Back to Workflows
Workflow
Marketing & Digital Agencies

Inventory Replenishment for Marketing & Digital Agencies

Monitors inventory levels and triggers restocking when items fall below defined thresholds.

Trigger: Inventory level reaches reorder point or scheduled replenishment review date arrives
Total: 3-10 business days
5 stages
Compliance Note

Includes provisions for Australian Consumer Law (ACL), Privacy Act compliance for customer data, and ACMA spam regulations.

Workflow Stages

1

Inventory Level Review

Assess current inventory levels against reorder points and forecast upcoming demand.

Inputs

  • Inventory management system data
  • Reorder point thresholds
  • Demand forecast

Outputs

  • Replenishment needs report
  • Priority ranking of items
  • Quantity recommendations
Inventory Manager
2-4 hours
2

Replenishment Brief Creation

Create purchase orders for items that need replenishment, selecting the appropriate vendor and quantities.

Inputs

  • Replenishment needs report
  • Vendor catalog and pricing
  • Lead time data

Outputs

  • Draft purchase orders
  • Vendor selection confirmed
  • Expected campaign delivery dates calculated
Procurement Specialist
1 day

Decision Points

  • Should an alternative vendor be considered for better pricing or availability?
3

Brief Approval

Obtain budget approval for the replenishment orders per the purchasing authority matrix.

Inputs

  • Draft purchase orders
  • Budget availability
  • Approval thresholds

Outputs

  • Approved purchase orders
  • Budget allocation confirmed
  • Orders released to vendors
Operations Manager
1 day
4

Brief Tracking

Monitor the status of replenishment orders and communicate any delays or issues.

Inputs

  • Brief confirmations
  • Vendor tracking information
  • Expected campaign delivery schedule

Outputs

  • Brief status updates
  • Delay notifications if applicable
  • Revised campaign delivery timeline
Procurement Specialist
Until delivery
5

Receiving and Stocking

Receive delivered inventory, inspect quality and quantity, and update stock records.

Inputs

  • Campaign delivery shipment
  • Purchase brief for verification
  • Quality inspection checklist

Outputs

  • Receiving report
  • Inventory records updated
  • Discrepancy report if applicable
Warehouse Coordinator
1 day

Decision Points

  • Does the received quantity and quality match the brief?

Frequently Asked Questions

What happens when a supplier cannot fulfill an brief?

An alternative supplier is contacted from the approved vendor list. If no alternative is available, the operations manager is alerted to determine a contingency plan.

How is inventory accuracy maintained?

Regular cycle counts are performed throughout the year, supplemented by annual physical inventory counts, to verify system accuracy and correct discrepancies.

How are reorder points determined?

Reorder points are calculated based on average daily usage, supplier lead time, and a safety stock buffer to account for demand variability.

Ready to implement this workflow in your business?

Our team can implement this workflow into your business operations with custom tools and training.