Using the AIM Modelling toolbar
FollowThe modelling grid is an incredibly powerful tool to help you understand your product performance, gain insight into your stock position and make informed decisions quickly.
It's important to understand how to get the most out of the modelling grid. You are able to customise the columns in the modelling grid, save and share layouts, and export the grid as a report using the AIM Modelling toolbar.
To open the toolbar click 'Show Toolbar'
Using the toolbar, you are able to customise the columns, save layouts, set them as default and share your layouts with other users. If you setup a modelling layout as a useful report, you can export the modelling grid to spreadsheet or PDF.
The following columns are available in Modelling:
- Tick Box (always shown): unticking a row will disable the modelling process for this product. Products that have an active forecast are unable to be included in Modelling, and so won't have a tick box.
You can disable a forecast with the drop down option on the Save Forecast button found in the top right of the forecast page. - Product Group
- Warehouse
- Stock Position: based on the current stock limits and stock on hand, the stock position will be tagged as Understocked, Overstocked, or Within Limits.
- Stock Sales Status: Depending on the stock on hand, and demand history, products will be listed as:
- Live Stock
- Dead Stock
- No Stock, Demand
- Not Sellable
- Catalog only
- Rate of Demand (Date Range)
- Global Rate of Demand
- Demand Trend: A spark chart of the demand history
- Stock Level: A bullet chart of the stock on hand versus the stock limits
- SoH: Stock on hand quantity
- Stock Value (cur): The current stock on hand value for each product / warehouse
- Stock Days: How many days of stock are on hand based on the rate of demand
- Sales Value (cur): The total sales value of each product in the select date range
- Average Cost (cur): The current average landed cost per product
- Supplier: The default supplier for each product
- Existing Lead Days: Always shows the existing lead days saved against the product
- Lead Days: Displays the existing lead days initially, then updates to the calculated lead days in bold
- Existing Min Stock (qty): Always shows the existing min days stock limit saved against the product
- Min Stock (qty): Displays the existing min stock qty initially, then updates to the calculated min stock qty in bold
- Existing Max Stock (qty): Always shows the existing max days stock limit saved against the product
- Max Stock (qty): Displays the existing max stock qty initially, then updates to the calculated max stock qty in bold
- Allocated (qty): The allocated quantity as of the last update to AIM
- Allocated Value (cur): The allocated quantity x the average landed cost per unit
- Allocated Days: The stock on hand divided by the daily rate of demand to indicate how many days of stock remain.
- Available (qty): The available quantity on hand as of the last AIM update.
- Available Value (cur): The quantity of stock available x the average landed cost per unit.
- Available Days: The available stock on hand divided by the daily rate of demand to indicate how many days of stock remain minus the allocated stock.
- On Purchase (qty): The quantity of stock on purchase order.
- On Purchase Value (cur): The value of stock on purchase order.
- On Purchase Days: The quantity of stock on hand divided by the daily rate of demand to indicate how many days of stock are on purchase order.
- Demand (qty): The quantity of demand in the selected date range.
- Demand Value (cur): The value of demand in the selected date range.
- Min Stock Value (cur): The value of the min stock limit based on the average landed cost.
- Max Stock Value (cur): The value of the max stock limit based on the average landed cost.
- Min Stock Days: The days of stock of the min stock limit based on the daily rate of demand.
- Max Stock Days: The days of stock of the max stock limit based on the daily rate of demand.
- Last reviewed (date): The date of when this product was last updated via modelling.
- Latest Strategy: Details which strategy was used for the current stock limits.
- On Assembly (qty): The quantity of stock currently being produced by assemblies.
- On Assembly Value (cur): The value of stock currently being produced by assemblies.
- On Assembly Days: The days of stock being produced by assemblies calculated as the quantity divided by the rate of demand.
- On Transfer (qty): The quantity of stock allocated to transfer into stock
- On Transfer Value (cur): The value of stock allocated to transfer into stock
- On Transfer Days: The days of stock allocated to transfer in. Calculated as the quantity of stock on transfer into stock, divided by the rate of demand.
- Demand WH SoH: The combined stock on hand of the warehouses selected in the 'Combine Warehouses' option under the Demand strategy panel. This column displays how much stock you have across the warehouses you are combining demand from. Use this to get a comparison of your combined stock on hand and rate of demand.
As you can see, there's a lot of analysis you can do to understand your product performance and stock health. Consider creating multiple layouts for different types of reports and the information you wan to to use when modelling new stock limits.