In order to product accurate replenishment recommendations, you will need to set the lead time and days of stock for your products.
The lead time is the amount of time that elapses between placing a purchase order and receiving products.
Days of stock is a period of time for which you’d like to have enough stock, or, in other words, the stock cover.
Read more about how to choose the lead time and days of stock.
You can update lead time and days of stock:
By vendor (supplier)
Individually by variant
In bulk for variants through Bulk Actions
In bulk for variants through import
Updating lead time and days of stock by vendor
In Catalog > Vendors (from the left side menu),
click on 'settings' under the name of the vendor.
In the Vendor Settings, change the lead time and days of stock for the corresponding warehouse.
Then click 'Save' at the bottom of the page.
You'll see a pop-up to update existing lead time and days of stock settings for all variants of associated to the vendor. Without clicking 'update variants' here, the new settings will only apply to newly associated variants of the vendor and will not apply to existing associated variants.
This option will allow you to set different lead times per location if you have multiple warehouses set up in your Inventory Planner account.
Read more about how to associate variants with vendors.
Updating lead time and days of stock by variant
In the Replenishment screen (from left side menu), type updated information in the Lead Time and Days of Stock columns.
Click on the field where you would like to update information and type in the new lead time or days of stock.
Then Save Changes at the bottom of the page.
Updating lead time and days of stock for variants using Bulk Actions
You can change the lead time and days of stock for products in bulk in the replenishment report. In order to do so:
Filter products the way you want
Select products using checkboxes on the left
Click on Bulk Actions > Set Lead Time and Days-of-Stock
Change the lead time and days of stock
(Use the checkbox to unselect either Lead Time, or Days of Stock, if you wish to leave them unchanged)
Click on Apply.
Apply Lead Time and Days of Stock by Warehouse, in Catalogue
In Catalogue > Warehouse, you can apply the Lead time and Days of Stock for each Variant, for all locations.
Once set, click the Save Changes option at the bottom of the screen.
Import lead time and days of stock
In the Replenishment screen, select Import > Variant settings.
You can see the available columns listed on the right hand side of the import section.
(We also offer the ability to download a CSV template, with the available columns for adjustment)
When your CSV file is prepared and ready, you can drag the file to the import section, or click to select your file.
Once Uploaded, you will be taken to a field mapping screen, where you can check and confirm the columns on the file are mapped to the desired settings.
Click 'Import' to complete the import.
You will then see an import summary screen, that will confirm changes or if any errors were experienced during the import.
If you have any concerns, please reach to us using the in-app support chat.