Overview
If your Pick Location runs out of stock or goes below the Replen Point, then a Proactive Replenishment will be generated.
Setting up Proactive Replenishment within your Warehouse
Getting your warehouse ready to start using Proactive Replenishment is split into two parts, part one is getting the Warehouse and Location set up then part two is getting the Product(s) set up. Scroll down for the step-by-step walkthrough.
1. Product Setup
Warning: Please ensure your product(s) have a Default Pick Location set before continuing with this setup.
To set Proactive Replenishment up, you must first specify replenishment points for each product. There are three ways to do this:
1.1 Add Product Replen Points - Manually
To add a Replen Point on a Product-by-Product basis, please do the following:
Click Products then Overview.
Search for the required product.
On the right of the product row, click Actions, Edit.
On the Defaults tab, click Replen Points.
LocationType: This needs to be the same Location Type as the Default Pick Location.
Size: This is the maximum number of units that can fit in the location.
Replen Point: When the stock is lower than the entered value, a replenishment will be generated.
Finally, click Update.
Example: You may have a product where a maximum of 50 units can fit in the picking location, but you want the system to warn you when the inventory level reaches 5 units
1.2 Add Product Replen Points - In Bulk
To add Replen Points to multiple products in bulk, please do the following:
Click Products then Extras.
Next, click Upload Additional Info.
Select the Template as ProductReplenPoints to download.
Populate the CSV with the following information -
SKU: The Product the replen point is for.
LocationType: This needs to be the same Location Type as the Default Pick Location.
Size: This is the maximum number of units that can fit in the location.
Replen Point: When the stock is lower than the entered value, a replenishment will be generated.
Then, save the spreadsheet.
Back on Mintsoft, (3PL Only) Select the Client.
Select the Type as ProductReplenPoints to upload.
Click Choose File and browse for the CSV.
Finally, click Upload.
1.3 Default replen point against Location Type
This will add the same Replen Point to all Products stocked in the selected Location Type. To set this up, please do the following:
Click Products then Extras.
Next, click Default Product Replen Points.
(3PL Only) Select the Client.
Choose the LocationType.
This needs to be the same Location Type as the Default Pick Location.
Enter the Size: This is the maximum number of units that can fit in the location.
Enter the ReplenPoint: When the stock is lower than the entered value, a replenishment will be generated.
In the bottom right, click Add.
2. Warehouse Set up
The first stage is to set up the Warehouse that will be used for Replen:
Click Warehouse then Manage Warehouses.
Find the Warehouse you will be using for Replen then click Edit.
(Optional) Turn Include Allocated Stock In Replen Point to ON.
This is used to prevent replenishing more units than you can fit in the location by including the allocated stock in the Product's Replen Point.
Next, click the Proactive Replen Sources tab.
Tick the Warehouse(s) to replenish from if the selected warehouse doesn't have stock.
Any warehouse you tick, Proactive Replen will show stock from that warehouse and its locations as sources to replenish from.
If stock in the first warehouse dips below the replen point, you can use stock in another warehouse to replenish it if you've got it ticked as a source.
Click Update.