Siebel Field Service Guide > Cycle Counting and Replenishment >

Setting Up Replenishment

Follow these procedures to set up replenishment.

Some procedures for setting up replenishment are the same as for setting up cycle counting. When beginning to set up replenishment, use the following procedures, and for "cycle counting," substitute "replenishment."

To set the maximum and minimum quantity of products to keep in stock

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. For the selected product, enter values in the Max, Min, and Safety fields.

To set up replenishment relationships between inventory locations

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 Relationships view tab.
5. Create a new relationship record.
6. In the Name field, select another inventory location.
7. In the Relationship field, select Replenishes.

To set up a vendor for a product

1. Navigate to the Products screen.
2. Select a product record.
3. In the All Products list, drill down on the Product field hyperlink.
4. Click the Service Details view tab.
5. In the Inventory Options form, in the Primary Vendor field, select a vendor.