Quick Summary: Top-Up Orders allow you to add items to an order even when they have not yet triggered a reorder, helping you prevent stockouts between reviews and improve order efficiency without intentionally creating excess stock.
For necessary background, please preread Understanding Order Creation and Review and How To: Review, Adjust, and Finalize an Order Schedule before proceeding with this article.
Where Top-Up Orders Are Used
Top-Up Orders are applied after an order schedule has been created.
They are an execution decision, not a planning override. You use them when you are already placing an order and want to include additional items that are likely to require ordering before your next review, or to fill containers efficiently, or reach supplier minimums.
Step 1: Open an Order Schedule
Navigate to the Orders screen.
Create a new order for the supplier, or reopen an existing order schedule.
➜ For more on this topic, read: How To: Create an Order and How To: View Previously Created (Saved) Orders.
Step 2: Identify Top-Up Candidates
Top-Up candidates are identified directly by the app.
To find them:
Click Add items to this order at the bottom of the order schedule.
Click Select from top-up items.
Remember:
Items with Net Stock below the Reorder Point are already included in the main order schedule automatically.
Items with Top Ups available are those below the Order Up To Level but above the Reorder Point.
Step 3: Decide Which Top-Ups to Include
Not every Top-Up candidate should be added.
Prioritize items that:
Will trigger a reorder before your next review.
Have quantities large enough to justify handling and administration.
Help fill capacity or improve order efficiency.
To support this decision:
Sort by Top-Up quantity or value.
Click the information icon next to the Top-Up quantity to see the next projected reorder date.
Hold Control and click the item code to open Item Inquiry in a new tab for deeper analysis.
➜ For more on this topic, read: Projection Tab Explained
Step 4: Add Top-Up Items to the Order
Select the Top-Up lines you want to include.
Adjust the quantity where needed.
Click Add to insert them into the order schedule.
If you are working toward a specific value, volume, or weight target, you can use the Solver to automatically select Top-Up items that help reach that target.
➜ For more on this, read: How To: Use The Solver Functionality
Step 5: Review the Impact
After adding Top-Ups:
Review updated totals at the bottom of the order schedule.
Check changes in value, volume, and weight.
Use the Summary view to confirm the impact of your additions.
Top-Ups should improve coverage without materially increasing inventory risk.
⚠️ Watchouts
Supplier constraints may inflate Top-Ups: Minimum Order Quantities and Order Multiples can round a small Top-Up into a much larger order.
Frequent Top-Ups disrupt the intended Replenishment Cycle: The RC reflects a deliberate balance between ordering frequency and inventory levels.
Small Top-Ups may not be worth the effort: Very small quantities can add handling and administration cost without meaningful benefit.
💡 Tips
Use Top-Ups for infrequent reviews: They are most effective when review periods are longer than one day.
Prefer Top-Ups over Look Forward Days for routine gaps: Top-Ups generally avoid creating intentional excess stock.
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