items:replenishments

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items:replenishments [2020/11/02 15:25] – [Manually creating a replenishment] Gary Willettsitems:replenishments [2023/12/12 14:46] (current) – Gary Willetts
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 {{indexmenu_n>430}} {{indexmenu_n>430}}
-====== 4.22. Pickfaces and Replenishments ======+====== 4.23. Pickfaces and Replenishments ======
 Before using pickfaces and replenishments there is some setup you need to carry out. To find out about that, see the previous [[items:replenishments_setup|]] page. When you've gone through that, you're ready to start here. Before using pickfaces and replenishments there is some setup you need to carry out. To find out about that, see the previous [[items:replenishments_setup|]] page. When you've gone through that, you're ready to start here.
  
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 {{ :items:replenishment_navigator.png?600 |}} {{ :items:replenishment_navigator.png?600 |}}
  
-This will open this window:+That will open this window:
  
 {{ :items:replenishment_show.png?900 |}} {{ :items:replenishment_show.png?900 |}}
  
-By default the window will show all the replenishments that are waiting to be actioned (the **Show** drop down list is set to //All to action//). These are all the suggested status (sg) replenishments. You can change this to show all the replenishments (pending and finalised) or to show all the pending replenishments for a particular worker; just select the appropriate option in the Show drop down list and the list will update accordingly.+By default the window will show all the replenishments that are waiting to be actioned (the **Show** drop down list is set to //All to action//). These are all the suggested status (sg) replenishments. You can change this to show all the replenishments (pending and finalised) or to show all the pending replenishments for a particular worker; just select the appropriate option in the //Show// drop down list and the list will update accordingly.
  
 ===== Automatically generating replenishments for all pickfaces ===== ===== Automatically generating replenishments for all pickfaces =====
-This is probably the most common way you will create replenishments. To do this, simply click on the //Generate all replenishments// button and mSupply will work out which locations need replenishing and how much stock should be moved into each one and create a line in the table for each replenishment. You are shown a warning message before the process begins:+This is probably the most common way you will create replenishments. To do this, simply click on the **Generate all replenishments** button and mSupply will work out which locations need replenishing and how much stock should be moved into each one and create a line in the table for each replenishment. You are shown a warning message before the process begins:
  
 {{ :items:replenishments_creation_warning.png?400 |}} {{ :items:replenishments_creation_warning.png?400 |}}
  
-This is telling you that if a new replenishment is generated by this function and there is an existing suggested status, unassigned replenishment for the same item in the same pickface location then the existing replenishment will be deleted. If you don't want any replenishments like this to be deleted then click the //Cancel// button and assign them to a worker (see the  section below) temporarily before running this function.+This is telling you that if a new replenishment is generated by this function and there is an existing suggested status, unassigned replenishment for the same item in the same pickface location then the existing replenishment will be deleted. If you don't want any replenishments like this to be deleted then click the **Cancel** button and assign them to a worker (see the [[items:replenishments#assigning_users_to_replenishments|Assigning users to replenishments]] section below) temporarily before running this function.
  
-If you click the //Proceed// button the replenishments are generated.+If you click the **Proceed** button the replenishments are generated.
  
 This is how mSupply generates the replenishments: This is how mSupply generates the replenishments:
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     - Full cartons (outer packs) only are moved if possible.     - Full cartons (outer packs) only are moved if possible.
   - When this process has been done for the pickface locations, the whole thing is repeated for the preferred bulk locations. If you haven't set preferred bulk locations then this part of the process is skipped.   - When this process has been done for the pickface locations, the whole thing is repeated for the preferred bulk locations. If you haven't set preferred bulk locations then this part of the process is skipped.
-  - The final step in the process is to delete all suggested status replenishments that are not assigned to a worker, that are for the same pickface location and item as a replenishment just and were created before this process was started.+  - The final step in the process is to delete all suggested status replenishments that are not assigned to a worker, that are for the same pickface location and item as a replenishment just created and were created before this process was started.
  
