Safety stock rules

List, add, activate/deactivate, and delete rules for the safety quantity to be deducted from stock sent to the channel.

Safety stock rules allow a certain amount to be deducted from the stock sent to sales channels. Thus, not the entire quantity in the warehouse is sent to the channel, but a version with a safety margin deducted. A rule can be defined at the channel, rule group, source/storage, and SKU levels; it can also be limited to apply only within a specific stock range. On this screen, you can list rules, add new rules, activate or deactivate rules, and delete them.

Adding an active rule, changing its status, or deleting it triggers a recalculation of channel stocks. Note that changes directly affect the quantity sent to channels.

Accessing the screen

Follow the path Inventory › Rules › Safety stock rules from the left menu. If you do not see it in the menu, your account does not have permission for this screen.

These rules used to be a tab in the Stocks screen; old links to that tab now open this screen. If your account lacks permission for the Stocks screen but has permission for this screen, you will be redirected here when trying to open Stocks.

Screen sections

• Header: Safety stock rules with the description "Safety quantity to be deducted from stock sent to the channel; at channel, rule group, source/storage, and SKU levels." If you have write permission, the New rule button appears at the top right; if there are unsaved status changes, Discard changes and "Save changes (…)" buttons also appear.
• Filter card: Four filters always visible, additional filters opened from the Detailed filters menu, and Clear and Filter buttons.
• List card: Per page selection, result count ("Filter result: … records"), refresh icon, Columns menu, rule table, and pagination buttons.

The list loads unfiltered as soon as the screen opens.

Filtering and searching

Apply level, Channel, Rule group, and Status are always visible. Other filters are added by checking them in the Detailed filters menu; Source, Storage, and SKU code are open by default when the screen first loads. Which detailed filters are open is saved in your browser. Closing a filter from the menu clears its value; if the value was previously applied, press Filter to update the list. A detailed filter with a value in the address (e.g., from a shared link) is visible even if not checked in the menu.

Filters are applied by pressing the Filter button or Enter in a text field. If there are unapplied changes, Filter is highlighted. Clear empties all filters and reloads the list immediately. Applied filters are written to the page address; you can share the address to open the same view for others.

List

• Page size: 15, 30, 50, 100, or 250 rows; default is 100. Changes apply immediately and return to the first page.
• Sorting: Clicking column headers does not sort.
• Column hiding: You can hide or show columns except Description and Status from the Columns menu; your selection is saved in your browser.
• Row actions: If you have write permission, a trash can icon (Delete) appears at the end of each row, including quarantine rules.
• Clicking a row does not open a detail page; rules cannot be edited. To change a rule's quantity or scope, add a new rule and delete the old one.

Actions

Adding a new rule

Add a new safety stock rule using a four-step wizard. The step list at the top (General, Rule type, Values, Summary) shows your current step. Press Next to proceed, which validates only the current step's fields; press Back to return to the previous step, preserving entered values.

1. Click the New rule button at the top right.
2. In the General step, enter the rule's description and apply level, then click Next. A brief description of each step appears at the top of the window.
3. In the Rule type step, select the channel, rule group, source/storage, and SKU for which the rule applies, then click Next.
4. In the Values step, specify the quantity to deduct, stock range, and whether the rule is active, then click Next.
5. In the Summary step, review all selections and click Save.
6. In the Add rule? window, click Add rule. If you chose to add the rule as active, the window reminds you that channel stocks will be recalculated immediately.

Result: A "Rule added" notification appears, the wizard closes, and the list refreshes. If an error occurs during saving, the wizard remains open, all entered values are preserved, and the error reason is shown in a red box at the top; you can correct and save again.

The Cancel button or the window close icon closes the wizard and discards entered values; the form is empty on next opening.

Step 1 — General

If either field is empty, the warning "Fill in the required fields: description and apply level." appears.

If you change the apply level later, selections not covered by the new level (e.g., source and storage) are cleared automatically.

Step 2 — Rule type

The left side shows Rule type selection, the right side shows SKU selection.

Fields in this step are not mandatory. Unselected dimensions appear as Not set in the summary step and as "—" in the list. A rule can be defined either for a single SKU code or an SKU group; both cannot be used simultaneously.

You may encounter these messages in the SKU group section:

• No SKU group is defined for this installation. — Your workspace has no SKU group attribute; define the rule by SKU code or for all SKUs.
• The SKU group definition could not be loaded. — Attribute list could not be loaded; try closing and reopening the wizard.
• Values could not be loaded — Value list for an attribute could not be loaded.

