Overview
In the chart tab on the item card, you can see a detailed overview of an item's history and projected future activity.
The item chart
The chart is split into a historical section with a yellow or grey background and a forecast section with a white background. The historical chart contains the
sales history not used in the statistical forecast in the grey background,
stock history in purple,
adjusted sales history in orange,
actual historic sales indicated by brown diamonds.
The information in the white background shows the projected future sales, stock and demand. It shows various data that applies to this item, such as the
sales plan in yellow, which is prepopulated with the statistical forecast
total demand as calculated by sales plans + promotions if applied in black
predicted stockout dates with red triangles.
safety stock as an aggregated quantity for the order period with a dotted purple line.
undelivered orders in purple
estimated future deliveries in blue.
estimated future stock indicated by the light purple line and shadings.
Read more about the data series in our article about key series in plans.
There are many more elements that may appear in the chart, depending on the relevant data. Click the question mark next to an item to see more detail.
Periods
By clicking on the name of the period, you can switch between viewing the information on a daily, weekly or monthly basis.
By clicking the arrows or entering a number, you can adjust the time frame for the historic and future period displayed on the card.
Zoom
To focus in on specific time periods, either
click and hold over the time period you want to view or
hold down shift and drag over the time period to zoom in on.
Click Reset zoom to return to the original view.
Learn more about the keyboard shortcuts for the grid in this article.
Hide and reveal elements in the chart
The elements are grouped according to type. Clicking on any group or element will hide or reveal it in the chart.
Adjusting the sale history
The sale history can be adjusted for individual items to account for spikes in sales or periods of stockouts, which AGR uses as input into the statistical forecast. To adjust the sales history of an item in the chart, select the pencil icon next to Sale in the legend to activate edit mode. Simply drag and drop the sales in the month you want to adjust and then select finish editing. The forecast will be updated accordingly.
Show negative values
Negative stock values are hidden by default. However, it is possible to see the impact of a stock out by clicking on Show negative values next to the Stock units group.
Add item details to the chart view
You can add item details to the right of the item chart by clicking on the "i" icon in the item card toolbar.
Order period
The item card includes a green band indicating the order period when viewed in the Orders area of AGR.
The grid
The grid tab in the item card allows you to see the information in the item card in table format. As with all grids in AGR, green indicates that you can edit the information in that cell.
Sale comment
When a comment is made in the grid, it will show up when you hover over the date of the comment in the chart.
Adjusted sales
Entering new sales figures in the Sale column of the item card grid will adjust historical sales in the same way as adjusting the sales bars in the grid view as explained above. The new sales information will be used in the statistical forecast, but the actual sales will remain unchanged in the column "original sale".
Columns
You can add and remove the columns included in the grid by
opening the columns selection pane by clicking on Columns
selecting the columns you would like to show in the grid.
Filters
Likewise, filters let you refine the data in the item card grid according to a variety of filters. To do this,
open the filters pane by clicking on Filters
select the filter you would like to use.
enter the values for the chosen filter. The date filter is shown below as an example.
For some filters, entering a first value will trigger a second value to be entered. To use the date example, you first pick the type of date values you want to enter. According to that, the filter updates.