 After finishing creating all the replenishments, mSupply will tell you how many replenishments it has created and whether there were any errors. The errors you can get are: After finishing creating all the replenishments, mSupply will tell you how many replenishments it has created and whether there were any errors. The errors you can get are:
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 <WRAP info center round 90%> <WRAP info center round 90%>
-**Note about preferred bulk stock location replenishment (only applies if you're using them!):** the pickfaces are replenished first from the preferred bulk locations as stated above. When the process moves onto replenishing the preferred bulk locations, the pickface replenishments haven't been finalised yet so the stock is still in the preferred bulk locations. This means that mSupply may well not generate many or any replenishments for the preferred bulk locations. So, when some or all of the pickface replenishments have been finalised simply click on the //Generate all replenishments// button again. mSupply will now see that the preferred bulk locations have less stock in them and replenishments will be generated as needed.+**Note about preferred bulk stock location replenishment (only applies if you're using them!):** the pickfaces are replenished first from the preferred bulk locations as stated above. When the process moves onto replenishing the preferred bulk locations, the pickface replenishments haven't been finalised yet so the stock is still in the preferred bulk locations. This means that mSupply may well not generate many or any replenishments for the preferred bulk locations. So, when some or all of the pickface replenishments have been finalised simply click on the **Generate all replenishments** button again. mSupply will now see that the preferred bulk locations have less stock in them and replenishments will be generated as needed.
 </WRAP> </WRAP>
  
 +**Also note that any stock that is on hold or in a locaiton that it on hold will be ignored and will not considered as being available for being used in a replenishment.**
  
 ===== Manually creating a replenishment ===== ===== Manually creating a replenishment =====
-If you need to add an extra replenishment manually for any reason you can do it by clicking on the //Add replenishment// button. This will open this window:+If you need to add an extra replenishment manually for any reason you can do it by clicking on the **Add replenishment** button. This will open this window:
  
 {{ :items:replenishment_edit.png?600 |}} {{ :items:replenishment_edit.png?600 |}}
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   * **From pack size:** the pack size of the stock in its current location.   * **From pack size:** the pack size of the stock in its current location.
   * **From location:** the current location of the stock.   * **From location:** the current location of the stock.
 +  * **On hold:** contains a checkbox for each row. If the stock is on hold or the location the stock is in is on hold then the checkbox will be ticked and the line will be disabled; it cannot take part in a replenishment.
   * **From number of packs:** the number of packs (of //From pack size//) that you want to move from the //From location// to the pickface.   * **From number of packs:** the number of packs (of //From pack size//) that you want to move from the //From location// to the pickface.
   * **Worker:** the worker assigned to carry out the moving of the stock. Click the appropriate cell to select a user from all those who have the //Can action replenishments// permission for this store. This is the only column that can be left blank and a replenishment can still be created from the row.   * **Worker:** the worker assigned to carry out the moving of the stock. Click the appropriate cell to select a user from all those who have the //Can action replenishments// permission for this store. This is the only column that can be left blank and a replenishment can still be created from the row.
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   * **To number of packs:** the number of packs of //To pack size// that will be present in the pickface after the move.   * **To number of packs:** the number of packs of //To pack size// that will be present in the pickface after the move.
  
-If the item has a pickface location set then the //To location// column is filled in with that location and the //To pack size column// is filled with the pickface pack size as soon as the item has been selected.+If the item has a pickface location set then the //To location// column is filled in with that location and the //To pack size// column is filled with the pickface pack size as soon as the item has been selected.
  
 If you have entered two of the //From number of packs//, //To pack size// and //To number of packs// values, the third will be calculated and entered for you. If all three have been entered and you edit one of them, one of the others will be edited to maintain the relationship //From pack size// x //From number of packs// = //To number of packs// x //To pack size//. If you have entered two of the //From number of packs//, //To pack size// and //To number of packs// values, the third will be calculated and entered for you. If all three have been entered and you edit one of them, one of the others will be edited to maintain the relationship //From pack size// x //From number of packs// = //To number of packs// x //To pack size//.
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 When you have finished creating all the replsnishments, click on the **OK** button. This window will close and you will return to the main replenishment list window. When you have finished creating all the replsnishments, click on the **OK** button. This window will close and you will return to the main replenishment list window.
 +
 +
 ===== Editing a replenishment ===== ===== Editing a replenishment =====
 +Simply double-click on a replenishment in the list to open it for editing. It will be opened in a window like that for creating a new replenishment but only a single line will be shown in the table and the //Item// field will not be editable:
  
 +{{ :items:replenishments_edit_replenishment.png?600 |}}
 +
 +If you want to edit the item of a replenishment, you must delete the replenishment and re-create it with the correct item.
 +
 +Edit any of the values in the blue-background columns and click the **OK** button to save your changes.
  
