Inventory Replenishment Document

This section describes the Inventory Replenishment options:

• Searching for a Replenishment Document

• Inventory Replenishment Order Status Definitions

• Adding Items to an Inventory Replenishment Order

Searching for a Replenishment Document

1. At the Inventory Replenishment search form, enter your search criteria:

   Figure 3-3 Document Search Form

   
   

   

   
   

   • Scan or enter a specific Inventory Replenishment Request #

   • Enter Start and/or End Dates

   • Select one or more Status options:

     • Open

     • Submitted

     • Confirmed

   • Enter a Source Entity

   • Scan or enter an Item Id

2. Select Process to display Inventory Replenishment Documents that match your search criteria.

   More information about document searches:

   Note:

   • If you know a Replenishment Document does not exist, you can select the Add New option at the Document Search form (Figure 3-3) to create a new Inventory Replenishment Document. Refer to Creating a New Inventory Replenishment Order for more information about creating a new Inventory Replenishment Document at the store.

   • If the document you are looking for is not found in the list of Replenishment Documents, select the Add New option at the Inventory Replenishment Document Search Results form (Figure 3-4) to create a new Inventory Replenishment Document. Refer to Creating a New Inventory Replenishment Order for more information about creating a new Inventory Replenishment Document at the store.

3. Select the Replenishment Document you want to view from the list and press Enter.

   Figure 3-4 Inventory Replenishment Document Search Results

   
   

   

   
   

   Xstore displays the Replenishment screen for the selected document.

   Figure 3-5 Inventory Replenishment Screen

   
   

   

   
   

   This screen shows the following information for the Inventory Replenishment Document:

   • Replenishment Document identifier

   • Request Date

   • Requestor ID

   • Store Number

   • Created: (Store or Home Office)

   • Status of the shipment: (OPEN, SUBMITTED, CONFIRMED, PARTIALLY RECEIVED, CLOSED)

   • Items: how many unique items are in the order

   • Units: total number of items in the order

   • Weight (lbs): total weight of the order. This is only available if each of the items has a weight identified.

   • Comments

   • For each item:

     • Item ID

     • Description

     • Source Id

     • Pack Size

     • On Hand Qty

     • Suggested Order

     • Order Qty

     • Confirmed

     • Shipped

     • Received

Inventory Replenishment Order Status Definitions

An Inventory Replenishment order can be in one of the following statuses:

• OPEN: This is the initial status that an order is in after being created in Xstore or when sent as a suggestion from the Home Office. This is the only status an order can be in to update or edit.

• SUBMITTED: The order can go into a SUBMITTED status when all items in the order are approved.

• CONFIRMED: Home Office can send orders down in a CONFIRMED status which means they are not suggestions and are not changeable.

• PARTIALLY RECEIVED: When any item in the order is received, but not all items, the order is PARTIALLY RECEIVED. See Inventory Replenishment for more information on Receiving Inventory Replenishment orders.

• CLOSED: The order is considered CLOSED when all items are received, or the order is Force Closed.

• CANCELLED: Home Office or the Store can cancel an order. Once cancelled it cannot be edited or re-opened.

Adding Items to an Inventory Replenishment Order

Note:

Items can only be added to Inventory Replenishment Orders that are in an OPEN status. Follow step 2 to add items to an order.