Workflow Settings: Configure Your WMS

Fulfill without a shipping label

When this is on, packers see a button to fulfill a fully packed shipment without buying a carrier label. They can enter a tracking number if they have one. When it is off, the server rejects manual fulfillment, so each shipment must get a label from SKUSavvy. Transfers can always be fulfilled manually.

Turn it off if every shipment must get a label from SKUSavvy. Keep it on if you buy labels elsewhere or hand orders over for pickup or local delivery.

On

Ship-by SLA (hours)

An open shipment becomes Overdue this many hours after its order was created. The Overdue count and filter on the warehouse dashboard and Fulfill page use this deadline. The count includes only shipments that are awaiting shipment. Held, unpaid, and packed shipments are not counted.

Set it to match the shipping promise you make to customers, for example 24 for next-day dispatch.

Empty (72 hours)

Address validation

Options: Off: send the address as entered, Clean: auto-correct before buying the label, Block: stop the purchase if undeliverable. This setting controls the address check that runs when SKUSavvy buys a label. Off sends the address with no check. Clean corrects the address before the purchase. Block stops the purchase if the address is undeliverable. Labels you buy with your own carrier accounts (BYOC) skip this check.

Choose Clean to reduce carrier address-correction fees. Choose Block if you would rather fix bad addresses by hand than ship to them.

Off

Send Shopify fulfillment notification

When on, SKUSavvy tells Shopify to email the customer its shipping confirmation when it creates the fulfillment. This applies whether the shipment has a label or is fulfilled manually. When off, Shopify marks the order fulfilled and sends no email.

Turn it off if you send shipping emails from another tool, or if you do not want customers notified.

On

Use the default Shopify tracking page

When off, shipments with a SKUSavvy label send a link to the SKUSavvy tracking page to Shopify. This applies to labels bought with your own carrier accounts too. When on, SKUSavvy sends no tracking link, and Shopify shows its default tracking page.

Turn it on if you prefer the Shopify tracking page or use a tracking app that works with it.

Off

Create barcodes for batches

When on, each new batch gets a barcode in your default batch barcode format. QR code is used if no format is set. Pick-to-tote batches never get a batch barcode.

Turn it off if you never print or scan batch barcodes.

On

Allow printing pick slips

When on, the pick screen shows a Print Pick Slip button. The Pick Sheet label template type also becomes available in custom labels.

Turn it on only if your pickers need paper pick lists instead of the digital pick flow.

Off

Allow bulk packing

When on, the pack screen shows a Pack All button and accepts the Pack All action barcode. One scan or click packs every remaining picked item in the shipment. The button appears only when more than one line is left to pack. Pack All does not work on split shipments.

Turn it on to speed up packing when you do not need item-by-item checks at the pack station.

Off

Print license plate when done packing

When on, a license plate (LPN) label prints automatically for the box when a shipment is fully packed. A button on the pack screen lets you print it again. This works for single-box shipments only.

Turn it on if you use automated equipment such as a Cubiscan that scans a box label after packing.

Off

Ignore line item Properties

Line item properties whose names match a pattern in this list are hidden in order line and order edit views. Matching ignores case. Typical examples are Shopify app properties that the warehouse does not need. The properties stay on the order.

Add patterns when Shopify apps add line item properties that clutter the order and pack views.

Empty (all properties shown)

Label Messages

This card sets the three reference messages sent with each label purchase. The carrier prints them in its reference fields, for example Order #, PO #, and Box #. Where each message appears on the label depends on the carrier. A Box # prints only on multibox shipments, and a PO # prints only when the order has an external ID.

Change it if your carrier or customer needs a different reference, such as the PO number first, or none at all.

Message 1: Shopify ID, Message 2: External ID, Message 3: Box #

Show order note attributes

When on, Shopify order note attributes (cart and checkout attributes) appear in the order view and on the pack screen. When off, they are hidden.

Turn it off if your store does not use cart attributes, or if they are not useful to packers.

On

Ignore note attributes

Shown when Show order note attributes is on.

