Asset Replenishments

Asset Replenishments

Asset Replenishment helps track asset inventory in store and notify technicians when the expected asset inventory is exhausted. When the inventory count crosses the configured threshold, an email is triggered every day until the asset is restocked.
Asset Replenishment settings are referred to as Replenishment Configuration in this document. The term replenishment indicates that the configuration focuses on maintaining the asset inventory count at a safe level and prompts technicians to refill the inventory when the count falls below the configured level.

Role Required: SDAssetManager or SDAdmin
 

Add New Replenishments  

  1. Go to Assets and select Replenishment from the left panel.
  2. Click New Replenishment Configuration.
  3. Select Asset Type from the drop-down menu. You can choose from All, Assets, Asset Components, or Consumables.
  4. Select the Site where you want to apply the replenishment configuration.
  5. Select Product Type and Product. The number of products available in store will be displayed under Available Quantity. For assets, available quantity refers to the In-Store count.
  6. In the Notify when In Store count is below field, enter the threshold count below which the notification will be activated. A replenishment notification will be sent when the available quantity falls below this threshold.
  7. Click to configure several products/product types in the same configuration.
  8. Click Save.
 

 

View Asset Replenishment Configurations

You can view the list of configured asset replenishment under Assets > Asset Replenishment. The information regarding the product, product type, the current number of products in store, and the threshold count for triggering notification is displayed here.
 

 
  1. Customize the number of records to be displayed by clicking on the top-right of the page.
  2. You can filter the asset replenishment configurations displayed based on Asset Type, Site, and Product Type.


 
You can search through the asset replenishment configurations list based on product type, product, and trigger notification count by clicking .


 

Edit/Delete Replenishment Configuration

  1. Go to Assets and select Asset Replenishment from the left panel.
  2. Click beside the replenishment configuration and select Edit or Delete.
 

  1. To bulk edit or delete, select the check boxes beside the replenishment configurations and click Edit or Delete on the toolbar.

Configure Technicians to be Notified

You can select technicians to be notified via email when the asset count in store falls below the configured threshold from Notification Rules. Replenishment alert notifications are sent every day until the asset is restocked. To learn more, click here.
 
Notifications are sent to the technicians based on their Site permissions. Technicians will receive notifications regarding assets only from the sites they are associated with.
 

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