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:

Global - Store-wide defaults
Supplier - Supplier-specific settings
Product - Individual product settings

Higher levels override lower ones: Product > Supplier > Global

Getting Started

Access the Configuration

Go to Adjust settings in the left menu
Click Reorder parameters
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:

Click Global Settings tab
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)

Click Update
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:

Click Supplier Settings tab
View the supplier table with current values
To edit a supplier:

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

Set supplier-specific values like actual lead times
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

Start with Global - Set conservative defaults
Configure major suppliers - Top 20% by volume
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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