Manage replenishment /visma-net-erp/help/inventory/manage-replenishment section 2026-02-19T17:09:06+01:00 # Manage replenishment Click the links below to learn more about a topic you are interested in. Use the breadcrumb links in the upper left corner to see your location, navigate backwards or go to the starting point. About automated replenishment /visma-net-erp/help/inventory/manage-replenishment/about-automated-replenishment page Visma Net is flexible enough to let you configure automated replenishment to cover many possible situations. 2026-02-19T17:09:06+01:00 # About automated replenishment Visma Net is flexible enough to let you configure automated replenishment to cover many possible situations. Visma Net is flexible enough to let you configure automated replenishment to cover many possible situations. Replenishment for stock items is performed on a per-warehouse basis. ## Single vs multiple warehouses The following table describes the difference between having single and multiple warehouses. |If|Then| |---|---| |your company has a single warehouse,|it purchases inventory to replenish the stock.| |your company has multiple warehouses (and the Multiple warehouses functionality in the [Enable/disable functionalities (CS100000)](/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/) window is enabled),|your company can purchase stock for some warehouses and replenish stock for others by transferring required quantities from these warehouses.| Some products at specific warehouses may be purchased only if there are customer orders requesting the products. In this case the items can be purchased to a wholesale warehouse and transferred to point-of sale warehouses. By using forecast models, you can fine-tune such parameters as safety stock, reorder point, and maximum quantities based on sales statistics. ## Replenishment preparation In the [Prepare replenishment (IN508000)](/visma-net-erp/help/inventory/inventory-windows/prepare-replenishment-in508000/) window, you can view the list of items that require replenishment. To more effectively process the requests, you can select a warehouse and a planned purchase date, and view the list of applicable items requiring replenishment in this warehouse at a specified date. You can further narrow the list by a specific supplier, or you can view only the items assigned to you as a product manager or to your work group. You can select particular items and process them by clicking **Process**, or you can process all the listed items by clicking **Process all** in the window toolbar of the [Prepare replenishment (IN508000)](/visma-net-erp/help/inventory/inventory-windows/prepare-replenishment-in508000/) window. ## Conditions to initiate replenishment for a stock item To create the list of items that require replenishment, the system uses the settings specified on the **Replenishment info** tab of the [Item warehouse details (IN204500)](/visma-net-erp/help/inventory/inventory-windows/item-warehouse-details-in204500/) window, for each item at each warehouse where the item can be stocked. ### Criteria for inclusion on item list An item is listed in the [Prepare replenishment (IN508000)](/visma-net-erp/help/inventory/inventory-windows/prepare-replenishment-in508000/) window if the following general conditions are fulfilled: + The processing date you have selected is within the time interval when the replenishment settings are effective (defined by **Launch date** and **Termination date** ). + The quantity on hand is below the reorder point for this item at this warehouse. + The item has one of the following sources: **Purchase**, **Manufacturing** or **Transfer**. For more information, see About configuration of automated replenishment. ### Generation of replenishment request The following table describes the conditions that decide when replenishment requests are generated. |IF|AND|THEN| |---|---|---| |an item should be replenished by using the **Fixed** replenishment method,|the replenishment source is **Transfer**,|the system will generate a replenishment request for the transfer economic recommended quantity (transfer ERQ).| |an item should be replenished by using the **Fixed** replenishment method,|the replenishment source is **Purchase**,|the system will generate a replenishment request for economic order quantity (EOQ) specified for the selected supplier, on the **Supplier details** tab of the [Stock items (IN202500)](/visma-net-erp/help/inventory/inventory-windows/stock-items-in202500/) window.| |an item should be replenished by using the **Min./max.** replenishment method,||the system will generate a replenishment request for the target quantity which is calculated as follows: Target quantity = Max. quantity - Reorder point - Quantity on supply + Quantity on demand| ### Low season adjustments The replenishment quantities on the list appear adjusted for low seasons defined by your system's set of seasonality settings. By using seasonality settings, you can adjust the quantities for replenishment that are initiated during low seasons, each of which is defined by its starting and ending date. For a purchase date within a low season, the replenishment quantity is calculated with a **decreasing** factor, which is a factor that appropriately decreases replenishment quantities. ## Handling replenishment requests Processing the items listed in the [Prepare replenishment (IN508000)](/visma-net-erp/help/inventory/inventory-windows/prepare-replenishment-in508000/) window, prompts the system to create appropriate replenishment requests, which are internal Visma Net documents used as the basis for creating purchase and transfer orders. Replenishment requests have reference numbers, which are determined by the numbering sequence specified in the [Inventory preferences (IN101000)](/visma-net-erp/help/inventory/inventory-windows/inventory-preferences-in101000/) window. The system handles replenishment requests differently based on the item replenishment source. The two tables below describe the **Purchase** and **Transfer** replacement source respectively. ### Purchase replacement source
Stage Description
1 The replenishment requests appear in the Create purchase orders (PO505000) window.
2

