Settings and permissions

Scope: the Settings tab, the snapshot stored on each system, and the reorder.* permissions.

Who can open the screen

Replenish Stock → Planning → Reorders (also Insights → Forecasting → Reorders) opens for a role with reports.view or purchase.view.

Admin and tenant owner roles get every action below. Other roles need the matching permission. A missing permission hides the control.

Button or edit	What the screen does
New Reorder System, Modify Configurations, Purge & Regenerate Lines	Hidden without reorder.create
Settings tab	Hidden without reorder.edit_settings
Create Group / Add (SKU group)	Disabled without reorder.create_group
Remove a SKU, Exclude / include a line	Hidden without reorder.remove_sku
Create PO	Hidden without reorder.create_po, and also hidden on the offline hub
Delete	Hidden without reorder.archive

Add SKU and Archive are on the screen for anyone who can open the system. reorder.add_sku, reorder.edit_buffer, reorder.edit_cycle_count, and reorder.view are role keys; this screen does not hide a control on those four.

Settings that new systems copy

Open Replenish Stock → Planning → Reorders, then Settings.

Setting	Demo value	Meaning
X Days (short)	7	Short sales window
Y Days (medium)	30	Medium sales window
Z Days (long)	90	Long sales window
Limit %	125	If the longer window’s velocity is above this percent of the shorter one, the longer window is used. 125 = 1.25×
Cycle Count (days)	14	Length of one buying cycle. Order quantity covers the days left, not always the full 14
Op. Buffer (days)	1	Added on top of supplier lead time. That sum is minimum stock days
Bounce Days	14	How far back missed sales are added onto the order quantity. They do not count as stock cover
Auto-Recalculation	On, 60 min	Interval a new system copies. Minimum 5 minutes. An open system’s header still reports the cloud job as every 15 min
Central Warehouse	Demo Central	Stock here is shared across mapped warehouses by their share of sales
Mapped Warehouses	Demo Block B, Demo Block C	Warehouses that receive a proportion of central stock

Reset returns those fields to the built-in defaults (X 7, Y 30, Z 90, limit 125, cycle 14, buffer 1, bounce 14, auto-recalc on at 60 minutes).

Demo Settings. Central is Demo Central. Mapped warehouses are Demo Block B and Demo Block C. Auto-recalculation is on at 60 minutes.

Saving Settings updates the tenant default. It does not change October running items — Block B & Block C, which keeps its own snapshot. Edit that snapshot with Modify Configurations (Coverage Days, buffer, warehouses), then Recalculate.

Modify Configurations changes one system. Pause, Archive, Purge, and Delete are on the same menu.

On the open system, Recalculate and SKUs & Groups are in the header menu. Auto (60m) is the saved interval.

SKU universe

Mode	What it adds
Manual	Products you search and add
Top X by Units	The top sellers by unit quantity in the selected warehouses. Load shows their share of unit sales over the last 30 days
Top 80% Sales	SKUs that make up 80% of sales
Include par level SKUs	Products with a minimum order quantity
Include on demand	When off, on-demand products are excluded from every load
Alternate / duplicate merging	Formulary equivalents become one group. Highest SV member is primary. The reorder is raised on that primary

A group’s stock and velocity are the sum of its members. REO-1042 (SV 4.0, stock 12) plus REO-1043 (SV 2.0, stock 6) is one line at SV 6.0 and 18 units.

What Create PO will not include

Skip	On-screen warning
No supplier	N SKUs without supplier — will be skipped. Assign a supplier first.
Already has a PO	N SKUs already have a PO — skipped automatically.
Excluded	N SKUs excluded from PO — skipped (banned from PO creation).
Pack quantity 0	Not eligible
Offline hub session	Create PO is hidden

One purchase order is created per supplier, into the Target Warehouse you pick. Default is the central warehouse.