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The Stock Replenishment Report provides visibility of stock items that require replenishment based on system thresholds and active demand.
This report helps users to:
Identify items below reorder levels.
Review demand from part requests and sales orders.
Monitor stock levels across branches and locations.
Assess quantities on hand, on order, and alternative availability.
Support timely purchasing decisions
Getting There
To access the Stock Replenishment Report in Service Geeni, follow these steps:
Open the Business Intelligence module.
Click on the Reports sub-module.
In the Reports window, navigate to the Stock category.
Click the Stock Replenishment Report module to open the report.
Add the desired filters (explained below), then click the Apply button to generate the report.
Available Filters and Their Impact
Use the filters at the top of the report to refine which stock items appear in the results.
Branch: Filters the report by branch or depot. The report automatically uses the branch selected in the main Service Geeni interface. If All Branches is selected, you can choose one or more branches. This allows you to focus on a single depot or compare replenishment needs across locations.
SKU: Filters the report by specific stock items. This allows you to investigate replenishment requirements for individual parts.
Supplier: Filters the report by supplier. This allows you to review replenishment requirements per supplier and support purchase planning.
Bin Location: Filters the report by bin or storage location. This allows you to review replenishment needs for specific warehouse zones or engineer bins.
Include Reorder Items Only: When enabled, it shows only items where a replenishment requirement exists based on system calculation. Items driven by part requests or parts to PO remain included as they represent active demand. This allows you to generate a focused list of items requiring immediate action.
Column Breakdown and Key Fields
Each row in the report represents a stock item that has triggered a replenishment requirement.
Below is a breakdown of the key fields shown in the report:
Column Name | Description |
Branch | Branch or depot responsible for the stock item. |
SKU | Stock item number. |
Bin Number | Bin location number. |
Bin Location | Description of the storage location. |
Description | Description of the stock item. |
For / Identifier | Source of demand (e.g. replenishment, part request, parts to PO). |
Primary Supplier | Default supplier for the item. |
Branch On Hand | Available stock at the branch. |
Reserved Qty. | Quantity allocated to jobs or work. |
Re-Order Point | Minimum stock level before replenishment is required. |
Order Qty. | Recommended reorder quantity. |
On Order | Quantity already on purchase orders. |
Cost Price | Cost price of the item. |
Sell Price | Selling price of the item. |
Alternative Parts On Hand Qty. | Available quantity of alternative items. |
Insight: Reviewing both the Re-Order Point and Order Qty columns together enables quick identification of urgent stock shortages. The On Order column also helps highlight items that may already be in the procurement pipeline.
The Stock Replenishment Report helps you maintain stock availability and respond to demand before shortages occur.
It is recommended that you review this report regularly, ideally daily, to ensure replenishment actions are taken promptly, and stock levels remain sufficient across all branches.