Major Improvements & Features
Report Subscriptions
Have a favorite report in StockIQ that you like to regularly share with your team? Now you can set up an email subscription to have that report show up in your inbox at the interval of your choosing. No need to go into StockIQ and export anymore
When you select the clock icon on the top right corner of a report grid, the report subscription dialog appears to help you configure the following:
- Recipients and optional CC's
- Delivery frequency, start and end dates
- How you'd like the content delivered (including if we should save your filter and layout preferences)
The "Manage Subscriptions..." button within the subscription dialog allows you to see, edit, and/or delete any existing subscriptions. Additionally, you can manage subscriptions in either the Report Subscriptions screen or in the User Options screen
Some screens that you can begin subscribing to include Custom Reports, Alerts Summary, Projected Excess, Projected Stockouts, Inventory Aging, New Items, Slow Movers, and Order Policies among others.
Leading Indicators
By popular demand, StockIQ now has the ability to load in custom time series data as leading indicators so your forecasts can react before the demand change shows up in your historical data. The ultimate goal is here is to improve your forecast accuracy by giving StockIQ even more data to accurately predict future customer demand
How it works:
- Configure a leading indicator in the Custom Time Series Settings screen (e.g., "POS data")
- Upload historical and ongoing leading indicator data through the CustomTimeSeriesPoint data extract
- StockIQ detects correlation by testing different lag periods (1 month, 2 months, etc.) to find when the leading indicator best predicts demand
- StockIQ generates a forecast from the leading indicator using the StockIQ forecasting algorithm on the leading indicator itself, not just a rolling average
- The statistical demand forecast and leading-indicator forecast are merged to produce a hybrid forecast
- The effect fades over time. As you get further from the detected signal, the leading indicator's influence gradually decreases
As leading indicators are loaded and configured in StockIQ, you can check the effects on your forecasts in Forecast Manager's main charts as well as the Leading Indicator Analysis dialog.
Additional settings for leading indicators can be adjusted in the Default Leading Indicator Settings screen.
"Email This" Option On All Grids
Sick of exporting report grids to Excel only so you can draft an email and attach (or forget to attach) the resulting file? We've now added the option on every report grid throughout the app to email an Excel file directly from StockIQ so you have one less glance at that overflowing inbox
Custom User Roles
If you have a new user in StockIQ whose role doesn't quite fit the old StockIQ roles, you can now configure their unique permissions by adding a custom role in the Roles tab of the Manage Security screen. Simply hit the plus button at the top of the grid, select which permissions you'd like the new user to have, then hit Save.
Custom Report API Filtering
By popular request we've added custom parameters to the Custom Reports screen so you are able to filter on values in the Custom Report API endpoint that are unique to your company's custom report
Min/Multiple and Hub/Spoke Overrides
If your ERP does not have intuitive spots to store order minimums, multiples, or hub-spoke relationships for specific items, StockIQ now has two new overrides screens to store that data. These values will be honored when StockIQ gives purchase order or transfer order suggestions in Place Orders. However, if your ERP natively has fields for StockIQ to pull from, we still encourage that the ERP should be the source of truth.
Minor Improvements
- Bug fixes throughout the app
- Add "By Buyer" column to Service Level screen
- Add Buyer Name column to Open Supply Orders screen
- Improve security permissions to obscure Current Cost, Std Cost, Std Price when applicable
- Modify usage calculations for safety stock to use usage from history for policies that do not include usage (used for hub/spoke relationships)
- Add additional date fields to Vendor Scorecard to better track vendor performance
- Add additional Order Number Assignment Grouping Options (Item Code, Supplier-Item Category, Item-Site Category)
- Add "Date First Alerted" to Stockouts and Projected Stockouts reports
- Improve Hierarchy Tree Performance
- Place Orders Performance Improvements
- Add date filtering to Firm And Planned and Open Orders screens
- Add warnings for when forecast settings is "Do Nothing"
- Add option to mark all lines on a sales order as unusual if one is identified as unusual
- Add ability to right click and paste into grid search fields with new word wrap feature
- Add Related Item Sites grid and Item Site Attributes to Stratification Detail > Item Details Tab
- Increase precision on all cost and price fields
- Add ability to set consumption days forward/back separately on Estimates
- Add rate limiting to StockIQ APIs. if you run into rate limits, we suggest consolidating your API requests, or you can contact support to chat through your alternative options
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