## Zoho Inventory Documentation Index Access the complete documentation index at: https://www.zoho.com/sa/inventory/llms.txt Use this file to discover all available documentation pages before proceeding. # Replenishment Replenishment in Zoho Inventory helps businesses maintain optimal stock levels by identifying items that need restocking based on predefined strategies. It lists low-stock items under the Pending Replenishments section in the Replenishments module. From there, you can manually create the necessary orders to replenish stock. ## Benefits of Replenishments * Reorder based on strategies and stock thresholds * Reduces stock outs and prevents overstocking * Minimizes manual effort in tracking and replenishing inventory * Optimizes inventory costs by maintaining just the right stock levels ## Enable  Replenishments Replenishments is essential for ensuring a steady supply of inventory while preventing stock outs and minimising carrying costs. Here’s how you can enable it in settings: * Log in to your Zoho Inventory organization. * Navigate to the **Gear** icon in the top right corner. * Click **Items** under _General_ in _Module Settings_. * Under the General tab, look for the Replenishments option and **Enable** it. * After enabling the option, you can set the default number of days for replenishments reminders to trigger. * Click **Save**. **Insight:** _When stock levels fall below a set threshold, replenishments will lists low-stock items under the Pending Replenishments section, reducing the need for constant manual monitoring_ ## Configure Replenishments You can set up your replenishments depending on your organization type: * Organizations With Locations/Warehouses Disabled * Organizations With Locations/Warehouses Enabled #### Organizations With Locations/Warehouses Disabled If you have not enable Locations organization, you can set up replenishments directly on the item details section. Here’s how you can do it: * Go to the **Items** module under _Items._ * Click the item you want to configure replenishments. * Under the _Overview_ tab, click + **Create Replenishments** near _Replenishments._ ![create-replenishments](/inventory/help/images/replenishments/create-replenishment.png) * Fill the required details. Fields Description Order Type You can create either a Purchase order or Transfer order. Preferred Vendor / Source location If you select Purchase Order, you can choose a preferred vendor to whom the replenishments should be created. If you select Transfer Order, you can choose a source location from where the items will be received. Reorder Level This is the quantity at which you would like the replenishments to be created Maximum Stock Level The maximum quantity that you can keep in stock to avoid overstocking. Minimum Order Quantity The minimum quantity that can be ordered when replenishing stock for the selected location is displayed in order creation for reference Maximum Order Quantity The maximum quantity that can be ordered when replenishing stock for the selected location is displayed in order creation for reference. Unit Multiple The item can only be purchased in specific unit multiples. For example, if the unit multiple is 5, you can purchase items only in multiples of 5. i.e, 5, 10, 15 and so on. Frequency The number of days at which the replenishments should be triggered. * Click **Save** to finish. **Insight:** _The item’s stock level will be checked based on the frequency you set (e.g., every 1 day or 3 weeks). If it falls below the reorder point during a check, a notification will be sent, allowing you to quickly create a Purchase Order or Transfer Order to avoid stockouts._ #### Organizations With Locations/Warehouses Enabled If you have enabled the Locations in your organization, you can set up replenishments at the warehouse tab at item details. Here’s how you can do it: * Go to the **Items** module under _Items._ * Click the item you want to configure replenishments. * Go to _Warehouses tab/locations_ tab. * Click the **Gear** icon near the Stock Warehouses/Locations. ![Replenishments-creation](/inventory/help/images/replenishments/locations-create-repln.png) * Click **Configure** in the warehouse/location you want to configure replenishments. Fields Description Order Type You can select between a purchase order and transfer order Preferred Vendor / Source location If you select Purchase Order, you can choose a preferred vendor to whom the replenishments should be created. If you select Transfer Order, you can choose a source location from where the items will be received. Reorder Level This is the quantity at which you would like the replenishments to be created Maximum Stock Level The maximum quantity that you can keep in stock to avoid overstocking Minimum Order Quantity The minimum quantity that can be ordered when replenishing stock for the selected location is displayed in order creation for reference Maximum Order Quantity The maximum quantity that can be ordered when replenishing stock for the selected location is displayed in order creation for reference. Unit Multiple The item can only be purchased in specific unit multiples. For example, if the unit multiple is 5, you can purchase items only in multiples of 5. i.e, 5, 10, 15 and so on. Frequency The number of days at which the replenishments should be triggered. * Click **Save.