Note attributes whose names match a pattern in this list are dropped when Shopify orders are created or updated in SKUSavvy. They are not saved on the order. Orders that already synced keep their attributes until the next update.

Add patterns for attributes from Shopify apps that the warehouse does not need to see.

Empty (all attributes kept)

Adjustment Reasons

Adds your own reasons to the Reason menu when someone adjusts, adds or deletes inventory. Custom reasons show under Custom Reasons, above the built-in Default Reasons.

Add reasons when your team needs categories that the built-in list does not cover, so your inventory logs are easier to audit.

No custom reasons. The built-in reasons are always available: Correction, Restocked, Damaged, Theft or loss, Donated, Lot expired, and Composted (Composted shows only when lot and expiration tracking is on).

Enable bin to bin replenishment

Shows the Bin Replenishment pages and the import page in each warehouse. It also shows replenishment columns and fields on bins and item locations, so you can set rules that restock pick bins from holding bins based on par values.

Turn it on if you keep overstock in holding bins and want SKUSavvy to tell staff when to move stock into pick bins.

Off

Enable staged putaway

Shows the Putaway pages in each warehouse and a Putaway Bin checkbox on bins in the warehouse layout. You receive stock into putaway bins, then work through a routed putaway batch that moves each item to its final bin. Scan requirements for putaway are set under Verification.

Turn it on if receiving and shelving are separate steps, for example when stock goes to a staging area before staff put it away.

Off

Track packaging inventory

SKUSavvy subtracts the boxes and mailers used on each shipment from that warehouse's packaging stock when the shipment is fulfilled. Test orders do not use packaging stock. Packaging is filled in automatically only if that warehouse has more than 0 of it in stock.

Turn it on if you want to see your box and mailer stock levels and know when to reorder them.

Off

Keep zero-quantity inventory records

When on, an item's record in a bin stays after its quantity reaches 0, so the bin stays assigned to that item for restocking. When off, SKUSavvy deletes the record at 0. Records with a lot or a serial number are always deleted at 0.

Turn it off if items move between bins often and empty records clutter your bin lists. Leave it on if each item has a fixed home bin.

On

Require adjustment reason

Makes the Reason field required when someone changes a quantity in the adjust inventory form, adds inventory to a location, or deletes inventory.

Turn it on if you need a full audit trail of why stock was changed by hand.

Off

Enable serialized inventory

Adds a Serialization field (Optional, Required or Disabled) to each item. It also adds serial number entry to receiving, picking, packing and cycle counts, and lets you search inventory by serial number.

Turn it on if you must track individual units, for example for warranties, recalls or high-value goods.

Off

Enable cost tracking

Shows unit cost on inventory records, adjustments, transfers, cycle counts, logs and inventory imports, and shows cost of goods sold (COGS) on orders and order exports. It also adds the Landed Costs import page. When you turn it on, a dialog lets you fill in costs for existing stock from the latest purchase order price or from the average, lowest or highest vendor cost.

Turn it on if you need inventory value or COGS reports. Choose a backfill option if you want costs on stock you already have.

Off

Enable Kitting

Shows the Kitting pages for products and warehouses, so you can define kits (bundles) and convert ingredient items into kit outputs. A reversible kit needs a separate kit for each direction. When you turn it off, Sync buildable kit quantity also turns off.

Turn it off if you never assemble or bundle products, so the kitting menus stay hidden.

On

Sync buildable kit quantity

Shown when Enable Kitting is on.

Adds the number of each kit you could build from ingredients in bins to that kit output's Shopify inventory. SKUSavvy updates it each time ingredient stock moves, and a kit can opt out on its own settings. All ingredient stock in a warehouse counts, including expired lots and stock in receiving or quarantine bins, and ingredients you also sell on their own are promised twice.

Turn it on if you assemble kits only after an order comes in and want Shopify to sell what you could build. Leave it off if you pre-build kits or use a Shopify bundle app.

