Truck Replenishments Using Vendor Managed Inventory (VMI)

Truck Replenishments Using Vendor Managed Inventory (VMI)

The following document contains detailed instructions for Truck Replenishment when using Vendor Managed Inventory (VMI)

When Vendor Managed Inventory (VMI) is used, items that are consumed from a technician’s truck will be restocked by ordering them from the VMI vendor using a Purchase Order. 
The Replenishment List will be used to create those POs.

All Purchase Orders created from the Replenishment list use the Replenishment Purchase Order Type.

The Purchase Orders, created for each truck, will be submitted to the on-site vendor who will fulfill each order, placing the items a Bin which will be picked up by each technician.

When the tech picks up their bin they’ll use a copy of the PO to be sure all the items in the order are in their bin. The techs will sign off on the PO and turn it in to their branch warehouse team.

Now, with the tech’s validation, the PO in ServiceTitan will be Received. The Receipts can then be exported to our accounting system, where the AP Accounting team can match them to the invoices we received from the vendor. 

To ensure our techs always have the materials they need, Replenishment POs should be created multiple times per week and orders should be picked up by techs AT LEAST every 3 days.

Replenishment orders that have not been picked up for 3 days need to be received with the contents of the bin being validated by a member of the warehouse team. The technician’s manager should be notified.

The following video walks you through replenishment using Vendor Managed Inventory.

    • Related Articles

    • Replenishment Flowchart When Using Vendor Managed Inventory (VMI)

      This flowchart walks you through the Replenishment process when using Vendor Managed Inventory (VMI). You can learn about the process in detail in the following article- Truck Replenishment using Vendor Managed Inventory

    • Understanding Truck Replenishment

      What is Truck Replenishment? Inventory Replenishment is the process of restocking the items that a technician has used from their existing truck stock while performing a job. What Should be on the Truck? The truck your technician drives each day does ...

    • Replenishment Flowchart When Using Existing Warehouse Stock (including Consignment)

      This flowchart walks you through the Replenishment process when using existing warehouse stock including Consignment Inventory. You can learn about the process in detail in the following article- Truck Replenishment using Existing Warehouse Stock ...

    • Replenishing Trucks Using Existing Warehouse Stock (Including Consignment)

      When stock is used from a truck, the items used are added to the replenishment list. The replenishment list is used to restock the truck by either creating Purchase Orders from the vendor we acquire the parts from or, by creating Transfers to restock ...

    • Purchasing and Inventory Documentation and Workflows

      The following links will take you to Knowledge Base articles with detailed information related to the topic including process documentation and video walkthroughs. Purchasing and Receiving Process Purchasing and Receiving Process Overview Creating ...