Question 1

Assisty Helpdesk Master Guide: Your Comprehensive Resource for Using Assisty

Accepted Answer

Welcome to Assisty! This section will help you get started with Assisty and provide an overview of its key features. Whether you're a new user or need a refresher, this guide will walk you through the initial steps to ensure a smooth onboarding process.

Signing Up: Visit the Shopify App Store and search for "Assisty". Click on the Assisty app listing, and then click the "Add app" or "Get" button to install the app to your Shopify store. Follow the prompts to authorize the installation and grant necessary permissions.
Exploring the Report Library: Assisty provides a comprehensive report library with pre-built reports covering various aspects of your business, such as sales, inventory, vendors, and customers. Take some time to explore the available reports and understand their purpose and metrics.
Customizing Reports: While the pre-built reports offer valuable insights, you may have specific requirements or need to focus on specific metrics. Assisty allows you to customize reports by adding or removing columns, adjusting filters, and selecting different time ranges. Learn how to customize reports in the Customizing Reports section.
Creating Dashboards: Dashboards are a powerful tool to visualize and monitor your business data. Assisty offers pre-built dashboards and the ability to create cus

Question 2

Streamline Your Product Replenishment with Key Inventory Reports

Accepted Answer

Description: Discover a range of essential inventory reports designed to enhance your product replenishment process. From inventory planning and replenishment by product variants to days of inventory remaining and targeted replenishment for fast and steady-moving products, these reports provide valuable insights and recommendations to optimize your inventory management. Streamline your product replenishment efforts, minimize stockouts, and maximize profitability with these powerful inventory reports.

Inventory Planning: This report helps you plan your inventory replenishment based on factors such as sales trends, lead time, and stock cover days. It provides insights into the optimal replenishment quantity for each product variant, ensuring that you maintain adequate stock levels while minimizing excess inventory.
Inventory Replenishment by Product Variants: The Inventory Replenishment by Product Variants report provides a detailed overview of the replenishment needs for each product variant. It includes information such as current stock levels, sales velocity, and reorder points, allowing you to prioritize and streamline your replenishment efforts.
Days of Inventory Remaining by Product Variant: [This report](https://help.assisty.ai/en/article/days-of-inventory-remaining-by-product-variant-1

Question 3

Inventory Replenishment for Steady-Moving Product Variants

Accepted Answer

The Inventory Replenishment for Steady-Moving Product Variants report in Assisty allows you to focus on product variants that have steady sales performance. These variants fall within the sales ranking range of the top 20% to 50%. By analyzing this segment, you can effectively manage inventory replenishment for products that consistently generate sales. Follow the steps below to access and utilize this report effectively.

Step 1: Accessing the Inventory Replenishment for Steady-Moving Product Variants Report

Log in to your Assisty account.
Navigate to the Report Library section.
Select the "Replenishment" category.
Choose the "Inventory Replenishment for Steady-Moving Product Variants" report.

Step 2: Selecting the Date Range

On the report page, locate the date range selection feature.
Click on the date range input field to open the calendar.
Choose the start and end dates that correspond to the time period for which you want to analyze the sales data.
Once you've selected the desired date range, click "Apply" to update the report with the new data.

Step 3: Understanding the Report Metrics

The Inventory Replenishment for Steady-Moving Product Variants report provides important metrics that help you make informed re

Question 4

What should I do if I need to customize a report in Assisty?

Accepted Answer

Assisty offers a robust customization capability to tailor reports according to your specific requirements. If you find that the existing reports do not fully meet your needs, we have a solution for you! Our dedicated product team is ready to assist you in creating custom reports that align with your business objectives. Here's what you need to do:

Define Your Customization Requirements:

Clearly outline the modifications or additional features you would like to see in the report.
Provide specific details, such as the desired data fields, calculations, filters, or visualizations.

Prepare Supporting Materials:

To help our product team understand your requirements better, provide an Excel template or a screenshot of a similar report that demonstrates the desired layout and data presentation.
Include any additional notes or explanations to clarify your customization needs.

Reach Out to Our Support Team:

Contact our support team or reach out through our designated communication channel.
Share your customization requirements and the supporting materials with our team.
Our support team will guide you through the process and ensure that your customization needs are understood.

Custom Report Development:

Once we receive your customization request, our product team will assess the feasibility and complexity of the customization.
Our team will work closely with you to refine the requirements and provide an estimated timeline

Question 5

Adding New Columns

Accepted Answer

Discover how to add additional columns to your report to include more metrics or attributes for deeper analysis.

Assisty provides the flexibility to add new columns to a report, allowing you to include additional metrics or attributes that are relevant to your analysis. By adding new columns, you can enrich the report with the specific data points you need. Follow the steps below to add new columns to a report:

Access the column management section of the report by clicking on the Configuration Icon located on the top-right corner of the report page. This icon is typically represented by a gear or settings icon.
Within the column management section, you will see the list of currently included columns in the report.
To explore additional columns that can be added to the report, click on the "More Columns" option. This will open a popup window displaying all the possible columns available for the current report.
In the popup window, browse through the list of columns to find the one you want to add.
Click on the name of the column you wish to include in the report.
After clicking on the column name, it will be selected and added to the report.
If you wish to add more columns, repeat steps 4 to 6.
Once you have selected all the desired columns, click on the "Apply" button to make the changes effective.
The report will refresh, and the newly added colu

Question 6

Applying Filters

Accepted Answer

Filters allow you to refine your report's data by selecting specific criteria that match your analysis needs. In our app, you can easily apply filters to your report by following the steps outlined below.

Accessing the Filter Menu

Locate the filter icon at the top left of the report. It is typically represented by a funnel or filter icon.
Click on the filter icon to open the filter menu.

Adding a Filter

In the filter menu, you will see a dropdown menu to select the filter column. Choose the desired column on which you want to apply the filter. The available filter columns will depend on the specific report you are viewing.
Once you select the filter column, the next step is to choose the operator. The operator defines the relationship between the filter column and the value you specify. Common operators include "equal to," "not equal to," "contains," "not contains," "greater than," "less than," and more.
After selecting the operator, you can now choose the value for the filter. The available values will depend on the chosen filter column. For example, if you select the filter by product collection, the app will populate the filter value dropdown with the available product collections. You can select multiple values by ticking the checkboxes next to each value.
Repeat the above steps to add multiple filters to your report. Each additional filter will further

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