Initial Setup


This setup only needs to be completed once.  

To set up the Weekly Buying Plan:

  1. Click Inventory > Buying Tools > Weekly Buying Plan.
  2. Click the Settings button next to Reorder Fast Sellers.  


    Set recommended defaults as pictured above:

     

    Sale Date

    Click the drop-down and select Last Week

    Fast Seller Max Days

    How quickly an item must sell to be a fast seller; we recommend 30

    Include Sales

    Check Fast Sellers; also check Below Reorder Point if you are using Levels to set minimum quantities per style

    Include Inventory Types

    Check Stock

    Options

    Check See Most Recent Cost/Price; check See Primary Photo and Description

    Treat Layaways As

    Check Sold

    Include Pricing Methods

    Check Fine Jewelry and General Merchandise



     
  3. Click Presets > Set as Default, then click OK to close the window.
  4. Click the Settings button next to Replenish Base Stock.  


    Set recommended defaults as pictured above:

     

    Sale Date

    Click the drop-down and select Last Week

    Treat Layaways As

    Check Sold

    Include Inventory Types

    Check Stock

    Include Pricing Methods

    Check Fine Jewelry


     
  5. Click Presets > Set as Default, then click OK to close the window.
  6. Click on the Settings button next to Recovered Funds Redeployment Guide, then click the Type & Status tab.


    Set recommended defaults as pictured above:
     

    Pricing Methods

    Check Item Pricing

    Inventory Type

    Check Inventory

    Date Sold

    Click the drop-down and select 365 Days


     
  7. Click Presets > Set as Default, then click OK to close the window.
  8. Setup is complete.  Click OK to run the tools now or Cancel if you wish to run it later.

 

 

 

 

Updated on Fri, 02 Apr 2021 by Angela Chiaravalle

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