item info sidebar
The Item Info is a single, always-visible panel that brings together key information on an item — stock position, pending orders, delivery schedule, supplier setup, replenishment rules, safety stock policy, order logic, forecast configuration, all in one place, without leaving the screen you're already on.
The design principle is simple: you should never have to hunt for item information. It should be right there, organised, searchable, and editable inline.
It's available under the Items & Reports sections of AGR and replaces the item details tab previously located in the item card
Where to Find Item Info
Item Info appears as a panel on the right-hand side of the screen in two places:
Item Card — when you open an individual item by clicking its name in the items grid or any order line, Item Info is the panel that fills the right side.
Reports — when working in a report view, you can open Item Info for any item directly from the grid to review or adjust its settings without navigating away.
The panel is resizable — drag the left edge to make it wider or narrower depending on how much screen space you want to give it.
🔍 Search Window
You can use a search window to find any field instantly without scrolling through sections. Type to filter the sidebar to matching fields and settings.
▼ Collapsible groups
Each data group can be collapsed or expanded independently, so you can focus on the sections most relevant to the item you're reviewing.
Data groups include: item info, stock info, replenishment & order settings, forecast settings, safety stock policy, order logic, item schedule, and undelivered orders.
The Sections, Explained
1. Notes
Just below the item header, there's a free-text Notes field. Use it to leave context about this item for your team — for example, a note from a supplier about a delayed shipment, or a reminder to review settings after an upcoming promotion.
Click the field (or the "Add note" link if empty) to start editing
Maximum 250 characters
The character counter turns orange when you're approaching the limit and red when you reach it
2. Item Information
The basics about the product itself:
Item number and name — with one-click copy buttons so you can paste them into emails or other systems
Location — which warehouse or store this item belongs to
Description, item groups (e.g. category level 1 and level 2), and ABC classification (how important this item is to your business)
Primary supplier, responsible person, sale price, weight, and volume
Closed status — a toggle that marks an item as closed (no longer actively managed). Closed items are shown with a badge in the header so they're immediately obvious.
3. Stock Information
A real-time snapshot of what you have on hand:
Current stock units — click this number to open a breakdown by warehouse location
Stock across all locations — total stock everywhere, also clickable for a full location breakdown
Expiring stock — if you manage items with expiry dates (e.g. food, pharmaceuticals), this shows the total quantity at risk of expiring and when the first batch expires. Click to see the full list of batches.
Average stock (last 30 days) — a smoothed view of recent stock levels
Stock value and volume — the financial and physical footprint of your current inventory
4. Undelivered Orders
All purchase orders that have been placed but not yet received, shown as a simple table:
Expected delivery date
Status badge — colour-coded at a glance:
Green (Open) — delivery is still expected on time in the future
Yellow (Overdue) — delivery date has passed but is recent enough that it may still arrive
Red (Expired) — the order is significantly past due; action may be needed
Quantity and purchase order reference
Hovering over a status badge shows a tooltip explaining the exact date range used to calculate it.
5. Order Schedule
A two-month mini calendar showing when this item is next scheduled to be ordered. Dates with scheduled orders are marked directly on the calendar.
If the item is not on any schedule yet, a message prompts you to set one up via the Scheduled Orders page.
Clicking on a scheduled date opens the full schedule management view, where you can review or modify the order schedule.
(Requires the Scheduled Orders premium feature.)
6. Order Routes
How and from where this item is replenished. Each route (purchase from a supplier, or transfer from another warehouse) is shown with:
Replenishment type — Purchase (from a vendor) or Transfer (from another internal location)
Supplier or source location
Lead time — how many days between placing an order and receiving the goods (editable)
Order multiple — the case pack or pallet quantity that orders must be rounded to (editable)
Minimum order quantity — the smallest quantity the supplier will accept (editable)
Purchase price — the agreed cost price from the vendor (view only)
Pallet quantity (editable)
Fields shown with a reset button (↩) have been manually overridden from the system default. Clicking reset reverts them back to the policy value.
7. Safety Stock
Safety stock is the buffer inventory kept to protect against unexpected demand spikes or delivery delays. This section controls how AGR calculates that buffer for this item:
Safety stock type — choose the calculation method:
Statistical — AGR calculates the buffer automatically based on demand variability (requires the Advanced Order Parameters premium feature)
Units — you specify a fixed number of units to keep as buffer
Days — you specify how many days' worth of demand to hold as buffer
Max of Statistical and Units — uses whichever is larger
Confidence factor — for statistical safety stock, how conservative the buffer should be (higher = larger buffer)
Safety stock units / days — the manual override values (relevant for Units and Days types)
Calculated values — the actual units and days AGR has computed, shown for reference
8. Order Logic Settings
The rules that govern how AGR suggests replenishment orders for an item:
Setting | What it means |
Additional Lead Time | Adds days to the order period, logistics or handling time |
Exclude Lost Sale (%) | impacts order calculations, to include or exclude demand during a stockout period. ranges from 0-100% |
Max Stock | Only works when coupled with reorder point. Order logic: Reorder point - Max |
Min Display Stock | Sets the minimum stock value. |
Order Coverage Days | The size of the order quantity: represented in days coverage. – when you order this is for how long you would like the stock to cover |
Order Frequency Days | The days between placing orders: 30 means an order is created on a 30 day interval. |
Order Multiple threshold (%) | Defines the % threshold that the calculated order quantity must surpass to round up to the next order multiple, will else round down |
Reorder Point | works with Max stock, if both are used, the sales forecast is disabled and when stock goes below the reorder point (min) the order proposal will order up to the max level, subtracting any undelivered quantity on the way. |
Sales Order | 3 Setting options on how to treat open sales orders in future demand: Never, always, conditional |
Special Order item | Non-stock items, forecast is disabled and an order quantity is only calculated if there are 1) open sales orders that exceed the stock on hand & undelivered. 2) user inputs demand in Sales plans or promotions that exceeds the stock on hand & undelivered on the way. |
9. Forecast Settings
How AGR models future demand for this item. These settings directly affect what order quantities AGR suggests:
Setting | What it means |
Forecast Type | The forecast type can be Monthly or Weekly. Indicating how the year is split up into buckets. The forecast is calculated on daily basis. |
Forecast Model Category | Shows the automatically selected forecast model for an item / sku |
Forecast Profile | A seasonal profile to control the forecast profile generated — select an existing one, or create/edit profiles from here |
Forecast start date | First date where the forecast can start generating demand |
Forecast end date | A date to end the forecast, i.e. end of the season. |
First Sale Date into Forecast | The earliest sale history date to include in the forecast calculation |
Exclude from Forecast | Toggle on to stop AGR from generating a forecast for this item |
Demand on Saturdays | Whether demand should be created for Saturdays |
Demand on Sundays | Whether demand should be created for Sundays |
Outlier Detection | Whether to automatically detect and reduce the influence of unusual demand spikes |
Promotional Smoothing | Whether to smooth over promotional spikes so they don't distort the baseline forecast |
Stockout Bridging | Whether AGR should estimate "hidden" demand during periods when the item was out of stock, and bridge adjusted sales to improve the forecast calculations that build on sales history |
Personalising Your View
In edit mode (or when using the search bar), a pin icon appears on each row. Click it to show or hide that field from your default view. Hidden fields stay hidden between sessions, so you can declutter the panel to show only what you use regularly.
Your visibility preferences are saved to your account — they follow you across devices.
Read-Only Access
If your user account has read-only permissions, Item Info will display all information but editing will not be available. You can still click through to all linked modals (stock breakdown, vendor card, schedules, forecast profiles) to explore data — you just won't be able to save changes.