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Running a "Stock Balancer" Cycle and Approving the Plan

Last updated: November 12, 2026

Knowing which branch is short of an item and which has too much of it means going through sales and stock for every item in every warehouse, then working out what to move and from where. That takes a long time, and transfers fall behind.

With "Stock Balancer", you get a ready transfer plan for the whole company from the latest sales and stock. You review it, adjust it from your own experience, then approve it so the warehouses can start preparing.

Follow the Steps

Each cycle reads the latest sales, returns and stock from "Edara" for every warehouse, and goes through four steps: "Start", "Calculate Target Stock", "Replenishment Plan", then "Preparation".

Starting the Cycle

You start by choosing the items the cycle covers:

  • Open "Replenishment Process", then click "Start a replenishment cycle".
  • Under "What to replenish", choose "All items", "Item classifications" or "Specific items".
  • Click "Calculate Target Stock".

Note: Choosing a classification chooses everything under it, and you can clear any of them to leave it out.

Checking Target Stock

For each item, the table shows "Average daily sales", "Available to promise", "Target stock" and "Days left", whether it has a "Deficit" or a "Surplus", and its priority: "Critical", "High" or "Normal":

  • Choose the warehouse under "Viewing stock for".
  • To show items with no sales, click "Show Items with No Sales".
  • Click "Continue to Replenishment Plan".

You can download the warehouse's table with "Export CSV".

Reviewing and Adjusting the Plan

The plan shows each transfer with its item: "From", "To", the "Recommended" quantity and its reason, and you change the quantity in the "Approve" column:

  • To change a quantity, edit it in the "Approve" column, then type the reason in "Why the change?".
  • To cancel a transfer, click "Cancel this line", then "Cancel transfer".

A cancelled line stays visible as a record of what was recommended, and you can bring it back with "Restore this line". To put every quantity back to what the plan recommended, click "Reset overrides".

Note: Items the transfers didn't cover show under "Purchase Requirements", one line per item.

Approving the Plan

Once reviewed, approve the plan so its transfers reach the warehouses:

  • Click "Complete".
  • Click "Complete" to confirm.

After it's complete, the plan can no longer be edited, and you can export its details as an Excel workbook with "Export details" on the Start page.

Note: To drop the whole plan before approving it, click "Discard"; nothing is moved.

Important Things to Know

Try It Yourself

Sample data — it doesn't affect any real data. Start a cycle and choose the items, check the target stock, change an approved quantity or cancel a line, then click "Complete".

You May Be Wondering

Where do the cycle's numbers come from?
From the latest sales, returns and stock in "Edara" for every warehouse, at the time the cycle runs.
Can I change the plan after completing it?
No, completing approves the plan and locks it.
What happens to a transfer I cancelled?
It's set to zero and left out of the transfers export; it stays visible and you can restore it.
What does "Purchase Requirements" mean?
Items the other warehouses' surplus wasn't enough to cover, which you need to buy.

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 Configuring "Stock Balancer" Settings Stock Balancer Setting Minimum and Maximum Item Quantities in "Stock Balancer" Stock Balancer Preparing Transfers and Adding Warehouse Responsibles in "Stock Balancer"