  
 ===== Deleting replenishments ===== ===== Deleting replenishments =====
 +To Delete replenishments shown in the main replenishment list window, simply highlight the ones you want to delete in the list (click to select, Ctrl(Cmd)+A, Shift+click and Ctrl(Cmd)+click all work to help you select the right ones) and click on the **Delete** button.
  
 +Finalised replenishments cannot be deleted and will be simply ignored if they are selected for deletion.
 +
 +After deletion has been carried out you will be told how many replenishments were deleted and how many were ignored.
  
  
 ===== Selecting all the pending replenishments in the current list ===== ===== Selecting all the pending replenishments in the current list =====
 +Click on the **Highlight pending** button and all the suggested status replenishments in the current list will be highlighted (selected).
  
 +This is particularly useful if you want to print all the replenishments waiting to be actioned in the current list.
  
  
 ===== Assigning users to replenishments ===== ===== Assigning users to replenishments =====
 +Users are assigned to a replenishment to indicate that they are responsible for carrying out or verifying the replenishment. You might wish to select the appropriate forklift driver for example.
  
 +To do this, highlight one or more replenishments in the list and click on the **Assign user to highlighted** button. A list of users with the //Can action replenishments// permission in the current store will be displayd and you can select which one to assign by clicking on it. The name will then appear in the //Worker// column of the list for those replenishments that were selected. If you select the //None// option in the list of users, any worker assigned to the replenishment is removed.
  
  
 ===== Printing replenishments ===== ===== Printing replenishments =====
 +To print replenishments, highlight the ones you want to print in the list and click on the **Print highlighted** button. The usual print options window will appear. After you have selected the appropriate options, click on the **OK** button and your printout will appear. The default printout looks like this:
  
 +{{ :items:replenishments_default_printout.png?800 |}}
 +
 +The //Worker// field will show the name of the user assigned to all the replenishments or the word "Multiple" if more than one different user is assigned to the replenishments shown in the list.
 +
 +The //Done// column will show the word "Yes" for finalised (actioned) replenishments or will be blank for those that have not been actioned yet. The user responsible for actioning or verifying the movement of the stock can sign or tick in this column when the move has been physically completed if desired.
 +
 +If there were any problems or differences between what was done and what was shown on the printout, the worker should mark them on the sheet and give that to the responsible mSupply user. The replenishments can then be edited to match what was actually done before they are finalised.
  
  
 ===== Finalising (actioning) replenishments ===== ===== Finalising (actioning) replenishments =====
 +Until they are finalised, replenishments do not affect the stock in mSupply.
 +
 +They should be finalised at a point which suits your physical restocking process in the warehouse; this could be before the stock is physically moved to the pickface location.
 +
 +to finalise replenishments, simply select (highlight in the table) the replenishments to finalise and click on the **Finalise highlighted** button. mSupply will then move and repack the stock as required to match the details given in the replenishments.
 +
 +**Please note:** any stock that is in on hold or that is in a location that is on hold will be ignored and will not take part in a replenishment.
  
  
 +===== Authorising pickface replenishments =====
 +When authorisation of pickface replenishments is turned on (see the [[items:replenishments_setup#authorisation_of_replenishments|4.21. Pickfaces and Replenishments setup]] page for details) the replenishments list has a new //Authorised// column:
  
 +{{ :items:pasted:20220902-161842.png?900 |}}
  
 +The column contains a checkbox for each replenishment. Only users with the //Authorise replenishments// permission can edit those checkboxes. When the **Finalise highlighted** button is clicked, only replenishments that have a checked Authorised checkbox will be finalised, all unauthorised replenishments will be ignored and left unactioned.
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  • Last modified: 2020/11/02 15:25
  • by Gary Willetts