Skip to main content

Quick Replenishment

Merchandiser steps on Encompass Mobile for a Quick Replenishment task in My Day: enter empty shelf spaces per product, then pick from backstock and complete. Needs an Activity Objective or Mobile Item and v22.05+.

B
Written by Bailey Naas-Thornton

Minimum Version Required: 22.05

Pre-Conditions

This workflow requires an Activity Objective or Mobile item.

Steps

How to use Quick Replenishment on a Handheld
​

  1. Using Encompass Mobile on a Handheld device, navigate to My Day on the home screen.
    ​
    ​
    ​

  2. Tap Merchandiser Event.
    ​
    ​
    ​

  3. Tap to select a Quick Replenishment task.
    ​
    ​
    ​

  4. From the Replenishment view search, scan, or scroll for products to replenish.
    ​
    ​
    ​

  5. For each Product, enter a value into the Units field to identify the number of empty spaces available for the Product.
    ​
    ​Example: If the shelf space allows for 10 Units, and 8 are present, the merchandiser would enter a 2 in the Units field because there are 2 spaces available on the shelf. If a Product's shelf space is full, enter a 0 in the Units field as the Product doesn't need replenishing.
    ​
    ​

  6. Complete the Units field for all Products in the list and click Continue.
    ​
    ​

  7. In the Replenishment product picklist view, tap to toggle Products identified for replenishment On/Off depending on backstock availability.
    ​
    ​NOTE: Products with no backstock available to replenish from should be toggled off. Only products that have been picked for replenishment should be set to On.
    ​
    ​

  8. If all products are available in backstock for replenishment, click Mark All as Complete.
    ​
    ​

  9. Click Finish when all products have been managed.
    ​
    ​

  10. Click Complete from the customer view to complete the Quick Replenishment task.
    ​
    ​

Fields And Definitions

  • My Day - The Mobile Item where a user accesses their plan on Encompass Mobile
    ​
    ​

  • Event - An Assignment related to a Customer or internal function that holds specific tasks.
    ​
    ​

  • Task - A specific workflow related to a User's job (typically has a Customer associated with it)

Best Practices

  • Create a Mobile Item for Quick Replenishment that links to the Customer dashboard or Event View so users don’t need an Event to access the Quick Replenishment workflow.
    ​
    ​

  • Add this workflow to an existing Activity that is already being used by Merchandisers

Did this answer your question?