Inventory Replenishment Interface

Lists the items that match the selected filters.

A Replenish option must be selected first. Otherwise, the message “Please select a Replenish filter.” appears.

Select a category to show only its items, or all the categories.

• If you select a main category, all its subcategories are included.
• If you select a subcategory, only the items in that subcategory appear.

Select a supplier to show only its items, or all the suppliers.

Available only when Replenish is set to Purchase. For Produce and Transfer, the filter is locked to All.

Shows only the inventory items that must be replenished. Select one of these options:

• Produce: Shows only Assembly (ASM) items with a Cost Price in a costing unit.
• Purchase: Shows only material items with a Supplier Price. Includes all Material types, including ASM (e.g. some items can be purchased or produced). All the Supplier Prices linked to the item appear.
• Transfer: Shows inventory that is stored at multiple locations and must be transferred between these locations (e.g. from a warehouse to a store). Applies to items that are linked to Inventory and have a price of the type set by the Transaction Type’s Pricing setting (see Unit Price below).

A Replenish option is required to generate the list.

Checkbox. If checked, every unit linked to the item appears, not only the units linked to a price.

Note: All units appear, regardless of whether they need to be replenished.

The unit cell is highlighted in green where the unit is linked to a price (that is, you can add it to a transaction).

Entries without a price cannot be selected.

Enter text to find items by the item’s description, code or category, or the location’s description or code.

Entering text in the search block resets the other filters.

The entry’s unit.

If All Units is checked, the cell is green where the unit is linked to a price.

The item’s unit price for the displayed unit.

• Purchase: The Supplier Price.
• Produce: The Cost Price.
• Transfer (opened from a transaction): Follows the Transaction Type’s Pricing setting. It is one of these:
  • The Sell Price (or the customer’s Price List, if the customer uses one).
  • The Supplier Price.
  • Otherwise, the Cost Price.

Priced rows only appear when Inventory Replenishment is opened from a transaction, and the price then comes from the transaction (e.g. the Supplier Price or Sell Price). If you open it on its own with Transfer selected, no priced rows appear.

When the report is opened from a transaction, supplier prices appear in the transaction’s currency.

The code and number of the last order placed for the item at the same location and in the same unit.

Only filled in when the item is on order. The last order is the latest order that is not cancelled, even when its status does not update stock.

A menu that also opens when you right-click the entry. The options are:

• Open Linked Item: Opens the linked item’s record.
• View Item Summary: Shows the item’s summary on the right, with the entry’s location selected.
• Open Last Order: Opens the last order transaction (e.g. Purchase Order or Work Order).