Updating restocking information using Worksheet 308

You can use Worksheet 308 to update restocking information for specified stores. Worksheet 308 creates one worksheet for all selected stores. However, if the option Create individual worksheet per store is selected, Worksheet 308 can create one worksheet per store.

The function of Worksheet 308 is affected by the option Style 308 worksheet (Change Item Restocking Info) uses current data in Central database, which is available in Central Manager under File | Configuration | Options. If this option is selected, the worksheet synchronizes the current Reorder Point and Restock Level values for the selected stores with Central Manager. If this option is not selected, you can use the worksheet to change Reorder Point and Restock Level values for the selected stores.

1. Click Worksheets.
2. Expand Worksheets.
3. Click 308: Change Item Restocking Info.
4. Select specific stores from the list, or click All to select all stores.

Note: You can add or remove stores after the worksheet is generated while the worksheet is in a Not Yet Approved state.

5. Select Create individual worksheet per store if you want to create one worksheet per store. If you do not select this option, one worksheet will be created for all selected stores.
6. Click Next.
7. Enter a different Worksheet Title, if desired.
8. Enter an Effective date / time if you want the changes to come into effect at a future date and time.

Tip: The best practice is to select a date and time that does not interfere with the operations of an open store.

9. Click Next.
10. Select one of the following:

  • Use items in these departments

  • Use items in these categories

  • Use items in these suppliers

  • Add items manually

  • Item filter

11. If you selected departments, categories, or suppliers:

  • Select specific departments, categories, or suppliers; or

  • Click All to select all.

12. If you selected Item filter:
a. Click Filter.
b. Use the Filter dialog options to identify the items.
c. Click OK.
13. Select Exclude inactive to exclude inactive items.
14. Click Next.
15. Click Finish.
16. Click OK to confirm that the worksheet(s) are created.
17. On the General tab:

  • Confirm the Effective date / time and add Notes, if desired.

  • If you want to change which stores will be updated by the worksheet, click Stores and add or remove stores from the Selected Stores list.

18. On the Contents tab, confirm that the list of items is accurate. If necessary, use Add Row and Delete Row to add or delete items from the list.
19. For each item, enter new Reorder Point and Restock Level information.

The Restock Level value must be greater than the Reorder Point value. You have the option to use a CSV file to import the new values. Refer to the Using file export and import to update worksheets topic for more information.

Tip: To apply the same value to all rows in a column, right-click the value, select Copy, and then right-click anywhere in the column and select Paste to All Rows.

20. Do one of the following:

  • Click OK. Your changes to the worksheet are saved but not approved.

  • Click Approve. The worksheet is approved. The changes will be synchronized to the stores and the changes will come into effect on the effective date and time.

21. To check the worksheet processing status:
a. Click Worksheets.
b. Expand Worksheets Status.
c. Click 308: Change Item Restocking Info.

Note: Worksheet processing time depends on the size of the worksheet. However, if you think the worksheet is taking too long to process, check that the worksheet processing service is running. To do this, click Start and type Services in the search field. In the Services window, scroll down to RMH Worksheet Process and click Start Service if the service is not running.

22. To acknowledge processed worksheets:
a. Click Worksheets.
b. Click Acknowledge Worksheets.
c. Select a worksheet and click Acknowledge.