Skip to content
AR Edara website

Configuring "Stock Balancer" Settings

Last updated: November 12, 2026

When you have more than one warehouse, an item runs out in one branch while it piles up in another, and moving stock by guesswork isn't enough. Every company has its own way: how many days stock should last, which branch needs it first, and which warehouse is never drawn from.

With "Stock Balancer", you set these rules once, and every cycle calculates target stock and shares it between warehouses your way, without rethinking them each time.

Follow the Steps

Each cycle runs with the settings saved when it starts, and their values show under "Runs with" on the Start page.

Setting Demand and Cover

Target stock for each item in each warehouse is its average daily sales multiplied by the coverage days:

  • Open "Settings", then "Demand and cover".
  • Choose the "Sales History", the number of days average daily sales is calculated from.
  • Choose the "Coverage days", the number of days each warehouse's stock should last.
  • Choose the "Critical Threshold (Days)".
  • Click "Save settings".

Warehouses with fewer days of cover than the critical threshold are marked critical and supplied first, and "Resulting bands" shows the priority your choice gives.

Note: The critical threshold must be fewer than the coverage days, or the settings can't be saved.

Choosing What Counts as Available

Under "Available to promise", choose what counts as available stock in each warehouse: "Balance" only, "Balance − Reserved", or "Balance − Reserved + Incoming − Outgoing", then click "Save settings".

Setting Warehouse Roles

Each warehouse has a role that sets whether it supplies stock, receives it, or both:

  • Open "Settings", then "Warehouse roles".
  • Tick "Supply", "Receive" or both for each warehouse.
  • Click "Save settings".
  • A warehouse that doesn't supply keeps all its stock, however spare it looks.
  • A warehouse that doesn't receive is never short, and never reaches "Purchase Requirements".
  • Clear both to leave a warehouse out of the plan entirely, like a damaged-goods store.

Ordering Supply Lanes

For each warehouse, order the warehouses it draws from when it's short, nearest first; no distances needed:

  • Open "Settings", then "Supply lanes".
  • Choose the warehouse under "When this warehouse is short".
  • Add warehouses from "Add a warehouse", and order them with the arrows.
  • Choose what happens to "Warehouses not on a list": "Use them after the listed ones" or "Never use them".
  • Click "Save settings".

If you choose "Never use them", whatever the listed lanes don't reach shows in "Purchase Requirements" instead of being moved.

Important Things to Know

Try It Yourself

Sample data — it doesn't affect any real data. Change the "Sales History" or "Coverage days" and save, then change a warehouse's role under "Warehouse roles", and order the warehouses for a branch under "Supply lanes".

You May Be Wondering

How is target stock calculated?
The item's average daily sales in the warehouse × the coverage days.
Does the critical threshold raise target stock?
No, it only sets which warehouses are supplied first; target stock is set by the coverage days.
How do I leave a warehouse out of the plan?
Under "Warehouse roles", clear both "Supply" and "Receive" for it, then save.
Do I have to set a lane for every warehouse?
No, unlisted warehouses are used after the listed ones, unless you choose "Never use them".

If you encounter any challenges or have questions during these processes, you can contact our technical support team, who are ready to assist you at any time.

Stock Balancer Setting Minimum and Maximum Item Quantities in "Stock Balancer" Stock Balancer Running a "Stock Balancer" Cycle and Approving the Plan Stock Balancer Preparing Transfers and Adding Warehouse Responsibles in "Stock Balancer"