Overview
The Dynamic Replenishment Report shows, for each product in each warehouse, the numbers Dynamic Replenishment works with: the product's Min and Max replenishment levels, stock in source and target locations, open order quantity, quantity already on open replenishment tasks, and the quantity still to replenish. Use it to check what replenishment should do before a wave runs, and to understand why a task was or wasn't created.
The report covers Dynamic Replenishment only. Static Replenishment is driven by location capacities and isn't shown here.
When to use it
Before or after a replenishment wave, to see which products still need stock in picking locations.
To explain a task quantity: compare the report's figures with the task.
To spot products with plenty of open orders but little stock in source locations.
To check that warehouse-specific levels from an import are in effect.
Prerequisites
Your role has access to the report. Admins grant it on the role under Reports & Analytics → Inventory → Dynamic Replenishment Report.
Products have a Min. Replenishment Level. Only products with a Min level appear in the report.
Step-by-step
Go to Reports & Analytics → Inventory and open Dynamic Replenishment Report.
Filter as needed (see Filters).
Review the columns, or click the export button to download the report as Excel.
Columns
Column | What it shows |
Warehouse | The warehouse the row applies to. Each product has one row per warehouse |
Client | The product's client |
SKU | The product |
Minimum Replenishment Level | The product's Min level for this warehouse: the Global value, or the warehouse's own value when the product uses Per Warehouse |
Maximum Replenishment Level | The product's Max level for this warehouse, chosen the same way |
Source Location Total Quantity | All stock of the product in source locations, free plus allocated |
Source Location Free Quantity | Stock in source locations that isn't allocated to orders. This is what replenishment can take |
Target Location Available Quantity | Free (unallocated) stock of the product across all target locations. Damaged and missing inventory isn't counted |
Open Order Quantity | Quantity on Open and Shortage shipment orders that isn't allocated yet |
Open Replenishment Task Quantity | Quantity on replenishment tasks for the product that aren't completed or cancelled |
To Replenish Quantity | The quantity still needed after open replenishment tasks are taken into account (formula below) |
How To Replenish Quantity is calculated
To Replenish Quantity = Max Level + Open Order Quantity
− Target Location Available Quantity
− Open Replenishment Task Quantity
If the result is below 0, the report shows 0.
Open Replenishment Task Quantity is subtracted, so stock already on its way isn't counted twice.
The column's tooltip summarises it: "The Qty of products that need to be replenished. It is calculated by adding the Max Replenishment Level and Current Open Order Quantity, then subtracting the Available Stock on picking locations and Open Tasks Qty."
This is the same quantity a Dynamic replenishment task is created for. See Setting Up Dynamic Replenishment.
Example 1: Min 20, Max 60, Open Order Quantity 40, Target Location Available Quantity 25, Open Replenishment Task Quantity 5. To Replenish Quantity = 60 + 40 − 25 − 5 = 70. A wave would create a task for 70 units.
Example 2 (covered): Max 60, Open Order Quantity 10, Target Location Available Quantity 55, Open Replenishment Task Quantity 30. 60 + 10 − 55 − 30 = −15, so the report shows 0.
The report shows the quantity, not the trigger
A wave only creates a task when Open Order Quantity + Min Level is greater than Target Location Available Quantity + Open Replenishment Task Quantity. The report doesn't apply that check; it shows how much it would take to reach the Max level.
Example 3: Min 20, Max 60, Open Order Quantity 10, Target Location Available Quantity 40, Open Replenishment Task Quantity 0. The report shows 60 + 10 − 40 = 30. But 10 + 20 = 30 isn't greater than 40, so the wave creates no task yet. Once stock in the target locations drops below 30, a task is created.
Filters
Filter | Use it to |
Warehouse | Show one warehouse |
Client | Show one client's products |
SKU | Find a product |
Product Status | Show Active or Inactive products |
Open Order Quantity (min–max) | Focus on products with a given amount of demand |
To Replenish Quantity (min–max) | For example, set a minimum of 1 to see only products that still need stock |
Exporting
Click the export button to download the current report as Excel, with the same columns. Up to 100,000 rows can be exported at once; filter the report if you have more.
Common questions
Why isn't my product in the report? It has no Min. Replenishment Level, or no Max. Replenishment Level higher than Min. For a Per Warehouse product, it may have no levels for that warehouse.
The report shows a To Replenish Quantity, but no task was created. Why? The trigger may not be met yet (see Example 3), no replenishment wave has run, there's no free stock in source locations, or the dynamic replenishment algorithm found no target location. See Why Wasn't a Replenishment Task Created?
Does soft allocation change the report? No. Soft allocation only affects which target locations are suggested. The report always shows real inventory and task quantities.
Are quantities added up across warehouses? No. Each warehouse has its own row and its own levels.