Settings

Settings holds the choices that apply to your whole store. Change anything and the save bar appears at the top of the admin; press Save to keep your changes (“Settings saved”) or discard them.

Settings are shared by everyone on your staff who uses Shelfcast.

Purchase orders

How purchase orders are numbered, and the terms printed on them.

Setting	Default	Limits	What it does
Number prefix	PO-	Up to 20 characters; can be blank	Starts every new purchase order number.
Next number	1001	1 to 999,999,999	The number the next purchase order gets. Shelfcast shows what that will be, such as “The next purchase order will be PO-1001.”
Terms printed on purchase orders	Blank	Up to 10,000 characters	Printed under Terms on every purchase order: payment terms, delivery instructions, or anything else your suppliers should see.

→ Create a purchase order

Supplier email

The message sent with each purchase order. You can still change it before sending.

Setting	Limits	What it does
Subject	Up to 255 characters	The subject every purchase order email starts with. Leave it blank to use the default, shown in the empty box.
Message	Up to 10,000 characters	The message every purchase order email starts with. Leave it blank to use the default.

These placeholders are filled in for each order: :number, :supplier, :contact, :shop and :expected. → Your email template

Planning

How far ahead reorder suggestions plan.

Setting	Default	Limits	What it does
Default lead time (days)	14	0 to 365	For suppliers without a lead time of their own.
Order enough for (days)	30	1 to 365	How long each order should last once it arrives.
Safety stock (days)	7	0 to 180	Extra days of stock in case demand or delivery surprises you.

Changing any of these works out every forecast again. → Planning settings

Locations

Locations come from Shopify. Purchase orders deliver to, and counts run at, active locations.

A read-only list of your locations, each with its address and an Active or Inactive badge. Add, rename or deactivate locations in Shopify; the change appears here after the nightly sync, or when you press Sync now. Shelfcast reads up to 50 locations.

“No locations synced yet.” means the first sync hasn’t finished.

Data

Shelfcast keeps up with Shopify as things change, and checks everything again each night.

Row	What it shows	Button
Products and stock	When your catalog was last synced, Syncing…, or Not yet	Sync now re-reads your products, locations and stock, then refreshes forecasts.
Sales history	When your sales were last read, with the note “Shopify shares the last 60 days of orders unless the app has been granted access to all orders.”	Read again asks Shopify for your sales history again, then refreshes forecasts.
Forecasts	When forecasts were last refreshed	—

Both buttons show “Sync started”. Sync now is unavailable while a sync is already running. → Install and first sync

Plan

Shows “You are on the Growth plan.” (or your plan) and what it covers, such as “It covers 5 locations and 10,000 SKUs.” Without a plan it says “No plan selected yet.”

Change plan opens Shopify’s plan page. → Plans and pricing

Settings that live elsewhere

• Per product: forecast method, reorder point and reorder quantity, on each product’s page. → Your products
• Per supplier: lead time, currency, email and CC addresses, on each supplier’s page. → Add your suppliers

Who can change what

Shelfcast has no roles of its own. Anyone on your staff who can open Shelfcast in your Shopify admin can do everything in it — place and cancel orders, complete counts, import files and change these settings. Choose who can open apps in your Shopify staff permissions.