Quick Summary: This collection explains the end to end replenishment process in the app. Replenishment is the practice of ordering the right product, in the right quantity, at the right time, to achieve balanced inventory.
The Four Pillars of a Reliable Order
A reliable order recommendation depends on four key inputs being correct. If you ever doubt a recommendation, start by investigating these four pillars:
Data: The system relies on clean data from your ERP, including current stock on hand, open purchase and sales orders, and accurate lead times.
Forecasts: The forecast, whether computer-generated or manually adjusted, serves as the system's prediction of future demand.
Policy: Your inventory policies, such as the replenishment cycle and target fill rate, define the rules for how much stock to order and how much safety stock to hold.
Classification: Whether an item is classified as stocked, non-stocked, or obsolete determines the specific ordering logic that will be applied to it.
➜ For more on this topic, read: The Recommended Order Quantity (ROQ) Calculation Explained
Replenishment Foundations
📌 Ordering Levels Explained
Understand how the app decides when an order should be triggered and how much inventory should exist before and after replenishment.
➜ Read: Ordering Levels Explained
📌 Cover Forward Period Explained
Learn how Lead Time, Safety Stock, and Replenishment Cycle are converted from days into units using future forecast slices, and why different forecast windows are used.
➜ Read: Cover Forward Period Explained
📌 The Recommended Order Quantity Calculation Explained
See exactly how Net Stock, ordering levels, forecast, and supplier constraints combine to produce the final Recommended Order Quantity.
Order Timing and Review Strategy
📌 Order Frequency, Review Period Explained
Understand how often orders should be reviewed, why Review Period cannot exceed Replenishment Cycle, and how timing decisions affect stock risk.
📌 Look Forward Days Explained
Learn how the app scans ahead for upcoming replenishment signals, when pulling orders forward is appropriate, and the inventory risks involved.
➜ Read: Look Forward Days Explained
📌 Top Up Orders Explained
Understand how Top Up Orders differ from standard replenishment, when they prevent stockouts without creating excess, and when they undermine the intended ordering rhythm.
➜ Read: Top-Up Orders Explained
Visualizing Future Stock Risk
📌 Projection Tab Explained
Use the Projection tab to see how stock, demand, receipts, and orders interact over time, and to validate whether current policies and recommendations support future demand.
➜ Read: Projection Tab Explained
Creating and Reviewing Orders
📌 Understanding Order Creation and Review
Follow the recommended end to end workflow for reviewing demand risk, shaping order lists, adjusting quantities, and finalizing orders efficiently.
📌 Supplier Urgency Rating Explained
Learn how the app prioritizes suppliers based on relative stock risk and why urgency is a comparative signal rather than a fixed count.
📌 How To Filter and Prioritize Orders
Focus attention on the highest impact order lines using sorting, filtering, and classification based prioritization.
📌 How To Create an Order
Step by step guidance on generating an order schedule from the Orders screen.
➜ Read: How To: Create an Order
📌 How To Review, Adjust, and Finalize an Order Schedule
Learn how to interpret recommendations, investigate drivers, amend quantities responsibly, and prepare orders for execution.
📌 How To Use the Solver Functionality
Automatically shape orders to meet value, volume, or weight targets while maintaining control over prioritization logic.
Managing Orders After Creation
📌 How To View Previously Created Orders
Understand how saved orders work, when to continue reviewing them, and when it is better to regenerate a fresh order.
📌 How To Check If Orders Have Been Downloaded
Quickly confirm whether orders have been sent to the ERP or exported for processing.
📌 Excess Redistribution Feature
Learn how to rebalance excess inventory across locations before placing new supplier orders.
➜ Read: Excess Redistribution Feature
⚠️ Watchouts
Bad Data In, Bad Recommendations Out: The replenishment system is only as good as the data it receives. Inaccurate stock levels or lead times from your ERP will lead to unreliable order recommendations.
💡 Tips
Establish a Rhythm: The most successful users create a consistent daily or weekly rhythm for reviewing recommendations, creating orders, and finalizing them. This ensures the process is efficient, predictable, and nothing is missed.
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