Stock settings

Stockly → Settings → Stock is the most important settings group in the module. It decides when stock is deducted, where demand goes, and how warehouse operations behave.

Tabs: General, Warehouse, Order Allocation, Slot Allocation, Operations.

General

The General tab is split into four sections.

The General section

Variant stock synchronisation — a parent product’s stock as the sum of its variants, with the option to restart the synchronisation. → A shop that already sells

The Data retention section

Product snapshot retention (days) — how long daily product snapshots are kept. The period-over-period figures in the reports are built on them, so at least as many days as the longest comparison in use should be kept. 0 disables pruning, and the table then grows without bound.

The Stock integrity section

Critical findings alert threshold — once this many open critical integrity findings are exceeded, the module raises an admin notification and a Flow Builder event. 0 means alert on any critical finding.

The External stock writes section

• Reaction to external product stock writes — what to do when something outside the module changes product stock: Off, Accept and correct shelves or Reject and restore from shelves.
• Daily summary notification — one aggregated notification per day instead of one per event.

→ External stock writes

Warehouse

Default Warehouse — the warehouse used by default wherever none is named.

Order Allocation

The tab that decides when an order reserves and deducts stock:

• Reserve stock on order status, Deduct stock on order status, Release/return stock on order status — the order statuses triggering reservation, deduction and release.
• Reserve stock on payment status, Deduct stock on payment status and Release/return stock on payment status — the same three actions triggered by a payment status.
• Return stock to — where returned goods go back to.
• Where demand goes when no warehouse holds the product and Fixed backorder warehouse — where uncovered demand lands.
• Keep an order in one warehouse when possible — avoids splitting an order across buildings.
• Prefer a warehouse that can still promise the goods — favours a building that can keep the promise.
• What outranks what when a lot is picked — precedence when choosing a lot.
• Record sourcing decisions and Sourcing decision log retention (days) — whether every sourcing decision is written down, and for how long. On by default, kept for a year. → Sourcing decision log
• Order split across warehouses — see below.

Order split across warehouses

Two answers to an order no single building can serve alone:

• One parcel: bring the goods to the fulfilling warehouse — the default. The missing goods travel on an internal transfer first, and the customer gets one parcel.
• Several parcels: every capable warehouse ships its own part — faster, because nothing waits for a transfer.

The second option carries a consequence that has to be weighed before it is chosen: the module has no per-node shipment yet, so the parts do not receive separate tracking codes and the customer is not informed that the order arrives in several parts. It is selected where speed matters more than a single delivery. → Sourcing rules

Caution

Never list one status in more than one of the three fields (reserve, deduct, release). All three feed a single chain, in the order deduct, release, reserve, so only the strongest action fires and the reservation is skipped without any message.

Caution

Never use the backorder waiting state (from Quick Pick) in the deduct or release fields. Deducting would erase the very shortage the order was put aside for, and the automatic return would hand it straight back. The module detects that pair and then refuses to move the order at all, which means that putting an order aside stops working without any message.

Note

Money arriving is not goods leaving. Deducting on a payment status empties the shelf while the parcel is still standing on it: the picking wave then sees no demand and has nothing to pick. Deduction should be triggered when the goods physically leave.

Contradictory settings are detected: the module marks the fields in red and saves nothing, instead of storing a configuration that silently does not work.

Slot Allocation

The tab governing bin suggestions at put-away. The auto-assign strategy at receipt, an optional fixed cap, and the weights of the individual criteria: proximity to related products, co-purchase affinity, ABC zone match, distance to the door, consolidation, shelf ergonomics and capacity fit.

One weight has a companion setting: Velocity-relative door preference strength decides how much sales velocity steers the distance-to-the-door criterion. At 1.0 fast movers are pulled strongly towards the door and slow movers pushed away from it; at 0.0 door proximity counts the same for every article, whether it ships daily or twice a year.

Plus the product weight thresholds (heavy, medium), separating different expiry dates into different bins, and the analysis period and Max pairs per product for product affinity.

Two switches decide to what extent a receipt keeps goods together. Consolidate into the product’s existing bin puts arriving goods where that product already lies, rather than opening a second location for it. Auto-fill the bin location with the product’s existing bin does the same on the stock operations form: the location is filled in in advance and can still be changed.

→ Put-away

Operations

• Operation completion — the rules for finishing operations.
• Reported shortage corrects the shelf — whether a reported shortage corrects stock immediately.
• Unattended correction — tolerance in percent and — in pieces — up to what difference a correction is made without a decision by an operator. Beyond the threshold the location is queued for counting.
• Packing screen - check for changes every (seconds) — how often a packing screen asks the server what somebody else has done to the same wave. 0 switches the asking off, and returning to the window is then the only moment at which the screen catches up.

→ Reported shortages