Replenishments is a great time saving tool, as it automatically picks up which Inventory Items need to be manufactured, purchased or transferred on an Inter Branch Transfer. One can then flag the items they would like to replenish and Paradigm will generate all the necessary documents for processing.
Setting Up Replenishment Suggestions
You can find 'Replenishment' by navigating to :
'Inventory' > 'Processing' > 'Replenishment'
You can create a new 'Replenishment Suggestion' by clicking the 'New Replenishment Suggestion' button'
On the 'Details' pane you must first select the 'Company' and the 'Branch'.
The 'Document No' will remain blank until the 'Replenishment Suggestion' is saved and the 'Document Status' will be set to 'In Progress' by default.
On the 'Suggestion Criteria' pane you can select a 'Warehouse'. This is the warehouse that is to be replenished.
'Inventory Category' and 'Inventory Sub Category' will tell the 'Replenishment Suggestion' to only suggest replenishments for Inventory Items that fall within these criteria.
Once the 'Details' and 'Suggestion Criteria' have been filled in, you can click the 'Recalculate Replenishment Suggestions' button.
This will populate the 'Suggestions' tab with Inventory Items that are below the ideal stock levels. This is to say that the 'Qty On Hand' for an Inventory Item in a Warehouse is below the 'Buffer Level' for that Inventory Item in that Warehouse.
Clicking 'Recalculate Replenishment Suggestions' will also save the 'Replenishment Suggestion' as well as update the Suggestions using the most recent figures.
The 'Suggested Qty' is calculated as :
'Buffer Level' - 'Qty In Buffer'
'Qty To Process' is the quantity that will appear on the newly generated documents. 'Qty To Process' is set to the 'Suggested Qty' by default but can be edited to suit your needs.
'Suggested Transaction' decides what document type of document will be generated in order to replenish that Inventory Item. For example, 'Manufacture' will generate a Production Ticket.
'IBT' or Inter-Branch Transfer will generate an IBT document. If IBT is selected as the 'Suggested Transaction' then you must also select the 'From Warehouse'. The IBT will take stock from the 'From Warehouse' and transfer it into the warehouse selected in the 'Suggestion Criteria'
'Purchase' will generate a Purchase Order. If 'Purchase' is selected as the 'Suggested Transaction' then you must also select a 'Supplier', of which the purchase order will be sent.
Setting Up 'Preferred Supplier'
In the case above, the Supplier was automatically set as the 'Preferred Supplier'. To set this up you must navigate to 'Inventory' > 'Processing' > 'Inventory Items'. Find and open the Inventory Item you wish to set a 'Preferred Supplier' on.
1. Navigate to the 'Linked Suppliers' tab.
2. Click the 'New Inventory Supplier' button.
3. Select the supplier you wish to link to the Inventory Item and then click save.
4. Tick the 'Preferred' check box for the Supplier and click 'Save'.
Generating Documents From Suggestions
Once you have set the 'Qty To Process' and the 'Suggested Transaction' you can tick the 'Process' checkbox on the Suggestions lines for each line you wish to generate transactions for. Alternatively you can highlight multiple lines by holding down the 'Ctrl' key and clicking on lines. You can then click the 'Flag Lines For Processing' button and it will tick all the 'Process' checkboxes on all highlighted lines.
Once you have selected all the 'Suggestions' lines you wish to process you can click the 'Create Transactions' button. This will confirm quantities and auto create the transactions. For the 2 highlighted suggestions above, Paradigm will generate 1 Purchase Order to the same supplier containing both Inventory Items. You can find the newly generated documents on their respective tabs.
The new documents are generated as 'Drafts'. From here you can double-click on the line to open the document. Newly Auto Created Documents won't be fully completed. As 'Drafts' these documents are still editable.
Once You have generated transactions off of a 'Replenishment Suggestion' the 'Recalculate Replenishment Suggestions' button will become disabled. However you can still generate transactions from the last recalculation. When there is no more use for the 'Replenishment Suggestion' or a new 'Replenishment Suggestion' is required for up to date figures, you can set the 'Replenishment Suggestion's 'Document Status' to 'Complete'.