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⚙️ Fine-Tuning Automatic Orders: Advanced Options Explained

Once you’re comfortable generating basic automatic orders, Advanced View lets you go further — adjusting for busy seasons, promos, and delivery changes.

You don’t need to use everything at once. Think of it as a toolbox — just grab what you need.


Where to find it

To open Advanced View:

  • Go to Inventory → Orders/Invoicing Entry

  • Click Automatic Orders

  • In the popup window, click Advanced (bottom corner)

This unlocks a full set of options — like promo boosts, extra days cover, or investment buying.

Screenshot 2025-09-04 152010


Key advanced options (and what they mean):

1. Days Cover

Days Cover = how long this order should last until your next one — not when stock arrives.

This tells the system to order enough to last you until your next planned order date, not delivery date.

Example: If you do cigarette orders every Monday, set Days Cover to 7 so the system calculates enough stock to last until the next Monday.

Screenshot 2025-09-04 152116


2. Weight % or Weight (Days)

Used to boost your order beyond your usual Days Cover — for expected sales spikes or events.

  • Weight %: Adds a percentage increase to the order
    E.g. 25% boost during a long weekend

  • Weight (Days): Adds extra days to the Days Cover
    E.g. 2 extra days = effectively 12 days cover instead of 10

🛑 Important:
Use only one: either Weight % or Weight (Days) — not both. The other will adjust automatically.

Screenshot 2025-09-04 152220

💡 Use this when you expect more traffic than usual (e.g. festivals, public holidays).


3. Sales History Range

Tells the system how far back to look to calculate average sales.

💡 You can change this to match similar seasonal conditions.
Example: For Easter this year, use last year’s Easter week for better forecasting.

Screenshot 2025-09-04 152414


4. Auto Cover Settings (Buy/Sell Promos)

These control whether the system boosts the order based on:

  • Buy promos (i.e. supplier discounts)

  • Sell promos (i.e. in-store sales)

You can choose either:

  • No auto cover (recommended for control)

  • Buy-only

  • Sell-only

  • Buy and Sell (uses the higher of the two) → The system checks both, and applies whichever boost would result in more stock

If you use Buy Auto Cover, you can also target items that are:

  • Currently on promoOnly boost stock for items currently on a buy/sell promo

  • Within a certain range of days before promo ends

Screenshot 2025-09-04 152507


5. Buy/Sell Saving Auto Coverage Table

This table allows you to customise how much the system should increase your order quantity based on how good a deal you're getting — either through a buy promo (you’re paying less) or a sell promo (you’re selling more).

This helps you boost smarter — ordering more when the discount is bigger, and holding back when it’s not.

How it works

You define ranges of savings, and then decide how much extra stock the system should order within each range.

Each row in the table has four fields:

Setting What it does
Min Save % / Max Save % The discount range you're targeting. E.g. from 5% to 10% off
Increase Days Adds this many extra days to your Days Cover value
Increase % Alternatively, boost the order by this percentage
 

💡 You can set multiple rows to handle different promo levels — like small, medium, or large discounts.
E.g. 10–20% save = small boost, 20–50% = medium boost, 50–100% = large boost

You can fill in either Increase Days or Increase %, depending on how you prefer to scale the boost. Only one will apply.

Example:

Let’s say you’ve set your Days Cover to 10.

  • You create a row that says:

    • Min Save % = 20%

    • Max Save % = 30%

    • Increase Days = 5

If a product has a 25% discount, the system will add 5 extra days’ worth of stock to the order — meaning it will cover 15 days instead of 10.

Alternatively, if you used Increase % = 50% instead of days, the system would simply order 50% more than normal for that product.

A few things to keep in mind:
  • This only applies to items currently on a Buy or Sell promo
    The system won’t boost stock for items not currently on a qualifying discount.

  • Promos must fall within the date range you’ve defined in Auto Cover settings
    For example, if you only want to boost stock for promos that are ending soon, set the Max Days to Run setting to 5.

  • Choose either Increase Days or Increase % — not both
    The system will only apply one.

Screenshot 2025-09-04 152650

💡Use this feature when you want to stock up more heavily on better deals, and be more conservative on smaller discounts.


6. Investment Buying

If you’ve selected No Auto Cover, this tool helps you manually boost stock for items that are currently on a buy promo.

You define:

  • Max days until promo ends (e.g. 7 days)

  • Min days before promo ends (e.g. 2 days)

This mean:

  • ➕ Orders are boosted when a promo is ending soon
  • ➖ Orders are not boosted too early (when it's still far away)

Screenshot 2025-09-04 152750


7. Options

Simple but powerful toggles:

  • Include Promotion Sales in Usage – Keeps long-running promos included in your sales data

  • Drop Highest & Lowest Weeks – Ignores sales outliers for better forecasting

  • Use 1 Carton as Min Stock if blank – Prevents items with no min from being missed

Screenshot 2025-09-04 152823


What to do next

Once you’ve adjusted your advanced settings — like Days Cover, weights, or promos — click Create to generate a new suggested order.

✅ Review the list to make sure the quantities align with what you expect. Adjust anything before moving on.

Start small. Try one feature at a time, and build confidence with every order.


Your automatic order is now created!

But before sending your order, let’s run through some final checks — including how to spot missed promo opportunities and fine-tune your order line by line.

👉 Order Final Checks: Last chance