Overview
DBR (Demand-Based Replenishment) Sessions allow you to create and manage store replenishment orders based on calculated demand. Unlike route-based sessions, DBR sessions focus on individual store locations and use demand algorithms to suggest optimal order quantities.This feature is part of the Restock module’s demand-based ordering system. Sessions are saved to the backend and can be loaded, modified, and submitted at any time.
Creating a DBR Session
To create a new DBR session:Start New Session
Enter an optional session name, then click the Create button (+ icon). If you leave the name blank, a default name is generated automatically.
Select Stores
Choose the stores to include in this session. Stores can be grouped in several ways to make selection easier:
- By Delivery Day: Monday, Tuesday, Wednesday, etc.
- By Customer: Grouped by customer name
- By Zone / Route: Grouped by assigned route
- By Rank (A/B/C): Grouped by store class
Set Ship Date
Choose the Ship Date for this session. This field is required — the Create button remains disabled until you select a date.
Managing Sessions
Loading an Existing Session
To continue working on a previously saved session:- Click Session Manager in the toolbar
- Browse the list of saved sessions
- Each session card displays:
- Session name and ship date
- Status (Draft, Submitted, Synchronized, Cancelled)
- Creation and last updated dates
- Number of stores included
- Total order quantity
- Click Load on the session you want to open
Session Status
DBR sessions have the following statuses:| Status | Description |
|---|---|
| Draft | Session created but not yet submitted |
| Submitted | Orders sent to ERP — session is read-only |
| Synchronized | ERP has processed and confirmed the session |
| Cancelled | Session cancelled and no longer active |
Session Actions
From the Session Manager, you can perform these actions:Load Session
Opens the session in the orders grid for editing or review.Export Session
Downloads session metadata as a JSON file for external reference or archiving.Delete Session
Permanently removes the session from the system. This action cannot be undone.Replenishment Calculation
After a session loads, WorkSuite automatically runs the DBR replenishment calculation for all stores and items in the session. The following calculated fields appear directly in the grid:| Field | Description |
|---|---|
| Weekly Rate of Sale | Average weekly sales based on historical data |
| Predicted On Hand | Estimated on-hand inventory at time of delivery |
| Target On Hand | The inventory level you are trying to achieve |
| Sell Down | Expected units sold between now and delivery |
| Demand Quantity | Calculated order quantity based on the above metrics |
Viewing Calculation Steps
To see a step-by-step breakdown of how the demand quantity was calculated for a specific item:- Right-click any row in the orders grid
- Select View Calc Steps
- A dialog shows each step of the calculation with intermediate values
Working with Order Items
The Orders Grid
Once a session is loaded, the orders grid displays:- Store and Item: Item name, item number, and the store the row applies to
- Demand Metrics: Calculated demand quantity, achievable quantity, and trailing sales
- Inventory: Available units, units on hand, units in transit, and weeks of supply
- Order Quantity: The quantity you are ordering (editable)
Quantity Override Options
The toolbar provides two ways to adjust quantities in bulk: the Overrides menu and the Undo button. Select the rows you want to affect before applying an override.Overrides Menu
Click Overrides in the toolbar to access these bulk actions:| Option | Description |
|---|---|
| Add Quantity | Increases the order quantity of selected items by a specified amount |
| Subtract Quantity | Decreases the order quantity of selected items by a specified amount |
| Replace Quantity | Sets the order quantity of selected items to a specific value |
| Set to Demand | Sets order quantities to the calculated demand value for selected items |
| Set to Achievable | Sets order quantities to the achievable quantity (based on available inventory) |
| WOS Trailing Override | Sets quantities to reach a target Weeks of Supply based on trailing sales data |
| Reset to Calculated | Resets order quantities back to the system-calculated values |
Undo Override
You can undo the most recent bulk override for selected rows in two ways:- Click the Undo button in the toolbar
- Press Ctrl+Z (or Cmd+Z on Mac) anywhere on the page
Undo only works for bulk overrides applied through the Overrides menu or the Undo button. Manual cell edits are not tracked for undo.
Reserve and Allocate
For items with limited inventory, you can set reserve and allocate percentages to ensure fair distribution across stores:- Select the items to configure
- Click Reserve / Allocate % in the toolbar
- Set percentage rules by:
- Category: Reserve a percentage for specific item categories
- Product Group: Reserve for specific product groups
Submitting Orders
When your session is ready to submit:After submission, the session status changes to “Submitted” and the grid becomes read-only. Once the ERP processes the orders, the status updates to “Synchronized”. You can still view and export the session for records.
Advanced Features
Round to Full Cart
Round to Full Cart is available in the Overrides dropdown menu. It rounds order quantities up to the nearest full cart increment based on your container configurations, helping optimize loading and shipping logistics. To use it:Select rows (optional)
Select the store rows you want to round. If no rows are selected, all stores are included by default.
Metrics Sidebar
Open the metrics sidebar using the panel button on the right side of the toolbar to view real-time session metrics:- Total order quantity across all stores
- Total cart count (shown with 2 decimal places for round-to-cart accuracy)
- Allocated value
Best Practices
Session Naming
Use clear, descriptive session names that include:- Frequency (Weekly, Daily, Monthly)
- Date or week identifier
- Purpose (Store Restock, Promo Orders, Special Event)
- “Weekly Restock - Week of Feb 15”
- “Valentine’s Day Promo Orders”
- “Emergency Restock - Storm Recovery”
Store Selection
Consider grouping stores by delivery day to:- Match order timing with truck schedules
- Align with store receiving hours
- Optimize driver routes
Quantity Management
- Start with demand-based quantities as a baseline
- Adjust for store-specific factors (promotions, events, historical variance)
- Check reserve rules for high-demand items
- Verify total cart counts fit truck capacity
Session Organization
- Create separate sessions for different delivery dates
- Keep sessions focused on specific store groups or delivery schedules
- Complete or cancel old sessions to keep the list manageable
Troubleshooting
Session Won’t Load
Possible Causes:- Session was deleted by another user
- Backend connection issue
- Browser cache problem
- Refresh the page and try again
- Check with team members if session still exists
- Clear browser cache and reload
Stores Not Appearing in Selector
Possible Causes:- No station assignment for your user account
- Stores not configured in your assigned stations
- Store settings missing delivery schedule assignment
- Verify station assignments with supervisor
- Check store configuration in Data Management → Locations
- Ensure stores have delivery schedules assigned
Cannot Submit Orders
Possible Causes:- No quantities entered (all zero)
- Session already submitted
- Verify at least some items have non-zero quantities
- Check session status — if “Submitted” or “Synchronized” it cannot be resubmitted
Undo Button is Disabled
The Undo button is only active when rows are selected. Select the rows you want to revert, then click Undo or press Ctrl+Z.Related Topics
Session Workflows
Step-by-step workflows for different session types
Data Management - Locations
Configure store locations and delivery schedules
Data Management - Rules
Set up reserve and allocation rules
Restock Introduction
Learn about the Restock module