Quick Summary: The Solver helps you efficiently reach a target order value, quantity, volume, or weight by automatically selecting suitable order lines, making it ideal for filling containers or reaching supplier discount thresholds without manual trial and error.
For necessary background, please preread How To: Use Top-Up Orders and How To: Review, Adjust, and Finalize an Order Schedule before proceeding with this article.
Where the Solver Fits in the Workflow
The Solver is designed for execution efficiency, not decision making.
Use it when:
Your total order is just short of a supplier discount point
You have unused container space
You want to add Top Up items in a controlled, prioritized way
The Solver works on an existing order schedule and complements Recommended Order Quantities rather than replacing them.
Step 1: Open an Order Schedule
Navigate to the Orders screen.
Create a new order for the supplier, or reopen an existing order schedule.
➜ For more on this topic, read: How To: Create an Order and How To: View Previously Created (Saved) Orders.
Step 2: Open the Add Items Screen
Click Add items to this order in the bottom right corner of the Order schedule.
You can choose to:
Add all items supplied by this supplier to this location, or
Add only items with Top Ups available
Step 3: Sort Before Using the Solver
The Solver selects lines from top to bottom, based on the current sort order.
Before solving, decide what you want to prioritize and sort accordingly, for example:
Highest units first
Highest value first
Highest weight or volume first
Click on a column to sort by that column.
Step 4: Set the Solver Target
In the Target dropdown, select what you want to target:
Units
Value
Weight
Volume
Enter the target amount.
Click Solve.
The Solver will automatically select lines that bring the order as close as possible to the target without exceeding it.
Step 5: Review and Add the Selected Lines
After solving:
Review the selected lines.
Adjust individual quantities if required.
Optionally add or remove lines manually.
When satisfied:
Click Add to include the selected lines in the order schedule.
You can confirm the impact by reviewing the Comparison table at the bottom of the Order schedule.
⚠️ Watchouts
Sorting drives Solver behavior: The Solver selects lines strictly from top to bottom based on the current sort order. If you do not sort intentionally before clicking Solve, the result may not align with your business priority.
Small lines can add hidden overhead: The Solver may select many low-quantity items to reach a target. These may not be worth the handling, admin, or storage effort.
💡 Tips
Solve iteratively: You can Solve, review, adjust the sort, and Solve again to refine the outcome rather than accepting the first result.
Validate with the Summary panel: Always review the Summary table after adding Solver lines to confirm the impact on value, volume, and weight.
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