01Define the pick face and trigger
Maintain the warehouse, zone and location IDs for reserve and forward-pick stock, plus the SKU, unit, minimum, target, maximum and review method. Use actual demand and open tasks rather than a fixed threshold copied across unlike products. Distinguish planned top-up, demand-driven, stockout, wave or exception replenishment. Record who may change the trigger and why; a higher maximum can create congestion or expiry exposure rather than better service.
02Calculate the net requirement
Start with released or forecast demand for the planning horizon. Subtract usable pick-face stock and confirmed inbound replenishment, then add any safety or presentation quantity defined by policy. Exclude damaged, held, expired, wrong-lot, customer-owned or inaccessible units. Check unit conversions between pallet, case, inner and each. Avoid double demand when the same orders appear in both a wave and a manual emergency request. Compare the calculated movement with the destination maximum and the smallest executable package. If a full case exceeds the available slot, record whether the local process permits case breaking or a partial task. Keep the rounding method visible so repeated top-ups do not gradually overstate available pieces.
03Create an executable task
Give the task a unique ID, creation time, priority, source, destination, SKU, lot or serial scope, unit and requested quantity. Link the demand or trigger record. Confirm source availability and destination capacity before release. Reserve the task quantity in a way that prevents another movement from taking it, while keeping the status visible so reserved units are not counted as both available reserve and replenishment in process.
04Verify the source pick
At reserve storage, verify location, product or package identity, lot, expiry, status and unit. Apply the approved rotation rule and record any exception. Count or scan actual quantity removed and leave a clear source balance. If the source is empty, blocked or different, do not silently borrow from another bin; short the task or obtain an authorized alternate source so the movement history stays complete.
05Protect destination and active work
Confirm the pick-face label and physical capacity before placement. Control aisle access, equipment interaction and simultaneous picker activity under the facility safety process. Keep incompatible lots, statuses or ownership separate. Do not overhang, obscure labels or exceed rack and container limits to complete a system quantity. If the destination cannot accept the movement, hold the task in a visible in-process location. Define how released picks already assigned to the face will behave during refill. If a picker takes units between the destination count and confirmation, record that consumption through the normal event sequence rather than forcing the replenisher to make the final balance look correct. Escalate repeated concurrent-work conflicts to slot or wave design.
06Post completion at the destination
Record actual quantity, destination, operator and time when units are placed and usable for picking. Preserve parent-child package changes when cases are opened. Reconcile requested, source-picked, destination-placed, damaged and remaining quantity. Update availability according to the defined stocking event; GS1 distinguishes movement into storage from stocking that makes objects available for order fulfillment.
07Measure failures and tune the rule
Review pick-face stockouts, emergency replenishments, shorts, abandoned tasks, pick interruptions, excess travel, repeated overfill, expiry and location errors by SKU and slot. Separate demand error, slot capacity, reserve shortage, task priority, execution delay and master-data cause. Change minimum, maximum, slot or task timing only with before-and-after evidence and an owner for follow-up. Use a stable denominator such as released lines, units picked or active faces when comparing periods. Record whether a failure occurred before task creation, while waiting, during source pick or at destination. This timing prevents a fast operator from masking a weak trigger and prevents the planning rule from being blamed for unavailable reserve inventory.