The user:

  • can use the window to create one order for all items to be purchased from a specific supplier.
3

The system:

  • performs any needed conversions to purchase units.
The replenishment quantities on the purchase order will be calculated differently depending on the replenishment method that has been selected for the item in question. The following table explains this. ### For the Purchase replacement source
If Then
the Min./max.method has been chosen for the item,

the system computes the replenishment quantity as:

the difference between the maximum quantity and the reorder point, minus the quantity on supply (the quantity of items on unreleased purchase orders, purchase receipts, and quantities in transit), and plus the quantity on demand (on customer released and unreleased orders).
the Fixed order quantity method has been selected, the system uses the EOQ values specified for the chosen supplier.
### Transfer replacement source The **Transfer** option is only displayed if the **Multiple warehouses functionality** is enabled in the [Enable/disable functionalities (CS100000)](/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/) window.
Stage Description
1 The replenishment requests appear in the Create transfer orders (SO509000).
2

The user:

  • creates transfer orders to move the products from the replenishment warehouse to the warehouse when the item needs replenishment.
## Calculating the final replenishment quantities The quantities specified on the purchase order may differ from those specified on the replenishment requests. The final replenishment quantity for an item on a purchase order is calculated based on the settings provided for the supplier that will fulfill replenishment. The table below explains the changes that may occur. |If|Then| |---|---| |the quantity required by replenishment settings is less than the minimum order quantity,|the system uses the minimum order quantity.| |the quantity required by replenishment settings exceeds the maximum order quantity,|the system uses the maximum order quantity.| |the requested quantity is not divisible by the lot size,|the result is rounded up to the next integer, and that number of lots is ordered.| |the order frequency is specified,|the system estimates the time interval between the previous purchase order and the planned purchase date of the current replenishment.|

