Introduction

This guide provides instructions on how to use the Inventory Replenishment Report for managing and replenishing products supplied by a specific vendor. This is especially useful for tailoring orders to individual vendor needs and customizing order quantities.

Steps for Vendor-Specific Replenishment

1. Accessing the Report
   Open the Inventory Replenishment Report from Inventory Replenishment menu.

2. Applying Vendor Filter

• Use the filtering options to select the specific vendor you wish to focus on.

3. Using the 'Re-order' View

• Switch to the 'Re-order' view, which includes essential columns like Product, Variant, SKU, Vendor, Reorder Quantity, Unit Cost, and Reorder Cost.
• This view is tailored for creating purchase orders and can be customized further by adding more columns as needed.

4. Exporting Data for Replenishment

• Export the filtered data to a Google Spreadsheet or Excel file. This allows for editing and finalizing the order quantities outside the system.
• Adjust the reorder quantities in the exported file as necessary, based on your specific requirements or insights.

5. Reviewing and Editing the Exported Data

• Once exported, review and adjust the data as needed. This might include changing order quantities or adding additional notes for the vendor.
• Ensure that all necessary information is included and accurate before proceeding with the order.

6. Creating Purchase Orders

• Use the finalized data in the spreadsheet to create purchase orders to be sent to the vendor.
• Keep a record of these orders for inventory tracking and future reference.

Tips for Effective Vendor-Specific Replenishment

• Regularly update and review your re-order thresholds to align with changing sales trends and vendor performance.
• Maintain clear communication with vendors regarding lead times and order requirements.
• Utilize the flexibility of exporting and editing data to adapt quickly to inventory needs and business changes.

Conclusion

By leveraging the 'Re-order' view and export functionality of the Inventory Replenishment Report, you can efficiently manage vendor-specific replenishment. This process ensures that you have the right products in the right quantities, maintaining a balanced inventory and fostering strong vendor relationships.

Updated on: 12/12/2023