Zoho Inventory

Replenishment

Replenishment in Zoho Inventory helps businesses maintain optimal stock levels by identifying items that need restocking based on predefined strategies. It lists low-stock items under the Pending Replenishments section in the Replenishments module. From there, you can manually create the necessary orders to replenish stock.

Benefits of Replenishments

Enable  Replenishments

Replenishments is essential for ensuring a steady supply of inventory while preventing stock outs and minimising carrying costs. Here’s how you can enable it in settings:

Configure Replenishments

You can set up your replenishments depending on your organization type:

Organizations With Locations/Warehouses Disabled

If you have not enable Locations organization, you can set up replenishments directly on the item details section. Here’s how you can do it:

FieldsDescription
Order TypeYou can create either a Purchase order or Transfer order.
Preferred Vendor / Source locationIf you select Purchase Order, you can choose a preferred vendor to whom the replenishments should be created.

If you select Transfer Order, you can choose a source location from where the items will be received.
Reorder LevelThis is the quantity at which you would like the replenishments to be created
Maximum Stock LevelThe maximum quantity that you can keep in stock to avoid overstocking.
Minimum Order QuantityThe minimum quantity that can be ordered when replenishing stock for the selected location is displayed in order creation for reference
Maximum Order QuantityThe maximum quantity that can be ordered when replenishing stock for the selected location is displayed in order creation for reference.
Unit MultipleThe item can only be purchased in specific unit multiples. For example, if the unit multiple is 5, you can purchase items only in multiples of 5. i.e, 5, 10, 15 and so on.
FrequencyThe number of days at which the replenishments should be triggered.

Insight: The item’s stock level will be checked based on the frequency you set (e.g., every 1 day or 3 weeks). If it falls below the reorder point during a check, a notification will be sent, allowing you to quickly create a Purchase Order or Transfer Order to avoid stockouts.

Organizations With Locations/Warehouses Enabled

If you have enabled the Locations in your organization, you can set up replenishments at the warehouse tab at item details. Here’s how you can do it:

Replenishments-creation
FieldsDescription
Order TypeYou can select between a purchase order and transfer order
Preferred Vendor / Source locationIf you select Purchase Order, you can choose a preferred vendor to whom the replenishments should be created.

If you select Transfer Order, you can choose a source location from where the items will be received.
Reorder LevelThis is the quantity at which you would like the replenishments to be created
Maximum Stock LevelThe maximum quantity that you can keep in stock to avoid overstocking
Minimum Order QuantityThe minimum quantity that can be ordered when replenishing stock for the selected location is displayed in order creation for reference
Maximum Order QuantityThe maximum quantity that can be ordered when replenishing stock for the selected location is displayed in order creation for reference.
Unit MultipleThe item can only be purchased in specific unit multiples. For example, if the unit multiple is 5, you can purchase items only in multiples of 5. i.e, 5, 10, 15 and so on.
FrequencyThe number of days at which the replenishments should be triggered.

Create Purchase Order

Once the replenishments you have configured for an item hits the reorder point, it will start showing up in the Pending Replenishments tab in the Replenishments module, or you can click the replenishments notification to land on the replenishments directly.

Create-Purchase-Order

Insight:You can view the item’s replenishments details from the Item Table by clicking View Replenishments Details under the item name during transaction.replenishments Details

Create Orders

Create Transfer Order

When an item’s stock level reaches its reorder point and the chosen replenishments method is Transfer Order, it will be listed under the Pending Replenishments tab. From there, you can create a Transfer Order. Alternatively, click the replenishments notification, which navigates you to the replenishments

Create-Transfer-Order

View Replenishments

You can easily view all replenishments created within your organization in one place. Here’s how:

Dismiss Replenishments

You can follow these steps to dismiss a replenishments in Zoho Inventory:

View Transactions & History

You can view the history and transactions of a replenishments by

More Actions

Create Orders in Bulk

You can create orders in bulk by following these steps:

  1. Log in to your Zoho Inventory organization.
  2. Navigate to Replenishments under Inventory.
  3. Select the items you want to include in the bulk order.
  4. Click Bulk Actions in the top header.

Note:To create a bulk order, the vendor and the order type must be the same for all selected items.

5. Select Create Order from the drop-down. Create-Transfer-Order By following the above steps, you will be taken to the respective order’s edit page.

Dismiss Orders in Bulk

You can dismiss orders in bulk by following these steps:

  1. Log in to your Zoho Inventory organization.
  2. Navigate to Replenishments under Inventory.
  3. Select the items you want to include in the bulk order.
  4. Click Bulk Actions in the top header.
  5. Select Dismiss Replenishment.
  6. Click Dismiss to proceed.
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