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Concepts

Windows

 About configuration of automated replenishment /visma-net-erp/help/inventory/manage-replenishment/about-configuration-of-automated-replenishment page To be competitive, a company must strike a balance with its inventory levels: The company should not overstock inventory, because this ties up working capital, yet it should avoid stockouts, which result in lost customers and diminished customer loyalty. 2026-02-19T17:09:06+01:00 # About configuration of automated replenishment To be competitive, a company must strike a balance with its inventory levels: The company should not overstock inventory, because this ties up working capital, yet it should avoid stockouts, which result in lost customers and diminished customer loyalty. With Visma Net, you can configure automatic replenishment for stock items at multiple warehouses. If your company has many warehouses, some may be used only for receiving purchases, while others may be used only for sales. You can configure the system so that warehouses from which sales are performed are replenished from warehouses where purchases are performed. ## Before you start Before you start to configure automated replenishment in your system, thoroughly consider the warehouse functions in your system, including which warehouses will serve as replenishment sources for other warehouses and which will be replenished by direct purchasing or manufacturing. ## Configuration steps To reduce time that would be spent typing replenishment settings for each item in each warehouse, you can configure default replenishment settings at multiple levels. In general, you perform the following steps to configure automated replenishment: 1. Create appropriate replenishment classes. 1. Assign each warehouse to a replenishment class. 1. For each item class, specify replenishment settings for all replenishment classes, including the applicable seasonality settings. 1. For each stock item, review the replenishment settings that are default values from the item class, and make any needed adjustments. 1. For each stock item at each specific warehouse, review the replenishment settings that are default values from the item. Adjust these settings for each warehouse if needed. The sections below provide information that will help you execute these steps. ## Replenishment classes Replenishment classes group warehouses by the **replenishment sources** used in your company, that is, how stock is replenished at the warehouse. You create replenishment classes by using the [Replenishment classes (IN208800)](/visma-net-erp/help/inventory/inventory-windows/replenishment-classes-in208800/) window and you assign a replenishment class to every warehouse. For each class, specify its + name, + description, and + replenishment source. ### Replenishment source As the replenishment source, you can select one of the following options:
Source Description
None No replenishment is required. This could be used, for example, for a warehouse that is closing its operations.
Purchase The items for stock replenishment will be purchased from suppliers.
Manufacturing The items for stock replenishment will be manufactured.
Transfer The items will be transferred from a replenishment warehouse.
Purchase to order The items for stock replenishment will be purchased only when customer orders have been received for them and in the quantities requested by the orders.
### Virtual warehouse For items that are usually sold by using drop ship orders and do not require replenishment, you can create a virtual warehouse and assign the replenishment class with the **Drop shipment** option as the replenishment source. ## Setting up default values To make it easier to provide replenishment settings for each item that is specific to each warehouse where the item is stocked, you can set up default values at multiple levels. The sections below explain how to do this. Fist level: Item-class replenishment settings Specify replenishment settings to be used as default settings for items of the class, by using the the Replenishment settings tab on the [Item classes (IN201000)](/visma-net-erp/help/inventory/inventory-windows/item-classes-in201000/) window. ### Items at separate warehouses If you know that items of the class are stocked at multiple warehouses with different replenishment sources, configure how the items are typically replenished for each replenishment class. Specify the following information for each item class: + The method of demand calculation + The seasonality + The replenishment method + The demand forecast model and parameters for the model (the period type, number of periods to analyse, and service level). + The launch and termination dates of the period when the settings are effective for the class. ### The method of demand calculation When specifying the method of demand calculation for each item class, you can select one of the options described below.
IF THEN
you select the Hard demand only option,

the demand will be calculated as

Allocated sales order qty. + Sales order qty. on shipments + Qty. on sales back orders.
you select the Item class settings, the demand will be calculated in accordance with the availability settings specified for this item. This setting is defined on the General information tab of the Item classes (IN201000) window.
### Second level: Item replenishment settings On the **Replenishment settings** tab of the [Stock items (IN202500)](/visma-net-erp/help/inventory/inventory-windows/stock-items-in202500/) window, you can view the replenishment settings of a particular item, which by default are provided by the item class. For the item, you can review replenishment settings for different replenishment classes that might be used if the item is stocked at multiple warehouses, and override the settings if needed. ## Replenishment settings for an item at a specific warehouse The many replenishment settings for all items at all warehouses are filled in with default values. In the [Item warehouse details (IN204500)](/visma-net-erp/help/inventory/inventory-windows/item-warehouse-details-in204500/) window ( **Replenishment info** tab), you can review the replenishment parameters to be used for the particular item at the selected warehouse. These settings come from the item settings but can be overridden for a particular warehouse. > [!NOTE] > You cannot use a different replenishment source for an item than the one specified for the warehouse. If an item is stocked at multiple warehouses, there may be multiple records with different sets of replenishment parameters. The settings for a particular item are stored in the **Replenishment info** tab in the [Stock items (IN202500)](/visma-net-erp/help/inventory/inventory-windows/stock-items-in202500/) window. ## Configuration of consolidated purchasing for replenishment With Visma Net, you can configure replenishment for a number of warehouses that is performed by transfers from one large warehouse, a distribution centre, for which centralised purchasing is performed, and perform it efficiently. For items in the smaller warehouses that should be replenished by transfers from the distribution centre, specify **Transfer** as a replenishment source, while for the same items stocked in the distribution centre select **Purchase** as a replenishment source. The table below describes the replenishment process for multiple warehouses.
Stage Description
1

The user
2

The system

  • generates transfer orders requesting replenishment.
  • creates demand for replenishment in the distribution centre.
2

The system

  • creates a single purchase order for all the requested quantities of each item no matter which the demand warehouses are.
3

The user

  • creates a receipt for the merchandise from a supplier for this purchase order and releases it. If the item is replenished by using the Purchase to order source, for each warehouse where the item is stocked, the user can specify the same replenishment warehouse.
4

The system

  • automatically generates transfer orders to split the received quantity between demand warehouses according to the quantities on original sales orders.

