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📄🎥 Replenish Stores

This article outlines a step-by-step guide to Store Replenishment and the tools that can be used in BackOffice. 

Overview

The Replenish Stores function enables creating an Automatic Restock for a Store.

The transfer quantities can be edited, printed, and then the Stock can be transferred from a central Store; e.g., a cellar or warehouse.

There are four ways the transfer quantity can be calculated: Min/Max, To Min, To Max, and Use Sales Data.

 

Prerequisites 

  • Bepoz can only be set up to use either the Requisitions or Replenish Stores feature
  • To have access to the Replenish Store feature turned on, the following flags will need to be DISABLED 
    • Global Settings "Flags" Tab
      • Purchasing Options: "Use Requisitions" Flag 
    • Operator Maintenance 'General' Tab
      • General Settings: "Use BackOffice Compact Mode" Flag
  • To access Replenish Store Features, the applicable Operator Privileges will need to be ENABLED:
    • Operator Maintenance 'Stock Control' Tab
      • All "Transfer & Adjustments" Flags
    • Operator Maintenance 'General' Tab
      • System Setup: "Access Venue Stores and Tills" Flag
      • System Setup: "Maintain Venue Stores and Tills" Flag
      • System Setup: "Maintain Global Settings" Flag

 

Re-Order Calculation Methods


Min/Max
  • Each Product has a Minimum Quantity, Maximum Quantity, and Restock Quantity setting for each Store
  • With this option, if the Quantity On Hand of a Product is below the Minimum Quantity, it will be restocked up to the Maximum Quantity, in multiples of the Restock Quantity
Minimum
  • This option generates a Restock Quantity that will bring the stock level up to the Minimum Quantity setting in the receiving Store
Maximum
  • This option generates a Restock Quantity that will bring the stock level up to the Maximum Quantity setting in the receiving Store

Use Sales Data

  • This option sets the Restock Quantity to the Quantity Sold in the selected Store, for the selected period

 

Step-By-Step Guide

After running BackOffice and logging in, follow the steps below to process a Store Replenishment:
  1. From the Stock Control menu, select Replenish Stores
  2. From the Store drop-down, select the Store to Restock
  3. Select the Re-order Calculation Mode to be used
  4. Enter a Percentage Adjustment if desired
  5. From the Display Period drop-down, select Current Shift
  6. Select the Product Group with the Products to be Restocked
  7. Click on the Create Transfer button

  • In the Stock Transfer Window, highlight the desired product and select the Edit Item Function 
  • In the Transfer Qty Field, input the desired quantity amount and select OK
  • Select the Post Transfer button once all desired Transfers have been completed  
    • Optionally, print the Transfer by selecting the Print Transfer button

 

Restocked From

The Store that the Product will be Restocked From is configured within Store Maintenance for the Store being Restocked
  • To configure these settings, follow the steps below after logging in to BackOffice: 
    1. From the System Setup menu, select Venue, Stores & Tills 
    2. Double Click the desired Store where Products will be restocked from 
    3. In the Store Maintenance window, select the Store Types Tab 
    4. Using the drop-down Menu,  select the desired Restocked From Store 
    5. Select OK once completed 

 

Video Walkthrough

Replenish Stores Part 1

Replenish Stores Part 2