Ask your central kitchen or warehouse for what a branch needs, starting from a template, tomorrow's forecast or days of cover.
Steps
- Go to Inventory, open Replenishment, then Branch ordering and Replenishment orders.
- Click New order and pick the Location.
- In Start from, choose Template, Tomorrow's forecast, Days of cover (enter the days, 2 by default) or Empty.
- Click Load suggestions. The grid shows each item's on hand, incoming and suggested quantity.
- Change quantities as needed, or add items with Add item or quick add.
- Click Submit to send it, or Save draft to finish later.
- Follow the status: Submitted, Waiting for confirmation, Confirmed, Dispatched, then Received.
Good to know
- Set target stock in Replenishment templates and assign locations. Each location uses one template. Use Branch overrides for one location's exceptions.
- "No supply route" on a line means no supply site is set for that item yet.
- You can cancel a line until the supply site confirms it.
- You can only order for locations assigned to you.
- Needs the demand planning add-on and the replenishment order permission.
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