Related pages

Windows

 About replenishment methods and their parameters /visma-net-erp/help/inventory/manage-replenishment/about-replenishment-methods-and-their-parameters page With Visma Net, you can assign different replenishment methods to different items of inventory stocked at different warehouses and specify warehouse-specific parameters for these methods. 2026-02-19T17:09:06+01:00 # About replenishment methods and their parameters With Visma Net, you can assign different replenishment methods to different items of inventory stocked at different warehouses and specify warehouse-specific parameters for these methods. Different items may require different parameters because of different customer demand for them and different numbers of days required to receive the requested quantities from the suppliers. You can use either of the following replenishment methods: **Min./max.** and **Fixed order qty**. For each stock item, the system uses the specified method to calculate the quantities required to replenish the stock of this item, based on the replenishment parameters that you specify on the **Replenishment info** tab of the [Item warehouse details (IN204500)](/visma-net-erp/help/inventory/inventory-windows/item-warehouse-details-in204500/) window. The available replenishment methods and their parameters are discussed in the sections below. ## The min./max. method You use the **Min./max.** method to maintain the stock level of a stock item at a particular warehouse between the specified minimum and maximum quantities. To use this method for an item, you should specify the following parameters:
Parameter Description
Maximum quantity This is the maximum stock quantity allowed for the item at the warehouse.
Safety stock This is the additional stock of the item maintained to avoid stockouts. A safety stock is required if there are fluctuations in demand and supply.
Reorder point The system uses the reorder point quantity in the Min./max. replenishment method rather than a minimum quantity. Generally, a minimum quantity would be estimated as the quantity that may be required during the lead time (the time when the product is being shipped from the supplier location to your company). The quantity set as the reorder point is the minimum quantity plus the safety stock.
### Process triggered at low stock level Once the system detects that the current stock level (the available quantity) has reached or fallen below the reorder point, it: + calculates the required replenishment quantity as the difference between the maximum and current quantities to replenish the stock up to the maximum quantity. + estimates the available quantity by adding quantities on supply and deducting quantities on demand. You control the way the system calculates the quantities on supply and quantities on demand for classes of stock items by using the [Item classes (IN201000)](/visma-net-erp/help/inventory/inventory-windows/item-classes-in201000/) window. ## The fixed order quantity method Use the **Fixed order quantity** method when you want to replenish the item stock with a fixed quantity each time it falls below the reorder point. This method uses the following parameters:
Parameter Description
Fixed quantity

We recommend that you use as the fixed quantity the economical order quantity (EOQ) determined by warehouse specialists for a particular item by estimating the cost of ordering the item from a particular supplier. For each supplier from which the stock item can be purchased, the EOQ is specified in the Supplier inventory (PO201000) window.

You can view EOQs specified for all suppliers of the item on the Supplier details tab of the Stock items (IN202500) window.
Safety stock This is an additional stock of the item maintained to avoid stockouts. The safety stock is required if there are fluctuations in demand and supply.
Reorder point For this method, just like above, the reorder point is specified as the safety stock plus the quantity that may be required during the lead time.
### Process triggered at low stock level With the **Fixed order quantity** method, the system: + generates request for the economical order quantity (EOQ) for the item once it determines that the available quantity reaches reorder point or is lower than that. + estimates the available quantities by adding quantities on supply and deducting quantities on demand. You define the way the quantities on supply and quantities on demand are calculated for stock items by using the [Item classes (IN201000)](/visma-net-erp/help/inventory/inventory-windows/item-classes-in201000/) window. ## The parameter estimation For automated replenishment, you can manually enter estimates of replenishment parameters, such as safety stock, maximum quantity, and reorder point that were made externally by logistics specialists for each item. Alternatively, you can configure the system to automatically calculate the replenishment parameters. In Visma Net, you can use demand forecast models to calculate replenishment parameters by using sales statistics. With this flexibility, you can lower carrying costs, avoid stockouts, minimise excess or obsolete inventory, improve cash flow, and increase customer loyalty levels. ## Other item-specific parameters The parameters described below are also used in automated replenishment for the stock item at the specific warehouse.
Parameter Description
Launch and termination dates These dates define the range during which the replenishment settings specified in the Item warehouse details (IN204500) window will affect the item if it is stocked at this warehouse. By default, the dates come from the item settings (which are specified in the Stock items (IN202500) window but can be overridden for the item at the specific warehouse).
Supplier details

