Create demand replenishment service rule

Allows you to activate or deactivate the replenishment service for specific members. Only members who have the rule enabled can generate supply alerts and carry out demand planning.

These settings allow you to customize the control of the replenishment flow, considering that:

• does not always replenish supplies for all customers/printers

• not always replenishing all types of supplies/consumables

• only alerts relevant to the operation are generated

By default, the system will have a rule called Default enabled and applied to all members, relating to toner and cylinder supplies.

If rules are adjusted or created, you must wait for the next round of readings to be processed before the rule takes effect.

Instructions

1. Make sure that the replenishment service is enabled on the printers that are members of the enabled rules, as instructed below:

   1. Go to the Monitoring > Printers menu

   2. Click on the name of the desired printer to open its properties

   3. Click on the Services and Replacement tab

   4. Check the Enabled option

   5. Click the Save button

2. Go to the Settings > Supplies menu

3. Locate the Replenishment service option

4. Click the Open button

Activate rule for all members

The NDD Orbix portal has a standard rule, called Default, which will be applied to all members of the system for toner and cylinder supplies.

If you want all members to generate alerts and demands, follow the steps below:

1. Click on the rule name Default to open its properties

2. Enable the rule to make it active

3. Click the Save button

Create rule for specific members

If you want specific members to generate alerts and demands, follow the steps below:

1. Click on the rule name Default to open its properties

2. Disable the rule to make it inactive

3. Click the Save button

4. Click the ✚ button in the top right corner

5. Enter the name of the rule

6. Enable the rule to make it active

7. Click the + Add button to add the members of the rule

8. Select the members according to the desired hierarchy

9. Click the Add button to add the member and remain on the add screen or the Add and Close button to add the member and return to the register

10. Click the Save button to create the rule and return to the grid, the Save and Open button to create the rule and open its settings, or the Save and Create button to create the rule and remain on the creation screen

To edit or delete a rule, go to Edit or delete records.

Add exceptions to the default rule

If you want all but a few members to generate alerts and demands, follow the steps below:

1. Enable the Default rule, as instructed in Activate rule for all members

2. Click the ✚ button in the top right corner

3. Enter the name of the rule

4. Disable the rule to make it inactive

5. Click the + Add button to add the members of the rule

6. Select the members according to the desired hierarchy

7. Click the Add button to add the member and remain on the add screen or the Add and Close button to add the member and return to the register

8. Click the Save button to create the rule and return to the grid, the Save and Open button to create the rule and open its settings, or the Save and Create button to create the rule and remain on the creation screen

The specific rules will take precedence over the default rule.

To edit or delete a rule, go to Edit or delete records.

Add or remove members from the created rule

1. Click on the rule name to open its properties

2. Click on the Members tab

To add members to the rule, follow the steps below:

1. Click the ✚ button in the top right corner

2. Select the members according to the desired hierarchy

3. Click the Add button to add the member and remain on the add screen or the Add and Close button to add the member and return to the grid

To remove members from the rule, follow the steps below:

1. Select the desired members

2. Click the 🗑 button in the top right corner

3. Click the Confirm button in the message box to confirm the removal

It is not possible to add or remove members from the Default rule, as it is intended to be applied to all members.

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