Configure warehouses and replenishment

Use this page to configure the warehouse structure and stock-flow rules that control where inventory is stored, moved, replenished, and dispatched.

What warehouse and replenishment configuration controls

A warehouse is the inventory structure you administer. Locations describe where stock is held; routes and rules describe how it moves; operation types describe how a stock operation is handled; storage categories and putaway rules control capacity and destinations; reordering rules and replenishment control stock supply; and GİB plate records support GİB e-Dispatch configuration.

Before you start

Prerequisites

The application can show different areas for advanced locations, multiple locations, multiple warehouses, tracking lots, multiple companies, and technical access. Use the fields and tabs that appear for your access rather than assuming every configuration area is available.

Find and open a configuration record

Each destination has a list; some destinations also have a form. Use the task you are performing to choose the destination.

Prerequisites

• Know which configuration record you need.
• Have access to the corresponding Inventory configuration area.

Steps

1. Open the application menu.

2. Choose the destination that matches your task.

   If you need to…	Open
   Manage warehouse records	Warehouses
   Manage stock locations	Locations
   Define stock-flow routes	Routes
   Define route rules	Rules
   Define operation behavior	Operations Types
   Direct incoming products	Putaway Rules
   Set storage limits	Storage Categories
   Set stock thresholds	Reordering Rules
   Maintain dispatch plate records	GİB Plate Numbers

3. Open an existing row to change its record, or begin a new record from the destination list.

4. If the list is empty, use the message shown for that destination as your starting point:

   Destination	Empty-state message
   Warehouses	Define a new warehouse
   Locations	Add a new location
   Routes	Add a new route
   Operations Types	No transfer found. Let's create one! or Create a new operation type
   Putaway Rules	No putaway rule found. Let's create one!
   Storage Categories	Add a new storage category
   Reordering Rules	No reordering rule found

Result: The selected list or record is on screen, ready for configuration.

Understand the configuration screens

The configuration surfaces combine record fields, conditional groups, tabs, embedded rows, and editable lists. The areas you see depend on access and on values such as usage, action, operation code, trigger, and whether another field has been selected.

Note: The areas shown depend on access and on values selected in the record.

Result: You have identified the configuration area to use. Open Warehouses or Locations to begin the structure setup.

Configure warehouses and locations

Configure the warehouse and location structure used to organize inventory, including shipment, resupply, usage, counting, logistics, putaway, and stock areas.

Prerequisites

• Have the warehouse name, code, company, responsible partner, shipment steps, and resupply relationship ready.
• For a location, know its name, parent location, usage, company, and whether it is a scrap, return, replenishment, or counting location.
• Have the access needed for multiple locations, multiple warehouses, advanced locations, or storage categories when those areas are required.

Steps

1. Open Warehouses.
2. Open an existing warehouse or start a new warehouse record.
3. Open Warehouse Configuration.
4. In Shipments, choose the reception and delivery steps.
5. In Resupply, select the warehouses that resupply this warehouse when multiple warehouses are available.
6. Use Routes on the warehouse when you need to review its routes.
7. Open Locations.
8. Open an existing location or start a new location record.
9. In Additional Information, complete the fields that appear for the location's usage, including storage category, company, scrap, return, and replenishment settings.
10. In Cyclic Counting, set the counting frequency and dates when the location is internal or transit and a company is present.
11. In Logistics, choose the removal strategy when the field is available for the location.
12. Use Putaway Rules to open the rules associated with the location.
13. Use Current Stock to open the current stock view for the location.

Result: The warehouse or location record is on screen with the applicable structure, shipment, resupply, usage, counting, logistics, putaway, and stock areas.

Open Routes next when the warehouse flow needs route behavior.

Configure routes, rules, and operation types

Set route applicability, rule actions and locations, and operation-type reservation, return, location, lot, package, and print settings.

Prerequisites

• Know whether the route applies to product categories, products, packages, or warehouses.
• Know the rule action, source location, destination location, operation type, propagation choice, and delay.
• Know the operation code, reservation method, return type, default locations, lot and package behavior, and print settings.

Steps

1. Open Routes.
2. Open an existing route or start a new route.
3. In Applicable On, select the places where the route can be selected.
4. Select Warehouses when the route applies to warehouses.
5. Add the applicable warehouse records when the warehouse selector appears.
6. In Rules, add or edit a rule row with its action, source location, and destination location.
7. Open Rules when you need a rule outside a route.
8. Choose the rule action.
9. Complete the source location when the action is pull, push, or pull-push.
10. Complete the fields that appear for the selected action.
11. Open Operations Types.
12. Open an operation type or start a new operation type.
13. On General, choose the operation code and reservation settings.
14. Complete the return, default location, backorder, lot, and package settings that appear for the operation code and access.
15. Open Hardware when the operation code is incoming, outgoing, or internal.
16. Choose the print settings that apply, then choose the label format when its print option is enabled.

