Restock Overview

​

What is the Restock Module?

The Restock module helps you create and manage load lists for distributing inventory. It supports two main workflows:

1. Route-based Distribution: Create load lists for delivery routes (e.g., delivering to big-box retailers, customer locations)
2. Station-to-Station Transfers: Manage internal transfers of inventory between warehouse stations

The module integrates with your ERP system to pull available inventory and push submitted orders back to the ERP for processing.

​

Key Features

​

Load List Sessions

• Session Management: Create, save, and resume load list sessions
• Custom Naming: Name sessions for easy identification (e.g., “Monday Morning Delivery”, “Big Box Restock”)
• Session Status: Track draft, submitted, and completed sessions
• Auto-save: Changes are automatically saved as you work

​

Dynamic Grid Interface

• Real-time Updates: Quantities update automatically with a 3-second debounce
• Route/Station Columns: Each route or station gets its own column for quantity entry
• Custom Column Names: Rename columns to match your naming conventions (saved in browser only)
• Visual Indicators:
  • Red highlighting when remaining availability goes negative (over-allocated)
  • Green totals row at the bottom
  • Automatic cart calculation

​

Availability Tracking

• Allocated: Shows total quantity assigned across all routes/stations
• Availability: Current ERP inventory levels
• Containers on Shipment: Quantity already in transit
• Remaining Availability: Calculated as Availability - Allocated - Containers on Shipment

​

Batch Operations

• Copy Route: Copy quantities from one route/station to another
• Zero Out: Clear all quantities for a route, station, or entire session
• Submit Orders: Push all quantities to the ERP as orders with a ship date
• Export: Export load list to CSV or Excel (available from Session Manager)

​

Common Workflows

​

Creating a Route-Based Load List

1. Click Session Manager to open the session manager
2. Enter a session name (optional) and click Create
3. Select Routes when prompted
4. The system creates a session with columns for each route assigned to your station
5. Enter quantities in each route column
6. Click Submit Orders, select ship date, and confirm when ready

​

Creating a Station Transfer

1. Click Session Manager to open the session manager
2. Enter a session name (optional) and click Create
3. Select Stations when prompted
4. Choose destination stations from the list
5. Enter quantities to transfer to each station
6. Click Submit Orders, select ship date, and confirm when ready

​

Resuming a Saved Session

1. Click Session Manager
2. View the list of saved sessions for your station (2 most recent)
3. Click Load on the session you want to continue
4. Make any changes needed
5. Click Submit Orders, select ship date, and confirm to complete

​

User Roles

The Restock module is typically used by:

• Warehouse Staff: Creating load lists for daily deliveries
• Route Managers: Planning route-based distribution
• Inventory Coordinators: Managing station-to-station transfers
• Logistics: Coordinating big-box retailer replenishment

​

ERP Integration

The Load List module integrates with your ERP system for:

• Pulling Inventory: Available quantities, in-transit quantities, and item details
• Pushing Orders: Submitted load lists create orders in the ERP
• Station/Route Configuration: Stations and routes are defined in the ERP
• Real-time Sync: Changes sync between WorkSuite and the ERP

​

Next Steps