The option analyzes stock levels and sales to help determine which products need replenishing. The video shows how to activate it, set a minimum stock level, round quantities, and filter products. Set the calculation parameters according to the store’s assortment, delivery times, and purchasing rules.
Parameters and Calculating Replenishment Needs
Review the calculation results before creating an order: check the selected warehouse, products on promotion, current stock levels, and recommended quantities. Automatic calculation simplifies purchase preparation, but the decision to place an order also depends on sales plans and supplier terms.
Video Contents
- 00:00 — Introduction
- 00:45 — How to activate the “Automatic Calculation of Stock Levels” feature
- 01:05 — How to activate the option for 30 days
- 01:30 — “Warehouse” menu item
- 01:48 — Minimum product stock level
- 02:50 — Rounding
- 04:05 — “Do not account for sales with a product discount or promotion” toggle
- 05:00 — How to use product filters
- 05:35 — What to enter in the product table
- 09:20 — Filters for convenient product display
- 10:50 — Filters for saved data
- 11:20 — Product filters
- 12:20 — How to change the formula
- 14:15 — How to calculate the maximum stock level for a product
- 16:25 — “Maximum Stock Level Calculation” tab
- 17:15 — Color-coded calculated data
- 19:10 — How to edit a value for a selected product using the “Change” button
- 20:35 — Where to use information about the results
- 22:20 — Summary
Learn more: Description of automatic stock calculation
Go back to the previous step