Quick Summary: Distinguish between auto-classified and manually classified items and the specific system processes that determine each label.
For necessary background, please preread Mastering Stocking Indicators before proceeding with this article.
What the Classification Label Means
The classification label in an item’s Details panel tells you how its stocking indicator was determined: either automatically by system logic or by direct, manual input. Understanding this distinction is the first step in troubleshooting why an item has a particular classification.
Auto-Classified Items
An item is considered auto-classified when its stocking indicator is determined by system logic, rules, or automated processes. This occurs in the following situations:
ERP Import of "Stocked" Items
When your ERP system marks an item as Stocked, the app initially treats it as auto-classified, making it subject to further system rules.
Classification Rules and Parameters
The app automatically applies classification logic based on configured criteria, such as sales performance or item age.
Policy Overrides
System-driven policy settings will auto-classify any items that match their filter criteria.
Supersessions
When a new item replaces an old one, the system automatically classifies the old item as Non-stocked. The new item is then classified according to standard rules.
Region Rules
Depending on their configuration, region rules can automatically classify an item based on the status of its primary or member locations.
Manually Classified Items
An item is considered manually classified when its stocking indicator is the result of a direct user action or a fixed instruction from an external source.
This occurs when:
Specific ERP Imports
If your ERP marks an item as Non-stocked, Obsolete, or Zero policy, this is treated as a direct instruction and the item is manually classified.
Inquiry Screen Input
If a user directly changes the stocking indicator on the item's Inquiry screen to any value other than "Auto-classify," it becomes a manual classification.
"Not Imported" Items
If an item is missing from your latest data file, a system configuration can be set to mark it as Obsolete, which is a form of manual classification.
Region Rules
In some configurations, a region's classification can default to a manual status.
For Stocked items, the position in the 9-block matrix (e.g., AH, CL) is reflected as a mini-graphic on the Enquiry screen > Details panel. This serves as a quick reminder of how important the item is overall and can help steer your time and value investment into managing that product.
Stocking Indicator Priority Rules Explained
⚠️ Watchouts
Missing pencil icon? You cannot manually edit the stocking indicator on the Inquiry screen if the system is configured to import it from your ERP. If Import stocking indicator from the ERP system is ticked, the pencil icon will not be visible.
Manual settings override rules: A manual classification made on the Inquiry screen will override automated classification rules from your settings or the ERP data. If a classification rule is not working as expected, check whether the item has been manually set.
💡 Tips
Re-enabling automation: To revert a manually classified item back to an automated one, edit the stocking indicator on the Inquiry screen and select Auto classified. The system’s standard priority rules will take over during the next update.
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