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Edison Prompt Recommendations

Updated

Daily Planner Briefing

  • "What should I focus on today?" — Edison returns a prioritized daily action list: projected stockouts, late purchase orders, and excess risks ranked by urgency. This is a strong demo opener — it immediately shows Edison operating as a proactive assistant, not just a search tool.

Executive Dashboard & KPIs

Edison can render a full operational picture at any hierarchy level — organization, product group, site, or buyer:

  • "Give me an executive summary." — KPI cards covering on-hand inventory value, stockout count, service level, and more.
  • "Show me my inventory position breakdown." — A breakdown of items by status: out of stock, below safety stock, healthy, or overstocked.
  • "How are my inventory turns trending?" — Turns over time versus target, with on-hand balance trends.
  • "What's my service level been over the last 12 months?" — Monthly fill rate performance by node.
  • "Show me a weeks-of-supply breakdown." — Items distributed across WoS buckets (no inventory, under 1 week, etc.) to show where the risk is concentrated.
  • "What does the inventory burn-down look like?" — One-year forward view of inventory distributed across months-of-supply buckets.
  • "Show me the opportunity and investment breakdown." — Excess dollars and investment dollars by ABC class — what's at risk and where capital is tied up.
  • "What's my revenue by usage pattern?" — Expected annual revenue and SKU count broken down by recurring, sporadic, slow, and new items.

Inventory & Stock Health

  • "What items am I going to run out of?" — Projected stockouts with dates and on-hand quantities so planners can act before it's a problem.
  • "What items are currently out of stock — and when will they be back?" — Edison shows how long each item has been out and the projected in-stock date.
  • "Show me my slow movers and dead stock." — Items with stagnant sales relative to on-hand position, and items with no recent demand at all.
  • "What am I most exposed on from a markdown risk perspective?" — Current and projected excess inventory with dollar values and days-of-excess.
  • "Why is item X in excess?" — Root cause analysis: Edison runs 9 diagnostic checks (large minimums, canceled orders, forecast misses, unusual sales, etc.) and surfaces what actually caused the excess.
  • "Why did item X stock out?" — Root cause analysis: 8 diagnostic checks covering underforecasting, unusual demand spikes, missed supply, and more.
  • "What's the status of item A at location B?" — Full inventory history: on-hand, order policy, safety stock, cost, lead time — all in one answer.
  • "Show me the aging report for my inventory." — On-hand value distributed into age buckets (0–30 days, 31–60 days, etc.) to surface write-off risk.
  • "What's the safety stock setup for item X?" — Active and statistical safety stock levels, which method is in use, and any overrides in place.
    • NOTE: You can ask Edison to add or change a Safety Stock Override for you
  • "What new items are we watching for initial demand?" — Recently created items Edison is monitoring for early sales traction.
  • "What are our projected lost sales?" — Lost sales by category and top SKUs, helping quantify the business impact of stockouts.

Replenishment & Ordering

High Wow Factor Prompt:

  • "I have $X in my purchasing budget this quarter. Can you build me a purchasing plan optimized for service level and margin?"
    • Shows sophisticated response, uses multiple tools, goes beyond 'that's cool' and into 'that's useful'.

Additional Prompts:

  • "What do I need to order today?" — Full suggested order list across all suppliers.
  • "Show me suggested orders from Supplier X." — Filtered to a specific supplier for quick PO preparation.
  • "Which SKUs are at risk of stockout in the next 4–6 weeks?" — Forward-looking risk list with projected stockout dates.
  • "Show me expedite and de-expedite recommendations." — What needs to be pulled in and what can be pushed out, with specific actions.
  • "Which suppliers are close to their order minimums or free-freight thresholds?" — Edison identifies where adding a few more lines could unlock better pricing or free shipping.
  • "Show me the order schedule for item X from Supplier Y." — Time-phased view of what's on order, what's planned, and when.
  • "Why did we place this order?" — Full audit explanation for a placed supply order — what data drove it at the time it was created.
  • "Build me a report of critical customer orders." — Suggested orders filtered to the most important customers.

