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Plan Replenishment

Replenishment tools help you decide what to reorder and when, based on actual demand rather than guesswork.

The replenishment dashboard​

Open Replenishment → Replenishment Dashboard to review items at or below their reorder point, items below safety stock, dead stock and overstock counts, and an estimate of value at risk from potential stockouts. Filter by warehouse or ABC class to prioritize what to act on first.

Requisitions​

Open Replenishment → Requisitions to review purchase requisitions generated from demand signals.

  1. Review requisitions that are Draft or Pending Approval.
  2. Approve or reject, with notes.
  3. Convert approved requisitions to purchase orders.

This step needs Replenishment manage requisitions permission.

ABC/XYZ classification and forecast accuracy​

Replenishment → ABC/XYZ Classification segments items by value and demand variability, useful for deciding count frequency and service levels. Replenishment → Forecast Accuracy compares forecasted demand against what actually moved, by item and week.

Demand forecast​

Inventory Reports → Demand forecast shows average daily demand (or same-weekday rolling demand, useful for retail and restaurants with weekly cycles), weeks-on-hand, and a suggested reorder quantity.

Replenishment settings​

Go to Inventory Settings → Replenishment Settings to configure:

  • Demand method — Average Daily or Same-Weekday Rolling
  • The review window used for Average Daily
  • Safety stock method and default service level
  • EOQ cost parameters
  • Whether draft requisitions are created automatically
  • How often digest emails go out

Demand forecast and requisition reorder-point calculations share the same demand signal, so changing this setting keeps both aligned.

Next step​

Reduce dead stock

Spot slow-moving items and record a plan for each one.