• Assisty Helpdesk Master Guide: Your Comprehensive Resource for Using Assisty

  Welcome to Assisty, the comprehensive analytics tool designed to transform your data into actionable insights. This guide will introduce you to the main components and features of Assisty, demonstrating how it can solve critical business problems and enhance your decision-making process. Solving Business Problems with Assisty Assisty is designedFeatured

• Video Guides

  Getting Started Key Features of Assisty Product Segment Demo Schedule Reports Feature Customizing Report How to Customize a Report Demand Forecasting & Inventory Replenishment Demand Forecasting All Inventory Replenishment ModeSome readers

• Make Your Inventory Management Easier and Smarter

  Running your own retail business comes with its set of challenges, especially when it comes to managing your inventory. You aim to have the perfect balance — enough stock to meet demand but not so much that it eats into your profits. Our tool can make your life easier and your business more profitable. Comprehensive Sales Data Analysis Utilizes advanced analytics to dive deep into your sales data, offering a granular view of product performance. Sales Overview (https://my.assisty.ai/board/Few readers

• Data Verification Guide: Ensuring Accurate Data Alignment with Shopify

  imported Introduction Currently, we’ve built our app to automatically match the number of orders and inventory levels with Shopify. We also tested all sales numbers e.g. gross sales, net sales, tax & shipping, total sales, etc across different Shopify stores to ensure accuracy. However, no system is perfect, and sometimes there might be small issues when importing or calculating data. This guide is here to help you easily verify that the key numbers such as sales orders and inventory numbersFew readers

• How is the incoming inventory calculated in the app

  quantitiesLet's check how we calculate the incoming inventory in the app. Terms Incoming inventory: how many quantities of product in the purchase orders that awaiting delivery to your stores. Where does incoming inventory come from? We provide 3 options to update the incoming inventory: Shopify purchase orders: You need to create purchase orders in your Shopify, and then our app will pull the new incoming inventory. Stocky purchase orders: You need to create purchase ordFew readers

• How to book a meeting with Assisty team

  We provide one-on-one meetings for live demo & support in around 30 minutes. What can we offer in this meeting? Discuss your specific needs and goals. Receive personalized guidance and expert advice. Deepen your understanding of our product's features and capabilities. Explore best practices and tips for maximizing productivity. Provide valuable feedback to help shape our product roadmap. Where can you book the meeting? You can choose a reasonable time slot from our calendar hereFew readers

• Mastering Inventory Replenishment with Tailored Strategies for Every Product Segment

  As a retailer, effectively managing your inventory is pivotal to your business's success. It's not just about having the right products in stock; it's about having the right amount at the right time, minimizing costs, and maximizing profitability. One size does not fit all in inventory management, so segmenting your products and adopting tailored replenishment strategies for each segment can significantly enhance your operational efficiency and customer satisfaction. Here's how to do it. DefiFew readers

• Data verification by Assisty team

  Rereview key metrics: Business overview: https://my.assisty.ai/board/117/public Ensure there are no zero or null values. Verify that no cards are displayed without data. Confirm there are no failed requests. Sales metrics: https://my.assisty.ai/board/336 Ensure there are no zero or null values. Verify that no cards are displayed without data. Confirm there are no failed requests. Validate data: Total Sales = Net Sales + Tax + Shipping Inventory metrics: httpsFew readers

• How is the inventory reorder quantity calculated in the app

  Assisty helps you manage inventory by providing reports on which items need reordering and in what quantities. Let's make sure we are on the same page as we get started. Terms Lead Time: Time taken by the supplier to deliver the order (days). Inventory remaining days: how many days the product will run out of stock (days). Order Cycle: Frequency of placing orders (days) Fixed Order Quantity: A predetermined order quantity. Minimum Order Quantity: The smallest quantity you cFew readers

• How is the sell through rate calculated in the app?

  The sell-through rate is the percentage of inventory sold within a specific period, showing how quickly products are moving. It’s calculated by dividing units sold by total units received in the given period. Terms and formula SKU: Stock Keeping Unit, a unique identifier for your product variants. Beginning quantity: The initial quantity of a product in the inventory at the commencement of a specified historical period. Ending quantity: The concluding quantity of a speciFew readers

• How do we calculate the sales & inventory forecasting

  Let's check how we calculate all numbers in the inventory forecasting report based on the sales history to ensure we are on the same page as we get started. Terms & Formula Average Units Sold per day We calculate this metric based on the days of products published on Shopify and the range of selected historical periods. Adjusted trend You can increase or decrease the forecast results by editing the adjusted tFew readers

• How do we calculate the reorder quantity for bundle products?

