The method for replenishing Customer Goods varies depending on the type of good.


On Customer Supplied goods, replenishment is done manually from the customer goods view page. (See Customer Goods - Customer Supplied Goods)


On Finished Goods and Shell Stock, a replenishment template is needed before replenishment can be done. A replenishment template is a pre-made order item that is copied to an order to replenish inventory values. The replenishment template can be added when the customer good is first created. (See Customer Goods - Adding New Customer Goods)


Note: The replenishment template on a customer good will be based off of a product. For more information on creating products, see Products - Adding a New Product.


On Finished Goods and Shell Stock, a replenishment template is needed before replenishment can be done. The replenishment template can be added when the customer good is first created. (See Customer Goods - Adding New Customer Goods)


Once the replenishment template has been added, the customer good will replenish whenever the template is used on an order. Only one replenishment template can be added to a good. 


Notes on Pricing: 

  • The customer good depletion pricing will be based on the pricing of the replenishment lot it is being pulled from. 
  • If the customer good is set as prepaid, the price will be billed on replenishment. If the customer good is not prepaid, the replenishment will not be billed. The price dispersal will be systemically calculated and allocated as the customer good is depleted.  


To Replenish a Customer Good:

Step     Action

  1.       Create an Order. (See Orders - Creating a New Order)

  2.       Hover mouse over Goods and select {Replenish} from the drop-down.

   An Insert Customer Good modal will open.


   Note: The Customer Name and Customer Number should pre-fill based on selections 

   made when creating the order.



  3.      Select goods to be added by checking box to left-hand side of the name. 

           Note: Multiple goods can be added to a replenishment order.

  4.      Select {Add}. A pop-up will confirm order item successfully added.


           The Details tab on the item will display a toggle switch indicating if the customer 

           good has been prepaid or not.