Create a min/max resupply strategy

You create a min/max resupply group to resupply a site or a depot only when their inventory is low. When the application checks inventory, shipments are created as needed to bring the inventory at sites or depots up to the maximum number of kits you specify.

Create min/max resupply strategy for other modes in your study, if you haven't already and when required.

Note:

In the system, resupply runs once a day based on the offset of UTC that you set in the Schedule Settings (under Supply Settings), not the current time zone for your sites.

Tip:

Set resupply to run at 12:01AM to ensure kit status accuracy. Whereas expired kits will not be dispensed, the status of these kits on the inventory page will only be refreshed to "expired" once resupply runs.

For more information on managing expiration dates, see Manage expiration dates with lots.

1. Open the study settings.
2. Below the study name, click the Supply Settings tab.
3. On the top left, select a specific mode:
   • Production Settings
   • Testing Settings
   • Training Settings
4. On the right side pane, expand Min/Max Resupply.
5. Click Create Min/Max Resupply Group.
6. Fill in the fields and click Create. To view tips for completing a field, click into the field.

   Field	Description
   Min/ Max Resupply Title	Enter the name of the resupply strategy. If you create multiple resupply strategies, consider using names that tell you the sites that use each strategy.
   Type	Choose Site if this resupply strategy is created to resupply a site. Choose Depot if this resupply strategy is created to resupply a source depot.
   Kit Type and Description	Select the checkbox next to the kit type that you want to include in this resupply group.
   Minimum Buffer	Enter the number of kits that trigger a shipment when the resupply strategy runs. When a single kit type reaches the number specified in the buffer, a shipment is created so that all kit types in the resupply strategy are raised to the maximum buffer at the site or depot.
   Kits in First Shipment	This field only appears if you previously selected Site for the Type setting. Enter the number of kits of each type that are in the initial shipment. The number should be higher than the minimum buffer so that a new shipment isn't created after the resupply strategy runs the first time. Tip: Use "0" for certain kit types, if you don't want to ship that kit type at site initiation.
   Kits in Manual Shipment	This field only appears if you previously selected Site for the Type setting. Enter the number of kits of each type that are included in a manual shipment when you allow sites to request manual blinded shipments. Tip: Use "0" for one or multiple kit types, if you want to set a kit type to be shipped only with a manual order.