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How to configure the reorder parameters in the app

Reorder Parameters Configuration Guide


Learn how to configure reorder parameters for automated inventory replenishment.


Quick Overview


The Reorder Parameters system helps you set rules for when and how much to reorder. Configure settings at three levels:


  1. Global - Store-wide defaults
  2. Supplier - Supplier-specific settings
  3. Product - Individual product settings


Higher levels override lower ones: Product > Supplier > Global


Getting Started


Access the Configuration


  1. Go to Adjust settings in the left menu
  2. Click Reorder parameters
  3. You'll see three tabs: Global, Supplier, and Product Settings


Understanding Available Parameters


Global Level (3 parameters only):

  • Lead Time (days) - Time between placing an order and receiving it
  • Order Cycle (days) - How frequently you place orders with suppliers
  • Min Stock Cover Days - Safety buffer of inventory to maintain


Supplier Level (4 parameters only):

  • Lead Time (days) - Actual delivery time from this specific supplier
  • Order Cycle (days) - How often you order from this supplier
  • Min Order Quantity - Supplier's minimum order requirement
  • Max Order Quantity - Maximum units allowed per order


Product Level (11 parameters):

All global parameters PLUS:

  • Max Stock Cover Days - Maximum days of inventory to hold
  • Case Quantity - Units per case/pack (for ordering in multiples)
  • Min/Max Order Quantity - Order size constraints
  • Fixed Order Quantity - Always order this exact amount
  • Min/Max Inventory Quantity - Stock level limits
  • Replenishment Exclusion - Exclude from automatic reordering


Step-by-Step Configuration


Configure Global Settings


These are your store-wide defaults that apply to all products unless overridden.


Steps:

  1. Click Global Settings tab
  2. Enter your default values:
  • Lead Time: Days from ordering to receiving (e.g., 10 days)
  • Order Cycle: How often you order (e.g., 7 for weekly)
  • Min Stock Cover Days: Safety stock in days (e.g., 14 days)
  1. Click Update
  2. Review and Confirm in the dialog


💡 Tip: Start conservative with higher values, then adjust based on performance.


Configure Supplier Settings


Override global defaults for specific suppliers.


Steps:

  1. Click Supplier Settings tab
  2. View the supplier table with current values
  3. To edit a supplier:
  • Option A: Click directly on any cell to edit inline
  • Option B: Select suppliers and use Bulk Update
  1. Set supplier-specific values like actual lead times
  2. Changes save automatically (inline) or click Apply (bulk)


Editable supplier parameters (4 only):

  • Lead Time (days) - Actual supplier lead time
  • Order Cycle (days) - Supplier-specific frequency
  • Min Order Quantity - Supplier's minimum requirement
  • Max Order Quantity - Maximum per order


Configure Product Settings


Fine-tune settings for specific products or groups.


Check Status First:

  • 🟢 Green alert = "All params up-to-date"
  • 🔵 Blue alert = "Still processing"
  • Click 🔄 refresh to check status


Method 1: Manual Configuration


1. Filter Products (Optional)

  • Click Filter Products button
  • Select filters: Tags, Collections, Supplier, SKU, etc.
  • Click Apply Filter


2. Select Products

  • Individual: Check boxes next to products
  • Select All Filtered: Click "Select all X variants" link
  • Clear All: Click "Clear selection"


Note: When "Select All" is active, individual checkboxes are disabled by design.


3. Bulk Update Parameters

  • Click Bulk Update Params button (requires selection)
  • Choose scope:
  • Per Product: Apply to all variants of a product
  • Per Variant: Apply to specific variants only


4. Enter Parameters


The dialog shows two columns:


Left - Reorder Parameters:

  • Lead Time (days)
  • Order Cycle (days)
  • Case Quantity
  • Min/Max Order Qty
  • Fixed Order Qty
  • Replenishment Exclusion


Right - Inventory Parameters:

  • Min/Max Inventory Qty
  • Min/Max Stock Cover Days


5. Apply and Confirm

  • Click Apply Bulk Update
  • Review the confirmation dialog
  • Click Confirm to save


Method 2: Google Sheets Integration


1. Enable Sheets Mode

  • Toggle ON "Use Google Sheets for Product Settings"


2. Setup (First Time)

  • Click Setup Spreadsheet
  • Authorize Google Sheets access


3. Edit in Sheets

  • Click Open Spreadsheet
  • Edit parameters using Excel-like interface
  • Use formulas for bulk calculations


4. Sync Changes

  • Click Update Data to Assisty
  • Changes sync back to system


Common Use Cases


Fast-Moving Products

  • Lower safety stock (7-10 days)
  • Frequent ordering (weekly)
  • Lower max inventory


Slow-Moving Products

  • Higher safety stock (21-30 days)
  • Less frequent ordering (monthly)
  • Higher order quantities


Seasonal Products

  • Adjust parameters by season
  • Use Replenishment Exclusion when out of season


New Products

  • Start with conservative settings
  • No historical data = higher safety stock


Troubleshooting


Parameters Not Updating

  • Check processing status (may take a few minutes)
  • Click refresh button
  • Verify you have permissions
  • Check for validation errors


Can't Select Products

  • If "Select All" is active, individual selection is disabled
  • Click "Clear selection" first
  • Check if filters are limiting products


Bulk Update Not Showing All Fields

  • Global level only has 3 parameters
  • Supplier level only has 4 parameters
  • Product level has all 11 parameters
  • Some fields may be conditionally hidden


Best Practices


Implementation Order

  1. Start with Global - Set conservative defaults
  2. Configure major suppliers - Top 20% by volume
  3. Adjust problem products - Items with frequent stockouts/overstock


Review Schedule

  • Global: Quarterly review
  • Suppliers: When performance changes
  • Products: As needed for issues


