The Replenishment feature in pixi Mobile allows you to refill, e.g. your shipping location with items from the warehouse in a more controlled way. Use the various parameters and more when creating a replenishment document to determine the quantity of items to be refilled.

Benefits

Compared to the Inventory Items to Refill, using the pixi Mobile program Replenishment comes with various benefits:

• Reliable, standardized procedure for replenishing items

• Low susceptibility to errors

• Toggle various parameters on or off for calculating the quantity of items to be replenished (e.g. open customer orders)

• A clear and structured workflow for teams

• Only the necessary quantity of items is calculated and replenished

• Items are no longer lost, the entire process is traceable and transparent

• Modular workflow - picking from the replenishment location and putting items into the pick location can be performed individually

• When replenishment documents are created, existing documents are taken into account

• Set the quantity of items that can be transported in special transport bins per replenishment process

• Documented replenishing between different locations with longer transport routes

• Resource-saving, paperless process

• Report shortages directly during replenishment

Preparation

Before you can use the Replenishment program in pixi Mobile, you must take three preparatory measures to get started:

• Reorder Level and Target Stock: Determine how many items should be stored in the pick location. You determine the quantity in Item Management.

• Transport Bins: Set up unique storage bins that are used to transport items from location A to location B.

• User Roles: Change or create user roles for your team. User access to the Replenishment program is disabled by default. User roles or access activation is done via pixi Web > Administration.

Item Management: Set up Stock Level

You can use the Replenishment program to refill the item stock in your pick location. In Item Management, you determine how many items are to be stored in the pick location. The desired quantity is defined here.

In pixi Web, navigate to Item Management > Items. Open the desired item in the General tab, you can enter the item quantity per location in the Reorder Level and Target Stock fields.

Please note: The term Reorder Level was taken from another functionality within pixi. In the replenishment process, the reorder level is the minimum quantity that should be stored in the location. The Target Stock is the maximum quantity of items to be stored in the location. If you activate Reorder Level and Target Stock when creating the replenishment documents, the value of the target stock is used for the calculation. The item quantity stored there indicates the value that should ultimately be available in the pick location.

Transport Bins: Setting up Transport Bins

Next, set up Transport Bins. These are needed to move items from the warehouse to the pick location. Essentially, transport storage bins behave like ordinary bins. The only difference is their usage; Transport bins should be used for replenishment only. Please do not use the transport bins in the Relocate program.

Follow these steps to create a transport bin in pixi Web:

1. Go to Administration > Tables > Bins.

2. Click the + button (Create new bin). A pop-up window opens.

3. Enter a name in the pop-up window (max. 50 characters) and select the location for your new bin.

   1. Please note: In the Location field, please enter the location that you will be picking items FROM (e.g. the bulk location).

4. Click Create.

5. Open the Settings tab and click Edit.

6. Enable the option Transport bin.

7. Click Save.

User Permissions: Activation for Users

Replenishment needs to be activated for users. To do this, proceed as follows:

1. Open pixi Web.

2. Navigate to Administration > User Administration.

3. Go to Roles and Permissions and open the desired role.

4. In the Permissions tab, locate the group: Picco Server / pixi Mobile, then click Edit.

5. Check the box next to Program: Replenishment.

6. Click Save.

For more information about rights and roles, click here.

Workflow

The Replenishment process mainly consists of three components:

1. Create replenishment documents.

   • Status New: Newly created documents are in Status New until a transport bin is assigned and the first item was scanned.

2. Pick the items from the warehouse.

   • Status Ready to Pick: In this status, items are picked from their warehouse/bulk location.

3. Put the items into the target location.

   • Status: Ready to Put: In this status, items are put into the target location.

Create Replenishment Documents

Follow these steps to create replenishment documents:

1. From the list of programs, open Replenishment.

2. The following screen will list three options to choose from:

   • List: An overview of all replenishment documents. From this screen, new documents can be created.

   • Pick: An overview of all replenishment documents in status New and Ready to Pick. Choose a document to start the picking process or continue working on one.

   • Put: An overview of all replenishment documents in status New and Ready to Put. Choose a document to start the putting process or continue working on one.

3. To create a new replenishment, go to List.

4. Select Create in the lower part of the screen.
   
   
   
   
   

5. Enter/select the desired parameters and press Create. More on parameters:
   
   
   

   • Source Location: Choose the location that you wish to take items from for replenishment.

   • Target Location: Choose the location you wish to replenish.

   • Max. Quantity per Replenishment: Define how many items per replenishment you can put into the transport bin. The number entered here is used to calculate how many replenishment documents are created. The value is cached and the field is pre-filled for the next document creation. Note: With Max. Quantity per refill document, you do not define the total quantity of items to be replenished in the target bin! The item quantity that is to be replenished is calculated automatically based on various parameters.
     Example: If 50 units of an item need to be replenished and 10 is entered in this field, pixi will create 5 replenishment documents with 10 items each.

   • Split by Bin Group on Source Location: Enable/disable whether replenishment documents should be divided by bin groups of the source location, which means that the items on the document will be arranged in that order or with the optimal route which is used when the document is worked on.

   • Include Target Stock: When a Target Stock is set at the target location, this functionality will calculate how many Items need to be replenished to reach target stock.

   • Include Reorder Level: When a Reorder Level is set at the target location, this functionality will calculate how many Items need to be replenished for the stock to never fall below Reorder Level.
     Please note: The term Reorder Level was taken from another functionality within pixi. In the replenishment process, the reorder level is the minimum quantity that should be stored in the location. The Target Stock is the maximum quantity of items to be stored in the location. If you activate Reorder Level and Target Stock when creating the replenishment documents, the value of the target stock is used for the calculation. The item quantity stored there indicates the value that should ultimately be available in the pick location.

