Siebel Field Service Guide > Cycle Counting and Replenishment >

Replenishing Inventory

Follow these procedures to replenish inventory.

To replenish inventory by placing orders

1. Navigate to the Inventory screen.
2. Select an inventory location record.
3. In the My Inventory Locations list, drill down on the Name field hyperlink.
4. Click the Generate Orders view tab.

   This view displays a read-only list of authorized vendors for this inventory location. The subviews show the source and target locations.

5. In the Generate Orders list, click Order.

   This generates orders to replenish every product at the selected inventory location that is under the minimum level.

To verify pending replenishment orders

1. Navigate to the Inventory screen.
2. Select an inventory location record.
3. In the My Inventory Locations list, drill down on the Name field hyperlink.
4. Click the Pending Orders view tab.

   This view displays the numbers and types of pending orders for this location.

To set a vendor for an inventory location

1. Navigate to the Inventory screen.
2. Select an inventory location record.
3. In the My Inventory Locations list, drill down on the Name field hyperlink.
4. Click the Vendors view tab.
5. In the Vendors list, create a new vendor record.
6. In the Account field, select a vendor.
7. In the Type field, select Vendor or Primary Vendor.