The Replenishment report will enable you to create a purchase order or transfer for the components required to restock your assemblies. If you haven't already, read more about setting up assemblies here.
Configuring assemblies for replenishment
From Replenishment, select Assemblies using the top left dropdown to filter the replenishment report by assemblies.
- Set ‘Assembly Time’ as the time it takes to produce new assemblies if/when component stock is available (in days).
Note: If nested assemblies are used (eg. 10 Pack of Cookies > Cookies > Flour), then the assembly time for each assembly is based on time to assemble from the oldest connected child component - e.g. the assembly time for a 10 Pack of Cookies = 1 day (if/when Cookies are available), and for Cookies = 5 days (if/when Flour is available).
- Configure ‘Assembly Cycle’ as a production cycle. For example, to break down replenishment of assemblies into a weekly production schedule, input 7 days into the assembly cycle field.
Tip: Bulk actions can also be used to configure the assembly time and assembly cycle for multiple assemblies at once.
- Configure ‘Components Lead Time’ in the ‘Variants’ view in Replenishment.
Lead Times are pulled into the ‘Assemblies’ view automatically, and are considered in the replenishment analysis for new assemblies (above and beyond what can be assembled from existing component stock).
- Configure ‘Components Days of Stock’ in the ‘Variants’ view in Replenishment. This value defines the full planning period for assemblies and component variants.
Increasing days of stock would increase the total replenishment at both the assembly and variant levels.
Tip: You can select the Components Lead Time or Components Days of Stock from the 'Assemblies' view in Replenishment to click into the 'Variants' view automatically filtered on the components of the corresponding assembly.
In this example, we have a pre-assembled Gift Set that includes two components, a bag and a belt.
- Demand Planner starts with creating a replenishment recommendation for the gift set, taking into consideration its forecasted sales during the planning period:
- Clicking into Details > Bundles & Production we can see how the assembly is defined:
- By clicking on a component's Details, Demand Planner opens a new tab displaying the replenishment details for this variant:
- This report can be then used to create purchase orders or transfers for variants. Read more about the replenishment report here.
Interpreting metrics for assemblies
- Stock represents the available stock
- On assembly represents additional/separate units that are on assembly orders.
- On order represents the number of components on order from the supplier
- Stock allocated for assemblies represents the additional components needed to cover the replenishment recommendation of assemblies.
- Forecast represents the forecasted sales for this variant on its own; this number does not include any sales from the assembly
- Replenishment combines the replenishment recommendation for the variant and the additional units needed (above and beyond what is currently on order) to cover replenishment recommendations for the assembly
- Revenue is assigned to components proportionally to the components' retail prices (configured in Details > Bundles & Production). If components do not have retail prices, then revenue is assigned proportionally to the quantities of the components in the bundles