Quick Summary: An item’s stocking indicator can be set through several different mechanisms, including ERP data, system logic, rules, overrides, and direct user actions.
For necessary background, please preread Mastering Stocking Indicators before proceeding with this article.
Why This Matters
Different businesses require different levels of control when managing stocking indicators. Some prefer centralized, rules-based automation, while others need the ability to intervene at item, location, or regional level.
Rather than enforcing a single method, the app supports multiple classification pathways. Each pathway represents a different source of instruction, such as ERP data, system logic, or direct user input.
This article describes the available methods and where each originates. It does not explain how conflicts are resolved when multiple methods apply.
The Available Methods for Setting Stocking Indicators
1. ERP-Driven Classification
If your ERP system provides accurate stocking indicators, these can be imported directly into the app in the stock.csv file.
➜ For more on this topic, read: Import / Export - Import options - Import stocking indicator from ERP system
2. Automatic Classification Using System Logic
The app can automatically classify items using configured rules and parameters, such as item age or sales behavior.
➜ For more on this topic, read: How To: Set Classification Parameters
3. Policy Overrides for Controlled Bulk Changes
Policy overrides allow you to explicitly set stocking indicators for defined groups of items.
➜ For more on this topic, read: Mastering Policy Overrides
4. Supersessions for Product Lifecycle Management
Supersessions automatically classify old items as Non-stocked when they are replaced.
➜ For more on this topic, read: Supersessions Explained
5. Manual Updates on the Inquiry Screen
Users can manually set a stocking indicator directly on the item Inquiry screen.
➜ For more on this topic, read: How To: Manually Adjust Stocking Indicators (Inquiry Screen)
6. Region-Based Classification
In regional setups, stocking indicators can be managed at a regional level.
➜ For more on this topic, read: Classification for Regions Explained
7. Configuration-Driven Handling of Missing Items
When items are no longer being downloaded from the ERP, system configuration can determine how they are classified.
➜ For more on this topic, read: Import / Export - Import options - Items not imported should be
Where to Next
To understand how these methods interact when more than one applies:
To learn how to choose the right indicator for different business scenarios:
➜ Read: Mastering Stocking Indicators
Manually vs. Auto-Classified Items Explained
How To: Manually Adjust Stocking Indicators (Inquiry Screen)
How To: Manually Change Regional Classification
⚠️ Watchouts
Assumed automation: Items are not always auto-classified. Many indicators result from direct instructions rather than logic.
💡 Tips
Start with origin, not outcome: When troubleshooting, first identify how the indicator was set before deciding how to change it.
Use this article as a map: Pair this overview with the priority rules article to quickly isolate the controlling input. See Stocking Indicator Priority Rules Explained.
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