Replenishment Settings

In this article

In this article, we will look at the Replenishment Settings for your store. The article will illustrate how and when to use them, and what impact they have on your sales forecast and the replenishment proposals for your store.

Replenishment Settings

Two key parameters are managed in the Replenishment Settings:

1. Default Weeks of Stock
2. Default Lead Time
3. Manage Stock

Before we explain how the default values are explained, we want to take a closer look at the terminology.

Default Weeks of Stock

Shelf Planner uses the Default Weeks of Stock to determine the Stock you want to keep on hand, based on your sales forecast and incoming stock.

A default Weeks of Stock is required to calculate the Order Proposals, but we recommend to also spend some time and set a Weeks of Stock by product. This will improve the accuracy of the order proposals and ensures you don't stock out on your top sellers.

Default Lead Time

Lead Time can be defined on different levels:

• Supplier
• SKU

If no lead time is set by Product (SKU), the Lead Time by Supplier will be used. If no Supplier lead time is set, the Default Lead-Time is used:

We recommend to set a lead time by supplier and then adjust this when needed on a product level. This way, you will get the most accurate order proposals for all your products, at the right time.

Manage Stock

As a standard feature in WooCommerce, you can chose to 'manage stock' for your products:

By ticking the box 'Manage Stock', you are able to set and manage the stock quantities for each product:

Shelf Planner uses this flag to determine for which products we create order recommendations. When the flag is active, the item is included in all calculations. 

Reports & Calculations

For items where the Track Stock is set to 'Yes', this will trigger a number of calculations:

• Ideal Stock calculations
• Order Proposal Calculations
• ABC calculation
• Stock Value Calculations

For some of the calculations on the homepage, we the manage stock is applied on:

• Total Stock Value Retail
• Total Stock Value Cost
• Average Cost Price
• Average Retail Price

Default Settings 

By default, the 'Manage Stock' flag is following the status you have set in WooCommerce. This means, for all items where the Track Stock is disabled, we do not calculate order proposals, ABC analysis and some of the other recommendations. 

Changing the status in your store for a product will automatically update the status in my.shelfplanner. 

However, if you want to include all items in your store in the calculations, you can set the default setting to 'Active' (see screenshot below):

In the Replenishment settings, the user can set the Manage Stock to yes or no for their entire assortment.

Manage Stock by Product

On a product level, the user can also set the Track Stock flag. The two-way sync will automaticcaly change the settings in your store as well.

In the Shelf Planner Product Settings, you can change these settings on the individual product pages:

Two Way Sync

If the user changes the Manage Stock from No to Yes in Shelf Planner, the setting should also be updated on the store side.