If enabled, stock moves immediately without a separate receive step.

Validation and Business Rules

Restocking Levels

• Editing requires Modify Reorder Points permission
• Max must be a multiple of Economic Order when Economic Order is set

Restocking POs

• Items without an assigned supplier are skipped during PO creation
• Suggestion grid is capped at 50 rows per filter set
• Unit Cost column requires PO Restocking - Show Unit Cost permission

Restocking Transits

• Items must be active and, if Admin Option 504 is active, enabled in both warehouses
• Source and destination warehouses must differ
• Transfer quantity cannot exceed available stock at the source location
• Items showing “Not linked (From)” cannot be selected

Admin Options

Troubleshooting

No items appear in Restocking POs

• Verify Min levels are configured in Restocking Levels for the selected warehouse
• Check that demand history exists for the period set in Admin Option 32
• Results are capped at 50 rows - use filters to narrow the result set

Yellow-highlighted rows in Restocking POs

• The item has no supplier assigned and will be skipped during PO creation
• Assign a supplier in Restocking Levels or the item master

Items show “Not linked (From)” in Restocking Transits

• The item is not enabled at the selected source warehouse
• Enable the item at the source warehouse or choose a different source warehouse

No items appear in Restocking Transits

• Verify the destination warehouse has Min/Max configured in Restocking Levels
• Check that the source warehouse has available stock
• Adjust Category or Center Code filters

“Cannot create transit slip” or “Cannot create purchase order”

• Items not enabled for the destination warehouse (Admin Option 504) or missing required data
• Verify warehouse-item assignments

Key Reports

Access restocking-related reports via Reports → [Search].

For a full list of restocking and inventory reports, see Reports.

Related Topics

• Transit Stock - Receiving and processing transit slips
• Purchasing - Managing POs generated from restocking
• Move Stock - Intra-warehouse movements and location changes
• Warehouses - Warehouse setup and item assignments
• Supplier Catalog - Supplier setup and item-supplier relationships