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Replenishing Guide Dashboard

Distributor guide to the Replenishing Guide dashboard in Encompass for viewing, creating, editing and deleting WMS Replenish Plans and Replenish Rules, with example setups. v22.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 22.01

Steps

How to get to the Replenishing Guide Dashboard

  1. Using Universal Search, navigate to the Replenishing Guide dashboard
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  2. The Replenishing Guide dashboard provides an overview of all of your Replenish Plans and Replenish Rules as well as some example setups
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  3. The WMS Replenish Plans section displays the Replenish Plans records so you can view, create, and manage to Replenish Plans
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    - Use the Arrow to View an individual Replenish Plan record
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    - Use the Pencil icon to Edit an individual Replenish Plan record
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    - Use the Trash Can icon to delete an individual Replenish Plan record
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    - Click the View WMS Replenish Plans button to access the table view
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    - Click the Add WMS Replenish Plans button to create a new Replenish Plan record
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  4. The WMS Replenish Rules section displays the Replenish Rules records so you can view, create, and manage to Replenish Plans
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    - Use the Arrow to View an individual Replenish Plan record
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    - Use the Pencil icon to Edit an individual Replenish Rules record
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    - Use the Trash Can icon to delete an individual Replenish Rules record
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    - Click the View WMS Replenish Rules button to access the table view
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    - Click the Add WMS Replenish Rules button to create a new Replenish Rules record
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  5. The Overview section provides a summary and example information
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  6. The Replenishment Rules and Replenishment plans sections provide more specific detail for the creation and management of those records

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