Off

Enable lot & expiration tracking

Shows the Lots pages and adds lot and expiration date entry for perishable items when you receive, count, kit, pick and pack. It also adds the Composted adjustment reason.

Turn it on if you sell perishable goods or must trace stock by lot, such as food, beverage or pharmaceuticals.

Off

Lot ordering strategy

Shown when Enable lot & expiration tracking is on.

Options: No preference, FIFO: pick earliest expiration first, LIFO: pick latest expiration first. When SKUSavvy builds a pick batch, it prefers bins whose lots expire first (FIFO) or last (LIFO). With No preference, lot expiration does not affect bin selection.

Choose FIFO if you sell perishable stock and want to ship the oldest lots first to reduce waste.

No preference

Prioritize lots by order tags

Shown when Enable lot & expiration tracking is on.

Shows the Lot Classifications page. There you define expiration ranges in days and link them to order tags. During batch picking, an order with a matching tag prefers lots that expire inside that range.

Turn it on if some customers or channels need a minimum shelf life, for example wholesale orders that need lots with at least 90 days left.

Off

Limit one lot per item per bin

Shown when Enable lot & expiration tracking is on.

Blocks any inventory change that would put a second lot of the same item into a bin that already holds a different lot, with the error "Bin cannot have more than one lot per item". Cycle counts skip this check so they can record what is really in the bin.

Turn it off only if your lots are clearly labeled and you need to store more than one lot of an item in the same bin.

On

Sales Window (days)

Sets the number of past days used to calculate average daily sales, from 1 to 90. The same window drives ABC classification, min and max suggestions, the default sales range on Stock Replenishment, purchase forecasts and sales rate displays. New items are divided by the days since their first sale, so their velocity is not understated.

Shorten it if your demand changes quickly or is seasonal, so suggestions follow recent sales. Keep 90 for steady demand.

90

ABC Analysis

Shows ABC badges, columns and filters on products, inventory and the warehouse layout. SKUSavvy calculates ABC scores every week whether this is on or not, because the scores also set how much safety stock each item gets in min and max suggestions. This toggle only shows or hides the classification. Changes can take up to 1 hour to show.

Turn it on if you want to see which items drive most of your sales, so you can focus counts and attention on them.

Off

Valuation Method

Shown when ABC Analysis is on.

Options: Retail Value, Retail Value (after discounts), Unit Cost. Sets how SKUSavvy values each item's sales when it ranks items for ABC. Retail Value uses the original selling price, Retail Value (after discounts) uses the price after discounts, and Unit Cost uses the average vendor cost, ignoring costs of 0.

Choose Unit Cost to rank by the money tied up in stock. Choose a retail option to rank by revenue.

Retail Value (after discounts)

Tiers: A (Critical), B (Standard), C (Low priority)

Shown when ABC Analysis is on.

Sets the share of SKUs, from the top of the ranking, in each class. Drag the handles on the tier bar or type a percent for A and B; C is whatever is left. Each tier keeps at least 1%, and a Reset to 15 / 40 / 45 button appears when you change the defaults. A items get the tightest controls and are counted most often, and C items are counted rarely.

Change it if your sales are more or less concentrated than usual, so class A holds only your real top sellers.

A 15%, B 40%, C 45%

Aggressiveness

A slider that sets how much safety stock the suggested min and max hold. Higher settings aim for fewer stockouts and larger reorder batches, and better sellers get more protection than slow sellers. Suggestions update at once, but saved min and max values change only when you accept a suggestion.

Move it toward Stocked if stockouts cost you more than extra stock. Move it toward Lean or Minimal if cash or space is tight.

Balanced

Days on Hand

A slider from 1 to 90 days that sets how many days of demand a full reorder should cover above the reorder point. This sets the gap between the suggested min and max. Aggressiveness and Cost Weighting adjust it for each item.

Raise it to reorder less often in larger amounts. Lower it for smaller, more frequent orders.

21 days

Cost Weighting

A slider from 0 to 1 that shrinks the reorder amount for items that cost more than the warehouse's median unit cost, and grows it for cheaper items. At 0, unit cost has no effect. Items with no cost on file are not changed.

