Major Improvements & Features
SIOP Module & Dashboard
StockIQ is proud to announce our new tool to assist with best-practices SIOP (aka S&OP) planning. A new SIOP Dashboard with configurable series, charting, and comparisons is now available.
Complementing this is a new screen focused on calling out Risks & Opportunities as you go through your monthly SIOP cadence.
AI - Unusual Sales / Anomaly Detection
Enhancing on the AI/ML Ensemble forecast model from the Tournament release, we've now added an AI-powered state-of-the-art anomaly detection model to StockIQ for automatically finding Unusual Sales in StockIQ. This AI has given such promising results that for the first time we've given it the power to auto-create events based on its AI detection, which you can configure in the new Global Unusual Sales Settings.
AI - Customer Due To Buy Screen
The next AI/ML addition is a new state-of-the-art customer-item analysis / sentiment analysis for finding customer buying patterns that may be at risk.
This screen, added to the Sales module, adds another tool for Sales professionals within your organization, or for operations people to help make their salespeople aware of developing problems.
The Due To Buy screen will show when customers are OK, Due-To-Buy, or overdue to buy, allowing you to try to proactively prevent customer loss by being aware of changes in their buying behavior.
Single Sign On
StockIQ now supports single-sign-on against Azure Entra (formerly Azure Active Directory). If this is something your IT department would like to implement, please contact StockIQ.
There is just some simple setup in the new SSO Settings Screen, although please coordinate with StockIQ on setting these up first.
Report Card
The new Report Card screen in the Home module is a snapshot of key supply chain health metrics and usage of StockIQ.
The most recent report card is displayed on the Details tab. Metrics that surpass a certain threshold are colored red to draw your attention to areas for improvement.
The Grid tab contains all report cards within the Max Report Card Days (configurable in Global Data Settings) to help you compare how metrics and usage change over time. By default we save 2 years worth of report cards
A new report card can be built on command by pushing the Build Report Card button in the upper right corner
Settings for the frequency of new report cards and warning thresholds can be found on the Global Report Card Settings screen
New Categories
By popular demand, 3 additional Item-Site Category fields have been added to StockIQ. Whether you'd like to have additional levels added to your forecast hierarchy or additional fields to filter on in various screens, StockIQ support is now able to pull data from your ERP into additional fields in your extracts. Please reach out if you'd like to discuss how to utilize these fields in your instance of StockIQ
Obsolete/Inactive Item Filter
In addition to the extra categories now available in your filters, you now have the ability to filter on item status, e.g. if it is active, or obsolete/discontinued/inactive. This can help reduce confusion or possible duplication in some reports where both old and new items in replacement chains are shown.
Partial Refreshes
Along with supporting multiple full refreshes during the day, StockIQ now supports a partial refresh. Instead of running all the steps of a full refresh, a subset of data will be loaded and recalculated to reduce the amount of time that StockIQ. The goal of this feature is to allow customers to be able to check for new sales orders, updated supply orders, and critical items throughout the day. Please contact StockIQ support to discuss setting a partial refresh scheduled task if interested.
Tags & Watch Lists
We have added a new filtering/tagging option for items. A new "Item Tags" column is available in most grids, and can now be used for filtering data as well. Create tags and add them to your heart's content!
Forecast Analysis Updates
Forecast Analysis screen is now reorganized to prioritize the Pivot grid and a chart that presents pivoted data. Additionally, we have added fields due to popular request such as actuals history in units/cogs/revenue and margin values so that you can make comparisons, similar to previous version "Forecast Vs Actuals" screens.
Adjusted Margin Analysis
This version includes a small improvement to the Place Orders screen, where StockIQ will look at the adjusted margin of a purchase (margin - holding cost), and provide a warning if it looks like the purchase in question will actually lose money. See more in Supply Order Line Grid Columns.
You can even set this to exclude the line from the order by default in the Global Replenishment Settings.
A new Order Validation calls out lines where this appears to be true in the Order Validation step of the Place Orders screen.
View Label
Another popular request, we have now added a small tag to show when a view is loaded in a given screen:
Enhanced Forecast Save Dialog
With additional options being available with each forecast save, we have created a dedicated dialog for details surrounding saving of forecast, to help address such questions as:
- How to set auto-forecast
- What to do with child forecast settings
- What dis-aggregation method to use
- Any notes to set
...and put them in one place, rather than a series of popups:
Item-Site Correlations
One of the features used by our upcoming AI model for forecasting is looking at which items are correlated strongly with each other on sales. We have made this display visible in Forecast Manager and other areas of the application so that you can see which items are frequently sold together.
