Inventory Planning and Replenishment

What is the Inventory Planning and Replenishment Report?

The Inventory Planning and Replenishment Report helps businesses identify items that require replenishment by analyzing inventory levels, sales history, lead times, demand velocity, and procurement timelines. Based on the selected planning criteria, the report recommends whether additional inventory should be purchased and calculates the recommended replenishment quantity.

The report enables inventory planners and purchasing teams to proactively manage stock levels, reduce stockouts, optimize purchasing decisions, and maintain sufficient inventory to meet future demand.

Running Inventory Planning and Replenishment Report

To access the Inventory Planning and Replenishment Report in XoroERP, follow these steps:

1. Navigate to Menu → Reports → Purchase → Inventory Planning and Replenishment Report.

1. The report opens in a configurable grid where users can apply filters, customize the displayed columns, and review replenishment recommendations based on inventory planning parameters.

Report Filters

To help users generate accurate replenishment recommendations, the Inventory Planning and Replenishment Report provides the following filters.

• Store: Displays replenishment recommendations for the selected store.

• As Of Date: Generates the report using inventory and demand information as of the selected date.

• History Months: Defines the number of historical months used to calculate sales velocity and demand trends.

• Safety Days: Specifies the number of additional inventory days to maintain as safety stock.

• Min Units Sold: Filters items based on the minimum number of units sold during the selected history period.

• Min Velocity / Day: Displays only items whose daily sales velocity is greater than or equal to the specified value.

• Item or Description: Search for a specific item using the item number or description.

• Supply Method: Filters items based on the configured replenishment or procurement method.

• Velocity Class: Displays items belonging to the selected demand velocity classification.

• Need to Buy: Displays only items that either require replenishment or do not require replenishment.

• Status: Filters items based on their replenishment status.

After selecting the required filters, click the Refresh icon in the top-right corner of the report to generate the latest recommendations.

Inventory Planning and Replenishment Report Fields

The Inventory Planning and Replenishment Report includes the following fields.

Field	Description
Store	Displays the store for which replenishment is being evaluated.
Item	Displays the item number.
Description	Displays the item description.
History Months	Displays the number of months used for demand history calculations.
History Days	Displays the total number of historical days considered for demand analysis.
History Start	Displays the start date of the historical analysis period.
History End	Displays the end date of the historical analysis period.
Lead Time	Displays the procurement lead time for the item.
Production Time	Displays the production time required before the item becomes available.
On SO	Displays the quantity currently committed on sales orders.
On PO	Displays the quantity currently expected from purchase orders.
On Hand	Displays the quantity currently available in inventory.
Net Inventory	Displays the available inventory after considering supply and demand.
Units Sold	Displays the total quantity sold during the selected history period.
Velocity / Day	Displays the average daily sales velocity.
Velocity / Month	Displays the average monthly sales velocity.
Velocity Class	Displays the demand classification assigned to the item based on its sales velocity.
Safety Days	Displays the configured safety stock coverage in days.
Safety Stock	Displays the calculated safety stock quantity.
Target Days	Displays the target inventory coverage in days.
Target Qty	Displays the target inventory quantity required to satisfy demand.
Need to Buy	Indicates whether the item requires replenishment.
Recommended Qty	Displays the recommended quantity to purchase or replenish.
Procurement Date	Displays the recommended procurement date.
Stockout Date	Displays the projected date on which the inventory is expected to be depleted.
Status	Displays the inventory planning status, such as whether the item is likely to stock out or has sufficient inventory.
Supply Method	Displays the configured replenishment method for the item.
Vendor Name	Displays the preferred vendor associated with the item.
MO+	Displays the incoming quantity expected from Manufacturing Orders.
MO-	Displays the quantity reserved or consumed by Manufacturing Orders.

Toolbar

The toolbar provides several options for managing, exporting, and customizing the report.

1. File

• Save My Layout: Saves the current report layout for future use.

• Restore Layout: Restores the previously saved report layout.

• Restore Filters: Removes all applied filters and restores the default filter settings.

• Save as New: Saves the customized report as a new report component for future use.

1. Tools

The Tools menu provides utilities for managing the report.

• Auto Size Columns: Automatically adjusts column widths based on their content.

• Reset Column Widths: Restores the default column widths.

• Show Filter Row: Displays or hides the filter row within the grid.

• Clear Sorting: Removes all applied column sorting.

• Clear Grouping: Removes any grouping applied to the report.

1. Export

Users can export the report in multiple formats (CSV, Excel, HTML, PDF) for sharing or further analysis.

• Grid: Displays the report in a tabular grid layout.

• Charts: Display graphical representations of the report data for visual analysis.

Layout and Formatting Options

The right side of the toolbar provides options for customizing how the report is displayed.

Format

The Format option allows users to customize the appearance of the report, including number formatting, date formatting, decimal separators, thousand separators, text alignment, and conditional formatting.

Options

The Options window allows users to customize how the report is displayed. It provides settings for controlling the display of grand totals, subtotals, and the overall layout of the report.

The available options include:

Grand Totals: Controls whether grand totals are displayed in the report. Users can choose to:

• Do not show grand totals

• Show grand totals

• Show grand totals for rows only

• Show grand totals for columns only

Subtotals: Controls the display of subtotals within grouped data. Users can choose to:

• Do not show subtotals

• Show subtotals

• Show subtotals for rows only

• Show subtotals for columns only

Layout: Allows users to select how the report is presented. The available layouts are:

• Compact Form: Displays grouped fields in a compact, space-efficient layout.

• Classic Form: Displays each field in a separate column, providing a traditional report layout.

• Flat Form: Displays all fields in a flat tabular layout without hierarchical grouping.

After selecting the desired options, click Apply to update the report layout or Cancel to discard the changes.

Fields

Selecting Fields opens the field selection window where users can choose which columns are displayed in the report.

Users can select or clear individual fields, rearrange the column order using drag-and-drop, and customize the report to display only the information relevant to their inventory planning process.

For example, users may choose to display Velocity / Day, Safety Stock, Recommended Qty, Stockout Date, and Vendor Name to focus specifically on replenishment planning, or include additional fields such as On Hand, On PO, and Net Inventory for a more comprehensive inventory analysis.

After making the required changes, click Apply to update the report.