Raise it if expensive items tie up too much cash. Set it to 0 if every item should cover the same number of days.

0.5

Pick: Verify bin location (Outbound)

Options: Optional, Scan required. When set to Scan required, the picker must scan the bin barcode before picking from it. Picks cannot be tapped from the list until the bin is scanned. When set to Optional, the bin is not checked, and an item scan can start the pick directly.

Set it to Optional only if speed matters more than catching picks from the wrong location.

Scan required

Pick: Verify item (Outbound)

Options: Optional, Manual, Scan required. Optional picks the item automatically when the bin holds only one item on the batch. Manual makes the worker confirm each item with a tap or a scan. Scan required turns off tapping, so only a barcode scan confirms the item.

Use Scan required for the highest pick accuracy. Use Optional when your bins hold one item each and speed matters most.

Manual

Pick: Scan counts as (Outbound)

Shown when Pick: Verify item is set to Manual or Scan required.

Options: The whole line, One unit. With The whole line, one item scan picks the full quantity for that line. With One unit, each scan picks one unit, so the worker scans once for every unit.

Use One unit when you need every unit counted by a scan, for example for high-value or easily confused items.

The whole line

Pack: Verify item (Outbound)

Options: Optional, Scan required. When set to Scan required, packing an item opens a prompt that asks for a scan of the item before it goes into the box. When set to Optional, the worker packs the line with one action and nothing is checked.

Keep Scan required to catch mis-picks before the box is sealed. Set Optional only if picking is already fully scan verified and you want faster packing.

Scan required

Pick: Verify bin location (Transfers)

Shown when the workflow picker is set to Transfers.

Options: Optional, Scan required. Works the same as the outbound setting, but for transfer order batches. Scan required makes the worker scan the bin before picking from it.

Change it when transfers need different rules from customer orders, for example when you move full cases.

Scan required

Pick: Verify item (Transfers)

Shown when the workflow picker is set to Transfers.

Options: Optional, Manual, Scan required. Works the same as the outbound setting, for transfer batches. Optional auto-picks single-item bins, Manual allows a tap or a scan, and Scan required accepts only a scan.

Loosen it for transfers when you want speed without changing outbound accuracy rules.

Manual

Pick: Scan counts as (Transfers)

Shown when Pick: Verify item (Transfers) is set to Manual or Scan required.

Options: The whole line, One unit. With The whole line, one scan picks the full line on a transfer. With One unit, the worker scans once for each unit.

Use The whole line to move a full case with one scan. Use One unit when each unit must be counted.

The whole line

Pack: Verify item (Transfers)

Shown when the workflow picker is set to Transfers.

Options: Optional, Scan required. When set to Scan required, each item on a transfer must be scanned as it is packed. When set to Optional, it is packed in one action without a check.

Set it to Optional if transfer packing does not need a second check.

Scan required

Putaway: Verify bin location

Shown when the workflow picker is set to Putaway.

Options: Optional, Scan required. When set to Scan required, the worker must scan the destination bin before putting stock into it. Tapping a bin shows the message "Scan bin [name] first". When set to Optional, the worker can pick the bin without a scan.

Set it to Scan required if stock often lands in the wrong bin during putaway.

Optional

Putaway: Verify item

Shown when the workflow picker is set to Putaway.

Options: Optional, Manual, Scan required. Optional puts the line away as soon as the bin is chosen. Manual opens a confirm step where the worker taps or scans the item. Scan required accepts only a barcode scan of the item.

Use Scan required when the wrong item going into a bin is a real risk. Use Optional for the fastest putaway.

Manual

Putaway: Scan counts as

Shown when Putaway: Verify item is set to Manual or Scan required.

Options: The whole line, One unit. With The whole line, one item scan puts the full line away. With One unit, the confirm step starts at zero and each scan adds one unit.

Use One unit when each unit put away must be counted by a scan.

