Inventory Replenishment Tutorials

The Inventory Replenishment report can be added as a standalone module to any menu group. It can also be accessed from any transaction type (e.g. purchase orders) that has activated the applicable setting.

This report is used to view the stock that must be ordered and to order the stock when attached to a Transaction Type.

These tutorials explain how to use the replenishment reports.

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How to Activate Replenishment on Purchase Orders

1. Navigate to Transaction Types (e.g. Main Menu > Setup > Transaction Types).
2. Double click the transaction type you use for Purchase Orders (usually named Purchase Orders).
3. Click Add/Edit (button) unless it is greyed out.
4. On the Settings (tab) click Settings (button) next to Add.
5. Type repl in the search block (short for replenishment).
6. Click the setting: Inventory > Enable Inventory Replenishment.
7. Click Add/Update (button).
8. Confirm that you want to update the setting.
9. Close the Add/Update popup.
10. Navigate to the setting you just added.
11. Click the arrow in the Value column and select Purchase.
12. Click Save (button).
13. Restart BOS (Main Menu > Home > Restart).

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How to Activate Replenishment on Work Orders

1. Navigate to Transaction Types (e.g. Main Menu > Setup > Transaction Types.
2. Double click the transaction type you use for Work Orders (usually named Work Orders).
3. Click Add/Edit (button) unless it is greyed out.
4. On the Settings (tab) click Settings (button) next to Add.
5. Type repl in the search block (short for replenishment).
6. Click the setting: Inventory > Enable Inventory Replenishment.
7. Click Add/Update (button).
8. Confirm that you want to update the setting.
9. Close the Add/Update popup.
10. Navigate to the setting you just added.
11. Click the arrow in the Value column and select Produce.
12. Click Save (button).
13. Restart BOS (Main Menu > Home > Restart).

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How to add Replenishment Items to an Open Purchase Order

• The replenishment report only updates when the purchase order is in an inventory status (usually active) or if a goods received transaction is completed.
• The item record must have a supplier price and a supplier filled in next to that price before it can be dragged onto a purchase order.
• If an item can be ordered from multiple suppliers, there must be a supplier price for each of those suppliers.
• Currently the replenishment report does not filter to find the supplier with the lowest price.

1. While capturing or editing a purchase order:
2. Click Actions (button) > View Items due for Replenishment.
3. The Inventory – Replenishment report is opened on the right.
4. On the report: Click View (button).
   • Note: Items that must be purchased from the supplier filled in on the purchase order are displayed. The unit that is used is the one in which the supplier price is added (i.e. the purchase unit).
5. Drag any item from the report onto the purchase order. You can select multiple entries, and they will be dragged together onto the purchase order.
   • Note: If the item is already on the purchase order, the quantity is not updated, a new entry is created below that item.
6. Complete the purchase order.

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How to add Replenishment Items to an Open Work Order

1. While capturing or editing a work order:
2. Click Actions (button) > View Items due for Replenishment.
3. The Inventory – Replenishment report is opened on the right.
4. On the report: Click View (button).
   • Note: Items that are produced inhouse and have a costing unit (cost price linked to a costing) are displayed.
5. Drag any item from the report onto the work order. You can select multiple entries, and they will be dragged together onto the work order.
6. Complete the work order.

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