“Safety Stock Rules” allow users to define criteria for products and select locations or location groups, that will update the Safety Stock value of UPC-Location Inventory records that meet that criteria whenever the rules are run. This will apply across the entire tenant. Safety stock rules allow users to Define criteria for products and select locations, or location groups, that will update the Safety stock value of UPC location, inventory, records, that meet that criteria whenever the rules are run. This will apply across the entire tenant. On this screen, we have an example product that is stocked in various Retail Stores and Distribution Centers, with columns for “On-Hand”, “Available”, and “Safety Stock” inventory, among others. Using “Safety Stock Rules”, we can update the “Safety Stock” values automatically. On this screen, we have an example product that is stocked in various Retail Stores and Distribution Centers, with columns for “On-Hand”, “Available”, and “Safety Stock” inventory, among others. Using “Safety Stock Rules”, we can update the “Safety Stock” values automatically. To navigate to the “Safety Stock Rules” configuration menu, in the Inventory menu, click the “hamburger” icon on the top left to open the side menu. In the Inventory left menu, click “Safety Stock Rules”. To navigate to the “Safety Stock Rules” configuration menu, in the Inventory menu, click the “hamburger” icon on the top left to open the side menu. In the Inventory left menu, click “Safety Stock Rules”. This is the Safety Stock Rules menu. This is the Safety Stock Rules menu. We can edit the “Rank” of a rule or click and drag it to reorder them. When the rules are run, they will always be applied in order of the highest to lowest Rank, with “1” being the highest Rank. We can edit the “Rank” of a rule or click and drag it to reorder them. When the rules are run, they will always be applied in order of the highest to lowest Rank, with “1” being the highest Rank. Check multiple rules and then use the “Actions” menu in the top right to “Delete”, “Enable”, or “Disable” them. Check multiple rules and then use the “Actions” menu in the top right to “Delete”, “Enable”, or “Disable” them. Toggle the “Status” icon on a specific rule to “Activate” or “Deactivate” it. Toggle the “Status” icon on a specific rule to “Activate” or “Deactivate” it. Click the “Ellipses” to expand the Actions menu on a specific rule to “Edit” or “Delete” it. Click the “Ellipses” to expand the Actions menu on a specific rule to “Edit” or “Delete” it. Click the “Test Rule” button on the right to open a sidebar and enter a catalog, product, and location. The system will evaluate which rule affects that UPC-Location and display it with its rank and Safety Stock value, as well as a link to view or update the rule configurations. Click the test rule button on the right to open a sidebar and enter a catalog product and location. The system will evaluate, which rule effects that UPC location and display it with its Rank and Safety stock value, as well as a link to view or update the rule configurations. Click “Run All” to immediately run all enabled rules and update their Safety Stock values.The status of the most recent run job is displayed in the top left above the table. After a job successfully runs, it may be a few minutes before Safety Stock values are updated, as the system will take some time to finish processing the inventory files. Click “Run All” to immediately run all enabled rules and update their Safety Stock values. The status of the most recent run job is displayed in the top left above the table. After a job successfully runs, it may be a few minutes before Safety Stock values are updated, as the system will take some time to finish processing the inventory files. To create a new Safety Stock Rule, click the “Create Safety Stock Rule” button on the top right. Again, these rules will apply across the entire tenant. To create a new Safety Stock Rule, click the “Create Safety Stock Rule” button on the top right. Again, these rules will apply across the entire tenant. This is the Safety Stock Rule Configuration page. Required fields are noted with a green “star”. We will discuss all sections. This is the Safety Stock Rule Configuration page. Required fields are noted with a green “star”. We will discuss all sections. First, we’ll need to enter an optional “Code”, Rule “Name”, and optional “Description”.If any Rule “Code” is not supplied by the user, the system will auto-populate it. First, we’ll need to enter an optional “Code”, Rule “Name”, and optional “Description”. If any Rule “Code” is not supplied by the user, the system will auto-populate it. Safety Stock rules are based on expressions called “Product Rules” and “Location” selections, at least one of which is required to create a Safety