To activate the Replenishment system, setup needs to be done in the following areas of the application:
- One or more locations need to be set up as warehouse.
- One or more stores need to be set up as receiving location for Replenishment.
- For one or more items the following must be defined:
- Is the item active for Replenishment?
- In which stores is the item active for Replenishment?
- Replenishment method used for the item.
Are there exceptions for specific stores or variants?
Does the method change based on lifecycle? - Replenishment parameters used for the item.
Are there exceptions for specific stores or variants?
Do the parameters change based on lifecycle?
The Replenishment process uses Item Data to decide the quantity to replenish and which calculation methods and parameters are to be used. The data can be kept in different places in the system and there is a certain Replenishment Data Hierarchy.
The Replenishment setup process
The following table describes a sequence of setup tasks with links to the articles that describe them. These tasks are listed in the order in which they are generally performed.
| To | See |
|---|---|
| Set up a location as warehouse. | Setting Up a Warehouse for Replenishment |
| Set up a location as a receiving location in Replenishment. | Setting Up a Location for Replenishment |
| Set up how items are assigned to receiving locations. The system provides two approaches: Store Groups and Grading. | Assigning Items to Stores to Replenish Automatically |
| Decide on which level in the item hierarchy the Replenishment parameters are maintained. | Data Hierarchy |
| Learn about common Replenishment data fields. | Common Replenishment Data Fields |
| Set up of Data Profiles for items with similar Replenishment data fields. | Data Profile |
| Set up Item Profiles to change Replenishment data fields with batch processing. | Item Profile |
| Set up vendor vacation and define if the vendor will be excluded from Replenishment calculation during the vacation period. | Vendor Vacation Calendar |
| Set up how Replenishment calculates when store demand exceeds warehouse stock. | Replenishment Transfer Rule |