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Change reorder settings

Goal: save the defaults that a new reorder system copies. Where: Replenish Stock → Planning → Reorders, then the Settings tab.

You need reorder.edit_settings. Without it, the Settings tab is hidden. If the tab is open and the role cannot edit, the screen says You don't have permission to edit settings. Contact your administrator.

Steps

  1. Open Settings. The heading is Reorder Settings.
Reorder Settings with sales windows 7, 30, 90, limit 125, cycle 14, buffer 1, bounce 14, auto-recalc 60, and Demo Central mapped to Block B and Block C
Demo defaults. Cycle Remaining here is 14. That is not the live countdown on an open system.
  1. Edit the three cards:
    • Sales Velocity — X Days (short), Y Days (medium), Z Days (long), Limit %.
    • Cycle & Buffer — Cycle Count (days), Op. Buffer (days), Bounce Days, and Auto-Recalculation.
    • Warehouse Mapping — Central Warehouse and Mapped Warehouses.
  2. The bar shows Unsaved changes until you click Save. The toast is Reorder settings saved.
  3. Reset restores the built-in defaults and toasts Reorder settings reset to defaults.

Demo Pharmacy defaults, which the October system was created from:

SettingDemo value
X / Y / Z Days7 / 30 / 90
Limit %125
Cycle Count (days)14
Op. Buffer (days)1
Bounce Days14
Auto-RecalculationEnabled, every 60 min
Central WarehouseDemo Central
Mapped WarehousesDemo Block B, Demo Block C

Saving Settings does not rewrite a system that already exists. That system keeps the snapshot it was created with. To change one system, use its row menu Modify Configurations, then Save Changes. The toast is Configuration updated. Recalculate that system so open lines pick up the new cover.

The live countdown (Cycle: 9 of 14 days remaining) is on the system header. It is counted from the cycle start. Cycle Remaining on the Settings card is not that countdown. The header also reports the cloud job as every 15 min. Auto-Recalculation on this tab is the interval a new system copies (demo: 60 min).

System header reading Cycle 9 of 14 days remaining and Recalculated 2m ago every 15 min
The live countdown is on the open system, not on Settings. This header reads 9 of 14 days remaining.

If it goes wrong

ToastCauseWhat to do
Failed to save reorder settings to databaseThe save did not finishStay on the tab and click Save again
Save stays disabledNothing has changedEdit a field first. Unsaved changes must be showing
A new system still uses the old windowsIt was created before this saveModify Configurations on that system, or create a new one