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Create a stock replenishment based on sales over a period of time.

In the day-to-day running of a retail company, it is very common to have to replenish stock based on sales over a given period of time, between warehouses or stores. In order to do so, Stockagile has an option that automatically calculates the transfer quantity based on that.

Requirements to be able to create a replenishment:

  • Have created products, you can see how to create a product in the section Create product.

  • Have registered sales, you can see how to make a sale in the section Making a sale.

Steps to create a stock replenishment:

  1. Go to the side menu and enter the TRANSFERS section, within the INVENTORY module.

  2. The list of transfers/replenishments will appear and to make a replenishment, click on the NEW REPLENISHMENT button at the top right of the screen.

  3. Once inside the new replenishment screen, you must fill in the following fields:

    1. Serial number*: default serial number of the transfers. Click here, for more information on creating serial numbers, or click here, for more information on configuring default serial numbers.

    2. Delivery note serial number: serial number of the replacement delivery notes.

    3. Source warehouse*: warehouse or store of origin, from which the stock is to be withdrawn.

    4. Warehouse to replenish*: destination warehouse or store, where the stock is to be added.

    5. Notes: additional notes on transfer (optional).

    6. Labels: labels for transfer (optional).

    7. Sales period start: select the date on which you want the product replenishment to start.

    8. Sales period end: select the date on which you want the replenishment of products to end.

    9. Take into account in-progress transfers: If this option is selected, any stock currently in transit will also be taken into account.

  4. When all the fields are filled in, click CONTINUE and the program will create a transfer with the stock replenishment, taking into account the days between the selected dates. That is to say, as products located in the destination warehouse are sold, they will be added to the created replenishment.

  5. Once all the products to be replenished have been added (according to the sales made between the selected dates), you will then click on the ORDER button or ORDER AND ALLOCATE if you wish that stock to be allocated even before finishing the transfer.

  6. At last, from the warehouse from where the products of the replenishment will be sent, they will have to prepare the replenishment/transfer according to the stock of the order and finally, send it as a transfer.

Step 3: fields to be filled in to carry out the replenishment

Step 5: Request replenishment

Step 6: Prepare replenishment

Step 6: Send replenishment

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