Business rules written down once, applied the same way everywhere

Cover targets, lead times, promotions, substitutions and approval limits live as plain-language rules on the platform. Every module and Ask Stockwell reads the same ones, so the business runs the way your team decided.

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Business rules

Ask about a ruleNew rule

cover-policy.md41 reads
supplier-lead-times.md33 reads
gp-targets.md18 reads
promo-calendar.md12 reads
substitutions.md9 reads
receiving-rules.md27 reads

Policy · updated by Maya Chen

Stock cover policy

Cover is worked out on available stock: on hand, less what sales have already allocated.

Review when available stock is under 2 days of cover.
Critical when cover with everything inbound falls short of the supplier’s lead time.
Overstock when cover with incoming supply goes past 14 days.

Order enough for the lead time plus one week of demand, rounded to the pack. Stockwell recommends; a buyer approves.

Order size

Give a range up to 20% above the base quantity so the buyer can choose within it. Never order past a product’s shelf life at expected sales.

Who decides

Stockwell recommends. A buyer approves every purchase, and any order over $10,000 needs a second approval.

Applied inPurchasingInventoryAsk Stockwell

Purchasing that follows your policy

Every purchase recommendation names the rules it followed, from the cover policy to each supplier’s lead time and cutoff.

Purchase plan

Approve 2 POsNew PO

This week’s purchase plan

Drafted by Stockwell at 5:58 am · a buyer approves every order

Product	Supplier	Cover	Recommendation
Garlic A	China Import Supplier	1.8 d	1,170 cartons
Shine Muscat Grapes	China Import Supplier	2.8 d	6,300 lb
Mango	Baja Produce Supplier	1.8 d	Expedite PO-3025
Shanghai Bok Choy	Local Grower A	1.0 d	Reduce import
Spinach	Local Grower C	2.0 d	Covered by PO-3028
Garlic B	China Import Supplier	25.5 d	Cut the next order
Asian Greens Mix	Local Grower B	2.6 d	No action this week
Romaine 24ct	Salinas Growers	2.2 d	Order 160 cases
Lemons 115ct	Coastal Citrus	4.1 d	No action this week
Cilantro 30ct	Ruiz Farms	1.9 d	Order 90 cases

Every answer cites the rule

Ask Stockwell reads the same rules your team wrote and shows which ones it used for each step of an answer.

Ask Stockwell

Coastline’s Garlic A promo starts Monday. Have we got enough stock?

Checked the promo, stock and the supplier11s

Found Monday’s promopromo-calendar.md · Oct 6 to 26
Checked stock and open POsInventory · Purchasing · 110 free, nothing on order
Checked the supplier’s cutoffsupplier-lead-times.md · order by Wednesday noon
Modelled the three promo weeksSales history · last promo lifted 40%, 35%, 30%

No, you’ll run short in the first week. You have 110 cartons free and nothing on order.

Promo week	Need	Have	Short
Oct 6 – 12	600	110	490
Oct 13 – 19	580	0	580
Oct 20 – 26	560	0	560

Order 1,550 cartons by Wednesday noon and weeks two and three are covered. Want me to draft the PO?

Draft the POShow the working

Yes, draft it.

Drafted PO-3041 · 1,550 cartons Garlic AChina Import Supplier · lands Oct 13 · waiting for Maya to approve

Needs approval

Ask about stock, orders, margin or suppliers…

Rules on every order

Approval limits and substitution rules decide which orders go straight through and which wait for a person.

Workflows · Order intake

Test runNew workflow

TriggerA customer order arrives

42 today

AI stepRead the order, match every line

automatic

BranchEnough stock for every line?

Yes · 41No · 1

ActionAllocate, oldest lot first

ApprovalSales approves the change

1 waiting

ActionConfirm to the customer

automatic

ActionAdd to the delivery run

automatic

Ready to pick

Business rules, end to end

Every capability below runs on the same live record as the rest of Stockwell, so nothing is reconciled after the fact.

Plain-language rulesWritten the way your team talks, not as code.
Cover policyWhen stock is critical, how much to hold, how to round.
Lead times & cutoffsEvery supplier’s lead time and order cutoff.
PromotionsThe promo calendar and the lift to plan for.
SubstitutionsWhat can replace what, for which customers.
Approval limitsWho approves what, and when a second person is needed.
Margin targetsThe margin each product and customer should make.
Where it’s usedSee every module and answer that read a rule.

The modules it powers

Every module runs on the same workflows, rules, data and AI.

Connect the systems you already run.

Accounting, inboxes and trading partners plug into the same live record. Your old distribution system hands over one module at a time.

See all integrations

Frequently asked questions.

Something else on your mind? Ask our team.

Do the rules apply to the AI?

Yes. Ask Stockwell reads the same rules and cites the ones it used.

Do we have to write them ourselves?

No. We write them down with your team during onboarding, from how you already work.

What happens when a rule changes?

Every module and Ask Stockwell uses the new version from then on, and the change is recorded with who made it.

See Stockwell on your operation.

Bring your products, customers and suppliers. We’ll show you what your morning looks like on one platform.

Book a demo team@stockwellagents.com