Reordering Rules & Replenishment Automation

Reordering Rules

Go to Inventory > Master Data > Reordering Rules. Auto-trigger replenishment when stock drops below a threshold.

Creating a Reordering Rule

1. Click Create.
2. Product - Select the product to replenish.
3. Location - The warehouse location (typically WH/Stock).
4. Minimum Quantity - When stock reaches this level, trigger reorder.
5. Maximum Quantity - Replenish up to this level.
6. Multiple Quantity - Order in multiples (e.g. case of 12).
7. Lead Time - Days from order to receipt (overrides product lead time).
8. Route - Buy, Manufacture, or Internal Transfer.
9. Save.

How the Replenishment Engine Works

1. The scheduled action "Reordering Rules" runs (every few hours or daily).
2. For each rule where virtual stock (forecasted) < minimum, a replenishment is created.
3. The replenishment follows the product's route (Buy → PO, Manufacture → MO).
4. The order quantity is max - forecasted (rounded to multiple quantity).

Virtual / Forecasted Stock

Quantity On Hand (QOH) - Physically in stock.

Forecasted Quantity - QOH + incoming - outgoing. This is what triggers reordering.

Manual Replenishment

Go to Inventory > Operations > Replenishment. View all products needing replenishment. You can:

• Click Order Once to create an immediate order.
• Click Create Reordering Rule for ongoing automation.