Step 3 — Values

• All three quantity fields must be integers (may start with a minus sign, up to 9 digits; decimals, spaces, or thousand separators are not allowed). Otherwise, the warning "Quantity fields must be whole numbers." appears.
• The lower bound cannot exceed the upper bound; otherwise, the warning "The range lower bound cannot exceed the upper bound." appears.
• If Activate after saving is checked, the rule is applied immediately and channel stocks are recalculated. If unchecked, the rule is saved as frozen and does not affect stock until activated from the list.

The default range (−999999 … 999999) practically covers all stock quantities. Narrow the range if you want the rule to apply only at specific stock levels.

Step 4 — Summary

All entered values are listed: Description, Apply level, Channel, rule group, source and storage according to level, SKU group attribute–value pairs if selected, otherwise SKU code (or All SKUs if empty), three quantity fields, and Status. Clicking Save revalidates all steps; if a field is invalid, the wizard returns to that step and shows a warning. If validation passes, the Add rule? window opens: if the rule is frozen, it says "The rule will be added as frozen." If active, it says "The rule will be added as active and channel stocks will be recalculated immediately." Pressing Cancel returns to the wizard with values preserved.

Activate or deactivate a rule

You can change the status of rules collectively from the list. Changes are not saved immediately; they are marked first and then confirmed at once.

1. Check (activate) or uncheck (deactivate) the checkbox in the Status column. The changed row shows a Changed badge.
2. If needed, change pages or filters and mark other rules; pending changes are preserved.
3. Click the "Save changes (…)" button at the top right. The number in parentheses shows the count of pending changes.
4. In the Save rule statuses? window, review how many rules will be active or frozen ("Will be active: … · Will be frozen: …") and click Save.
5. While processing, the window shows progress "… / … rules processed." For long lists, this may take some time because channel stocks are recalculated after each rule is saved.

Rules are sent in groups of twenty; the window cannot be closed until the process finishes.

Result: A notification "… rules updated" appears for successful rules and the list refreshes; the Changed badge is removed for those rules. If some rules fail to update, a "… rules not updated" notification appears along with the Rules not updated window. This window lists each rule's description and the Reason column; these rules remain pending changes, and you can fix the reason and save again.

If you see an error message different from these in the Reason column, the entire request for that group failed; try saving again later.

Cancel: Discard changes reverts all pending markings. To revert a single rule's change, restore its checkbox to the original state; the Changed badge disappears.

Pending changes are kept only while you remain on this screen. Navigating away without saving loses your markings.

Quarantine rules have no checkbox; their status is shown only as a badge.

Deleting a rule

1. Click the trash can icon (Delete) in the row of the rule you want to delete.
2. In the Delete this rule? window, read the rule's name and the warning "Deletion is irreversible; related channel stocks will be recalculated."
3. Click Delete.

Result: A Deleted notification appears, the window closes, and the list refreshes. If there is a pending status change for the rule, it is removed from pending changes. If an error occurs, a Something went wrong notification appears (e.g., "Rule not found (it may have been deleted or changed)"), the window remains open, and the rule stays in the list. Deletion is irreversible.

Viewing SKU group

If a rule is defined for an SKU group, click the icon (Show SKU group) in the SKU group column. The SKU group window lists the rule's description and the attribute–value pairs that compose the group. If the group cannot be resolved, the message The SKU group could not be resolved and the raw group code ("Raw code: …") are shown below. This window is read-only; close it with Close. Write permission is not required for this action.

Hidden buttons

If your account lacks write permission on rules, the New rule, "Save changes (…)" and Discard changes buttons, checkboxes in the Status column, and delete icons are not visible. In this case, you can only list rules and open SKU group details; status appears as Live / Frozen badges.

Statuses

Common situations

• The list is empty, No rules found. is displayed. No rules match your filters. Loosen filters or change the Rule type filter; quarantine rules are listed only when Quarantine is selected.
• A known rule is not in the list. The SKU code filter works with exact match; ensure you enter the full code. If the rule is quarantine type, open Detailed filters, select Rule type, and choose Quarantine.
• The rule has no status checkbox. The rule is quarantine type or your account lacks write permission.
• Marked status changes disappeared. Pending changes are lost without warning if you navigate away or refresh the page before saving. Save changes before leaving.
• I added a new rule but stock did not change. If Activate after saving was not checked in the wizard, the rule is saved as frozen. Find the rule in the list, check the Status box, and save changes.
• I cannot see the Source and Storage fields in the wizard. These fields appear only at the Source / Storage apply level. At the Channel level, Rule group is also not shown.
• SKU code field is locked. You selected a value for an SKU group. A rule cannot be defined simultaneously for both SKU code and SKU group.

Related screens

• Rule groups
• Rule levels
• Channel sources
• Channel stocks
• Apply level

Video tutorials

• Defining and activating a safety stock rule: Define safety stock to be deducted from sellable stock sent to the channel by level, channel or SKU, quantity to deduct, and range limits; check apply level and activate the rule; step-by-step explanation and video.