The Minimum Stock (Safety Stock) requirement specifies the lowest quantity of a certain product in a warehouse, and is added to the total replenishment recommendation. This value is set independently by location/warehouse. Replenishment recommendations are calculated to cover your Lead Time and Days of Stock. Adding minimum stock sets the minimum level that stock should reach by the end of the Days of Stock Period. Once set, this triggers the low stock notification earlier and increases the replenishment recommendation by this amount.
* Note: If Units of Measurement (UOM) are applied, the recommendation will be rounded up to the nearest case pack during the Purchase Order creation.
The Maximum Stock requirement specifies the highest quantity of a certain product in a warehouse, or the total number of units allowed for the warehouse. This value is set independently by location/warehouse. The lead time period is considered to make sure that the total stock = the maximum by the time it arrive. It does not impact replenishment recommendations, which are still computed using the forecast. The logic is applied however during the creation of purchase orders to limit ordered quantities.
For example, if you add a product with 22 units to replenish and the max stock to 20 to a purchase order the quantity will be decreased to 20.
Min/Max stock can be set at the SKU level by clicking the checkbox next to the variant of your choice > then "Bulk Actions" button at the bottom of the page > Then "Set Min/Max Stock".
You will then be able to set your Min Safety Stock & Max Stock alongside selecting the warehouses you would like to set these for. Then simply press "Apply" and the changes will set on the SKU you have chosen to set your desired Min Safety Stock & Max Stock.
You also have the option to do this on a Warehouse level by browsing to the Catalog -> Warehouse section.
Here you will be able to see all variants and set the desired Min/Max stock levels
Import Min/Max Stock levels via CSV
If you have a spreadsheet of variants (SKUs) with the desired Min/Max stock levels, you can import that information.
In the Replenishment screen, select Import > Variant settings.
You can see the available columns listed on the bottom 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, proceed by clicking the Map Columns option.
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.
Set Maximum stock by warehouse.
To set maximum stock for a warehouse, go to Account > Settings > Connections & Warehouses,
and then click on the cogwheel on the desired warehouse.
Then enter the total number of units allowed for that warehouse or location.
Then click Save.