Asset Replenishment  

Asset Replenishment helps track asset inventory and notify technicians about asset inventory exhaustion. An email notification can be configured to alert technicians about asset inventory exhaustion.

Asset replenishment settings or replenishment configuration focuses on maintaining the asset inventory count at threshold level.

Role Required: SDAdmin  

To configure asset replenishment, go to Assets and select Asset Replenishment from the left pane.

 Add New Replenishment    

• Select the Account where you want to apply the replenishment configuration.

• Click New Configuration.

• Select the Site where you want to apply the replenishment configuration.

• Select Product Type and Product Name. The Current Inventory Count column displays the number of products available in store.

• In the Trigger notification when count is below field, enter the threshold count below which the notification will be activated. 

• Click  to configure several products/product types in the same configuration.

• Click Save.

Edit Replenishment Configuration    

You can edit only the threshold limit of replenishment configuration in the Trigger notification when count is below field. Fields such as Site, Product Type, and Product Name are non-editable.

• Click the   icon beside the replenishment configuration.

• Update the threshold count entered in the Trigger notification when count is below field and click Update.

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

 Delete Replenishment Configuration    

Select the check boxes beside the replenishment configurations you want to delete and clickin the toolbar. 

 List View Actions   

Filter Replenishment Configurations - You can filter the asset replenishment configurations displayed based on the Site and Product Type.

Search - Clickto perform column based search in the asset replenishment list view page.

Choose Columns - Clickto add or remove columns from the list view.View Records per page - Click to choose the number of asset replenishment configurations to be displayed in the list view.

History   

History records the replenishment configuration actions performed by technicians from all sites. To view history, click theicon on the top right corner of the list view page.

Clickto sort the actions performed on the asset replenishment configurations by date.

Configure Asset State for Replenishment   

• To set the status of the assets for replenishment, click the Asset State for Replenishment icon. A pop-up with all asset status will be displayed.

• Select the check box beside the statuses. By default, In Store is enabled.

Configure Replenishment Notification     

Replenishment alert notifications are sent to specific technicians if the asset count in store goes below the configured threshold.

To configure replenishment notifications,

Go to Admin > Automation > Notification Rules.

Switch to the Asset tab and enable Notify technicians when the inventory count goes below the configured threshold.