Reordering rules setup

To configure automatic and manual reordering rules, complete the following:

1. Product type configuration
2. Create new reordering rules

Product type configuration

Before creating a reordering rule, the product must be configured correctly.

1. Open Products
   Go to Inventory → Common Forms → Products and select an existing product or click New to create one.
2. Set Product Type
   Set the product as a Stockable Product. This is required because reordering rules use stock quantity, forecasted quantity, incoming quantity, and outgoing quantity to determine when replenishment is needed.
3. Select Replenishment Route
   In the inventory-related section, select the required Replenishment Route. The route determines how the product is normally replenished:
   • Buy – Replenish through purchasing.
   • Manufacture – Replenish through manufacturing.
4. Configure Buy Route
   If Buy is selected, ensure the product is allowed to be purchased and the required Vendor details are maintained. This allows the system to prepare the correct purchase requirement when replenishment is triggered.
5. Configure Manufacture Route
   If Manufacture is selected, ensure the required Manufacturing setup is configured for the product before using the reordering rule.

Create new reordering rules

To create a new reordering rule, navigate to Inventory → Configuration → Reordering Rules, then click New and fill out the following details:

• Product: The product that requires replenishment.
• Warehouse / Location: The warehouse or location where the product stock should be maintained.
• Min Quantity: The minimum quantity that should be available. When forecasted stock falls below this quantity, replenishment is required.
• Max Quantity: The quantity that should be available after replenishment.
• Multiple Quantity: The quantity multiple used for replenishment. For example, if the multiple quantity is 5 and only 3 units are needed, the system suggests 5 units.

For advanced usage of reordering rules, users may work with the following fields:

• Trigger
• Preferred route
• Vendor
• Bill of Materials

Update rules in bulk

Use this option when:

• New products need reordering rules.
• New warehouses need minimum and maximum rules.
• Existing rules need updated minimum and maximum quantities.
• Rules need to be prepared for a selected warehouse, category, department, division, product model, brand, supplier, product tag, or product selection.

Replenishment Rule Generator

The wizard provides the following operation types:

• Create Only: Creates missing rules only. Existing rules are not changed.
• Update Only: Updates existing rules only. Missing rules are not created.
• Create & Update: Updates existing rules and creates missing rules where required.

The wizard can be filtered using:

• Warehouse
• Category
• Department
• Division
• Product Model
• Brand
• Supplier
• Product Tag
• Product

To use the wizard:

1. Open Inventory → Periodic → Replenishment.
2. Click Update Rule.
3. Select the operation type.
4. Apply the required filters.
5. Click Apply.
6. Review the completion message showing how many rules were created or updated.

Trigger

A reordering rule's trigger can be set to Auto or Manual. Both options use the same stock planning logic, but they differ in how the replenishment action is launched.

• Auto: The system prepares the replenishment action automatically when forecasted stock falls below the minimum quantity.
• Manual: The product appears on the replenishment screen so that users can review the requirement before processing it.

To show the Trigger field, open the replenishment screen or reordering rules screen, use the column adjustment option, and enable the Trigger column.

Auto

Automatic reordering rules are used when the system should prepare replenishment without manual review. When the forecasted quantity falls below the minimum quantity, the system uses the selected route to prepare the required replenishment.

Use automatic rules for products with stable demand, confirmed replenishment routes, and approved minimum and maximum quantities.

Manual

Manual reordering rules are used when the inventory or warehouse team wants to review replenishment needs before taking action. Products that need attention appear on the replenishment screen with stock, forecast, and quantity-to-order information.

The replenishment screen can be opened from Inventory → Periodic → Replenishment. It helps users review the requirement before confirming the replenishment action.

Preferred route

A product may have more than one replenishment route available. The preferred route on the reordering rule tells the system which route should be used for that specific rule.

To select the preferred route, open the reordering rule or replenishment line, click inside the route field, and select the required route.

Advanced uses

Pairing the preferred route with additional fields allows users to control how replenishment is prepared.

Vendor and Bill of Materials

• Vendor: When the preferred route is Buy, selecting a vendor helps prepare the purchase requirement with the correct supplier.
• Bill of Materials: When the preferred route is Manufacture, selecting the appropriate Bill of Materials helps prepare the manufacturing requirement correctly.

Auto Set Min/Max

The Auto Set Min/Max option is available on the warehouse setup. When enabled, the system can automatically create missing reordering rules for products transferred into that warehouse.

To use this option:

1. Navigate to Inventory → Configuration → Warehouses.
2. Open the required warehouse.
3. Enable Auto Set Min/Max.
4. Save the warehouse.
5. Process an internal transfer into that warehouse.

Warehouse-based replenishment access

Warehouse-based access can restrict users to the warehouses assigned to them. This helps warehouse teams work only with the replenishment and reordering records relevant to their responsibility.

Users with warehouse restrictions see and process only the allowed warehouse records. Users without these restrictions continue to work according to their normal access rights.