The whole line

Enable webcam scanner

Lets you scan barcodes with the device's built-in camera. When it is off, the camera scanner does not open, and you scan with a hardware scanner or the test scanner instead. This setting applies only to your login, not the whole company.

Turn it off on devices that always use a hardware scanner, so the camera view does not open.

On

Enable test scanner

Adds an on-screen control where you enter a barcode value to simulate a scan, with no physical scanner. This setting applies only to your login. The page warns you while it is on.

Turn it on only for testing or demos, and turn it off again afterward.

Off

Hardware scan prefix

Options: Disabled: no hardware scanners, Less-than <, Greater-than >, Asterisk *, Tilde ~, Caret ^, Open {, Pipe |. Sets the character that every hardware scanner in the company sends before each barcode. SKUSavvy uses it to tell scanner input apart from typing, so scans work on any page. When disabled, SKUSavvy does not listen for hardware scans at all. This setting applies to the whole company, so if you change it you must reprogram every scanner.

Set it when you start to use hardware scanners. Change it only if the current character is hard to type on your keyboard layout, and reprogram all scanners when you do.

Disabled: no hardware scanners

Hide Scan Button (mobile)

Shown when a Hardware scan prefix is set.

Removes the scan icon beside the menu button on mobile. It has an effect only when a scan prefix is set. The icon always stays for logins that have the webcam scanner or test scanner turned on.

Turn it on when your team scans only with hardware scanners and does not need the on-screen scan button.

Off

Listen for hardware scans on this account

Shown when a Hardware scan prefix is set.

When it is on, your login treats input that starts with the scan prefix as a scan. When it is off, your login ignores hardware scans, and you can type the prefix character as normal text. This setting applies only to your login. If it is off while a prefix is set, a warning tells you that scans type into the page instead.

Turn it off if you work at a desk with no scanner and need to type the prefix character.

On

Default Item Barcode Format

Sets the format for new item barcodes, both for barcodes imported from Shopify and for barcodes that SKUSavvy generates. When you save a change, a dialog asks if you want to update existing barcodes. If you select Update Existing, all current item barcodes change to the new format.

Change it to match the format on your product labels, for example UPCA or EAN13 for retail barcodes.

QR

Default Batch Barcode Format

Sets the format for the barcodes that SKUSavvy creates for new batches. When you save a change, you can choose to update existing batch barcodes to the new format.

Change it if your scanners or printed pick sheets need a format other than QR.

QR

Default Bin Barcode Format

Sets the format for barcodes on new bins. When you save a change, you can choose to update existing bin barcodes to the new format.

Change it to match the bin labels you print, for example CODE128 for long, narrow Shelf labels.

QR

Default Shipment Barcode Format

Sets the format of the shipment barcode on the labels and documents you print. Stored barcodes do not change, because the label uses this format each time it prints.

Change it if the scanners at your packing or shipping stations need a format other than QR.

QR

Auto-generate item barcodes

When you turn it on, SKUSavvy immediately creates a barcode in the default item format for every item that has none. After that, items imported from Shopify without a barcode get one when they are created.

Turn it on if many of your products have no barcode and you want to print and scan your own labels.

Off

Replace barcodes updated in Shopify

When it is on, a barcode change in Shopify replaces the old barcode in SKUSavvy. When it is off, SKUSavvy keeps the old barcode and adds the new one as an alternative, so both scan.

Turn it on if Shopify is the single source of truth for barcodes and old barcodes must stop working.

Off

Sync item weight from Shopify

When it is on, product updates from Shopify overwrite item weight and weight unit in SKUSavvy. When it is off, SKUSavvy keeps the weight you set and ignores weight from Shopify.

Turn it off if you measure weights in SKUSavvy, for example with a scale or dimensioner, and do not want Shopify to overwrite them.

On

Default Length Unit

Options: Inches (IN), Feet (FT), Millimeters (MM), Centimeters (CM), Meters (M). Sets the length unit for the dimensions of new items, both items you create in SKUSavvy and items imported from Shopify. Existing items keep their units.

Change it to Centimeters (CM) or Millimeters (MM) if you measure products in metric.

