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
There are 2 types of replenishments: 'Inventory Replenishment' and 'Production Replenishment'.
Navigate to 'Inventory' > 'Processing' > 'Inventory Replenishment' to perform procurement replenishments including IBTs and Purchase Orders.
For Production Replenishments that generate Production Tickets, navigate to 'Production' > 'Processing' > 'Production Replenishment'. See Using Production Replenishments for more information.
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.
If you would like to fill in the 'Qty To Process' manually rather than using the suggested 'Qty To Process'. Select all the lines by clicking on one of the lines and pressing 'Ctrl + A' to select all. Press 'Unconfirm Qty To Process'. This sets the 'Qty To Process' to 0 for all selected lines.
The 'Suggested Qty' is calculated as :
'Buffer Level' - 'Qty In Buffer'
For more information see Buffer Level.
'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 Replenishment' decides what 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 Replenishment' 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 Inventory For Replenishment Suggestions
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.
4. Select 'Preferred Supplier' under the 'Preferred' column and click 'Save'.
The 'Default Purchase Price' can be set here if the price from the 'Linked Supplier' remains constant.
The 'Lead Time' represents the default length of time the delivery of this purchase should take, Paradigm then calculates and populates the 'Delivery / Due Date' field on the Replenishment Suggestion.
The 'MOQ To Purchase' (Minimum Order Quantity) sets the minimum possible order quantity.
The 'IOQ To Purchase' (Incremental Order Quantity) sets an amount to round the order quantity to the nearest set Increment. e.g.: If the 'IOQ To Purchase' is set to 100 and the quantity required to replenish stock is 1050. The 'Suggested Qty' on the replenishment will be 1100.
The 'Suggested Replenishment' can also be set on the Item, navigate to the 'Multi-Warehousing' tab. Here you can set the 'Suggested Replenishment' method for this Item for each Warehouse. The options being: 'Purchase', 'IBT' or 'Manufacture'.
- If 'Manufacture' is selected, then the suggested Production Ticket will be made out to the corresponding 'Warehouse' in the 'Warehouse' column.
- If 'Purchase' is selected, then the suggested Purchase Order will be made out to the 'Preferred Supplier'.
- If 'IBT' is selected, then the IBT will be made out from the 'Replenish From Warehouse' to the corresponding Warehouse in the 'Warehouse' column.
Generating Documents From Suggestions
Once you have set the 'Qty To Process' and the 'Suggested Transaction' you can click the 'Create Transactions' button found at the top of the screen. This will generate the necessary transactions for each line that has a 'Qty To Process'. 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'.