Parameter Guidelines


Conservative Approach:

  • Lead Time: +50% buffer
  • Safety Stock: 21-30 days
  • Order Cycle: Weekly


Moderate Approach:

  • Lead Time: +25% buffer
  • Safety Stock: 14-21 days
  • Order Cycle: Bi-weekly


Aggressive Approach:

  • Lead Time: +10% buffer
  • Safety Stock: 7-14 days
  • Order Cycle: Monthly


Quick Reference


Detailed Parameter Explanations


Time-Based Parameters


Lead Time (days)

  • What it is: Time from placing an order until goods arrive
  • How it's used: System calculates when to reorder based on this delay
  • Example: If lead time is 10 days, system suggests reordering 10 days before stockout
  • Best practice: Add 20-30% buffer to actual lead time for safety


Order Cycle (days)

  • What it is: How frequently you want to place orders
  • How it's used: Determines reorder frequency and quantity calculations
  • Examples: 7 days (weekly), 14 days (bi-weekly), 30 days (monthly)
  • Best practice: Match your business rhythm and cash flow


Stock Cover Days (Min/Max)

  • What it is: Days of sales your inventory should cover
  • Min: Safety stock buffer (never go below this)
  • Max: Upper limit to prevent overstock
  • Example: Min 14 days = 2 weeks safety, Max 60 days = 2 months max
  • Best practice: Fast movers need less, slow movers need more


Quantity Parameters


Min Order Quantity

  • What it is: Smallest amount you can order from supplier
  • How it's used: System never suggests orders below this amount
  • Examples: Supplier requires minimum 100 units, or your preferred batch size
  • Best practice: Negotiate with suppliers or set based on storage capacity


Max Order Quantity

  • What it is: Largest amount allowed per single order
  • How it's used: System caps order suggestions at this limit
  • Why use it: Storage constraints, cash flow limits, product shelf life
  • Example: Warehouse can only hold 1000 units maximum


Fixed Order Quantity

  • What it is: Always order this exact amount, regardless of calculated need
  • When to use: Special supplier arrangements, bulk discount tiers
  • Example: Get best price when ordering exactly 500 units
  • Note: Overrides min/max quantity settings


Case Quantity

  • What it is: Units per case/pack from supplier
  • How it's used: Orders rounded up to complete cases
  • Example: If case quantity is 12, order 25 units becomes 36 units (3 cases)
  • Best practice: Match supplier's actual packaging


Inventory Level Parameters


Min Inventory Quantity

  • What it is: Reorder point - trigger for creating new orders
  • How it's used: When stock drops to this level, system suggests reordering
  • Example: Set to 50 units means reorder when 50 units left
  • Best practice: Should cover demand during lead time plus safety buffer


Max Inventory Quantity

  • What it is: Target stock level after receiving orders
  • How it's used: System calculates order quantity to reach this level
  • Example: Max 200 units, current stock 50, lead time demand 30 = order 180 units
  • Best practice: Balance storage costs vs. service level


Special Controls


Replenishment Exclusion

  • What it is: Completely removes items from automatic reordering
  • When to use:
  • Discontinued products
  • Seasonal items (out of season)
  • Special order items
  • Manually managed inventory
  • Important: Item won't appear in reorder suggestions until you turn this off


Parameter Setting Guidelines


By Product Velocity


Fast-Moving Products (High turnover)

  • Lead Time: Actual + 10-20% buffer
  • Order Cycle: 7-14 days (frequent, smaller orders)
  • Min Stock Cover: 7-14 days (less safety stock needed)
  • Max Stock Cover: 21-30 days (prevent overstock)
  • Order Strategy: Frequent, precise ordering


Slow-Moving Products (Low turnover)

  • Lead Time: Actual + 30-50% buffer
  • Order Cycle: 30-60 days (less frequent, larger orders)
  • Min Stock Cover: 30-60 days (more safety buffer)
  • Max Stock Cover: 90-120 days (manage cash flow)
  • Order Strategy: Larger, less frequent orders


Seasonal Products

  • Pre-season: Increase all parameters 50-100%
  • Peak season: Reduce to aggressive settings
  • Off-season: Enable Replenishment Exclusion
  • Stock Cover: Adjust based on season length


By Business Type


Fashion/Apparel

  • Lead Time: 7-21 days
  • Order Cycle: Weekly
  • Stock Cover: 7-21 days
  • Special: Use exclusion for out-of-season items


Electronics

  • Lead Time: 30-60 days
  • Order Cycle: Monthly
  • Stock Cover: 30-45 days
  • Special: Higher lead time buffers for overseas suppliers


Food/Perishables

  • Lead Time: 1-7 days
  • Order Cycle: Daily to weekly
  • Stock Cover: 3-14 days
  • Special: Lower max inventory due to spoilage


Common Mistakes to Avoid


Too Conservative:

  • Excessive safety stock ties up cash
  • Storage costs increase
  • Products may become obsolete


Too Aggressive:

  • Frequent stockouts hurt sales
  • Rush orders increase costs
  • Customer satisfaction drops


Poor Lead Time Estimates:

  • Underestimating causes stockouts
  • Overestimating wastes inventory space
  • Review actual performance quarterly


Ignoring Supplier Constraints:

  • Check minimum order quantities
  • Verify case pack requirements
  • Understand payment terms impact


Processing Status


🟢 Green alert - "All params up-to-date"

🔵 Blue alert - "Still processing" (wait a few minutes)


Keyboard Shortcuts


  • Enter - Save inline edit
  • Esc - Cancel inline edit
  • Tab - Move to next field


Need Help?


  • Click the ? help icon for contextual help
  • Check processing status with refresh button
  • Parameters update in next calculation cycle
  • Changes affect future orders only

Updated on: 10/10/2025

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