Working with refill orders

Table of contents

Introduction

Refill orders are used to let the system suggest refilling of picking locations. The system will suggest what goods to move, the quantity and from what location based on information given on the article definition and the currently booked number of articles. How the system calculates the refill order can be modified. This article describes the default set up.

Prepare to use refill orders

To start using the refill order you have to enter some data to the article register.

All fields may not be visible in your system. Contact your contact person at Ongoing if you are missing some fields you want to use.

Default picking location - Each article can have one default picking location. This is the location that will be refilled, and all other locations where the article is placed will be considered the buffer locations from where the refill will be made. This is the only field required to be filled in to get the system to suggest to refill the article at its picking location.

Refill limit -The system will suggest a refill if the quantity on the picking location after picking booked articles would fall below this point. If left out, the system will refill when there are not enough articles to pick booked items.

Picking location max - The maximum quantity of the article on the picking location. The system will suggest filling up to this level. If left out, the system will only refill the number of booked items or up to the refill limit.

The quantity to refill is calculated by taking the maximum of

As you can see, the refiller always considers the items booked on open orders. This means that you can fill up your picking locations before starting your picking rounds to be sure you have enough articles at the picking location, unless the maximum number on location is less than the booked goods.

Create a refill order

Go to Warehouse ⇒ Movement Orders and press the "Create refill order"-button. Before you create the refill order, you have to option to select only to refill book articles or only articles where the booked quantity is less than the number of articles on picking location. If you want to refill all articles, regardless of if they are currently on open orders, leave the check boxes empty.

You will get a preview of the refill order and can manually remove unwanted articles to refill before creating the refill order. Note that the move transaction is not done when creating the refill order.

Execute the refill order

When you have moved the goods, mark them in the list and press "Done." This moves the goods in the system to the picking location. You can remove rows that you do not want to move by marking them and press "Delete".