Use the Retail Store Replenishment Report to Plan Store Transfers

Purpose: For distribution, inventory, and store managers who need to decide what to send to each store, how much, and how urgently, based on actual sell-through.

Before you start

• You'll need access to Flourish Analytics and the Company-Level Demand Planning & Replenishment Workbook.
• The report refreshes at about 8am ET. Check the Load Datetime column to see exactly when the data was updated.
• Quantities are in each item's own unit of measure (grams, eaches, etc.).

Steps

1. Open the report
   • In Flourish, go to Analytics > Company Inventory > Demand Planning & Replenishment Workbook.
   • Select the Retail Store Replenishment tab.
   • Filter the Facility Name to the store you're planning for. Each row is one item at one facility. The same item appears once for every store that stocks or sells it.
2. Pick the planning cadence that matches how you order
   • The report carries two plans side by side on every row. Use the set that matches how the store actually receives products.
   • Continuous (you send product whenever it's needed): read Replenishment Status, Days of Supply, and Suggested Send Qty. This plan covers 19 days: a 2-day lead time, a 3-day safety buffer, and 14 days of coverage.
   • Weekly (you send on a fixed weekly order): read Weekly Replenishment Status, Weeks of Supply, and Suggested Send Qty Weekly. This plan covers 12 days: a 2-day lead time, a 3-day safety buffer, and one 7-day order cycle.
   • The weekly suggestion is usually smaller than the continuous one. That's expected because it covers a shorter window.
3. Work the queue from most to least urgent
   • Sort by Replenishment Status Sort (or Weekly Replenishment Status Sort) ascending. 1 is the most urgent.

4. Check how much history the suggestion is based on
   • Look at Demand Confidence next to the suggested quantity. HIGH means the item was in stock long enough to reliably measure demand. LOW — THIN HISTORY or NO HISTORY means use your judgment before sending.
   • On the weekly plan, also check the Demand Pattern:
     • STEADY (sold in 10+ of the last 13 weeks): trust the suggested quantity.
     • INTERMITTENT (4–9 weeks) or SPORADIC (1–3 weeks): sales are lumpy. Order on your regular cycle and treat any one-week forecast as rough.
     • NO SALES: no sales in the last 13 complete weeks.
5. Check stock set aside in non-sellable areas - Custom Request via Support
   • If your company has excluded areas configured (for example, quarantine, retain holds, or waste awaiting destruction), stock in those areas isn't counted as available coverage. Please coordinate with Flourish Support to add exclusion areas.
   • The stock is still shown, not hidden. Excluded Area Qty, Excluded Area Names, and Excluded Area Cost Value show how much was set aside and where it is.
6. Build the transfer in Flourish
   • Use Suggested Send Qty (or Suggested Send Qty Weekly) as the starting quantity. Then create the transfer or order in Flourish as usual.
   • Confirm what's actually available at your distribution facility in Flourish before you send. The report supplies demand. Flourish is the source of truth for what you can ship today.

How substitutes are handled

• The report groups items that can replace each other (by category and pack size). When an item sells out but a substitute is on the shelf, the sale usually moves to the substitute. That's why RESTOCK — COVERED ranks below SEND NOW. Only when a whole group is out is it a true lost sale.
• Substitution Group Key shows which group an item belongs to. Group Items In Stock and Group On Hand Qty show how the group is doing overall.
• Grouping depends on your item catalog. If Group Items In Stock is always 1, items aren't being grouped. Check that category and size/weight are filled in consistently on your items.

Best Practices

• Total quantities, not ratios. You can safely add up on-hand, units sold, revenue, and suggested send quantities. Don't average Days of Supply or other rates across items. Instead, divide the total on-hand by the total daily demand for the group.
• Don't add up across units of measure. A category that mixes grams and eaches gives a meaningless total. Filter or split by UOM first.
• Filter to your retail facilities. Running the report across cultivation or manufacturing facilities alongside stores will mix bulk and packaged quantities.
• Use the right tab for the job. The Item Demand tab is sized for vendor purchase orders and looks further ahead, so it suggests larger quantities than this tab for the same item. Both are correct for their purpose. Use this tab for store transfers.
• Prefer Weekly Demand Trend over WoW Change %. It compares last week to the 4-week average and is much less jumpy for slow movers.

Troubleshooting

• An item shows OK but has a suggested send quantity. This is normal. The status tells you whether the item has crossed its send point. The quantity reaches the full coverage target.
• Weekly numbers look low on a Monday. The weekly columns start at the last complete week. The current partial week is left out on purpose, so a one-day week doesn't look like a drop in demand.
• On-hand looks lower than what's on the shelf. Check Excluded Area Qty and Excluded Area Names. That stock may be sitting in an area your company has marked as non-sellable.
• An area should (or shouldn't) be excluded. Contact Flourish Support with the facility and the exact area names. If you rename an excluded area in Flourish, let Support know, because the exclusion matches on area name.
• A retired item doesn't appear. When an item is replaced by a new one, its sales history and stock carry over to the replacement item's row.