Auto Indent Replenishment Configurations at HQ :

Auto Indent Replenishment process works in two different ways: We can use any one process based on the business flow.

Process 1: The indents can be raised directly to the warehouse, and based on these indents, stock can be sent back to the outlets.

Process 2: The indents can be automatically sent from the outlets to the headquarters (HQ), where they can be replenished. Purchase orders (PO) will then be created at the HQ and assigned to the warehouse. Based on the stock requested in the indents, the appropriate stock will be transferred to the outlets.

Process 1 - Procedure:

Step 1: Go to Admin> Configuration> Setup Configuration Settings> Auto Indent Settings.

SKUTYPE-based indent should be kept as "No".

Step 2: Go to Admin> Configuration> Centralized Tools Configuration.

a) Enable "Auto Indent".

b) "Auto Indent Against" must be kept as "Warehouse".

Step 3: Go to Admin> Configuration > DC Setup. Select the Warehouse/ Central Kitchen under the Distribution Centre Name and Map the outlets against the DC.

Step 4: Go to MDM> Item Master Management> Item Master. Need to select the Reorder Type as "Auto", Reorder Formula as Min and Max Qty Level, Reorder Qty, Daily Sales Qty (which the system needs min 3-4 months of sales data) and set the value for the Items.

This can also be done from the Item Master Bulk update screen by selecting the "Outlet wise" option so that the items can be managed by choosing the Reorder Type and Reorder Formula.

Note:

Step 5: Once the settlement is given from the outlet at day-end, the auto-indent will get raised to the warehouse.

Process 2 - Procedure:

SKUTYPE Based Indent must be kept as "YES"

Step 2: Go to Admin> Configuration> Centralized Tools Configuration

If the outlet configurations have been configured as Centralized, then go to the above path. Select the Outlet Configuration group that has been created already under the Centralized Tools Configuration screen and then Select Branch>Indent.

a. Enable "Auto Indent"

b. "Auto Indent Against" must be kept as "HQ"

c. Enable "Split the indent based on SKU type wise from item master"

d. Put Away Item Auto Indent Against must be kept as "Warehouse"

e. Flow Through Item Auto Indent Against must be kept as "HQ"

f. Direct Store Delivery Item Auto Indent Against must be kept as "HQ"

Note:

Help video link - https://www.youtube.com/embed/zsVFjy_68vw

2. If the outlets are not using the Centralized tools Configuration, then the above configurations need to be done at the Outlet Tools Configuration.

Step 3: Go to Admin> Configuration > DC Setup. Select the Warehouse/ Central Kitchen under the Distribution Centre Name and Map the outlets against the DC.

Step 4: Go to MDM> Item Master Management> Item Master Bulk Update.

In Item Master Bulk Update, select "All Outlets" and mark the items SKU Type as Put Away or Flow Through or Direct Store Delivery based on the item nature and Update.

Step 5: Go to MDM> Item Master Management> Item Master.

Need to select the Reorder Type as "Auto", Reorder Formula as "Min and Max Qty Level", and set the Min/Max Qty for the Items. This can be achieved from the Item Master screen as shown below.

This can also be done from the Item Master Bulk update screen by selecting the "Outlet wise" option so that the items can be managed by choosing the Reorder Type and Reorder Formula.

Note:

Change the Reorder type, Reorder Formula, and Min & Max Qty from the Item master screen for a single item and save. Then navigate to Outlet Specific Data, and you can see the above screen.

We can select the required columns, and then we can export the data. The data will get exported in CSV and change the Reorder Type, Reorder Formula, and Min/Max Qty for the other required items, and then we can import the same CSV in the above screen.

Auto Indent Replenishment Process:

Auto Indent Generation Process:

Once the configurations are completed at HQ, inventory will be deducted based on outlet sales and other transactions. After the settlement is processed at the outlet, auto indents will be generated for Put away, Flow through, and Direct store delivery products.

The settlement can be completed by going to Sales > Day End Process > Settlement.

Note:

1. The indent can be raised multiple times based on the following configuration. Under the Centralized Tools Configuration screen, select the Group and then Select Branch>Settlement. Enable Generate Auto indent Multiple times.

2. The indent for "Trade as is" and "Ingredient" products will be raised after the settlement is done based on the minimum and maximum quantities. However, for Assembly products, the indent will not be raised; instead, the indent for the mapped recipe items (raw materials) will be raised according to their minimum and maximum quantities. 

