Replenishment

Asset Replenishment helps track asset inventory in store and notify technicians on the expected asset inventory exhaustion. When the inventory count crosses the configured threshold, an email is triggered every day until the asset is restocked.

Asset Replenishment settings are referred to as Replenishment Configuration in this document. The term replenishment indicates that the configuration focuses on maintaining the asset inventory count at a safe level and prompts technicians to refill the inventory when the count falls below the configured level.

Role Required: SDAssetManager or SDAdmin

Configuring Replenishment 

Add New Replenishment 

1. Go to Assets and select Replenishment from the left panel.
2. Click New Replenishment Configuration.
3. Select the Asset Type from the drop-down menu. You can choose from All, Assets, Asset Components, or Consumables.
4. Select the Site where you want to apply the replenishment configuration.
5. Select Product Type and Product. The number of products available in store will be displayed under Available Quantity. For assets, available quantity refers to the In-Store count. 
6. In the Notify when In Store count is below field, enter the threshold count below which the notification will be activated. A replenishment notification will be sent when the available quantity falls below this threshold.
7. Click to configure several products/product types in the same configuration.
8. Click Save.

Viewing Asset Replenishment Configurations 

You can view the list of configured asset replenishments under Assets >> Asset Replenishment. The information regarding the product, product type, the current number of products in store, and the threshold count for triggering notification are displayed here.

Customize the number of records to be displayed by clicking the icon.

You can filter the asset replenishment configurations displayed based on Asset Type, Site and Product Type.

You can search through the asset replenishment configurations list based on product type, product, and trigger notification count by clicking the icon.

Edit Replenishment Configuration  

1. Go to Assets and select Asset Replenishment from the left panel.
2. Click the icon beside the replenishment configuration and select Edit.
3. Make the necessary changes and click Save.

To bulk edit, select the checkboxes beside the replenishment configurations and click Edit on the toolbar.

Delete Replenishment Configuration 

1. Go to Assets and select Asset Replenishment from the left panel.
2. Click the icon beside the replenishment configuration and select Delete.
3. Click Yes to proceed.

To bulk delete, select the checkboxes beside the replenishment configurations and click Delete on the toolbar.

Configuring Technicians to be Notified

You can select the technicians to be notified via email when asset count in store falls below the configured threshold from Notification Rules. Replenishment alert notifications are sent every day until the asset is restocked. To learn more, click here.