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Retail & ecommerce

Store Replenishment & Shelf Availability

Connect store stock observations, replenishment proposals, exception approvals, transfers and confirmation of shelf recovery.

Request a tailored demonstrationExplore the interface

14 workspace menus · 5 role profiles · Connected records

Designed for retail merchandising and store operations directors

Store Replenishment & Shelf Availability workspace interface preview; illustrative records and figures.
Store Replenishment & Shelf Availability — operational workspaceInterface preview · Illustrative dataView full interface →

Explore the system interface.

Operational workspace and record review. Select a screen to inspect it in full.

Store Replenishment & Shelf Availability workspace interface preview; illustrative records and figures.
Store Replenishment & Shelf Availability — operational workspaceInterface preview · Illustrative dataView full interface →
Store Replenishment & Shelf Availability record interface preview; illustrative records and figures.
Store Replenishment & Shelf Availability — record and workflow reviewInterface preview · Illustrative dataView full interface →

Operational dashboards and work queues.

Operational views

Review work, evidence, exceptions and authorised decisions within a defined operating scope.

Store / channelPeriodAssigned teamReview state

Dashboard measures

  • Active allocation records
    Count of all records in the selected workspace.
  • Review queue
    Records at the third stage of the business workflow.
  • Needs attention
    Records with an assigned review requirement.
  • Final-stage records
    Records in the fourth business workflow stage.

Business workflow and operating scope

Connect store stock observations, replenishment proposals, exception approvals, transfers and confirmation of shelf recovery. Stock in a store does not guarantee availability on the shelf. The system links observed gaps to replenishment or transfer actions and accountable confirmation, allowing merchandising and store teams to see whether an approved response actually restored availability.

Operational visibility

  • On-shelf availability
  • Inventory / resource availability
  • Order fulfilment dashboard
  • Exceptions and ageing
  • Movement and reconciliation report

Operations

Operational overview

Review the work position and priority actions.

Stock and shelf observations

Coordinate stock and shelf observations with assigned responsibilities, linked records and review history.

Replenishment proposals

Coordinate replenishment proposals with assigned responsibilities, linked records and review history.

Rule-based review

Coordinate rule-based review with assigned responsibilities, linked records and review history.

Exception approvals

Coordinate exception approvals with assigned responsibilities, linked records and review history.

Store transfer tasks

Coordinate store transfer tasks with assigned responsibilities, linked records and review history.

Shelf recovery confirmation

Coordinate shelf recovery confirmation with assigned responsibilities, linked records and review history.

Availability reporting

Coordinate availability reporting with assigned responsibilities, linked records and review history.

Confirmation of shelf recovery

Coordinate confirmation of shelf recovery with assigned responsibilities, linked records and review history.

Accountable confirmation

Coordinate accountable confirmation with assigned responsibilities, linked records and review history.

Insights

Reports and saved views

Review the reporting scope and export agreed operational views.

Governance

Approvals and exceptions

Review delegated decisions, exceptions and recorded conditions.

Audit history

Trace accepted changes, decisions and accountable actions.

Access and configuration

Manage the agreed role permissions and configurable operating rules.

The end-to-end business journey.

From intake to authorised completion, with evidence at each decision.

01

Observe stock and shelves

Collect stock and shelf observations.

02

Propose replenishment

Propose replenishment orders.

03

Approve exceptions or transfers

Approve exceptions and store transfers.

04

Confirm shelf recovery

Confirm shelf recovery.

Governance and control

  • Every movement must identify item/resource, quantity, origin, destination and accountable user.
  • Inventory-impacting transactions must be validated and auditable.
  • Shortage, damage or substitution requires an authorised exception path.
  • Handover evidence is required before completion where custody changes.
  • Reconciliation must detect unmatched orders, movements or receipts.

Accountable roles

Store associate
Replenishment planner
Merchandising reviewer
Transfer approver
Store supervisor

Permissions are configured and tested for the agreed responsibilities.

Data, interfaces and operating requirements.

Core records

Item / resourceLocationOrder / requestInventory / availabilityMovementTaskHandover / proofException

Systems and interfaces

  • POS sales feeds
  • Inventory records
  • Approved replenishment rules

Interface scope, data mapping and testing are agreed for each engagement.

Implementation requirements
POS and inventory interfaces; validated replenishment rules; optional forecasting model.

Mobile and tablet access

Capture shelf observations and confirm replenishment at the point of work.

Access approved workflows through the Dalfin mobile app. Device tasks and permissions are confirmed for the deployment.

Apple App Store ↗Google Play ↗

AI extensions

Assess demand forecasting as a separate service using validated sales and stock history.

AI extensions are scoped around the required data, business outcome and review controls.

Engineered with Genesis.

Structured application engineering

Connect requirements, roles, records, workflows and interfaces through the agreed Genesis engineering process.

Controlled changes

Review dependency impact and validation requirements. Context Memory supports governed changes and accepted application revisions.

Deployment and support

Agree customer cloud or on-premises requirements, device access, implementation acceptance and ongoing engineering support.

An example operating scenario

See the process, its exception and the evidence.

A shelf gap produces a replenishment proposal. A stock constraint requires a reviewed store transfer, the movement is authorised and the store confirms that the shelf has recovered. The original observation and exception remain visible in the record.

What to review

  • A saved end-to-end transaction
  • An exception and its authorised resolution
  • Different operator, approver and reviewer permissions
  • Final records, history and the relevant report
Discuss this solution

Questions before implementation.

How is this system adapted to our organisation?

Roles, approval authority, business rules, records and reporting are configured around your operating model. Scope definition connects the required business outcome to workflows, interfaces and acceptance criteria.

How are approvals and responsibilities defined?

Operators, reviewers and authorised decision makers have defined responsibilities. Approval limits, exception handling and access permissions are agreed with your business owners and tested against the selected workflows.

Can it connect with our existing systems?

Interface requirements cover your existing business systems, data ownership, mapping and authentication. Connection design and testing form part of the agreed implementation scope.

What will we review in a solution walkthrough?

Start with a relevant business transaction, then review its approvals, an exception, role permissions and final records. Discuss the integrations, reporting and operating requirements that matter to your organisation.