Introduction

Although Anyware POS offers a wide range of different replenishment options, item planning is not included. The feature is applied to created orders only, by worksheet or manually. This document describes the replenishment functionality embedded in Anyware POS.

Scenarios

The replenishment functionality covers the following scenarios:

• Transfer orders delivered from the central warehouse.
• Store-to-store transfers.
• Direct-to-store purchase orders.
• Store replenishment suggestions / orders created in Anyware Cloud.

Prerequisites

To allow posted transfer shipments and purchase orders to be sent to Anyware Cloud, this must be enabled on the store card page. See below screenshot.

The "Anyware POS Setup" page also includes a small number of settings to control the posting on received shipments. See below screenshot.

Walk through

The different scenarios supported by the replenishment process requires somewhat different actions from the users. Some similiar and some different. The different scenarios are explaned below together with the corresponding actions.

Transfer Orders delivered from the Central Warehouse

When a transfer order targeting a store is shipped, the shipment is automatically transfered to "Anyware Cloud" for receipt. The requirement for this is that the targeted store is enabled for transfer order shipments. See "Requirements".

Create a store-to-store transfer

Store-to-store transfers are always created in "Anyware Cloud". They can of couse be created in Business Central aswell, as long as the shipment is posted at the same time. To create a store-to-store transfer order in "Anyware Cloud", follow the steps below:

1. Log in to "Anyware Cloud".
2. Click "Inventory" and "Shipments". 
3. Click "New Transfer Shipment" at the bottom of the list.
4. Select the sending store.
5. Select the destination store.
6. Pick a shipment date.
7. And supply a reference and / or a comment.
8. Click "Save".
9. Open up the newly created order in the list by clicking on the order number.
10. Add some items by clicking "Add Items". Multiple variants of the same item can be added at the same time.
11. When ready, click "Ship".
12. Enter the total number of packages that the shipment resultet in, and if available supply the tracking number.
13. Click "Ship".
14. Done!

The shipment will be imported to Business Central by a background task scheduled in the job queue, which will result in a "Posted Transfer Shipment".

Receive a transfer order

Receiving of transfer orders is always performed in "Anyware Cloud". It can of course be done internally in Business Central aswell, but the idea is to expose one single interface to the store personell to manage the merchandize. To process the receipt of a transfer order, follow the steps below:

1. Log in to "Anyware Cloud".
2. Click "Inventory" and "Shipments". 
3. Select the order of choice and click on the order number to open the details page. The status needs to be "Shipment posted", otherwise it wont be possible to receive the order.
4. Click "Receive" to open the receiving dialog.
5. Verify the quantity to receive on each line.
6. Click "Receive".
7. Done!

The receipt will be imported to Business Central by a background task scheduled in the job queue, which will result in a "Posted Transfer Receipt".

Direct to Store Purchase Orders

If enabled, purchase orders entered in Business Central targeting a store enabled for purchase order receipt will be sent to "Anyware Cloud" as inbound shipments when released. This results in the posibility to receive the purchase order merchandize in the same way as an ordinary transfer order. See the section for receiving above.

Replenishment Orders created in Anyware Cloud

It is possible to create a transfer order directly from "Anyware Cloud", with expected fulfillment from the central warehouse. It is also possible to include a suggestion of items based on the number of sold items in a given period of time. To create a manual transfer order, follow the steps below:

1. Log in to "Anyware Cloud".
2. Click "Inventory" and "Orders". 
3. Click "New Transfer Order".
4. Select the sending warehouse.
5. Select the destination store.
6. And supply a comment.
7. To include a suggestion, choose a "Replenishment" option of below:
• For today
• For yesterday
• For this week
• For period (select from- and to-date)
8. Click "Save".
9. If no replenishment suggestion is included, add items to the order manually by clicking "Add Items".
10. Done!

The created order will be imported to Business Central by a background task scheduled in the job queue.

Trouble shooting

All order exchange information regarding transfers are logged in Business Central on the "POS Order Posting List" page. All inbound actions performed on orders, as well as created order, are stored on this page. Errors generated by Business Central when processing the action are also logged here on the corresponding transfer order. Normally the error message can be corrected by settings in Business Central. The information on the actual order cannot be changed on this page.