Inches (IN)

Default Weight Unit

Options: Pounds (LB), Grams (G), Kilograms (KG), Ounces (OZ). Sets the weight unit for new items you create in SKUSavvy. It also applies to imported items when Shopify does not send a weight unit. Existing items keep their units.

Change it to Grams (G) or Kilograms (KG) if you weigh products in metric.

Pounds (LB)

Display Currency

Sets the currency that SKUSavvy uses to show prices and costs on orders, purchase orders, transfers, labels and vendor emails. It is also sent as the preferred currency when SKUSavvy requests carrier rates, but carriers can still return rates in another currency.

Set it to match your Shopify store currency if that currency is not USD.

USD

Timezone

Scheduled exports start and end each day, week, and month at midnight in this timezone. You cannot create a scheduled export until you set a timezone.

Set it to your warehouse's local timezone before you schedule exports.

Not set

Discounted retail price

The price the customer paid: the order line price minus its line and order discounts. Zero when the item is fully discounted.

Retail price

The order line price before discounts, or the variant's price when the item isn't on the order.

Vendor unit cost

The average of the item's vendor unit costs. Zero when the item has none.

Weighted average cost

The weighted-average cost of the item's on-hand stock. Zero when none of it has a cost.

DDP

Delivered duty paid (place of destination)

EXW

Ex works (place of delivery)

FCA

Free carrier (place of delivery)

CPT

Carriage paid to (place of destination)

CIP

Carriage and insurance paid to (place of destination)

DAP

Delivered at place (place of destination)

DPU

Delivered at place unloaded (place of destination)

FAS

Free alongside ship (port of landing)

FOB

Free on board (port of landing)

CFR

Cost and freight (port of destination)

CIF

Cost insurance and freight (port of destination)

Enable purchase order management

Turns the purchase order feature on or off. When it is off, the Purchase Orders, Reorder Radar and Vendors pages are hidden, and so are the purchase order tabs on product and item pages and the lead time fields on replenishment forms. The settings in this section collapse while it is off.

Turn it off if you never buy stock from vendors through SKUSavvy and want a simpler menu.

On

PO Email

Shown when Enable purchase order management is on.

Sets the email address on purchase order emails sent to vendors whose communication preference is email. Vendor replies go to this address. If it is blank, SKUSavvy uses the receiving warehouse's email, and then the company email. It is also the reply-to address on the welcome email that vendors get.

Set it when vendors should reply to a purchasing inbox and not to your main company address.

Blank. SKUSavvy then uses the warehouse email, and then the company email.

Enable Check In Criteria

Shown when Enable purchase order management is on.

Turns on bin putaway criteria. Criteria are rules that suggest a bin for an item. When this is on, SKUSavvy uses your criteria to rank bins when staff choose a bin at check-in, during putaway, and when they allocate or add a location. It also shows the criteria on the bin pages and the putaway criteria editor.

Turn it on when you want received stock to go to set bins by rule, for example by product type or vendor.

Off

Enable one-step receiving (Receive All)

Shown when Enable purchase order management is on.

Adds a Receive All action to purchase order check-in. Staff can then mark all pending items as fully received in one step and do not count each item.

Turn it on if your vendors ship accurately and counting each item at the dock slows you down.

Off

Edit closed POs

Shown when Enable purchase order management is on.

Lets staff edit the item lines on a purchase order after it is checked in. When it is off, SKUSavvy blocks edits with the message "PO cannot be edited because it was already checked in". It also blocks adding unordered received items to a checked-in PO.

Turn it on if you often fix quantities or add missed items after a PO is fully received.

Off

Unit cost sync

Shown when Enable purchase order management is on.

Options: Off, Seed, Pull, Push. Sets which system owns unit cost and the direction in which cost moves. Off never moves cost. Seed imports the Shopify cost only for items with no cost. Pull lets Shopify overwrite the SKUSavvy cost on every product update. Push sends the item's weighted-average cost to the Shopify cost per item field on every connected store when it changes. When you change to Push, SKUSavvy also sends the current cost of all items once.

