Overview
AGR extracts valuable inventory information to create insights that can help you understand your overall stock status. The insights appear for all items in the item cards, columns, and filters.
These insights alert you to items that:
are at risk of stockout
are overstocked
are new
have high forecast uncertainty
Inventory Insights settings
You can tailor your inventory insights in the Setting section of AGR.
From the navigation bar, click on the gear icon.
Select Settings from the dropdown menu.
Click on Inventory Insights to open the page.
The user can change the settings for four inventory insights.
Inventory Insights when working in AGR
AGR displays Inventory Insights in Items, Reports, Orders, and as labels on the item cards. The labels include information on each insight and how it is calculated by AGR that pops up when you click on the label.
Note: AGR does not calculate the exact number of days until stock arrives. Use the Date of Next Expected Delivery column as a reference. Additionally, some metrics, like sell-through over a specific period, may require manual calculations or additional data from the ERP system.
Finding the insights in items and item card
It is possible to find the inventory insights as shown in the video below.
Finding the insights in the order grid
Finding the insights in Reports
To generate reports for out-of-stock and overstocked items in AGR, follow these steps:
Generating Reports for Out-of-Stock Items
Filter for Out-of-Stock Items:
Use the filter where Stock Units = 0 to identify items that are currently out of stock.
Identify Items at Risk of Stockout:
Filter for items where Stock Units > 0.
Add the columns Days Until Stockout Committed and Date of Next Expected Delivery to assess stockout risk.
Workaround for Delivery Timing:
While AGR does not calculate the number of days until stock arrives, you can use the Date of Next Expected Delivery column. This data is mapped from the ERP system and provides an estimated delivery date.
Generating Reports for Overstocked Items
Filter for Overstocked Items:
Use the filter where the overstocked flag is enabled to identify items with excess stock.
Add Relevant Metrics:
Include columns that show metrics such as
Days cover committed
stock value
stock units
Last purchase date ( to see how old the stock is)
MOQ in days, to see if the overstock drive comes from the items minimum order quantity.
Best Practices for Report Customization
Regularly update filters and columns to align with changing inventory needs.
Combine multiple filters to gain deeper insights, such as identifying items that are both overstocked and nearing expiration.
Collaborate with your ERP system administrator to ensure accurate data mapping for columns like Date of Next Expected Delivery.
