Automatic Restock to Replenished Inventory

This workflow turns maintained warehouse reorder settings into reviewed purchase orders, a partial receipt, and an updated inventory position. It begins with item and vendor setup and ends when purchasing and receiving can explain what Brisk suggested, what staff approved, what arrived, and what remains open. 
 
 Demonstration notice: All vendors, items, quantities, identifiers, costs, and transactions are fictional. The documentation run creates controlled draft records and sends nothing to a vendor. 
 
 Workflow at a glance 
 
 
 
 
 
 
 
 
 
 Outcome 
 Reviewed purchasing work and a traceable partial or complete receipt 
 
 
 Starts with 
 Maintained warehouse reorder and vendor settings 
 
 
 Ends with 
 Current stock plus visible received and open quantities 
 
 
 Primary roles 
 Inventory manager, buyer, receiving clerk 
 
 
 Brisk areas involved 
 Inventory, Restock, Purchase Orders, Receiving 
 
 
 Common businesses 
 Feed/supply, parts, equipment, retail 
 
 
 Approximate handoffs 
 Two 
 
 
 
 Why this workflow matters 
 Reorder settings are useful only when they become reviewable work. Brisk considers warehouse stock and incomplete purchase quantities, groups qualifying items by vendor, and creates draft orders rather than silently sending purchases. 
 Receiving continues from those orders. Staff can distinguish what was ordered, received, and still outstanding before accounting handles the vendor invoice. 
 Before you begin 
 Current purchase quantity, reorder level, maximum, and open purchasing context drive the restock decision. 
 
 Required: stocked Inventory or Manufactured items, warehouse reorder/maximum quantities, primary vendors, units, and costs. 
 Required: permission to run Restock, review Purchases, and create Receipts. 
 Review incomplete purchase rows and known outside-Brisk orders before another run. 
 Vendor minimums, pack sizes, lead times, and seasonal judgment remain human checks. 
 
 End-to-end steps 
 The automatic-purchase record preserves evidence that the draft orders came from a restock run. 
 Run restock for one intended warehouse and review the qualifying item/vendor setup first. 
 
 Inventory manager — review setup. Open the Inventory Item and verify vendor assignment, current purchase quantity, reorder quantity, maximum quantity, unit, and cost for warehouse DOC-W-001. 
 Buyer — run Restock once. Open Restock Form , choose the intended warehouse and vendor scope, then submit. 
 Brisk — calculate suggestions. Inventory and Manufactured items qualify when current purchase quantity plus incomplete purchase-order quantity is at or below the reorder quantity. Suggested quantity fills toward maximum after subtracting stock already in the purchasing pipeline; missing or non-positive maximum setup is skipped. 
 Buyer — review generated work. Open the Automatic Purchase Record and each separate draft Purchase Order created per vendor. Correct quantity, cost, unit, date, pack, and vendor minimum before submission. 
 Authorized buyer — submit the intended order. Submission does not mean the vendor received an external message unless that separate configured action occurred. 
 Receiving clerk — record what arrived. Create an Inventory Receipt from the order. DOC-PO-1001 shows six of ten cartridges received, so its status is Partially Received and four remain open. 
 Inventory manager — verify. Review stock summary, receipt quantity, purchase status, and open pipeline. Continue with Purchase to Pay for the vendor invoice and payment. 
 
 What Brisk keeps connected 
 A partial receipt keeps the remaining order quantity visible in the purchasing pipeline. 
 Brisk separates qualifying items by vendor into draft purchase orders for human review. 
 
 
 
 Action 
 Result or downstream record 
 Where to verify it 
 
 
 
 
 Run Restock 
 Automatic-purchase record and draft orders by vendor 
 Automatic Purchase Records and Purchases 
 
 
 Review/submit order 
 Approved vendor, warehouse, rows, quantities and costs 
 Purchase detail 
 
 
 Receive delivered quantity 
 Receipt rows linked to purchase rows 
 Inventory Receipt detail 
 
 
 Process partial receipt 
 Partially Received purchase with remaining quantity 
 Purchase detail and stock summary 
 
 
 
 Handoffs and controls 
 Receiving records what physically arrived; it does not assume the full purchase order was delivered. 
 Inventory owns reorder setup, the buyer owns commercial review, and receiving owns physical quantity evidence. Draft, Submitted, Partially Received, and Received matter. The purchase order is the source for ordered quantity; the receipt is the source for what arrived. 
 Exceptions and safe corrections 
 
 Item missing from Restock: inspect vendor, type, warehouse quantities, maximum, and open rows. 
 Suggestion looks too large: check UOM, current stock, incomplete orders, and outside-Brisk purchases before editing. 
 Wrong vendor or pack: correct the draft Purchase before submission. 
 Partial or damaged delivery: receive only accepted quantity and retain the remaining exception. 
 Duplicate run uncertainty: inspect Automatic Purchase Records and draft Purchases before running again. 
 
 Related documentation 
 Start here 
 
 Inventory Items 
 Restock Form 
 
 Continue with 
 
 Automatic Purchase Records 
 Purchase Orders 
 Inventory Receipts 
 
 Related controls and reports 
 
 Purchase to Pay 
 Inventory 
 
 
 Could Brisk Simplify This Process for Your Team? 
 See how this workflow could be configured around your records, permissions, approvals, and reporting requirements. 
 Request a focused Brisk demonstration