Stock Rule. Product Rules are made up of a set of conditions that can be used with logical operators like “or” or “and”, such as in a product rule of “Color equals Blue AND Brand equals Adidas” that would restrict the Safety Stock Rule to products that fit those conditions. These can be based on product type, code, variant, static category, attribute, and some other first class fields.For example, you could configure the following rules:For products with “Size equals Small” and “Location equals Dallas”, set Safety Stock to “1”.For products that are “Limited Edition” across all location groups, set Safety Stock to “5”.For products with “Category equals Bikes” and “Location Group equals Northeast”, set Safety Stock to “2”.For products starting with “Product Code equals T-100”, “Location Groups equals West Coast” and “Southwest”, and “Locations equals Warehouse1” and “Warehouse2”, set Safety Stock to “3”. Safety Stock rules are based on expressions called “Product Rules” and “Location” selections, at least one of which is required to create a Safety Stock Rule. Product Rules are made up of a set of conditions that can be used with logical operators like “or” or “and”, such as in a product rule of “Color equals Blue AND Brand equals Adidas” that would restrict the Safety Stock Rule to products that fit those conditions. These can be based on product type, code, variant, static category, attribute, and some other first class fields. For example, you could configure the following rules: For products with “Size equals Small” and “Location equals Dallas”, set Safety Stock to “1”. For products that are “Limited Edition” across all location groups, set Safety Stock to “5”. For products with “Category equals Bikes” and “Location Group equals Northeast”, set Safety Stock to “2”. For products starting with “Product Code equals T-100”, “Location Groups equals West Coast” and “Southwest”, and “Locations equals Warehouse1” and “Warehouse2”, set Safety Stock to “3”. Creating or Editing a rule will open an expression editor that we can view in “Query”, “JSON”, or “Text” format.Here, we’ll give the new Product Rule an optional “Code”, “Name”, and optional “Description”. Then we can define one or more “Conditions” by entering a product “Property”, logical “Operator”, and “Value” to compare the Property against, grouping them as needed.Important Note: Product Rules cannot be shared across any other “Rule” features, such as “Return Rules”. This means that only those that were created as part of “Safety Stock Rules” will be available here. Creating or Editing a rule will open an expression editor that we can view in “Query”, “JSON”, or “Text” format. Here, we’ll give the new Product Rule an optional “Code”, “Name”, and optional “Description”. Then we can define one or more “Conditions” by entering a product “Property”, logical “Operator”, and “Value” to compare the Property against, grouping them as needed. Important Note: Product Rules cannot be shared across any other “Rule” features, such as “Return Rules”. This means that only those that were created as part of “Safety Stock Rules” will be available here. When we have defined one or more Conditions, we can click “Preview” on the right to view a list of records that would be impacted by the expression. Then we’ll click “Save” on the bottom right. When we have defined one or more Conditions, we can click “Preview” on the right to view a list of records that would be impacted by the expression. Then we’ll click “Save” on the bottom right. If we want to select specific “Locations”, check one or more from the Locations drop-down menu. If we want to select specific “Locations”, check one or more from the Locations drop-down menu. Alternatively, or an addition to specific Locations, we can also set “Location Groups” using the Location Groups drop-down menu. Alternatively, or an addition to specific Locations, we can also set “Location Groups” using the Location Groups drop-down menu. Lastly, we’ll enter the Safety Stock Value that we want to set for the selected products and/or locations. Lastly, we’ll enter the Safety Stock Value that we want to set for the selected products and/or locations. When we have configured all desired fields for the new Safety Stock Rule, we’ll click “Save” on the top right. When we have configured all desired fields for the new Safety Stock Rule, we’ll click “Save” on the top right. After saving the new Safety Stock Rule, and then clicking the “Run All” button, we can now see the “Safety Stock” value has been updated across all Retail Stores and Distribution Centers for the example product. After saving the new Safety Stock Rule, and then clicking the “Run All” button, we can now see the “Safety Stock” value has been updated across all Retail Stores and Distribution Centers for the example product.