How do I request replenishment inventory?

Last Updated: May 2024

You can automatically request replenishment from the manufacturer for what was used in the Event, saving time and manual labor in creating an Ad-Hoc Request.

You may also request replenishment to bring a container up to par with its BOM, learn how here. 

When the case has been submitted for billing you may initiate a replenishment request just by checking the box for "Request Replenishment" by your signature in the pop-up window.

1. Navigate to the Event Detail screen for your case by clicking on the Event Name in the Event List view.

2. Click on the More menu in the upper right corner (or the Kabob menu at the bottom of the screen in Mobile) and Click “Request Replenishment”. 

3. Select the manufacturer (if there are multiple) that you would like to request replenishment from if necessary.

4. Enter a need by date and a ship-to address.

   

5. Insert any relevant notes you’d like to appear in the body of the email. 

6. You’ll see that the items used in the case are already populated in the request

7. Click “Request additional inventory” to add other items to the request.

8. Click Save and the request will be sent. 

Also, don’t forget that you can always trigger a replenishment request from the menu in the Event.