A replenishment is a pending order for parts that needs to be reviewed and sent to your distributor or warehouse.
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When an item is needed as part of a work order that has been completed on the Mobile App, a replenishment is created as long as the following criteria are met:

You can see your replenishments by clicking on the icon in the navigation bar at the left of the screen.

If you do not have any new pending replenishments waiting, you will see a list of past replenishments.

When you have a new pending replenishment, you'll see an indicator icon in the left navigation bar.

Any pending replenishments will be shown immediately.

Any parts that you select in the list will be replenished (ordered) as soon as you click "Replenish Selected Parts". Any parts that were not selected will remain in the list until they've been replenished.

The PO Number for your orders can be set in one of two ways:

The replenishment list has three different groupings based on the source:

Distributor Replenishments

These are items that are connected with a distributor. For each distributor, you can manage the delivery method and the branch.
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There are three delivery methods:

Distributors can have several branches set up. To learn more, click here to view our article on managing distributors.

To order from multiple branches or to set up multiple delivery types for your replenishments, you'll need to replenish more than once. You can follow this process:

Manual Replenishments

Items that are manually replenished are shown in your price book inventory, but are designated to come from your own inventory rather than from a distributor. These replenishment orders will be sent to the manual replenishment email you've provided.

To set up an item in your inventory to manually replenish, you'll need to edit it from either the price book or from the distributor's inventory list. Follow these steps:

Non-Stock Item Replenishments

Items in this replenishment category are not a part of the offerings in your price book. These are usually one-off custom parts that are written in by the technician who ordered them. These replenishment orders will be sent to the non-stock email you've provided.

To manage your replenishment settings click the settings cog icon in the search bar at the top right of the screen, then navigate to Replenishments (under the Application Settings heading) in the left settings menu.

There are three custom email addresses you must provide in order for replenishments to work correctly. These three emails can be configured as you wish. Depending on your needs, you may want to route them to the same email, or to multiple people, departments or warehouses (usually within your own company).
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Remember that these are where orders will be sent that your distributor won't be taking care of, so you'll want to make sure these emails are monitored regularly.

A default PO Number for your replenishment orders can be set in one of two ways:

When you set the auto-replenishment status to activated, orders will be sent out automatically at whatever time of day you select. This can be helpful to avoid missing important parts for a job if your team forgets to make a replenishment manually.

When this setting is activated, you will still be able to visit the replenishments page to replenish selected parts manually whenever you like.

You can set the default delivery method and branch for each distributor's replenishments.

A CSV file is created when a replenishment is initiated (either manually or automatically) and is sent out as an email attachment to either the distributor or one of your replenishment emails. The CSV contains the following columns relating to the order: