---
title: "Replenishment Template"
slug: "replenishment-template-1"
description: "Why is Replenishment Template important, and how to create a Replenishment Template? Step by Step guides containing all the information that you need to know to help you understand Canary7"
updated: 2025-06-12T10:13:08Z
published: 2025-06-12T10:13:08Z
canonical: "help.canary7.com/replenishment-template-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.canary7.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Replenishment Template

## 📋 Understanding Replenishment Template

### What is a Replenishment Template?

A **Replenishment Template** defines the **rules and logic for generating replenishment jobs**. It determines **when**, **where**, and **how** inventory should be replenished to maintain optimal stock levels in picking or forward locations.

Replenishment Templates are typically triggered as part of automated planning or manually by users. Once a template is run, it produces replenishment jobs that can be processed by operatives on the execution screen.

Templates are divided into two core tabs:

- **Demand Tab** → Defines when replenishment is needed and for which items.
- **Supply Tab** → Defines how the demand is fulfilled and where inventory is sourced from.

## 🔄 How Replenishment Components Work Together

| Component | Purpose |
| --- | --- |
| **Replenishment Profile** | Filters which jobs are shown to users on the **Replenishment Execution** screen (based on zones, job types, and verification rules). |
| **Replenishment Template (Plan)** | Defines **demand triggers** and **supply sourcing rules** that generate replenishment jobs. |
| **Replenishment Job Creation (Job Creation Master)** | Groups and orders the jobs generated by the template to optimise execution. |

## 📥 Demand Tab

The **Demand tab** is now split into two sections: **Requirement** and **Target**.

### 🧾 Requirement Section

| Field | Description |
| --- | --- |
| **Demand** | Select one of the following replenishment triggers: • **Permanent Location Capacity** – Triggers when inventory in fixed locations falls below a minimum level. • **Pool and Wave by Quantity** – Used when a Wave fails due to stock shortages; user manually triggers replenishment by running the plan. • **Pool by Quantity** – Based on pre-defined thresholds in Pool locations. • **Pool by Optimal UOM** – Suggests replenishment based on ideal units of measure. |
| **Item Selection** | Defines which items are eligible for replenishment. See: *[Item Selection Guide]* |
| **Shipment Selection** | (Optional) Used to filter replenishment demand based on shipment criteria. Useful for wave-related replenishment needs. |

### 🎯 Target Section

| Field | Description |
| --- | --- |
| **Target Location Selection** | Defines which locations require replenishment. For Permanent Location Capacity, this usually includes forward pick locations. |
| **Locating Rule** | Used to determine how the system selects a specific location when there are multiple options. 🔹 *Note: This is not available when using Permanent Location Capacity.* |

## 📦 Supply Tab

This tab defines **how inventory is sourced** to fulfil the replenishment demand.

| Field | Description |
| --- | --- |
| **Allocation Rule** | Selects the allocation strategy (e.g., FIFO, FEFO) for picking stock from source locations. |
| **Allocation Round Up** | Determines if replenishment quantities should be rounded up (e.g., to full cases). • **Yes** – Rounds quantities up to the nearest case/UOM. • **No** – Picks exact required quantity. |

## 🧭 Accessing Replenishment Template

You can access Replenishment Templates in two ways:

- From the **Navigation Menu**, search for **"Replenishment Template"**.
- Or navigate to: `Configuration > Functional Area Setup > Replenishment Setup > Replenishment Template`

## 🛠️ Step-by-Step: Configuring the Demand and Supply Tabs

Click on the Red Action Button![red action button](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/red%20action%20button.png), this will bring up a drop-down menu, and select "Add"

![add uom](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/image-1664033249991.png)

### Name your Template

![replen temp general tab](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/replen%20temp%20general%20tab.png)

Enter the name of your Template and ensure that![active checked](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/active%20checked.png)is checked.

### 📥 Demand Tab Configuration

![](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/image-1748955495859.png)

### 

#### ➤ Requirement Section

1. **Select a Demand Type** From the dropdown, choose one of the following options:
  - **Permanent Location Capacity**
  - **Pool and Wave by Quantity**
  - **Pool by Quantity**
  - **Pool by Optimal UOM**
2. **Add an Item Selection** Click **Add** or **Select** to choose an existing *Item Selection*.

> This defines which items should be considered for replenishment.
3. **(Optional) Add a Shipment Selection** If you're using a pool or wave-based demand type, you can narrow the focus by selecting specific shipments.

#### ➤ Target Section

1. **Add a Target Location Selection** Choose or create a *Location Selection* to define which warehouse locations should be replenished.
2. **(If Applicable) Add a Locating Rule**
  - Only required when using Pool-based demand types.
  - Select a *Locating Rule* to guide how the system chooses specific destination locations within the target selection.

### 🚚 Supply Tab Configuration

![](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/image-1748955586525.png)

1. **Select an Allocation Rule** Choose the appropriate *Allocation Rule* (e.g., FIFO, FEFO) that governs how stock is picked from supply locations.
2. **Set Allocation Round Up** Choose whether to round replenishment quantities:
  - **Yes** – Rounds to nearest case/UOM.
  - **No** – Uses exact required quantity.

---

Once all fields are complete, click **Submit** to save your Replenishment Template.

Once you have selected and entered the required fields, click on the submit button![submit button(1)](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/submit%20button(1).png) to add.

It determines what location items are putaway depending on a set condition.

### 

A query of records based on predefined criteria of Locations.

A query of records based on predefined criteria allows a more straightforward configuration of items.

Used within Replenishment Template, it will define what items and quantities are needed

It determines what location items are putaway depending on a set condition.