Assisty Workflow Guide

This guide outlines key workflows that Shopify merchants can apply using Assisty to streamline inventory management, improve forecasting accuracy, and automate replenishment operations.

1. Inventory Replenishment Workflow

Goal: Reorder the right products at the right time to prevent stockouts and overstocking.

Steps:

Navigate to the Replenishment Center.
Review product recommendations based on AI demand forecasting.
Customize parameters such as supplier lead time and stock cover days.
Generate a purchase order (PO) with one click.
Receive stock and automatically sync it to Shopify.

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2. Multi-Location Inventory Planning

Goal: Ensure stock availability across all store locations.

Steps:

Open the Multi-location report in Assisty.
Review current inventory levels per location.
Identify low-stock locations and transfer stock from overstocked ones.
Use forecast data to plan inter-location transfers.
Monitor the results and adjust stock transfer rules as needed.

3. Supplier-Based Reordering

Goal: Plan and execute purchases by supplier.

Steps:

Go to the Supplier View in Replenishment Center.
Select a supplier and review product suggestions.
Go to the "Products" tab on the supplier detail page to assign product variants to this supplier or remove existing ones.
Adjust order quantities based on MOQ, lead time, and max order values.
Save and manage buying lists per supplier.
Export or send POs via email or sync to external tools.

4. Inventory Health Monitoring

Goal: Optimize inventory turnover and reduce dead stock.

Steps:

Open the Inventory Analytics Dashboard.
Monitor KPIs like stock cover, days of supply, and sell-through rate.
Identify slow-moving or overstocked products.
Take actions: discount, bundle, or pause reorders.
Review improvements regularly.


These workflows help you take full advantage of Assisty's capabilities in optimizing your inventory operations. For more detailed instructions or guided setup, visit our Help Center or contact support.

Updated on: 06/05/2025