Navigate to: Settings > Configuration > Supersession
Definition
Definition
When enabled, this setting combines the sales information of the superseding (new) item with that of the superseded (old) item. When left disabled, only the superseding item’s sales information is used.
Explanation
Explanation
➜ For more on this topic, read: Supersessions Explained
When a supersession relationship is created, the superseding (new) item copies the sales history of the superseded (old) item so that forecasts for the new item can be based on this combined history rather than starting from zero. If the new item already has its own sales, its total history will become the sum of its own sales and those of the old item(s).
The Product master file and Supersession file imported during the daily update schedule specify:
The superseding item (new)
The superseded item (old)
The factor (quantity of new products that represent one unit of the old product)
⚠️ Note: Consolidating stock information also consolidates purchase orders, sales orders, and transfers to the new item.
The parameters Consolidate stock information and Consolidate sales information determine how this imported data behaves in the app.
Example 1: Similar Items (Should Be Consolidated)
Suppose a new item (plain white t-shirt with simple stitch) replaces an old item (plain white t-shirt with cross stitch) because it yields a higher margin.
To the customer, these items are identical.
In this scenario, you may choose to consolidate both sales and stock information so that:
The new item’s forecast benefits from the old item’s sales history.
Stock from both items is treated as one, helping you sell off old inventory before ordering new stock.
Example 2: Dissimilar Items (Should Not Be Consolidated)
Suppose a new item (new iPhone) replaces an old item (old iPhone). These items are not interchangeable.
In this case, you may choose not to consolidate stock information, since old model stock does not prevent a stockout of the new model.
However, consolidating sales information may still make sense, as it provides continuity for forecasting overall demand trends—unless the new item behaves very differently in the market.
FAQs
FAQs
Question: I notice the supersession factor (quantity of new products that represent 1 unit of the old product) can be specified in both the Product master file and the Supersession file. If these values differ, which one is used?
Answer: The value in the Supersession file takes precedence. It is the preferred and recommended method for managing supersessions.
Question: These parameters are global settings. What if I only want to consolidate stock or sales information for certain products?
Answer: Leave these parameters disabled and manually consolidate data for those specific items in the data file provided. This will make the in-app supersession functionality redundant but will allow for more precise forecasting control.
Question: Can I use supersession functionality to copy sales from an unrelated item (for example, flashlight to hair ties) while keeping the old item active?
Answer: No. Creating a supersession marks the old item as non-stocked, so it should only be used for genuine product replacements.
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