Restock Form

Restock Form

Purpose and when to use this screen

ReviewUse inventorythe belowRestock itsForm replenishmentto targetturn configured reorder levels into draft purchase orders for one warehouse. It is appropriate when item/vendor assignments and preparewarehouse purchasingreorder workand frommaximum thequantities restockare screen.already maintained. It is not a demand-forecasting worksheet and does not place one combined order across unrelated vendors.

Prepare a restock list

1. Select the Warehouse that needs stock. Reorder levels, current purchase quantity, and open purchase orders are evaluated in that warehouse context.
2. Leave All Vendors selected to evaluate every vendor, or clear it and choose one Vendor for a focused run.
3. Before submitting, confirm that each affected item has the correct primary vendor, item cost, reorder quantity, and maximum quantity.
4. Submit the form. Brisk creates an automatic-purchase record and a separate draft Purchase Order for each vendor that has qualifying items.
5. Review the generated purchase-order list before sending anything to a vendor.

How Brisk calculates a suggestion

Brisk evaluates Inventory and Manufactured items assigned to the vendor. An item qualifies when its current purchase quantity plus incomplete purchase-order quantity is at or below the warehouse reorder quantity. The suggested order quantity fills toward the configured maximum, reduced by stock already in the purchasing pipeline. Items with missing reorder/maximum setup or a non-positive maximum are skipped.

Review generated purchase orders

Check vendor, warehouse, reorder,item, unit, quantity, description, cost, requested date, and quantityany informationvendor beforeminimum turningor restockpack-size suggestionsrequirement. intoThe purchasingcalculation work.prevents obvious duplication from open purchase rows, but it cannot know about an order placed outside Brisk, unusual seasonal demand, damaged stock not yet adjusted, or incoming stock recorded under the wrong warehouse.

If expected items are missing

Verify the item’s vendor, item type, warehouse reorder and maximum quantities, current stock/purchase quantity, and incomplete purchase rows. Do not rerun the form repeatedly until you understand the first result; repeated runs can create additional draft purchase orders if earlier work has not been reviewed.