Which item, at which location?
Focus replenishment on the stock and destinations that need attention.
CAPABILITIES / PURCHASING & REPLENISHMENT
Plan the next purchase.
Keep supply in view.
Bring restock settings, vendor information, purchase orders, and incoming stock into a clearer purchasing process.
PURCHASING & REPLENISHMENT
Connect the decisions
before stock reaches the shelf.
Give buyers a place to review what needs attention and follow the work after an order is created.
RESTOCK SETTINGS & PLANS
Make the replenishment
assumptions visible.
Configure item and location restock settings using quantity or days-of-stock targets. Supported forecasting inputs include direct sales, planning demand, or actual depletion, depending on your setup. Restock plans bring selected items together for review.
Field kit / Main warehouse
12On hand
24On an open PO
60Configured target
A planning illustration, not an ORCA forecast formula. Demand basis, allocations, timing, and location settings influence the actual plan.
What is driving the need?
Review configured quantity or days-of-stock targets and the supported demand inputs.
What should happen next?
Consider incoming supply before reviewing quantities to buy, build, or replenish.
VENDORS & PURCHASE ORDERS
Keep the supplier and
the order in context.
Maintain vendor records, contacts, terms, and item associations. Purchase-order views bring vendor, location, order status, due date, and ETA into the same workspace.
Summit Components
- Contact
- Purchasing desk
- Terms
- Configured vendor terms
- Items
- Linked supplier items
- Pricing
- Purchase price lists
PO-2048
- Vendor
- Summit Components
- Destination
- Main warehouse
- Quantity
- 24 field kits
- Timing
- Due date & ETA
Illustrated records. Keep vendor information, the purchase order, and its destination connected.
BUILD/BUY REVIEW
Check the plan
before creating the work.
Configured build/buy sessions support reviewing selected rows and their source context. Buy rows are checked for quantity, vendor, terms, and unit cost; missing details are surfaced for review. Creating purchase orders or build tasks is a separate action with the appropriate permissions.
REVIEW BEFORE CREATING WORKCatch the missing detail
Catch the missing detail
while it’s still a plan.
Configured build/buy review surfaces incomplete buy rows. Creating a purchase order or build task remains a separate, permission-controlled action.
Quantity24 unitsReady
VendorSummit ComponentsReady
TermsNot selectedReview needed
Unit costNot enteredReview needed
Example checks, not a live purchasing session.
INCOMING STOCK & RECEIVING
Follow what is coming
and what has arrived.
Use open, in-transit, pending-received, and received purchase-order views to follow purchasing work. Supported receiving workflows connect ordered and received quantities with inventory destinations.
PO-2048 / MAIN WAREHOUSE
Open purchase order
Keep the commitment in view.
Review the vendor, ordered quantities, destination, due date, and ETA while the purchase order is open.
Explore the views without changing a real order. Receiving steps and available actions depend on your workflow.
A CLEARER BUYING CONVERSATION
Answer the questions
behind the next purchase.
“Do we need more?”
Review stock, configured targets, and planning inputs together.
Review the need ↑“Is the plan ready?”
Check quantities, vendors, terms, and costs before creating work.
Check the details ↑“What’s already coming?”
Follow purchase-order views and the handoff to receiving.
Follow incoming stock ↑COMMON QUESTIONS
Start with the way you buy.
Does a restock plan automatically place an order?
Planning and creating purchasing work are separate steps. The available actions depend on the configured workflow and user permissions.
Can replenishment differ by location?
Yes. Restock settings associate items with locations and can include quantity or days-of-stock targets.
Can we plan items we build as well as buy?
Configured build/buy workflows support both purchase-order and build-task actions. We’ll review your item setup and production process to determine the right fit.
Will a forecast prevent every stockout?
Planning depends on the quality of inventory and demand data, the chosen assumptions, and supplier performance. Your team still reviews quantities and delivery expectations.
BUILT AROUND YOUR BUSINESS
Plan purchasing around your business rules.
Supplier processes, approval steps, planning inputs, and system connections vary. We can scope the extensions needed to connect purchasing to the way your team makes replenishment decisions.
LET’S WALK THROUGH IT
Bring your purchasing routine.
We’ll walk through an item, its replenishment settings, and the path from planning to receipt.