   • Include Open Customer Orders: When calculating the replenishment quantity, open customer orders are included. This means that pixi takes into account items that are already "marked" for open customer orders in the calculation of the item quantity that needs to be replenished and deducts them accordingly.

   • Include oldest BBD: When this option is enabled, pixi will prioritize the items with the oldest BBD when creating the replenishment document (if batch management is also enabled).
     
     

6. Press Create. One or more documents are created and are assigned the status New. they are visible in the sub programs List and Ready to Pick.
   
   
   
   
   

Delete a Replenishment Document

Please note that replenishment documents can only be deleted in status NEW. If you have created a document by mistake or you notice that you have applied the wrong parameters, proceed as follows:

1. Open List.

2. Open the replenishment document.

3. Go to the top right corner and tap the three dots.

4. Select Delete Replenishment.

5. Repeat the process for all the documents you want to delete.
   
   

Picking

1. In the Replenishment program, open Pick.

2. Open a document.

3. Assign a Transport Bin. You'll put the picked items into this bin. Please note that you can only assign one transport bin per replenishment document. Multiple documents cannot have the same transport bin.

4. Press Continue, after you selected the transport bin. The document status changes from New to Ready to Pick, when the first item is scanned.
   
   
   
   

5. The first item that needs to be picked is displayed. Go to the item, enter the item quantity scan the item and put the item into the transport bin.

   • It is possible to replenish several items with BM data in one step, as long as only one variant of the item is available in the bin. You do not need to scan each item individually.
     Example A: All items in the bin have the same BM data. Five have to be transferred. It is now possible to enter quantity 5 for the replenishment, so that all 5 items are transferred at the same time (previously each item had to be scanned).
     Example B: There are 2 items with BN A and 3 items with BN B in the bin. Five have to be transferred. In this case, each item still has to be scanned individually until there is only one variant of the item left in the bin. However, if you scan both items with BN A first, you can process the remaining 3 with BN B in one step.

   • The item quantity that needs to be picked can be set manually. It does not have to match the required quantity indicated on the replenishment document. This feature can be used when the setting Override Picking Quantity in Control Center is enabled.

   Note: If a higher quantity than required is picked, the total required quantity on the replenishment document will increase. If the replenishment document has several lines with the same item (e.g. if stock is located in different bins), the required quantity is not reduced for the other items in the document!)

   
   

6. Press Continue, to proceed with the next item.

7. (Optional) The three-dot menu features additional options:

   • Reverse Sort Order: This option will reverse the sort order of the replenishment document for the items that need to be picked (ex. A-Z will sort Z-A). The sort order can be reversed to its default when the option is pressed again. The sorting of items on the replenishment document can also be done by manufacturer and item name. The sorting can be set for this in the App's Settings. The default sorting is according to the bin location's sorting number (starting from the lowest number).

   • Transport Bin Full: When the Transport Bin is full, and the replenishment document is not fully picked/completed, this option allows you to scan it in another transport bin. Once this option is selected, you are redirected to a screen from which a new transport bin can be assigned (press Continue) or the document can be closed (press Finish) without further picking. The missing items will be displayed in the overview in the section Not Picked Items Qty.

   • Report Shortage: If pixi requests more items to be picked than there are in the source bin, a shortage can be reported. The shortage can be viewed in the process of the Inventory program (in pixi Mobile). Additionally, after the document is completed, the missing items are shown as Not Picked Items Qty in the overview. Please note that pixi considers the missing value in the transport bin for the calculation of missing items. If no items have been scanned for the document so far, the document will be closed when Report Shortage is selected.
     
     

8. When the picking process for the document is completed, you'll be redirected to an overview.

   • Picked Items Qty: The sum of all picked items.

   • Missing Items Qty: The sum of the required quantity for this replenishment minus the already picked item quantity and the missing item quantity. This sum indicates how many more items need to be scanned to finish the picking process for this document.

   • Not Picked Items Qty: The sum of items that cannot be picked within this replenishment, e.g. if you report a shortage.

   • Total Items Qty: The total sum of items that were required for this replenishment document.
     
     

9. Press Finish: The picking process is completed and the document status changes to Ready to Put.
   
   

Putting

1. In the Replenishment program, open Put.

2. Scan the Transport Bin.

3. Enter the quantity and scan the first Item that you need to put into stock or put all items to stock at once.

   • (Optional) It is possible to put all items from a transport bin into the target bin in one step. The option All items to target bin is available for this via the three-dots menu. The permission pixi Mobile - Replenishment: Bulk Item Movement must be activated.

   Note: Note: No distinction is made between different items. If item A and item B are in different quantities in the transport bin, items A and B are put to stock together, which means all (!) items are put to stock.

   
   

4. Enter the Target Bin, choose from the list of suggested bins or even scan a transport bin to move items if needed.

   • In case of scanning item by item and an error occurs while entering the target bin all scanned items are removed and need to be scanned again.

   Tip: It is possible to put only part of the total quantity to one target bin and the remaining quantity to another.

   
   

5. (Optional) Transport Bin Empty: When items are missing from the transport bin during the put process, you can use this functionality in the three-dots menu to mark the items as unavailable. Once the option is pressed, you'll be redirected to an overview. The items will be booked into the Inventory program in pixi Mobile. Please note that not a single item needs to be scanned to use this functionality.

6. Press Continue. The items were put to the stock of the target location.

7. When the document is finished, an overview is displayed.

8. Press Finish.

Please note: Completed replenishment documents that are older than 31 days are automatically deleted. The determining start date is the date of the last change.

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