To replenish the stock of the stock item at the warehouse, you should specify the supplier from which inventory will be purchased.

The system uses the default supplier of the stock item (as specified on the Supplier details tab of the Stock items (IN202500) window) unless you have chosen another supplier for the item at the warehouse.

The other item-specific parameters are associated with the selected preferred supplier:

  • Lead time required to ship the item from the supplier location to the warehouse
  • Lot size
  • Order frequency (minimum number of days between two successive orders)
  • Minimum and maximum order quantity
  • EOQ

Related pages

Concepts

Windows

 About replenishment parameters based on demand forecast /visma-net-erp/help/inventory/manage-replenishment/about-replenishment-parameters-based-on-demand-forecast page Businesses strive to have enough stock for potential sales. 2026-02-19T17:09:06+01:00 # About replenishment parameters based on demand forecast Businesses strive to have enough stock for potential sales. Businesses strive to have enough stock for potential sales. Replenishing the stock in time and in the proper quantities helps businesses to retain customers while reducing storage costs. For an overview of the automated replenishment functionality implemented in Visma Net, see[About automated replenishment](/visma-net-erp/help/inventory/manage-replenishment/about-automated-replenishment/). To predict the demand, that is, the stock level you may need in the future for each item, you can use demand forecast methods. ## Demand forecast method The current version of Visma Net uses the **moving average** method, one of the simplest methods. In Visma Net, you can use the predicted average daily demand, calculated with the help of demand forecasting models, to periodically update the values of replenishment parameters (such as maximum quantity, reorder point, and safety stock) in order to more precisely calculate the quantities required for replenishment. ## Moving average method With the moving average method, you calculate the demand for a specific future period based on historical data for multiple consecutive periods in the immediate past. This method works well for items with specific trends in sales or with stable sales not subjected to random significant fluctuations. To apply the moving average method to forecasting demand, you choose + the specific time period (a week, a month, or a quarter), and + the number of these periods to analyse the data, depending on how sales of the particular product or group of products (implemented in Visma Net as an item class) change over time. This forecast model uses the data available for the specified number of past periods to forecast demand for the period immediately following the last period whose data is used in forecasting. ### Data from full periods If you select a month as the forecast period and want to perform a forecast on the 15th day of the current month, 15 days' worth of data will not be used for forecasting; only data from full periods is used. The system calculates the daily demand for the nearest future period based on daily sales in all days of the specified number of prior periods. As the actual data for the last forecast period becomes available, you can forecast demand for the next period by using the data of the previous periods shifted by one period. This method smooths out the data; the more periods you use to calculate the average demand, the greater the smoothing effect. ### Average lead time calculation The **average lead time** is calculated for each stock item‒preferred supplier pair based on all purchase orders in the system history. The average lead time is computed as average difference (on all orders) between the date when + an order is created (the **Requested on** date) and + the date of the receipt created for the goods listed on the order. ## Using seasonality parameters for forecasting Sales of some products follow certain cycles or patterns. For example, the peak of ski sales is in the winter. Such patterns in sales can be described as **seasonality**. A set of seasonality settings is a list of low and high seasons with appropriate factors (coefficients) that show how sales decline or increase in each of these specific seasons, as compared to average sales volumes calculated over all time. The seasons for particular products or groups of products with similar sales behaviour and corresponding factors can be determined by analysing sales data spanning several financial years. ### Defining seasonality settings You define seasonality settings by using the[Replenishment seasonality (IN206600)](/visma-net-erp/help/inventory/inventory-windows/replenishment-seasonality-in206600/) window. The seasons for one seasonality should not intersect. For date ranges not included in any season, the factor is 1.0 by default. A low season for groups of products may span multiple financial periods or be contained in a single financial period. The seasonality settings are used in the following procedure: 1. The system normalises the historical data available for the specified seasons. The sales volumes for each day of a season are deleted by the appropriate factor to calculate the sales as though it were a normal season. 