How To Switch the Sales Quantity Version

Sales Quantity is the feature that uses past sales in a date range to suggest how much to order. You can choose which “version” of that logic your location uses. This page tells you how to switch and what each version does.

How to switch the Sales Quantity version

1. Open Purchasing and Receiving.

2. Go to Manage Settings (or your usual settings screen for purchasing).

3. Find Advanced Options and open it (click or tap so the options below it show).

4. Find the Sales Qty Version dropdown.

5. Choose Version 1 or Version 2.

6. The new choice is saved as soon as you pick it. You should see a message like “Setting has been updated.”

You can change it anytime. The next time you run replenish by sales (order from past sales), the system will use the version you selected.

What each version includes

Version 1

• Included: The original way. The system looks at all sales in the date range you pick. It uses every sale when it suggests how much to order.

• Not included: It does not ignore sales that were part of a promotion marked “do not replenish.” So big promo sales can push the suggested order up, even if you don’t want to restock based on those deals.

Use Version 1 if you want the system to treat every sale the same when it suggests order quantities.

Version 2

• Included: The updated way. The system still uses past sales in the date range, but it leaves out sales that had a promotion marked “do not replenish.” So suggested order quantities are based on regular sales, not one-time deal sales.

Use Version 2 if you run promotions that are marked “do not replenish” and you don’t want those sales to drive how much you order. This is the one we recommend for most locations.

Quick summary

Need help?

If you don’t see Sales Qty Version or Advanced Options, your role may not have access. Ask your manager or your support team. If you’re not sure which to use, start with Version 2 unless you were told to use Version 1.