The AIM Modelling page allows users to do bulk updates on Lead Days, Min and Max stock levels or really focus on a specific selection of products.

At the top right-hand side of the Modelling page you will find the Date Range and Rate of Demand (RoD) selectors. These are set by default on the last 12 months and Per Month respectively. Selecting different date ranges or RoD will auto-recalculate the RoD for the selected products.

Filter this Modelling page using the Chart Filter panel or the drop down menus.



After selecting a set of products using the filter panel or clicking on a segment straight from the insights page you can use AIM to calculate New Min and Max values for your selected products using different Stock strategies (Just in Time (default), Stock Days, or Manual entry).

At the top of the Modelling page, you can find the different stock strategies/options to use.

Strategy
Select from Just in Time, Stock Days or Manual. 

Lead Days

For Lead Days, you can use the different options available. If your products in the set do not have any lead days set in Unleashed, then for the JIT calculations you can enter the number of days you think the suppliers normally take to supply these products or tick the Use Actuals. With the Use Actuals tick box selected, AIM will look at all completed or receipted purchase orders of the products to calculate the average actual lead days of them and populate the New Lead Days field in the grid with these values.

After selecting the specific strategy and entering the input fields click on the Calculate button, this will populate the values in the yellow columns labeled New Lead Days, New Min Stock and New Max Stock.

Manually change the New Lead Days, New Min stock level, and New Max stock level in the data grid and then submit these for processing.
Note: AIM can only update Lead Days if your products have a default supplier.

At the bottom of the page is the Summary panel, it will show you the current stock values and the current stock position of the selected products.
The middle section, the Model Summary, will show you the estimated value (Average Landed Cost of the product * the difference between the current and new quantities) of the changes you are making to your Min and Max stock levels on the grid.

After you calculated new Min and Max stock levels and made some manual changes, if you prefer (the values with dotted underline are editable), you need to Submit these changes to be saved and processed back to your Product record in Unleashed.

Make sure all the products you want to update are selected using the tick boxes on the side. By default, all product lines should be selected, untick those you do not want to change.

A side note on forecasts: Products that have an active forecast, denoted by the green orb icon, will not be available for modelling, as their stock limits are controlled by the forecast.

Click on the product to open the forecast. If you no longer wish to manage this product via a forecast, you can disable the forecast via the Submit menu inside the forecast panel. 



Once you have finished working on your modelling of new stock limits, click on the green Submit button at the bottom right corner of the modelling page.

A popup will display giving you a summary of the number of product lines you are changing and the value of the Min and Max stock level changes showing you the estimated saving or extra stock value you are going to hold with these new setting.

Give this set a name and a review time for the Review process then click on the Submit button.

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