Result: The route, rule, or operation type is on screen with the branch-specific choices and rows required for the selected stock flow.

Open Storage Categories next when the flow needs storage capacity or putaway behavior.

Configure storage capacity and putaway

Set storage capacity and direct arriving products, categories, and packages to destination locations.

Prerequisites

• Know the incoming and destination locations.
• Choose whether the rule applies to a product, product category, or package type.
• Have the capacity quantity and unit information ready.

Steps

1. Open Storage Categories.
2. Open a storage category or start a new one.
3. Enter the category name and choose whether new products are allowed.
4. Enter the maximum weight when a maximum weight applies.
5. Open Capacity by Package when package capacity applies.
6. Add a package type and its quantity in the capacity row.
7. Open Capacity by Product when product capacity applies.
8. Add a product and its quantity in the capacity row.
9. Open Putaway Rules.
10. Add an editable rule row.
11. In When product arrives in, select the location where the product arrives.
12. Select Product, Product Category, or Package type for the rule.
13. Select the destination location when the product must be stored there.
14. Select Having Category when the rule uses a storage category.

The product and category choices are conditional: when no category or package type is selected, the product is required; when no product or package type is selected, the category is required. The outgoing location becomes available after an incoming location is selected.

Result: The storage category or putaway row is on screen with its capacity or destination choices.

Open Reordering Rules next when the flow needs stock thresholds.

Configure replenishment and reordering

Set product stock thresholds and use replenishment choices for a warehouse or location.

Prerequisites

• Know the product, warehouse or location, route, minimum quantity, maximum quantity, quantity multiple, and trigger.
• Use Reordering Rules for saved threshold rules.
• Use the replenishment list for the current manual replenishment view.

Steps

1. Open Reordering Rules.

2. Open an existing rule or start a new rule.

3. Select the product.

4. Enter the minimum and maximum quantities.

5. Enter Quantity Multiple when orders must use a quantity multiple.

6. Select the warehouse and location when those fields are available.

7. Select the route and trigger for the rule.

8. Open the replenishment view. If no replenishment is needed, the page displays You are good, no replenishment to perform!.

9. Review the on-hand quantity, forecast quantity, quantity to order, and visible planning fields.

10. Choose the stock-planning detail you need:

    If you need to…	Select
    Review the forecast	Forecast Report
    Read replenishment details	Replenishment Information

11. Choose the action that matches the replenishment decision:

    If you need to…	Reader action
    Create an order now when the quantity to order is greater than zero	Select Order Once
    Make replenishment automatic when the quantity to order is greater than zero and the trigger is not automatic	Select Automate
    Defer a line that uses a manual trigger	Select Snooze

12. Open the rule form and select Run the scheduler when you need to trigger reordering now.

13. Select Forecast Description from the rule form when the forecast explanation is available.

The replenishment view uses manual-trigger and not-snoozed filters. Order Once and Automate depend on a positive quantity to order; Automate also depends on a non-automatic trigger; and Snooze depends on a manual trigger.

Result: The replenishment list or reordering rule is on screen with the applicable threshold, forecast, trigger, and action choices.

Open GİB e-Dispatch next when you need to maintain plate numbers.

Configure GİB plate numbers

Maintain plate number and plate-number type records for GİB e-Dispatch.

Prerequisites

• Have the plate number and plate-number type ready.
• Have access to GİB e-Dispatch and GİB Plate Numbers.

Steps

1. Open GİB e-Dispatch.
2. Open GİB Plate Numbers.
3. Add a row in the editable list, or open the form.
4. Select the plate-number type.
5. Enter the value in the Plate Number field.

Result: The GİB Plate Numbers list or form is on screen with the plate type and plate number fields.

If a configuration destination does not open, continue with the troubleshooting checks below.

When a configuration area is not visible

If opening a warehouse-configuration destination returns to https://demo.sherkety.org/web#action=apps_menu, the destination has not opened. Reordering Rules and GİB Plate Numbers can retain their requested URLs while showing none of the expected labels.

Result: The destination outcome is identified, and you can continue with the related inventory configuration task when the destination opens.

What to configure next

After warehouse configuration, use the related administrative pages for the records that feed or consume it. Configure products, packages, and delivery covers product and package data used by putaway and storage choices. Configure inventory overview and transfers covers the operations that use warehouses, locations, routes, and operation types. Configure inventory reporting covers the reports that read inventory movement and stock information.

For replenishment, the configured rule provides the threshold and trigger choices used by the replenishment view. Run the scheduler is the available form action for triggering reordering now.

Result: You know which related page to open after setting warehouse structure, stock-flow rules, storage behavior, or replenishment thresholds.