Categories in Automatic Replenishment

In the Categories or Category Store Settings menu, you can use the Automatic Replenishment and Automatic Replenishment Definition fields to select the stores and categories for which orders should be created. At the same time, you can specify the Minimum Days Reserves and Maximum Days Reserves for each category.

Creating a category

For orders, you can use an existing categorization or create a new one.

For more information on how to create and update categories, see the Categories section.

For more information about inheriting properties in subcategories, see the section Category Store Settings.

Order attributes for category

Automatic Replenishment

If you want to start creating orders, you must enable the Automatic Replenishment attribute in the main parent category or only in selected categories.

Automatic Replenishment Definition

This attribute allows you to specify the category from which the set attributes for orders should be taken. This is because a single product may be assigned to multiple categories, but for orders it is necessary to select the main category, otherwise the settings will be taken from a random product category.

Automatic Replenishment and Automatic Replenishment Definition

Ordering Strategy

You can set two ordering strategies:

- Standard - default setting, the suggested volume respects both current stock and stock on the way.
- Super Fresh - product stock is not taken into account when calculating orders. Super Fresh is suitable for products with a short shelf life, such as baked goods, fruit, or vegetables.

Ordering Strategy

Min and Max Days Reserve

This attribute sets the Minimum Days Reserve and Maximum Days Reserve, which are converted to basic units based on historical sales to determine the Min and Max for orders. The Days Reserve represents the number of days the stock should last.

For more information about this attribute, see Min and Max Values.

Allowed Excess of Maximum

There may be cases where, due to minimum ordering volume or multiplies, you want to order more than the calculated Max order value. On the other hand, it does not make sense to order products that sell poorly and whose ordering will result in excess inventory for several months.

Lollipops are sold in packs of 100, so the Minimum Ordering Volume is 100. We have set a Maximum Days Reserve of 30 days for this category. According to forecasts, 50 pieces will be sold in 30 days, so the MAX order is 50 pieces. In this case, in order for the lollipops to be ordered, the Allowed Excess of Maximum must be set to at least 200 %. If the value is lower, the lollipops will not be suggested to order.

MinMax Days Reserve and Allowed Excess of Maximum

Max Increase and Max Reduction of Suggested Volume

You can use these attributes to restrict stores from modifying the suggested volume. The value is given as a percentage and indicates the percentage by which the store can enter an approved volume that is higher or lower than the suggested volume.

Max Increase and Max Decrease of Suggested Volume

Min and Max Volume

Enter the fixed Min and Max Volume in the basic units.

For more information about this attribute, see Min and Max Values.

Max Coefficient

You can also define the maximum ordering volume using the Max Coefficient, as a multiple of MIN.

For example, if the Min Volume is 10 pieces and the Max Volume is not filled in, but only the Max Coefficient is 1.5, then the Max of order will be 15 pieces (Max=1.5 * MIN).

MinMax Volume and Max coefficient

Min Backstock Priority

You can use the Min Backstock Priority to specify which products should be ordered for the backstock. If you select the Not Placed Backstock Products option in Order types, all products that have a Backstock Priority set on the planogram that is lower than or equal to the specified Min Backstock Priority for the category will be included in the orders.

Min Backstock Priority
Backstock Priority

Not Placed Backstock Products

Category Store Settings

If you want to set different values for each store or group of stores, you can do so via Category Store Settings.

Category Store Settings