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How To: Assign Policy Defaults

Judi Zietsman avatar
Written by Judi Zietsman
Updated over a month ago

For necessary background, please preread Mastering Policy Defaults before proceeding with this article.

Purpose

Enter the baseline Replenishment cycle (days) and Target fill (%) for each bucket in the 9-block classification matrix.


Step 1: Open Policy Defaults

Navigate to Settings > Policy Defaults in the left pane.


Step 2: Enter Bucket Policies

On the 9-block classification matrix, enter the desired Replenishment cycle (days) and Target fill (%) for each bucket.


Step 3: Apply Location Options

At the bottom of the screen, tick as needed: Apply this policy for all locations and/or Make this the default policy for new locations.


πŸ’‘ Tips

  • Consider the Trade-offs: When configuring these policies, weigh working capital impact, planner/admin workload, and warehouse space so each bucket’s settings fit your strategy.


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