Choose Push when SKUSavvy tracks landed and received costs and must be the source of truth. Choose Pull when your team keeps cost in Shopify.

Seed

Sync vendor records from Shopify

Shown when Enable purchase order management is on.

When a Shopify product is created or updated, SKUSavvy creates the vendor named on it and links the vendor to the product's items. When Unit cost sync is Seed or Pull, SKUSavvy creates the vendor anyway, because each unit cost belongs to a vendor.

Turn it off if the vendor field in Shopify holds brand names or other values that are not your real suppliers.

On

Enable transfers between warehouses

Turns the transfer feature on or off. When it is off, the Transfers menu and pages and the transfer tabs on product and item pages are hidden. The settings in this section collapse while it is off.

Turn it off if you have one warehouse or never move stock between warehouses.

On

Edit closed transfers

Shown when Enable transfers between warehouses is on.

Lets staff edit a transfer after it is fulfilled or checked in. When it is off, SKUSavvy blocks edits to fulfilled and checked-in transfers. Cancelled and deleted transfers can never be edited.

Turn it on if you need to fix transfer quantities after the stock ships or arrives.

Off

Enable one-step receiving (Receive All)

Shown when Enable transfers between warehouses is on.

Adds a Receive All action to transfer check-in. Staff can then mark all pending transfer items as fully received in one step and do not count each item.

Turn it on if transfers between your warehouses arrive complete and counting each item adds no value.

Off

Allow overcounting on transfers

Shown when Enable transfers between warehouses is on.

When it is off, SKUSavvy blocks any transfer check-in count that is more than the packed quantity. When it is on, staff can receive more than was packed after they confirm a warning about the extra units.

Turn it on if transfers sometimes contain extra units and you want to receive them and not reject them.

Off

Enable cycle counting

Turns cycle counting on or off. When it is on, a Cycle Counts page shows under Inventory in each warehouse. The settings in this section collapse while it is off.

Turn it on when you want to count bins on a schedule and not only during full stock takes.

Off

Require bin scan

Shown when Enable cycle counting is on.

When it is on, staff must scan a bin's barcode to start counting that bin. When it is off, staff can select a bin from the list without a scan.

Turn it off if your bins have no barcode labels yet. Keep it on to make sure staff count the correct bin.

On

Require item scan

Shown when Enable cycle counting is on.

When it is on, staff must scan each item to count it. When it is off, staff can select an item in the bin list and enter its count.

Turn it off if many items have no barcodes. Keep it on to prevent counts against the wrong item.

On

Show expected item quantity in each bin

Shown when Enable cycle counting is on.

When it is on, staff see the quantity SKUSavvy expects in each bin while they count. When it is off, the count is blind: SKUSavvy hides the expected quantity and staff must count what is in the bin.

Turn it off for blind counts when accuracy is more important than speed, so that staff do not only confirm the system number.

On

Customer Retention Period (days)

A whole number of days, from 1 to 32767. Every 12 hours, SKUSavvy deletes customer records that are older than this number of days and have no orders and no active shipments in that period. A customer with orders is deleted only when all orders and all delivered or cancelled shipments are older than the period. Deleted records cannot be recovered.

Set it if a privacy policy or a regulation such as GDPR requires you to keep customer data for a limited time. Leave it blank to keep all customer data.

Blank (SKUSavvy does not delete customer data)

Tax Identifiers

Find it under Carriers > Tax Identifiers.

A list of tax IDs that SKUSavvy sends to the carrier on international shipments, so customs and import taxes clear correctly. Each row has an Identifier Type, Scope (Company-wide or one warehouse), issuing country, Taxable Entity and Value. A warehouse with its own rows uses only those rows, unless its Inherit company-wide tax identifiers toggle is on (default off). Then it also gets the company-wide rows it does not replace.

Add identifiers when you ship internationally, for example an EORI and IOSS number for shipments to the EU or a VAT number for the UK.

No identifiers