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Tagging a Transit Site to a Replenishment site

Owned by Aparajita Basu Roy
Last updated: May 09, 2023 by Subhasree Banerjee (Unlicensed)
5 min read

Although replenishment could be defined as refilling, what has been used up, by supplying it again. But the complexities of retail mandate that for retail replenishment, an apt definition for replenishment would be getting products on a repetitive basis to support anticipated need. It helps prevent costly inventory overstocking. A replenishment source is a site from which another site will get its goods refilled.  Transit Via sites need to be tagged to a Replenishment Source to ensure that the better management of logistics helps in cutting costs and makes smoother deliveries possible. This article show you how to tag a replenishment site to a transit via site. To know how the tagging of a transit via site impacts the transactions from a replenishment site, click link. The returns to a replenishment site are also done through the transit via site; to know more, click link.

Prerequisites

  1. The users' role must have access to the Site feature by enabling Add app operation for the feature (Desktop POS Manager - Setup - Site) in Ginesys Web - Admin - Security - Role - Available Menu (tab).

Step-by-step guide

The steps are as follows:

  1. Go to Ginesys Web - POS Manager - Setup - Site. The Site master will open.

  2. In the Replenishment Source tab, the Available replenishment source are shown on the left pane of the window. It displays the Replenishment source, Site Type and the Organization Unit (OU) under which the site operates. Select a site  which will replenish the site for which you are creating the record.

    Note: You can display the managed sites of the OUs by ticking the checkbox (Show managed stores). By default, this checkbox remains unchecked and Available replenishment source, only shows Organization Owned sites.

  3. Click on the right arrow in the middle to move the selected site to the right pane of the window to Assigned replenishment sources with item.
  4. The Assigned replenishment sources with item pane has the many columns which can be copied from another site by clicking on Copy from another site button. Then, in the Lookup Site, select the site you wish to copy from and click on OK.
  5. The selected site will be copied.
  6. The following columns have values flowing in if they have been defined in the master - Replenishment source, Replenishment source Term, Trade Group, Form Name and Price List Name.
  7. The following columns have to be filled by the user from the respective List of Values to tag the replenishment source to the Transit Via sites- 
    1. Transit Via - Click on the Organization site which will act as the transit via site for the selected Replenishment Source (Managed Site).
    2. Strictly follow Transit route - The checkbox ensures that no transactions of goods can be done without moving through the Transit Via route. If left unchecked, then any goods transaction can be made between two sites without involving the transit site, even if it was defined.
  8. Then click Save and Close to save the document.

Replenishment Tagging Concept & Scenarios


SNReplenishment SiteBase SiteSame CustomerTransit viaStrictly follow transitTrade groupSale TermSale Price listGRT Price ListRemarks
1OS-OO-CMOS-OO-CM-------This combination is not possible because both are organization site.
2OS-OO-CMMS-OO-CM-OptionalOptional--MandatoryMandatoryPricelist is mandatory for doing transactions and trade group is only picked based on GSTIN logic, if GSTIN blank then always CONSIGNMENT1. GRT price list is a LOV (Last inward rate, as per price list), if as per price list is selected user needs to select a particular price list.
3OS-OO-CMMS-CO-CM-OptionalOptional--MandatoryMandatoryPricelist is mandatory for doing transactions and trade group is only picked based on GSTIN logic, if GSTIN blank then always CONSIGNMENT1.
GRT price list is a LOV (Last inward rate, as per price list), if as per price list is selected user needs to select a particular price list.
4OS-OO-CMMS-CO-OM-TS-OptionalOptionalMandatoryMandatoryMandatoryMandatoryPricelist, Trade group and Term are mandatory for doing transactions. GRT price list is a LOV (Last inward rate, as per price list), if as per price list is selected user needs to select a particular price list.
5MS-OO-CMMS-OO-CM-OptionalOptional---MandatoryPricelist even is not allowed here because only GRT transaction can be done by the store. Trade group picking logic based on GSTIN, if GSTIN blank then always CONSIGNMENT1. GRT price list is a LOV (Last inward rate, as per price list), if as per price list is selected user needs to select a particular price list.
6MS-OO-CMMS-CO-CM-OptionalOptional---MandatorySales Pricelist even is not allowed here because these stores can only do GRT to each other. GRT price list is a LOV (Last inward rate, as per price list), if as per price list is selected user needs to select a particular price list.
7MS-OO-CMMS-CO-OM-TS-MandatoryMandatory---MandatoryFor OM-TS type of sites, transit via OS-OO-CM site is mandatory and such transit via site must be tagged in the OM-TS site replenishment, else not allowed. GRT price list is a LOV (Last inward rate, as per price list), if as per price list is selected user needs to select a particular price list.
8MS-CO-CMMS-CO-CMYES/NOOptionalOptional---MandatoryPricelist even is not allowed here because only GRT transaction can be done by the store. Trade group picking logic based on GSTIN, if GSTIN blank then always CONSIGNMENT1. GRT price list is a LOV (Last inward rate, as per price list), if as per price list is selected user needs to select a particular price list.
9MS-CO-CMMS-CO-OM-TSYES-----MandatoryNot possible | Same customer can't have both consignment and outright sites. GRT price list is a LOV (Last inward rate, as per price list), if as per price list is selected user needs to select a particular price list.
10MS-CO-CMMS-CO-OM-TSNOMandatoryMandatory---MandatoryFor OM-TS type of sites, transit via OS-OO-CM site is mandatory and such transit via site must be tagged in the OM-TS site replenishment, else not allowed. GRT price list is a LOV (Last inward rate, as per price list), if as per price list is selected user needs to select a particular price list.
11MS-CO-OM-TSMS-CO-OM-TSYESOptionalOptional---MandatoryWhen franchisee store to store transfer takes place, GRT pricelist need to be defined. GRT price list is a LOV (Last inward rate, as per price list), if as per price list is selected user needs to select a particular price list.
12MS-CO-OM-TSMS-CO-OM-TSNOMandatoryMandatory---MandatoryFor OM-TS type of sites, transit via OS-OO-CM site is mandatory and such transit via site must be tagged in the OM-TS site replenishment, else not allowed. GRT price list is a LOV (Last inward rate, as per price list), if as per price list is selected user needs to select a particular price list.

To go back to the main page click on the link: Managing Site Master