New Item Performance
How is life-after-new? The "New Item Performance" tab shows what class items graduated to when they were no longer new enough to be considered "New". This can help you determine which of your new products are flying, and which ones are flopping. See the New Items Screen for more.
Minor Improvements
- Robot symbols now appear throughout the app to indicate new AI features
- Performance improvements in Step 1 and Step 2 of Place Orders
- Performance improvement to selecting multiple hierarchy nodes in Forecast Manager
- Add Site Name, Yield Percentage, and Supplier Item Code columns to the Data Validation screen grid
- Add Yield Percentage column to Order Schedule header grid
- Add Preferred Max Stock column to Place Orders Step 2 grid
- Add # Components and # Components Of columns to Structure Detail grids
- Emergency Shipments and now excluded from Lead Time calculations if flagged in data extracts
- Add an indicator in the Resource Capacity Planning pop up to show which resources (if any) have over-capacity periods
- Add Preferred Excess Threshold and Preferred Excess Quantity columns to Current Excess and Large Min Mult screens
- Add a Clear All Filters button to multiple screens
- Loaded views and applied filters label now appears in screen header to notify users that data is currently filtered
- Performance improvement when loading substitutes
- Add Supplier Name to Firm-And-Planned pivot view
- Add Month-To-Date and Year-To-Date spend with a vendor in step 1 of Place Orders
- Performance improvement when loading alerts
- Add note creation date for Notes display in Forecast Manager and Place Orders
- Add an option to remove a saved Place Order session on a placed order when it was created from a saved session
- Options added to Global Demand Forecast Settings for controlling when snapshots are created
- Add ability to Clone Forecast Series in Forecast Manager > Edit > Clone Forecasts...
- Add Fill Down and Copy date options to Place Orders Step 2 to make it easier to bulk edit dates
- Add Replacements Visualization to visually show all generations of Item-Site Replacements in Inventory Snapshot > Replacement tab
- Improved display for Views menu
- Modify Blanket Sales Order logic to prorate first and last months based on percent of month when creating planned events
- Add ability to see "Root" level forecast summation in Forecast Analysis screen
- Add ability to configure length of Forecast vs Model (manual forecast output) in Global Demand Forecast Settings
- Add option to disable typical order quantity as LRP min to prevent horizon mismatch
- Add Supplier Name to dashboard Late Supply Orders chart
- Add Forecasted COGs, Forecasted Revenue, Actual COGs, and Actual Revenue to columns to Under Forecast and Over Forecast screens
- Ensure that user is prompted to save a forecast override on forecast save (or do it automatically) even if item is already manual (but inherited)
- Add ABC and XYZ columns to Sales and Margin screen
- User-added hierarchy nodes now migrate automatically when Item-Site Category data changes
- Add dotted vertical line to trend chart indicating what is "1 lead time from now" period
- Add ability to compare changes from one snapshot to another
- Add 2 decimals of precision to Turns Over Time graph on Executive Summary screen
- Refresh Time performance improvements
- Allow lower standard deviations for over- and under- forecasted tolerance reports
- Add back missing basic expedite info to Critical Orders alert
- Add Buyer Name column to Projected Excess & Projected Stockouts upper grids
- Add ability to save views in new Forecast Error screen
- Add columns to Executive Summary screen for Opportunity, Preferred KPI analysis
- Add statistical forecast information to Forecast Analysis screen
- Add option in Global Structure Settings to always include ALL open demand for phantoms
- Forecast starts for current period prediction if there are sales in current period
- Add Attributes tab to Under and Over Forecast screens to provide details on a selected Item-Site
- Create Snapshots dialog window added to Forecast Manager > Edit to take a snapshot at any time
- New data feeds available for customer point of sale, store count, and customer on hand data
- Add Fair Share Weight Method setting in Global Demand Forecast Settings to have top-down forecasts applied by percentage of existing forecast instead of historical weights
- Improvements to dialog for events tied to sales orders
- Add calculation of related/correlated item-sites based on how often they are purchased together
- Allow restart of calculate from last step to reduce downtime due to data or calculate errors
- Add data plausibility checks to data imports to help catch bad data for validation sooner
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