Inventory Replenishment Tutorials

The Inventory Replenishment report can be added as a standalone module to any Menu Group. It can also be opened from any Transaction Type (e.g. Purchase Orders) with the applicable setting activated.

Use this report to view the stock that must be ordered and, when it is attached to a Transaction Type, to order the stock.

💡These tutorials explain how to use the replenishment reports.

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 blue.
  4. On the Settings tab, click Settings (button) next to Add.
  5. Enter 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).

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 blue.
  4. On the Settings tab, click Settings (button) next to Add.
  5. Enter 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).

How to Activate Replenishment on Transfer Issues

Note

The transfer issue Transaction Type must also have Inventory > Enable Transfer Issue checked, so that the From and To fields appear on the transaction. You can set Inventory > Default – From Inventory Location and Inventory > Default – To Inventory Location to fill them in automatically.

  1. Navigate to Transaction Types (e.g. Main Menu > Setup > Transaction Types).
  2. Double-click the Transaction Type you use for Transfer Issues (usually named Transfer Issued).
  3. Click Add/Edit (button) unless it is blue.
  4. On the Settings tab, click Settings (button) next to Add.
  5. Enter 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 Transfer.
  12. Click Save (button).
  13. Restart BOS (Main Menu > Home > Restart).

How to Add Replenishment Items to an Open Purchase Order

Note
  • The replenishment report updates only when the purchase order is in an inventory status (usually Active) or when 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.
  • The replenishment report does not currently find the supplier with the lowest price.
  1. Create or edit a purchase order.
  2. Click Actions (button) > View Items due for Replenishment.
    • Note: The Inventory – Replenishment report opens on the right.
  3. On the report, click View (button).
    • Note: Items that must be purchased from the supplier filled in on the purchase order appear. The unit used is the one in which the supplier price is added (that is, the purchase unit).
  4. Drag any item from the report onto the purchase order.
    • Note: You can select several entries and drag them together. If the item is already on the purchase order (in the same unit and for the same location), it is skipped: no new entry is added and the existing quantity is not updated.
  5. Complete the purchase order.

How to Add Replenishment Items to an Open Work Order

  1. Create or edit a work order.
  2. Click Actions (button) > View Items due for Replenishment.
    • Note: The Inventory – Replenishment report opens on the right.
  3. On the report, click View (button).
    • Note: Items that are produced in-house and have a costing unit (cost price linked to a costing) appear.
  4. Drag any item from the report onto the work order.
    • Note: You can select several entries and drag them together. If the item is already on the work order (in the same unit and for the same location), it is skipped.
  5. Complete the work order.

How to Add Replenishment Items to an Open Transfer Issue

Note
  • Select the From and To locations on the transaction before you open the report.
  • The report is filtered to the To location, so it shows the items that must be replenished there. The Supplier filter is set to All and cannot be changed.
  • The Unit Price follows the Transaction Type’s Accounting > Pricing setting (e.g. Cost Price).
  1. Create or edit a transfer issue.
  2. Select the From and To locations (if they are not filled in already).
  3. Click Actions (button) > View Items due for Replenishment.
    • Note: The Inventory – Replenishment report opens on the right.
  4. On the report, click View (button).
  5. Drag any item from the report onto the transfer issue.
    • Note: You can select several entries and drag them together. The items are added with the transaction’s From location. Items that have no stock location at the From location are skipped, as are items already on the transfer issue (in the same unit and for the same location).
  6. Complete the transfer issue.

Report an issue with this page

For more useful feedback, select the text on the page you are reporting on, then click Feedback again — or continue without selecting anything.