Help Center · Analytics & Management Reporting

Inventory Reports

Review monthly consumption, six-month demand forecasts, safety stock, reorder points, and repurchase behaviour for every product with live stock and open orders.

Before you start

  • Sign in to the correct company.
  • Confirm your role and company subscription allow this module.
  • Complete required master data in connected source modules before starting a transaction.
  • Use demo or authorized data while learning.

Workspace map

1. See products that need reordering or will run out before delivery

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

2. Review consumption, trend, seasonality, and demand pattern

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

3. Compare forecasts with their measured accuracy

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

4. Check supplier lead time and purchase cycle

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

5. Review customer repeat-purchase behaviour

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

6. Export the replenishment view to Excel

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

Recommended operating sequence

  1. See products that need reordering or will run out before delivery
  2. Review consumption, trend, seasonality, and demand pattern
  3. Compare forecasts with their measured accuracy
  4. Check supplier lead time and purchase cycle
  5. Review customer repeat-purchase behaviour
  6. Export the replenishment view to Excel

Troubleshooting

  • If an action is not visible, check role, permission, record status, and plan entitlement.
  • If data is missing, correct the source module and refresh this workspace.
  • Read the validation message before retrying; an approval or configuration step may be required.
  • Do not bypass protected correction or reversal by creating a duplicate record.
Important scope note: Forecasts are statistical estimates from recorded history; accuracy is measured per product and depends on data quality and demand stability.