** * If you want to configure for other locations/warehouses for this item, you can repeat the actions and click **Save.** ## Create Orders ### Create Purchase Order Once the replenishments you have configured for an item hits the reorder point, it will start showing up in the Pending Replenishments tab in the Replenishments module, or you can click the replenishments notification to land on the replenishments directly. * Go to **Replenishments** under _Inventory_ in the left sidebar. * Under the _Pending Replenishments tab,_ you can view all the items that need to be replenished. * Click the **dropdown** under _Order Type_ for the item you want to replenish. * Select [**Create Purchase Order.**](/sa/inventory/help/purchase-orders/purchase-order-creation.html#creating-a-new-purchase-order:~:text=a%20New%20Purchase-,Order,-Click%20on%20the.html) ![Create-Purchase-Order](/inventory/help/images/replenishments/purchaseorder.png) **Insight:**You can view the item’s replenishments details from the Item Table by clicking **View Replenishments Details** under the item name during transaction.![replenishments Details](/inventory/help/images/replenishments/view-orders.png) ### Create Transfer Order When an item’s stock level reaches its reorder point and the chosen replenishments method is **Transfer Order**, it will be listed under the **Pending Replenishments** tab. From there, you can create a Transfer Order. Alternatively, click the replenishments notification, which navigates you to the replenishments * Go to **Replenishments** under _Inventory_ in the left sidebar. * Under the _Pending Replenishments tab,_ you can view all the items that need to be replenished. * Click the **dropdown** under _Order Type._ * Select [**Create Transfer Order.**](/sa/inventory/help/warehouses/transfer-orders.html) ![Create-Transfer-Order](/inventory/help/images/replenishments/transferorder.png) ## View Replenishments You can easily view all replenishments created within your organization in one place. Here’s how: * Log in to your Zoho Inventory account. * Navigate to the **Replenishments** under _Inventory._ * To view replenishments that are yet to begin, click the **Pending Replenishments tab.** * To see all replenishments, click the **All Replenishments tab.** * You can also filter the list by using the dropdown menu to view either Dismissed Replenishments or Completed Replenishments ## Dismiss Replenishments You can follow these steps to dismiss a replenishments in Zoho Inventory: * Navigate to the **Replenishments** module under _Inventory_. * Hover over the desired replenishments and click the dropdown menu. * Select **Dismiss Replenishments** to complete the action. ### View Transactions & History You can view the history and transactions of a replenishments by * Log in to your Zoho Inventory organization. * Navigate to the **Replenishments** under _Inventory._ * Click the dropdown in _the Order Type_ menu for the item you want to view transaction and history. * Click **Transactions & History.** ## More Actions ### Create Orders in Bulk You can create orders in bulk by following these steps: 1. Log in to your Zoho Inventory organization. 2. Navigate to **Replenishments** under _Inventory_. 3. Select the items you want to include in the bulk order. 4. Click **Bulk Actions** in the top header. **Note:**To create a bulk order, the vendor and the order type must be the same for all selected items. 5\. Select **Create Order** from the dropdown. ![Create-Transfer-Order](/inventory/help/images/replenishments/bulkorder.png) By following the above steps, you will be taken to the respective order’s edit page. ### Dismiss Orders in Bulk You can dismiss orders in bulk by following these steps: 1. Log in to your Zoho Inventory organization. 2. Navigate to **Replenishments** under _Inventory_. 3. Select the items you want to include in the bulk order. 4. Click **Bulk Actions** in the top header. 5. Select **Dismiss Replenishment**. 6. Click **Dismiss** to proceed.