Reordering rules used on this dashboard are normal reordering rules, but the user benefits from a
monitoring menu with extra options to manage suggestions for replenishment.
This enables users to anticipate future needs, keep less products on hand without the risk of
running out, plan and consolidate orders.
Navigate the replenishment report
To access the replenishment report, go to
Note
Automatic reordering rules are available on this menu as well, but are hidden by default.
The fields and features unique to the replenishment dashboard are displayed below. For definitions
of the other fields, go to the Create reordering rules section.
By default, the quantity in the To Order field is the quantity required to reach the set
Max Quantity. However, the To Order quantity can be adjusted by clicking on
the field and changing the value. To replenish a product manually, click
Order.
Click Snooze to temporarily deactivate the reordering rule for
the set period, hiding the entry from the replenishment dashboard, when it is supposed to appear.
Tip
Defining a Vendor allows filtering or grouping demands by the vendor. This simplifies
the process of identifying products to order and can reduce shipment costs. Click the
(adjust settings) icon and select Vendor from
the drop-down list to view the field on the report.
Order to max
If a reordering rule does not forecast the product to arrive below the minimum, the replenishment
cannot be triggered, because it is seen as unnecessary. However, there can be instances where a
product needs to be replenished even if it is not deemed necessary, such as when an order needs to
be maximized to obtain better discounts, or to save on delivery costs.
First, select one or more products by ticking the appropriate checkbox. Then, click the
Replenish button and select Order to Max. Doing so creates a request for
quotation (RFQ) for the first possible replenishment date for each product for the maximum specified
in the reordering rule.
Horizon days
Horizon days determine how many days ahead BridgeERP checks if the forecasted quantity will drop below
reordering rule’s minimum. The feature is meant to help users plan replenishment in advance, by
increasing the forecasted date on the
replenishment report.
Example
Setting horizon days to 7 ensures all manual reordering rules set to trigger within the next
seven days appear on the replenishment report, allowing users to review and decide which products
to order in advance.
To set horizon days, go to , and
click Manual in the left sidebar. In the
menu that appears, set the number of Horizon days.
Both horizon days and visibility days allow
BridgeERP to anticipate future demand, but they work differently:
Visibility days: only checks future demand if a replenishment would have been triggered today.
Horizon days: looks ahead a specified number of days and triggers reordering rules as soon as
the forecasted quantity falls below the minimum within that window — even if no replenishment is
needed today.
Example
8 units are needed for an SO on Feb 23. That means, on Feb 23, there will only be 2 units in
stock.
Without horizon days
The demand appears on the replenishment report only on Feb 22, one day before the delivery
date.
Forecasted date: Feb 19 (current date + vendor lead time)
With horizon days (4 or more days)
BridgeERP considers demand up to Feb 23 as relevant today (Feb 18)
The need for 8 more units appears immediately in the replenishment report
Forecasted date: Feb 23 (current date + vendor lead time + horizon days)
