About configuration of automated replenishment

To reduce time that would be spent typing replenishment settings for each item in each warehouse, you can configure default replenishment settings at multiple levels.

In general, you perform the following steps to configure automated replenishment:

1. Create appropriate replenishment classes, which group warehouses by the replenishment sources used in your company.
2. Assign each warehouse to a replenishment class.
3. For each item class, specify replenishment settings for all replenishment classes, including the applicable seasonality settings.
4. For each stock item, review the replenishment settings that are default values from the item class, and make any needed adjustments.
5. For each stock item at each specific warehouse, review the replenishment settings that are default values from the item. Adjust these settings if for each warehouse if needed.

The sections below provide information that will help you execute these steps.

Replenishment classes categorise warehouses by their replenishment source, that is, how stock is replenished at the warehouse.

You assign a replenishment class to every warehouse.

You create replenishment classes by using the Replenishment classes (IN208800) window; for each class, specify its name, description, and replenishment source. As the replenishment source, you can select one of the following options:

• None: No replenishment is required. This could be used, for example, for a warehouse that is closing its operations.
• Purchase: The items for stock replenishment will be purchased from suppliers.
• Manufacturing: The items for stock replenishment will be manufactured.
• Transfer: The items will be transferred from a replenishment warehouse.
• Purchase to order: The items for stock replenishment will be purchased only when customer orders have been received for them and in the quantities requested by the orders.

For items that are usually sold by using drop ship orders and do not require replenishment, you can create a virtual warehouse and assign the replenishment class with the Drop shipment option as the replenishment source.

To make it easier to provide replenishment settings for each item that are specific to each warehouse where the item is stocked, you can set up default values at multiple levels:

1. Item-class replenishment settings: By using the Item classes (IN201000) window, on the Replenishment settings tab, specify replenishment settings to be used as default settings for items of the class. If you know that items of the class are stocked at multiple warehouses with different replenishment sources, configure how the items are typically replenished for each replenishment class. For each item class, specify the following information:
   • The method of demand calculation. If you select the Hard demand only option, the demand will be calculated as Allocated sales order qty. + Sales order qty. on shipments + Qty. on sales back orders. If you select the Item class settings, the demand will be calculated in accordance with the availability settings specified for this item class on the General settings tab of the Item classes (IN201000) window.
   • The seasonality.
   • The replenishment method, None, Min/max, or Fixed reorder qty. For either of two latter options, specify all the parameters required to determine the need for replenishment.
   • The demand forecast model and parameters for the model (the period type, number of periods to analyse, and service level).
   • The launch and termination dates of the period when the settings are effective for the class.
2. Item replenishment settings: On the Replenishment settings tab of the Stock items (IN202500) window, you can view the replenishment settings of a particular item, which by default are provided by the item class. For the item, you can review replenishment settings for different replenishment classes that might be used if the item is stocked at multiple warehouses, and override the settings if needed.

The many replenishment settings for all items at all warehouses are filled in with default values.
In the Item warehouse details (IN204500) window (Replenishment settings tab), you can review the replenishment parameters to be used for the particular item at the selected warehouse. These settings come from the item settings but can be overridden for a particular warehouse.

You can override some of these settings for an item, if needed.

With Visma.net ERP, you can configure replenishment for a number of warehouses that is performed by transfers from one large warehouse, a distribution centre, for which centralised purchasing is performed, and perform it efficiently.

For items in the smaller warehouses that should be replenished by transfers from the distribution centre, specify Transfer as a replenishment source, while for the same items stocked in the distribution centre select Purchase as a replenishment source.

First, you must prepare replenishment for small warehouses by using the Prepare replenishment (IN508000) window and to generate transfer orders requesting replenishment.
This will create demand for replenishment in the distribution centre. After that, you will be able to generate replenishment requests for the distribution centre.
he next stage in the replenishment process is generating purchase orders in the Create purchase orders (PO505000) window. The system will create a single purchase order for all the requested quantities of each item. Upon receipt of the items (once receipts are released) you will be able to fulfil transfer orders by appropriate number of shipments.

If the item is replenished by using the Purchase to order source, for each warehouse where the item is stocked, you can specify the same replenishment warehouse.
Then, when you generate purchase orders in the Create purchase orders (PO505000) window, the system will create a single purchase order for all the requested quantities of the item no matter what are the demand warehouses. After you create a receipt for the merchandise from a supplier for this purchase order and release it, the system automatically generates transfer orders to split the received quantity between demand warehouses according to the quantities on original sales orders.