Based on the configurations set at HQ, the stock allocation for Put Away products can be managed in the warehouse, while central purchase orders for Flow-Through and Direct Store Delivery(DSD) products will be generated at HQ.

Pending PO Qty List:

Go to BPM> Inventory Management> Replenishment> Pending PO Qty to supplier. The purchase order for the supplier, along with the outlet name, will be displayed on this screen.

Note:

Central PO from HQ for Put Away(PA), Flow-through (FT) & Direct Store Delivery (DSD) items:

Go to BPM> Purchase Management> Central Purchase> Purchase Order Entry.

 ➤ For Put Away & Flow Through products, under Supplier Selection, choose the PO Outlet as "Warehouse", Ship to outlet as "Warehouse", Items as "Indent" and Select the Supplier Name and then save and send the PO.

 ➤ For Direct Store Delivery products, under Supplier Selection, choose the PO Outlet as "Outlet", Ship to outlet as "Outlet", Items as "Indent" and Select the Supplier Name and then save and send the PO.

Note:

Help Document - Supplier Settings at RPOS6 and RPOS7

Flow through (FT) products indent flow:

To manage the Flow through products, Load the purchase order (PO, which has been created from HQ) in the warehouse's Purchase Entry screen, then save the transaction.

Once the Purchase Entry is saved, the system will ask for confirmation to allocate the stocks for the Purchase Entry made. Select Yes in the Pop-up so that the Stock Allocation screen will appear and save the Stock Allocation transaction.

Also, Pick Slip Print can be taken for the Stock Allocated Products from this Stock Allocation screen. Then, navigate to the Stock Transfer Out screen, load the Stock Allocation, and save it as shown in the above image.

Once the STO is made, then E-way will be generated from the Dispatch screen. To know about the Eway bill generation, kindly refer to the below document.

Help video link - https://www.youtube.com/embed/usm1gPB4bPw

Then, from the Warehouse NetTrade, send the Dispatch transaction to the outlet and receive it at the Outlet via NetTrade. Finally, open the Stock Transfer In at the outlet, import the Transfer In (TI) transaction, and save it.

Put Away (PA) products indent flow:

To process put-away products, at Warehouse, go to the Stock Transfer Out screen, load the indent, and save.

Also, you can take the Indent printout with the help of the Indent Print function key. Once the STO is made, then Eway will be generated from the Dispatch screen.

Then, from the warehouse NetTrade, sends the Dispatch transaction to the outlet and receives it at the Outlet via NetTrade. Finally, open the Stock Transfer In at the outlet, import the Transfer In (TI) transaction, and save it.

Direct Store Delivery (DSD) products indent flow:

For Direct Store Delivery products, load the purchase order (PO, which has been created from HQ) in the outlet's purchase entry screen and then save it.

Additionally, we have the Outlet Wise Replenishment & Supplier Wise Replenishment process. Kindly find the below help documents for the reference.

Outlet-Wise Replenishment Process:

From HQ, based on the outlets Min/ Max or any Reorder formula, the Reorder Quantity will be presented and reviewed at the HQ. That Reorder can be converted into a Central Purchase Order at the HQ and sent to their respective Outlets and then the same Purchase Order will get converted into Purchase Invoice at their outlets. The same has been explained clearly with the steps in the below help document.

Help document - Outlet-wise Replenishment

Supplier Wise Replenishment Process:

In a retail business, multiple outlets may receive supplies from the same supplier. When the outlets raise indents to the headquarters (HQ), these requests can be consolidated into a Central Purchase Order at the HQ. This consolidated order is then sent to the warehouse for procurement. After the warehouse processes the Purchase Orders, they are transformed into Purchase Entries, and then the stock is transferred out to the respective outlets.

Go to BPM> Inventory Management> Replenishment> Supplier Wise Replenishment.

As shown below, the common supplier can be selected, and outlets can be selected. Based on the requested Indent Qty, we can enter the Qty for the Central Purchase which can be done at the HQ or the Qty can be entered in the CP tab and that can be converted into the Central Purchase Entry screen and then the PO will be sent to the warehouse and convert the PO into Purchase Invoice.

Once Purchase Entry is made, the inventory will get added for the products, and then the products can be sent from the warehouse via Stock Transfer Out and received at the outlet via Stock Transfer In.