Overview
When new items are created in the ERP system, they are transferred to AGR during the overnight job.
Finding New items in AGR
The New Items filter is the quickest way to discover products that have recently arrived in your inventory — useful for spotting new and interesting items that have come into stock over the last weeks and may be worth promoting or prioritising.
Go to Items, open View Settings, and set New Items = Yes.
The filter returns items that have either never had a stock transaction, or whose first stock transaction in a location was within the last 3 months. The 3-month window is configurable under Settings > Inventory Insights.
To narrow the list further — for example, to see only items that started selling in the last 4 weeks — you can combine the New Items filter with a date-based filter on the first sale date.
Note: Until a new item starts selling, there will be no sales forecast and no replenishment quantity in order proposals.
Setting up Demand
Because new products have no sales history, AGR cannot generate a statistical forecast for them yet. Without a forecast, AGR will not produce replenishment quantities in order proposals — so it's important to review new items promptly and set up demand.
There are four ways to handle demand for new items, from most to least automated:
Enable daily forecasting — AGR builds a forecast automatically as soon as the item starts selling (recommended for most cases)
Connect to an existing item — copy the sales history from a similar product to get an instant forecast
Create a Sales Plan — manually enter expected demand by month, week, or day
Manually add a historical sale point — drag in a single sale in the Item Card chart to seed a forecast
Option 1 — Enable daily forecasting
This is the most hands-off approach. Once enabled, AGR monitors new items and starts building a forecast the moment sales come in — incorporating all sales within the current week or month and scaling up to a full month to capture early trends.
Enable via: Settings > Forecast New Items Daily
Best for: items that are expected to start selling on their own without manual intervention.
Option 2 — Connect to an existing item
If the new item is replacing or closely resembles an existing product, you can link them so AGR uses the existing item's sales history to generate an immediate forecast.
How: Open the More > connected items page to link the new item it to its predecessor or a similar item.
See the Connected Items article for full instructions.
Best for: product refreshes, SKU replacements, or new variants of an established item.
Option 3 — Create a Sales Plan
If you have known expected demand — for example, from pre-orders, a promotional launch, or vendor commitments — you can enter it directly as a Sales Plan.
How: Open the Item Card and go to the Plan tab. Enter demand in the Sales Plan data series by month, week, or day. The forecast override will then be visible in the Chart tab under the Forecast Override data series.
Best for: planned launches, promotions, or situations where you have reliable forward-looking demand data.
Option 4 — Manually add a historical sale point
You can seed a forecast by dragging in a single historical sale point in the Item Card chart. This gives AGR enough data to generate a baseline forecast right away.
How:
Open the Item Card and go to the Chart tab
Click the pencil icon to enter edit mode — the sales history bars will become editable
Click on a bar in the previous month or week, depending on which forecast type you use, and drag it upward to set a sale quantity
Alternatively, enter the value directly in the Grid tab. Manually adjusted sales are shown with a solid green indicator on the left side of the cell.
Best for: quickly generating a base forecast, to trigger replenishments in order proposals, when you need an estimate and don't yet have real sales data.
Note! if you have ABC Scaling enabled, after 1 month of sales, the sale will be scaled to 12 months and an ABC classification assigned.