Overview:

This is an article that goes over the core functionality of the restock rocket (currently a beta feature).

Product Configuration:

Once the Restock Rocket has been enabled, new fields will be available in the product edit page:

• Shelf Location: This is not a Restock Rocket unique feature, but should be used alongside it. Having an intelligent and standardized scheme for shelf location is recommended (e.g. 1-A1 {aisle / shelf}-{column}{row}) is best practice, this will allow you to sort the Restock Rocket report by shelf location.

• Shelf Space: How much can fit on the shelf. This is set by the user.

• Shelf Quantity: How much is on the shelf right now. This number can be freely updated by the user. Otherwise, it will be increased by the restocking tool and decreased by sales.

Note: Shelf Location and Space can be added to your product labels.

The Restock Rocket:

Once your products have been set up, you can now use the Restock Rocket. You will find it in the back office under Tools.

Notable Columns:

• Stock Room Quantity: This is total QOH minus shelf quantity.

• Restock Quantity: This is what will be added to shelf quantity when you restock. 

  • If there is enough quantity in the stock room to fill the shelf, it will do that.

  • Otherwise, it will simply move the remaining stock room quantity to the shelf.

• Should Restock: This is determined by your restock threshold. If the shelf quantity is below this threshold, it will be labeled “Should Restock”.

How to restock:

First, you should filter the report to the items you want to restock.

Once it looks good, you can click the stacked boxes icon to begin the restock process:

This will give you the following prompt. Click “Yes” to print the report so your team can begin restocking your shelves.

You will then be prompted to confirm the restock. Selecting “Yes” will result in the restock quantity being added to the shelf quantity.

Q & A:

What affects shelf quantity? Transactions, the restock process, and manual updates.

What about voided transactions and returns? These transactions will be added back to the shelf quantity. All transactions with negative quantities do this.

What if I apply groupings to the restock report? What does the process do? The process will fail - grouping should be removed before you run the restock process.