Inventory Replenishment Workflow – Detailed Guide

This guide walks you through the full process of using Assisty's Replenishment Center to manage stock reordering—from forecasting to receiving inventory.

Objective

Ensure you always have the right products in stock at the right time by using AI-driven reorder suggestions and managing your buying process from internal planning to supplier communication.

Step-by-Step Guide

Step 1: Access the Replenishment Center

• Go to the Assisty dashboard.
• Switch the app menu to "REPLENISHMENT CENTER" mode.

Step 2: Review Reorder Suggestions

• Go to the Buying Table menu to view a list of products with recommended reorder quantities.
• These suggestions are based on:
• AI-powered demand forecasting
• Stock cover days
• Supplier lead time
• Current stock and incoming POs

Step 3: Customize Replenishment Parameters

• You can fine-tune these settings per product or supplier:
• Lead time
• Safety stock buffer
• Minimum/Maximum order quantity
• Preferred stock cover days

Step 4: Select Products and Purchase Order

• Use filters to narrow down by vendor, category, location.
• Check the products you want to reorder.
• Modify quantity or unit cost if needed.
• Click "Create Purchase Order" to save as a draft PO.

Step 5: Manage and Send the PO

• View and edit saved POs under the PO section.
• Export the PO to Excel, CSV, or PDF.
• Send it via email or sync with third-party systems like Stocky, QuickBooks, or Google Sheets.

Step 6: Receive Inventory

• When products arrive, open the corresponding PO.
• Click "Receive Inventory" and input the quantity received.
• The system will automatically update stock levels in Shopify.

Tips for Effective Use

• Set reorder rules at the supplier level to speed up future orders.
• Regularly review forecast accuracy and tweak your settings.
• Use tags or labels to prioritize high-velocity SKUs.

By following this workflow, you can reduce manual effort, avoid stockouts, and keep your inventory lean and profitable.

Updated on: 22/05/2025