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Stock Level Panel

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Use the Stock Level panel to visualize your stock levels in relation to stock limits through a donut chart. This visualization helps you identify whether you need to replenish stock or manage overstock for products that not managed by a forecast. (If a product has an active forecast, then check the Replenishment tab instead). 

  • Hover over the segments to see a breakdown of the product count and value
  • The width of the segment is determined by the count of products in that category
  • The thickness of the segment is determined by the value of the stock in that category
  • Click on a segment of the chart to load those products into the Modelling tab

Learn about the Modelling process to update your stock on hand versus ideal limits. 

If you have stock that is below min, click the 'Go to Reorder Report' button to create a replenishment. Learn about the Reorder Report.

Alternatively, you may want to set a forecast for important products and use the replenishment tab to manage your stock position, instead of the Reorder Report.  

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