Forecast & Demand

  • "What are my worst manual forecasts?" — Forecast accuracy ranked so planners know where to focus attention.
  • "Explain this forecast to a stakeholder." — Plain-language description of the forecast: trend, seasonality, algorithm, and accuracy metrics.
  • "How has the forecast changed over time for item X?" — Historical forecast snapshots showing how the prediction has evolved period by period.
  • "Who were the largest buyers of item X?" — Sales actuals aggregated by customer to understand demand concentration.
  • "Show me items with no demand in the last 30/60/90 days." — Zero-demand periods filtered from actuals for cleanup or review.
  • "What seasonal products were over or underforecasted?" — Forecast accuracy filtered by seasonality pattern.
  • "Compare forecast accuracy across my product groups." — Side-by-side comparison of forecast error across hierarchy nodes.

Customer & Sales Visibility

  • "Who are my top customers?" — Customers ranked by revenue, margin, or contribution using stratification data.
  • "Which customer orders are at risk?" — At-risk orders and at-risk customers in a single view.
  • "Look up order number 12345." — Edison retrieves full sales order line detail by order number, item, customer, site, or date range.
  • "Who has been buying item X at location Y?" — Customers who purchased a specific item-site within a lookback period.

Analytics & Reporting

  • "Which top SKUs have had the most stockouts in the last 90 days?" — Stockout history aggregated by item.
  • "Show me products with lead-time fluctuation." — Suppliers and items where lead times are inconsistent, with historical cost and lead time snapshots.
  • "What's the carrying cost for item X?" — Calculated from on-hand quantity and cost basis.
  • "What order policy is active for item X?" — ERP policy, fixed quantities, min/max settings — and any overrides currently in effect.
  • "What safety stock overrides do we have in place?" — Full list of active overrides across the organization.

Actions Edison Can Take Today

This is a key differentiator. Edison isn't just a read-only assistant — it can execute changes directly in StockIQ. Every action that writes to persistent data uses a two-step flow: Edison previews what it's about to do and waits for explicit confirmation before committing. All changes are logged with a full audit trail.

Place Orders

  • "Place this suggested order." — Edison can submit supply orders directly to the ERP. It previews the full order — quantities, supplier, line items — and only places it after the user confirms. Every order placed through Edison is stamped with who placed it and when.
    • Works best when presented with an order in Edison, being the next recommended action. Rather than doing one from scratch.
    • No order wizard
    • No allocation wizard
    • No container loading

Customer Communications

  • "Send an email to [Customer X] about their at-risk orders." — Edison composes and sends a real email to the customer's contact, listing their late or at-risk sales orders. Useful for proactive outreach without leaving the platform.
  • "Email me this report." — Edison can email the current result set — including the data grid — directly to the logged-in user.
  • "Send this to [colleague]." — Edison can email another StockIQ user by name, email, or ID.
  • "Escalate this to StockIQ support." — Edison routes a support escalation to the StockIQ team directly from the conversation.
    • If they start sounding frustrated, it will submit a zendesk ticket.

Inventory Settings & Overrides (all permission-gated, all two-step confirmation)

  • "Set the safety stock for item X at location Y to 3 weeks." — Edison creates or updates a safety stock override per item-site, previews the change, and applies it on confirm.
  • "Remove the safety stock override for item X." — Same pattern for deleting overrides.
  • "Change the order policy for item X to Min/Max." — Edison can create or update order policy overrides (Lot-for-Lot, Min/Max, Kanban, and others), with confirmation before applying.
  • "Delete the order policy override for item X." — Edison handles multiple overrides by effective date and confirms before removing.
  • "Update our replenishment horizon to 12 weeks." — Edison can update global replenishment settings — planning horizon, backorder handling, order targeting, and more. Requires the user to provide a reason, which is written to the audit trail.
  • "Re-run customer classification." — Edison can update customer classification configuration and trigger a recalculation to run in the background.