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Bulk Importing Warehouse-Specific Replenishment Levels

Learn to efficiently manage per-warehouse inventory strategies using the Bulk Import tool. This guide covers Excel template preparation, automatic strategy updates, deletion logic, and validation rules to ensure accurate stock control across locations.

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Overview

The Bulk Import Warehouse Replenishment Levels feature allows for the efficient management of inventory policies across multiple locations. Rather than manually configuring replenishment parameters for each product and warehouse individually, an Excel template can be utilized to upload and update these settings in bulk. This process is essential for implementing granular, warehouse-specific strategies at scale.

Accessing the Import Tool

To access the import interface:

  1. Navigate to the Products screen.

  2. Select the Bulk Import / Update button options.

  3. Click on Warehouse Replenishment Levels.

Preparation of the Import File

A standardized Excel template is provided to ensure data is formatted correctly for the system.

1. Downloading the Template

The template is obtained by clicking the Download button on the import screen5.

2. File Specifications

The template contains the following mandatory header columns:

Column Header

Description

Mandatory

Client

The client associated with the product.

Yes

SKU

The unique Stock Keeping Unit identifier.

Yes

Warehouse

The code of the warehouse where the replenishment level applies.

Yes

Min. Replenishment Level

The minimum stock quantity to be maintained at this location.

Yes

Max. Replenishment Level

The maximum stock quantity allowed at this location.

Yes

System Behavior and Logic

When a valid file is uploaded, specific system actions occur based on the data provided.

Automatic Strategy Update

For every product SKU included in the uploaded file, the Replenishment Strategy is automatically set to Per Warehouse. This ensures that the system prioritizes the specific warehouse values provided in the file over any existing global settings.

Creating and Updating Records

  • New Records: If no replenishment record exists for the specified Client, SKU, and Warehouse combination, a new entry is created in the system.

  • Updating Records: If a record already exists for the combination, the Min and Max replenishment levels are updated with the new values provided in the file.

Deleting Replenishment Records (The 0-0 Logic)

To remove a specific warehouse replenishment setting for a product, a specific value combination is utilized. If a row contains Min. Replenishment Level = 0 and Max. Replenishment Level = 0, the existing replenishment record for that specific SKU and Warehouse is deleted from the database.

  • Example: Setting Min=0 and Max=0 removes the warehouse rule.

  • Example: Setting Min=0 and Max=20 updates the rule (it is not deleted).

Validation and Error Handling

The import process performs several validations to ensure data integrity. If any row fails validation, the import for that row is rejected, and an error message is provided in the results file.

Common Validation Errors:

  • Missing Columns: The file is rejected if mandatory headers (Client, SKU, Warehouse) are missing.

  • Empty Fields: Rows are rejected if Client, SKU, or WarehouseCode fields are left empty.

  • Invalid References: Rows are rejected if the provided Client, SKU, or Warehouse Code does not match an existing record in the system.

  • Negative Values: Rows are rejected if MinReplenishmentLevel or MaxReplenishmentLevel are less than 0.

  • Logical Error (Min > Max): Rows are rejected if the MinReplenishmentLevel is greater than the MaxReplenishmentLevel.

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