The Replenishment System automatically tracks which product categories on your sales floor need restocking by comparing what has been sold against what has been bought. It uses your floor plan layout to visualize urgency as a color-coded heatmap and provides tools for creating tasks, printing offsite pull lists, and configuring thresholds per category.

The Replenishment module has three pages:

If you have not configured the replenishment system before, a Setup Wizard walks you through three steps:

Design your store layout with racks and zones using the floor plan editor. If you already have a floor plan, this step shows a green checkmark.

Link your POS product categories to rack zones so the system knows what sells where on your floor.

Set the number of rack units per rack type to improve score accuracy. The default is 2 units per rack, but you can customize this to reflect how much product each rack actually holds.

Tip: If your POS categories are not showing up, make sure your POS integration is connected and has synced subcategory data. Contact support if categories are missing.

The replenishment score determines how urgently a category needs restocking:

$$\ text{Replenishment Score} = \frac{\text{Items Sold} - \text{Items Bought}}{\text{Rack Units}}$$

A higher score means more items have left the floor than arrived, indicating a greater need to restock. Negative scores (more bought than sold) display as 0 since those categories are already being replenished naturally.

The main report page combines a visual heatmap with a data table. Use the sidebar controls to switch between views and filter data.

View Mode: Toggle between Heatmap and Table views.

Date Range: Set the analysis window using the date inputs. Categories with replenishment tracking history use their last reset date as the starting point.

Quick Presets: Click a preset button to quickly set the date range:

Click Apply Filters to refresh data with your selected options.

Four stat cards in the sidebar show a quick overview:

The heatmap overlays urgency data directly onto your floor plan diagram. Zones are colored on a gradient:

Adequate zones are hidden from the heatmap to keep focus on zones that need action.

Hovering over any rack on the heatmap (or a row in the table) opens a detailed popup showing:

From the modal footer:

Switch to Table view for a ranked list of all categories sorted by score (highest urgency first).

Table Columns:

Filtering Options:

Batch Tasks: Select multiple categories using checkboxes, then click Create Tasks to generate replenishment tasks for all selected items at once.

Bin Recommendation: The system recommends pulling the oldest onsite bin in the selected category first. If no onsite bins are available, it will recommend the oldest bin from offsite backstock. Click the bin number to open a dialog where you can manage that bin directly from the report.

When categories need restocking from offsite storage locations, the Offsite Pull Report provides a printable checklist organized by storage location.

Click Offsite Pull in the Replenishment Report header bar, or navigate to /admin/:typeNum/replenishment/offsite-pull.

At the top, four statistics help you plan:

Bins are grouped by their storage location (e.g., "Storage Unit 111", "Storage Unit 112"). Each group shows:

Tip: Set the "Bins Per Trip" value in Settings to match how many bins your team can realistically transport per trip. This improves the estimated trips calculation.

Configure the replenishment system behavior at /admin/:typeNum/replenishment/settings.

Use the Enable Replenishment Tracking switch to turn the entire feature on or off. When disabled, the report page is inaccessible and no scores are calculated.

Configure the four urgency levels. Categories are colored based on which range their score falls into:

A visual preview bar shows your current threshold configuration with color-coded segments.

Override the default thresholds for specific categories that have different restocking needs:

This is useful for high-velocity categories that need lower thresholds (triggering alerts sooner) or slow-moving categories that can tolerate higher scores.

Click Save Settings to apply all changes. Use Reset All Tracking in the Quick Actions sidebar to mark all categories as replenished after a major restocking event.

Two ways to reset replenishment tracking:

Resetting tracking updates the "last replenished" date, which becomes the new start date for score calculations.