Welcome to our comprehensive guide on inventory replenishment within Sage Intacct Construction. This article will walk you through the process of setting up and managing inventory replenishment, ensuring your construction projects are never without the necessary materials.

Enabling Replenishment Functionality

To begin with, it's essential to enable the replenishment feature in the inventory configuration settings. Navigate to the inventory setup, and under the configuration section, ensure that the replenishment option is checked. It's also crucial to have your warehouse dimension enabled to track inventory accurately across different locations.

Setting Up Reorder Points

Reorder points are vital for maintaining optimal inventory levels. In Sage Intacct, you can establish reorder points for each inventory item. This allows the system to automatically generate purchase orders when stock levels fall below the specified threshold.

Configuring Replenishment Methods

There are various replenishment methods available, but we will focus on the basic reorder point method. This method triggers a purchase order when the on-hand quantity of an item drops to a predefined level.

Inventory Setup and Vendor History

In the inventory setup, you can select which items are eligible for replenishment by editing the vendor history tab. Here, you can enable replenishment, set the default unit of measure for stock, and define safety stock levels to ensure you always have a buffer in your inventory.

Generating Replenishment Orders

To generate replenishment orders, navigate to the replenishment section under inventory. Apply filters to display items ready for replenishment and select your preferred vendor based on various criteria such as last vendor, lowest price, or shortest lead time.

Creating Purchase Orders

After selecting the items for replenishment, create purchase orders directly from the replenishment screen. You can review the replenishment run summary, which provides details on vendors, purchase order numbers, and quantities ordered.

Conclusion and Next Steps

Inventory replenishment in Sage Intacct Construction is a streamlined process that helps maintain adequate stock levels and prevents project delays due to material shortages. By following the steps outlined in this guide, you can efficiently manage your inventory and focus on successful project completion.