Tutorial Video
Review Product Forecasts and Modelling with AIM
Welcome to the Review Tab! This part of AIM is designed to make it easy to make adjustments to keep your stock limits ideal, set a timer to review your product performance, keep an eye on unexpected changes in demand and audit what has happened in the past.
Let's take a closer look at the Review tab layout:
The filter panel: Filter for transactions, the users that created them, products, warehouses, default suppliers, and strategy.
Show inactive toggle: Tick the checkbox to include inactive results.
Review status: Filters to show reviews that are in the 'Needs Review' and 'Expired Transactions' status, or "All transactions".
Transaction details: Displays the Transaction, Status, Count, Type, Value (base currency), Max decline in demand, Max increase in demand, Control stats, and review time, per transaction.
Review button: Expands the transaction's details for further review.
Expanded transaction detail: Allows you to review the transaction's details
Expanded products details: Allows you to review the transaction's products, displaying their individual limits, rate of demand, and statuses.
What is a transaction?
When you save a forecast or submit stock limits in the modelling page, the details are packaged up in what we call a 'transaction.' This is separate from a transaction, such as a purchase order or invoice. The AIM transactions are log entries of who changed what, and allow us to perform a few important functions, such as measuring the change in demand since the transaction was created.
The tab is designed to help you keep stock controls in line with your strategy. As your rate of demand changes, the stock controls will need to be recalculated to align with the ‘days-of-stock’ of your strategy. The Review process functions by allowing you to easily see which transactions of products have a rate of demand change or to review your product controls by using a set review timer.