Plan supply with availability, replenishment and reservations
Check what you can promise, run replenishment, approve proposals, reserve stock for a customer and allocate scarce stock.
Before you begin
Replenishment needs reorder rules. See Set up warehouse structure and putaway for where rules are created. Approving a proposal needs inventory.replenish.approve.
Check what you can promise
- Open Inventory > Planning > Available to promise.
- Choose a Product (goods only) and a Warehouse.
The screen shows On hand, Reserved, Incoming, Unreserved demand, ATP, Soft-reserved and ATP after soft reservations, with a day-by-day timeline. Only usable stock counts: quarantine, held or expired lots and supplier-owned stock are left out.
Example: on hand 100, reserved 30, incoming 50, unreserved demand 40. ATP = 100 - 30 + 50 - 40 = 80. With 25 soft-reserved, ATP after soft reservations is 55.
Run replenishment
- Open Inventory > Planning > Replenishment.
- Click Run replenishment.
- Read the message, for example '1 new, 0 updated, 0 withdrawn, 0 pick-face refill(s).'
- Click a proposal row to read the explanation and the table of orders behind the demand.
Example: a rule has minimum 50, safety 10, maximum 120, multiple 24, lead time 7 days, supply Buy. On hand 40, reserved 10, soft 5, incoming 20, demand 15. Projected = 40 - 10 - 5 + 20 - 15 = 30. The trigger is 50 + 10 = 60. The target is 120, so the need is 90, rounded up to a multiple of 24: 96. Needed by is today plus 7 days.
Running again with nothing changed creates nothing. If figures change, the open proposal is updated; if stock arrives and the projection rises above the trigger, it is withdrawn.
Approve or dismiss a proposal
- Open the proposal and click Approve.
- For Buy, a draft purchase order is created for the rule's supplier. If the rule names no supplier you get 'Choose the supplier to buy from.'; fix the rule and try again.
- For Transfer, an internal transfer from the source warehouse is created and confirmed.
- For Manufacture, the proposal is marked approved and handed to Manufacturing. No order is created here.
Dismiss withdraws a proposal. Only an open proposal can be approved or dismissed; a second click is refused. If another user already approved, you are told the proposal is approved.
Pick-face rules create internal transfers that refill a bin from bulk, for example 60 - 15 = 45, rounded up to 48.
Reserve stock softly
A soft reservation promises stock before any delivery exists.
- Open Inventory > Planning > Soft reservations and click New reservation.
- Choose Product and Warehouse.
- Enter the Quantity. It cannot exceed ATP after existing soft reservations: 'Only 55 of the product can still be promised.'
- Choose the For customer and enter a Reference (such as the quote number).
- Enter Hold for (hours); the default is 72. Zero never expires.
- Save.
The reservation expires by itself. Click Active - release to release it earlier.
Allocate scarce stock
- Open Inventory > Planning > Allocation & shortages.
- Choose the Warehouse and Serve first: Highest priority, Earliest promised date or First come.
- Tick Take stock back from unstarted lower-ranked deliveries if higher-ranked deliveries should win stock already reserved elsewhere. Deliveries with started tasks keep theirs.
- Click Allocate.
The result lists deliveries in order with 'N ready, M waiting'. The Shortages list shows each short product, its next supply and what to do: expedite the incoming supply, or replenish.
Kitting and repacking
Under Inventory > Planning > Kitting & repacking define a kit (components with quantities) and create a conversion: assemble a kit, break one apart, or repack. Value in equals value out. Five kits of 2 x A (cost 10.00) plus 1 x B (cost 6.00) consume AED 130.00 and produce 5 kits at AED 26.00 each. Tracked parts are refused: convert them through a transfer that names the lots.
Good to know
- Allocation and conversions do not have their own permission code today; they follow general write rights, so restrict who gets them.