Setting Minimum and Maximum Item Quantities in "Stock Balancer"
Last updated: November 12, 2026
Sales don't tell the whole story: a new item that hasn't sold yet should be in the branch from day one, and a bulky item won't fit in a small warehouse however well it sells.
With "Stock Balancer", you set for any item in any warehouse a quantity it shouldn't go below and one it shouldn't go above, and every plan keeps to them alongside sales.
Follow the Steps
Limits work with any item, even one with no sales or stock, and either the minimum or the maximum can be left empty:
- Minimum: the plan tops stock up to at least this quantity, and if sales need more, the higher number is used. It applies to warehouses that receive stock.
- Maximum: stock above this quantity can move to other warehouses that are short. It applies to warehouses that supply stock.
Opening the Limits
The "Minimum and maximum quantities" section shows how many "Limits set":
- Open "Settings", then "Minimum and maximum quantities".
- Click "Manage limits".
Until you add a limit, targets come from sales alone.
Adding a Limit
Each limit is for one item in one warehouse:
- Choose the "Item"; you can search by code, name or part number.
- Choose the "Warehouse".
- Type the "Minimum", the "Maximum" or both.
- Click "Add a limit".
Note: Quantities must be whole numbers, and the maximum can't be less than the minimum.
Reviewing and Removing Limits
Every limit shows under "Your limits" with its item and warehouse. An empty minimum shows "Auto", and an empty maximum shows "No limit":
- Click "Remove limit" on the limit.
Once a limit is removed, the item's target in the warehouse goes back to what sales give.
Important Things to Know
- Limits apply from the next cycle, and don't change an approved plan.
- To change the coverage days the sales-based target uses, see Configuring "Stock Balancer" Settings.
- To see limits at work in the plan, see Running a "Stock Balancer" Cycle and Approving the Plan.
Try It Yourself
Sample data — it doesn't affect any real data. Open "Manage limits", choose an item and a warehouse, click the minimum or maximum box, then "Add a limit".
You May Be Wondering
Can I set a limit for an item with no sales?
What if sales need more than the minimum?
Do I have to type both the minimum and the maximum?
Which warehouses does a limit apply to?
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.