Enable Multi-Step Routes.

Go to Inventory > Configuration > Settings and Enable the Storage Locations and Multi-Step Routes.

Reordering Rules Templates.

Go to Inventory > configurations > Reordering Rules Templates to create a new template.

Reordering Rules Templates.

Select new to create a new Reordering Rules Template.

Reordering Rules Templates

• Select the warehouse of your choice. You can create as many reordering rule templates as the number of warehouses you have. Each warehouse will have it's own reordering rules.
  For instance if you have four warehouses and you add same product, the product will have four reordering rules each linked to the warehouse hence giving you accurate min and max quantity based on the sales of that warehouse.
• Check “Auto minimum” or “Auto maximum” or both as shown above.
• The criteria fields for either one or another are visible now.
• Check "Auto Update Reordering Rule Dates" which will move the days by one day forward and the cron runs once a day. This will allow the reordering rules to use recent sales history data which is more accurate.
• Check "Set Trigger to Manual", which will set the trigger from "Auto" to "Manual". By enabling this, RFQ's won't be sent to the purchase module automatically so you will have to go to the Replenishment and Order once. Do not check it if you want RFQ's to be sent automatically to you Purchase Module.
• Activating the “Create Rules Automatically” on a reordering rule template, which allows you to select a list of products.
  Any change on the template will then be replicated on the products Reordering Rules. The change is not immediate as it is processed by a scheduled action.
• Indicate the minimum stocking days which will help calculate the minimum stock level that you want to maintain.
• Indicate the maximum stocking days which will help calculate the maximum stock level that you want to maintain.
• Select an option in Sales History Days field of range of days sales made to evalute. For every product a history of the resulting sales for every move in such range and the location given on the Orderpoint template will be obtained.
• Select a criteria method to compute the minimum and maximum quantity; by default Average is selected which is recommended:
  • Maximum: the maximum sales value for the given period.
  • Most frequent: the median of the history of sales values for the specified range. Useful when a large amount of history values are obtained, as it tends to avoid deviation caused by extreme values in a common avarage.
  • Average: Arithmetic mean of the sales history.
  • Minimum: the minimum sales value for the given period.
• Lastly, you can promptly create Reordering Rules for a product or a product template using the “Reordering Rules Generator”. Note that it will replace all the existing rules for the product. You will usually NOT want to use this feature on products that have Automatic Reordering Rules Templates.

Reordering Rules Templates.

This is how the template will look like once you fill it.

Select the products.

Click on "Add a line" to add the products that you want to create reordering rules for.

Reordering Rule Template Generator.

The frequency of the cron that updates the Reordering Rules and Reordering Rule Dates can be configured in “Settings > Technical > Automation > Scheduled Actions”. The name of the scheduled action is “Reordering Rule Templates Generator” and "Update Reordering Rule Dates".

Reordering Rule Template Generator and Update Reordering Rule Dates.

Reordering Rule Template Generator.

In Reordering Rule Template Generator, under "Execute Every", you can change from Daily to either Minutes, hours e.t.c. You can also change time of execution and run it manually or wait for the cron job to run and to create reordering rules for you.

Update Reordering Rule Dates.

In Update Reordering Rule Dates, under "Execute Every", you can change from Daily to either Minutes, hours e.t.c. You do not need to run this.

Reordering Rules.

Go to Inventory > Configurations > Reordering Rules to access all the rules.

Set Trigger To Manual Button.

Go to Inventory > Replenishment/Reordering rules and select all or a few products and the button will appear that will allow you to turn trigger to manual. Kindly note that the Reordering Rule Template Generator will set them all to auto once it runs.