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)
• Order Cycle (days)
• Min Stock Cover Days

Supplier & Product Levels (11 parameters):

• All global parameters PLUS:
• Max Stock Cover Days
• Case Quantity
• Min/Max Order Quantity
• Fixed Order Quantity
• Min/Max Inventory Quantity
• Replenishment Exclusion

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)

3. Click Update
4. 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 showing parameter status
3. To edit a supplier:

• Option A: Click directly on any cell to edit inline
• Option B: Select suppliers and use Bulk Update

4. Set supplier-specific values like actual lead times
5. Changes save automatically (inline) or click Apply (bulk)

Common supplier parameters:

• Actual supplier lead time
• Supplier's minimum order quantities
• Case pack sizes

Configure Product Settings

Fine-tune settings for specific products or groups.

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/Product levels have 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

Parameter Definitions

Lead Time: Days from placing order to receiving

Order Cycle: How often to place orders

Stock Cover Days: Inventory expressed in days of sales

Case Quantity: Units per case from supplier

Order Quantities: Min/max/fixed amounts per order

Inventory Quantities: Min/max stock levels to maintain

Replenishment Exclusion: Remove from auto-ordering

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

For technical support, contact your administrator or support team.

Updated on: 09/10/2025