1. The system calculates the average daily sales amount based on the historical data of the specified number of periods. For seasons within the specified periods, the system uses the normalised data. > [!NOTE] > The standard deviation for the average daily demand is calculated for actual sales data, not for normalised data. 1. The average daily sales amount is adjusted for seasons if seasons are expected within the forecast period. The average daily demand is multiplied by the average seasonality factor (calculated over all days in the forecast period—normal days and days of seasons). ## Calculation of replenishment parameters The system uses: + the calculated average daily demand, + average lead time, and + their standard deviation values, to compute the parameters below that are used in automated replenishment: **Reorder point** and **Safety stock**. ### The reorder point calculation > [!NOTE] > Reorder point = (Average daily demand)*(Average lead time) + (Safety stock) ### The safety stock calculation The safety stock is calculated as follows to address possible fluctuations in demand: > [!NOTE] > Safety stock = serviceFactor \* sqrt (aLeadTimeMSE \* aDemandPerDay)^2 + (aLeadTime \* aDemandMSE)^2 > > Where MSE is calculated as statistics method: Mean squared error The **Maximum stock** is set equal to **Reorder point**; if needed, you can manually increase the value of **Maximum stock**. ### Service level setting The service level is used to optimise the safety stock level. Generally, it is set on the item-class level, but you can specify it for each item in each warehouse if needed. The service level represents the probability of not reaching stockout. The **Normsinv (service level)** function provides the factor that adjusts the safety stock required for the specified service level. With the service level selected at 50%, the safety stock is zero (that is, not required). ### Default value for service level The factor reaches 1.0 with the service level approximately 84%, which is the default value for service level in the[Item classes (IN201000)](/visma-net-erp/help/inventory/inventory-windows/item-classes-in201000/) window. To maintain a higher service level, you will need a safety stock that exceeds the calculated quantity. ## Setting up parameter calculation You specify the forecast method and its parameters for each item class by using the [Item classes (IN201000)](/visma-net-erp/help/inventory/inventory-windows/item-classes-in201000/) window, and then the settings are used as default values for items of the class. You can select values that differ from the default ones for particular items of the class by using the [Stock items (IN202500)](/visma-net-erp/help/inventory/inventory-windows/stock-items-in202500/) window. Moreover, you can adjust the replenishment settings for each warehouse in which the items are stocked. ## Updating replenishment parameters by forecast-based values You use the following Visma Net windows to update replenishment parameters and then prepare the replenishment: + [Calculate replenishment parameters (IN508500)](/visma-net-erp/help/inventory/inventory-windows/calculate-replenishment-parameters-in508500/): You use this window to compute the average daily demand and average lead time, and then to calculate the following parameters used in automated replenishment: **Maximum quantity**, **Reorder point**, and **Safety stock**. + [Apply replenishment parameters (IN509500)](/visma-net-erp/help/inventory/inventory-windows/apply-replenishment-parameters-in509500/): In this window, you review the parameter values suggested by the forecast and replace the old values of replenishment parameters. You can manually adjust the suggested parameters if needed. + [Prepare replenishment (IN508000)](/visma-net-erp/help/inventory/inventory-windows/prepare-replenishment-in508000/): Use this window to find the items that need replenishment and to calculate replenishment quantities for these items. + [Create purchase orders (PO505000)](/visma-net-erp/help/purchases/purchases-windows/create-purchase-orders-po505000/): To generate purchase orders for items requiring replenishment, you can use this window.

Related pages

Concepts

Windows