Fulfill replenishment and transfer lists

Objective

Update received or moved quantities, assign ownership, confirm fulfillment time, and mark lists fulfilled or partially fulfilled.

Prerequisites

• A planned replenishment or transfer list exists.
• You have access to the list and its location.
• Owners and managers can assign lists to teammates.

Step-by-step Instructions

1. Open a list

   On Replenishment Lists, use the Open tab and click View for the supplier order or transfer. Transfer rows may also show Fulfilled and Partial actions directly in the table.

   

2. Update notes and assignment

   For supplier lists, edit Shopping list note and click Update. For transfers, edit Transfer note and click Update. Click Assign, choose a teammate, and click Assign when ownership should be tracked.

   

3. Confirm actual quantities

   For supplier replenishment, update Received Quantity for each item. For transfers, update Transferred Out and Transferred In quantities. Lower-than-planned quantities create a partial fulfillment state.

   

4. Fulfill the list

   Click Fulfill. In Confirm fulfillment time, adjust Fulfillment time if needed and click Confirm. Review any conflict warning before continuing.

   

Success Criteria

The list moves from Open to History with Fulfilled or Partially Fulfilled status, and inventory reflects the received or transferred quantities.

Troubleshooting Tips

• If conflict warnings appear, review recent counts before confirming fulfillment time.
• If Assign is missing, your role may not allow assignment changes.
• If the list stays open after Confirm, review the error message and retry after correcting quantities or connection issues.