User Guide: Setting Reorder Parameters
This guide explains how to configure reorder parameters for your products using the Global Settings and Product Settings tabs.
Overview:
Global Settings: Define store-wide default parameters. These apply to all variants unless overridden. Ideal for setting general rules or initial setup.
Product Settings: Set specific parameters for individual products/variants or groups of items. These settings override the global defaults. Use this for items with unique requirements.
Use this tab to set the baseline parameters for your entire store.
Navigate to Settings > Reorder parameters in the left-hand sidebar.
Ensure the Global Settings tab is selected. You will see fields for default Lead Time, Order Cycle, and Min Stock Cover Days, along with an explanation panel.
Enter Values: Fill in the desired default values in the input fields.
Lead Time (days): Default time between placing an order and receiving it.
Order Cycle (days): Default frequency for placing replenishment orders.
Min Stock Cover Days: Default minimum number of days of sales your inventory should cover (safety stock).
Update: Click the Update button.
Confirm: A confirmation dialog will appear showing the parameters you are about to set globally. Review the details and the "Important Note". Click Confirm.
These global settings will now apply to any product/variant without specific overrides and all newly added items.
Use this tab to override global defaults for specific items or groups.
Select the Product Settings tab.
Understanding the View:
Table: Shows your products/variants with their current Reorder and Inventory parameters.
Spreadsheet Toggle: You can optionally switch to "Use Google Sheets for Product Settings" for external management (not covered in detail here).
Status Message: Near the top-left, a message indicates if settings are up-to-date, checking status, or if updates are still processing. Use the reload icon button next to it to manually check the status.
Select Products/Variants:
Individual: Check the boxes next to the specific products/variants you want to update.
Select All: Click the "Select all X variants" link that appears after selecting at least one item. This selects all currently visible* items (respecting filters, see Step 3).
Clear Selection: Click "Clear selection" if needed.
Open Bulk Update: Once items are selected, the Bulk Update Params button becomes active. Click it.
Enter Specific Parameters: The "Bulk Update Parameters" dialog appears.
IMPORTANT: Only enter values for the parameters you want to override for the selected items. Leave fields blank if you don't want to change them.
Apply Parameters: Choose whether these overrides apply "Per Product" or "Per Variant".
Fill in desired values for Lead Time, Order Cycle, Min/Max Order Qty, Fix Order Qty, Min/Max Inventory Qty, Min/Max Stock Cover Days, or toggle the exclusion switch.
Click Apply Bulk Update.
Confirm Update: A confirmation dialog appears.
Review Scope: Verify the number of items ("Applying to:").
Review Parameters: Check the specific parameters you are about to change. Only the values you entered in the bulk update dialog will be listed.
Click Confirm.
The selected products/variants will now use these specific parameters, overriding any global defaults.
Filtering allows you to apply specific settings to groups of products (e.g., by tag, vendor, type) efficiently, especially when combined with "Select All".
In the Product Settings tab, click the Filter Products button.
Add Conditions:
Choose a field to filter by (e.g., Product, SKU, Vendor, Tags).
Select an operator (e.g., Equal, Contains).
Enter the value(s) to filter for.
Click "+ Add Filter" to add more conditions if needed.
Apply: Click Apply Filter.
View Filtered List: The table now shows only the products/variants matching your filter criteria.
Proceed with Bulk Update: Now you can use the Select All link (Step 2.3) and the Bulk Update Params button (Step 2.4) to apply specific settings only to this filtered group of items.
Key Points:
Precedence: Product Settings always override Global Settings.
Bulk Update: Only fields you enter values for in the Bulk Update dialog will be changed for the selected items. Blank fields are ignored.
Status: Allow time for settings updates to process in the background. Use the reload button in the Product Settings tab to check the status.
Future Calculations: Changes to any parameters will affect future replenishment calculations.
Overview:
Global Settings: Define store-wide default parameters. These apply to all variants unless overridden. Ideal for setting general rules or initial setup.
Product Settings: Set specific parameters for individual products/variants or groups of items. These settings override the global defaults. Use this for items with unique requirements.
1. Setting Global Defaults
Use this tab to set the baseline parameters for your entire store.
Navigate to Settings > Reorder parameters in the left-hand sidebar.
Ensure the Global Settings tab is selected. You will see fields for default Lead Time, Order Cycle, and Min Stock Cover Days, along with an explanation panel.
Enter Values: Fill in the desired default values in the input fields.
Lead Time (days): Default time between placing an order and receiving it.
Order Cycle (days): Default frequency for placing replenishment orders.
Min Stock Cover Days: Default minimum number of days of sales your inventory should cover (safety stock).
Update: Click the Update button.
Confirm: A confirmation dialog will appear showing the parameters you are about to set globally. Review the details and the "Important Note". Click Confirm.
These global settings will now apply to any product/variant without specific overrides and all newly added items.
2. Setting Product-Specific Parameters
Use this tab to override global defaults for specific items or groups.
Select the Product Settings tab.
Understanding the View:
Table: Shows your products/variants with their current Reorder and Inventory parameters.
Spreadsheet Toggle: You can optionally switch to "Use Google Sheets for Product Settings" for external management (not covered in detail here).
Status Message: Near the top-left, a message indicates if settings are up-to-date, checking status, or if updates are still processing. Use the reload icon button next to it to manually check the status.
Select Products/Variants:
Individual: Check the boxes next to the specific products/variants you want to update.
Select All: Click the "Select all X variants" link that appears after selecting at least one item. This selects all currently visible* items (respecting filters, see Step 3).
Clear Selection: Click "Clear selection" if needed.
Open Bulk Update: Once items are selected, the Bulk Update Params button becomes active. Click it.
Enter Specific Parameters: The "Bulk Update Parameters" dialog appears.
IMPORTANT: Only enter values for the parameters you want to override for the selected items. Leave fields blank if you don't want to change them.
Apply Parameters: Choose whether these overrides apply "Per Product" or "Per Variant".
Fill in desired values for Lead Time, Order Cycle, Min/Max Order Qty, Fix Order Qty, Min/Max Inventory Qty, Min/Max Stock Cover Days, or toggle the exclusion switch.
Click Apply Bulk Update.
Confirm Update: A confirmation dialog appears.
Review Scope: Verify the number of items ("Applying to:").
Review Parameters: Check the specific parameters you are about to change. Only the values you entered in the bulk update dialog will be listed.
Click Confirm.
The selected products/variants will now use these specific parameters, overriding any global defaults.
3. Filtering Products for Bulk Update
Filtering allows you to apply specific settings to groups of products (e.g., by tag, vendor, type) efficiently, especially when combined with "Select All".
In the Product Settings tab, click the Filter Products button.
Add Conditions:
Choose a field to filter by (e.g., Product, SKU, Vendor, Tags).
Select an operator (e.g., Equal, Contains).
Enter the value(s) to filter for.
Click "+ Add Filter" to add more conditions if needed.
Apply: Click Apply Filter.
View Filtered List: The table now shows only the products/variants matching your filter criteria.
Proceed with Bulk Update: Now you can use the Select All link (Step 2.3) and the Bulk Update Params button (Step 2.4) to apply specific settings only to this filtered group of items.
Key Points:
Precedence: Product Settings always override Global Settings.
Bulk Update: Only fields you enter values for in the Bulk Update dialog will be changed for the selected items. Blank fields are ignored.
Status: Allow time for settings updates to process in the background. Use the reload button in the Product Settings tab to check the status.
Future Calculations: Changes to any parameters will affect future replenishment calculations.
Updated on: 25/04/2025
Thank you!