Overview
The order logic settings allow you to fine-tune how your system calculates orders, they are found on a global level via Settings > Orders. Also configurable in the item card and in Bulk update.
Order Logic Settings
Exclude Lost sale: Controls whether an order calculation will build up demand during a stockout or consider it lost.
Min display stock: Sets the minimum stock value. fits well for retail, ensures the shelf looks nice and AGR replenishes upcoming sales on top.
Max Stock: Has two functions
When both Reorder point and Max stock have values the Min/MAX order logic is enabled, see below Reorder point/ Max
When Max stock is filled out and reorder point is empty, and the "Ensure Max Stock" settings is enabled the regular order logic will respect the Max stock
Order Logic that impacts the demand period or the order period
Additional Lead time: Adds days to the order period, logistics or handling time
Order Coverage Days: The size of the order quantity: represented in days coverage. – when you order this is for how long you would like the stock to cover
Order Frequency Days: The days between placing orders: 30 means an order is created on a 30 day interval.
When you have values in the Order multiples, they impact the rounding logic in the order calculations. for example, if you have 100 in a box, you may set your order multiple to 100 and AGR will suggest to re-order in intervals of 100,200,300.
By default, AGR will aim to satisfy all replenishment demand, so a calculation of 101 will round to 200 in this case. This is where the "order multiple threshold" logic comes in
Order multiple threshold: Defines the % threshold that the calculated order quantity must surpass to round up to the next order multiple.
On a global level, cogwheel > Settings > Orders you can set a threshold
By default, if a threshold is set, it will always be applied. It is optional to always have an order suggestion for the first order multiple, and apply the threshold to the second order multiple and upwards.
MAX Stock Two options
Reorder Point + Max Stock
When both values are set, the sales forecast is disabled. Once stock falls below the Reorder Point, the order proposal replenishes stock up to the Max Stock level, subtracting any undelivered quantity already on order. Minimum Order Quantity (MOQ) and Order Multiple (OM) rules are still applied.
Note! Reorder point + max
Order suggestions may exceed Max Stock due to:
Minimum order quantity
Order multiple rounding
Max Stock only
When Max Stock is set, the Reorder Point is empty, and Ensure Max Stock is enabled, the regular order logic ensures that order suggestions do not exceed Max Stock.
Note! "Ensure Max Stock"
If the Minimum Order Quantity (MOQ) is greater than Max Stock, the suggested order quantity will be 0.
Special Order Item: Items marked as special order items will only have an order quantity calculated if there are 1) open sales orders that exceed the stock on hand & undelivered on the way. 2) user input in the demand, either Sales plans or promotions that exceeds the stock on hand & undelivered on the way. 3) distribution demand. 4) Bom Demand