  Let's check how we calculate the reorder quantity for bundle products. You can track the actual sales & the reorder quantity estimated for each child product in the bundles. How it works? When you enable the bundle setting in the app, we will replace all the lines of bundles in the report by its child products. Each child product (single product variant) can be sold directly or through bundles. So there are two columns of sales: units sold by singles and units sold by bundles (please reFew readers

• How do I check the data importing status?

  After installing this app, it may take a few hours to complete the initial data importing from Shopify. We provide the function to allow tracking this progress in the app. Please follow the steps below. Browse the left menu in the app Choose the "Importing Status" menu (https://storage.crisp.chat/users/helpdesk/website/4a116e5f64029800/importing-status-menu1Few readers

• How is the inventory to sales ratio calculated in the app

  Inventory to Sales Ratio is a financial metric that compares the amount of inventory a company holds to its sales over a specific period. This ratio helps businesses assess how well they are managing their inventory in relation to their sales volume. Terms and formula SKU: Stock Keeping Unit, a unique identifier for your product variants. Inventory to sales ratio: how many times the amount of inventory a company holds per sale over a specific periodFew readers

• How is the inventory turnover rate calculated?

  Inventory Turnover Rate is a financial metric used to measure how efficiently a company manages its inventory. It indicates how many times a company's inventory is sold and replaced over a certain period, usually a year. Terms and formula SKU: Stock Keeping Unit, a unique identifier for your product variants. Inventory turnover rate: how many times a company's inventory is sold and replaced over a certain period.Few readers

• How is the slow-moving stock calculated in the app

  FiltersSlow Moving Stock refers to inventory items that sell at a slower rate than expected or desired. Unlike fast-moving stock, which is regularly sold and replenished, slow-moving stock lingers in inventory for an extended period. These items may eventually become aging stock or dead stock if not managed effectively. Terms and formula SKU: Stock Keeping Unit, a unique identifier for your product variants. Product published date: when the product has been published on ShoFew readers

• How do we calcualte the inventory report?

  Terms & Formula SKU: Stock Keeping Unit, a unique identifier for your product variants. Inventory quantity: the available quantity of products in Shopify. Incoming inventory: the ordered stock that is yet to be received ( learn more). Committed quantity: quantity of products has been sold by not shipped yet. Inventory value: the current inventory at the costFew readers

• How do we forecast the inventory based on stock movement?

  We predict inventory demand by analyzing stock movements, considering the number of units deducted due to various factors such as sales, inventory transfers, shrinkage, and staff adjustments. This allows us to estimate the additional inventory required to counterbalance stock reductions, ensuring that sufficient products are available in the store. Terms and formula SKU: Stock Keeping Unit, a unique identifier for your product variants. Beginning Quantity: The initial quantityFew readers

• How is aging sotck calculated in the app

  Aging Stock refers to inventory items that have been held in storage for an extended period without being sold. The term "aging" highlights the fact that these items have been in stock for longer than expected or desired, and as they age, they can become more challenging to sell. Terms and formula SKU: Stock Keeping Unit, a unique identifier for your product variants. Product published date: when the product has been published on Shopify. Units sold: how many units sFew readers

• How is the dead stock calculated in the app

  Dead Stock refers to inventory items that have not been sold or used for a long period and are unlikely to be sold in the future. These items are essentially stagnant and can represent a financial burden for a company, as they tie up capital without generating any revenue. Terms and formula SKU: Stock Keeping Unit, a unique identifier for your product variants. Product published date: when the product has been published on Shopify. Units sold: how many units sold ofFew readers

• How do we calcualte the sales numbers

  Let's check how we calculate all the numbers in the sales reports. We use the same terms and formula with Shopify's report to ensure we're on the same page. Learn more from Shopify docs Terms & Formula Order count: how many orders are placed in a period Units sold: how many ordered quantities of products Net units sold: actual units solFew readers

• 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 requiremeFew readers