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Stock, ordering frequency, and budget settings

How big a safety buffer you want, how often you order, budget, and currency.

The settings are at the bottom of My data. When you change one, your orders are recalculated right away.

How much stock do you want to keep?

Option What it's for Coverage for each group (A / B / C)
Save on inventory Less money tied up; now and then you may run out of something 95 / 90 / 85 out of every 100 weeks
Balanced Recommended for most businesses 97 / 95 / 90
Almost never run out More stock; you'll rarely run out of a product 99 / 98 / 95

"97 out of every 100 weeks" means the safety buffer is enough in 97 out of every 100 weeks, even if you sell more than usual.

How often do you place orders?

Every day, twice a week, once a week, every two weeks, or once a month. If you order less often, each order is bigger, because it has to last longer.

Maximum budget per order

Available on the Professional and Business plans. If the total order goes over, we postpone the least urgent items first. Postponed products show up in Orders with a button to add them back.

Currency

The symbol shown next to amounts, for example $, S/, or Bs.

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