> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.assisty.ai/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# 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)
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 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**
4. Set supplier-specific values like actual lead times
5. 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