Replenishment
Requires.
- Operations Plus enabled, and
- Inventory Management / Assignments permission anywhere.
Replenishment is the auto-restock engine. Select a company, hierarchy, location, technician, or vendor, and SecurityTrax compares that target's inventory against configured Min and Base levels. Items below their target can be turned into purchase orders.
This tab only appears when your company has the Operations Plus add-on active. Without it, the tab is hidden and the auto-replenish workflow isn't available.
What the page shows
The first step asks what you want to replenish.
| Field | Required? | Type | Validation | Notes |
|---|---|---|---|---|
| Type | Yes | Select | Must be one of the available target types. | Target types can include company, hierarchy, location, technician, or vendor depending on configuration. |
| Target | Yes | Select | Must match the selected Type. | The recipient or group SecurityTrax calculates restock needs for. |
After you click Next, SecurityTrax shows replenishment candidates. Columns vary slightly by configuration, but generally include:
- Recipient — who needs the restock.
- Equipment — what they're short on.
- On Hand — current count.
- On Order — what's already inbound.
- Min / Base — the configured thresholds (Min triggers the suggestion; Base is the refill target).
- Difference — how many units short.
From there you can create purchase orders for the selected candidates. Generated purchase orders open in Company Inventory so you can review and receive them like any other PO.
Run in the background
Instead of clicking Next and waiting for the results, you can click Background to run the calculation in the background. This is useful for large runs — company-wide replenishment or a big hierarchy — that would otherwise take a while to load.
When the background run finishes, you receive a notification with a link. Open the link to review the replenishment candidates and create purchase orders, just like the Next flow.
If the run finishes and nothing is below its Min threshold, opening the link shows a success notice: "Replenishment ran successfully — nothing needs to be replenished at this time."
Configuring thresholds
Min and Base can come from recipient-specific settings or Equipment Templates, depending on how your company is configured.
Related
- Operations Plus — what this paid feature includes.
- Purchase Orders — the queue where replenishment-generated POs end up.
- On Hand — where you'd notice the shortage first.