Major Improvements & Features
Edison Updates
- You can now subscribe to Edison briefing emails from the Executive Summary: weekly from the Opportunity & Investment, Overview and Weeks of Supply tabs, and monthly from the Burn Down and Last Used tabs.
- Edison briefing emails now warn you when your organization's Edison allowance is running low, tell you when a briefing is paused because it is used up, and still arrive with the underlying numbers if Edison is briefly unavailable.
- Edison answers now point you to the related StockIQ screen, and links to Projected Excess and Inventory Aging open already filtered to what you asked about, including from emailed and saved conversations.
- Edison can now explain how a forecast is split across the levels below it, comparing the current split with the calculated planning bill.
- Edison chooses the right tools more reliably for multi-step questions.
- Edison now keeps every answer, including order, supplier, alert, slow mover and order policy answers, within the sites, suppliers, buyers and categories your login is allowed to see.
- Edison can now report forecast accuracy at a fixed horizon, such as your lag-3 wMAPE over the last six months, along with bias and forecast value added.
- Edison can now project a year's sales for a set of sites, combining actual sales to date with the forecast for the rest of the year.
- Edison can now point you to settings screens that are grids, such as Item-Site Replacements, when you ask where a setting lives.
- The Usage tab on the Edison Admin screen now splits each user's credits by what used them: chat, insights, report subscriptions and insight subscriptions.
Period Locked Statistical Forecasts
A new Statistical Forecast Updates option in Global Demand Forecast Settings lets you choose Period Locked, which holds each item's statistical forecast steady between scheduled regenerations so buyers can plan against numbers that don't move every night. Unlike per-period locks mentioned in the Release Notes (v2026.10.13), which hold your manual edits, Period Locked holds StockIQ's own statistical forecast: you set a Weekly or Monthly cadence per node on the Forecast Settings tab and the day of the month it regenerates, and the trend chart shows when each forecast was generated and when it regenerates next. When you want fresh numbers sooner, use Refresh Stat Forecast in Forecast Manager for selected nodes, or Regenerate All Statistical Forecasts.
Seasonality Updates
- Standard seasonal patterns can now use each item's Max Years History and Previous Year Weight when you turn on Apply Max Years & Previous Year Weight To Seasonal Shape in Global Demand Forecast Settings.
- A new Seasonality - Shrink When Years Disagree setting pulls a month's seasonality gently back toward normal when past years disagree, instead of flattening it completely.
- Highly seasonal trends are more accurate because they now set aside an unusual most recent year and a product's launch ramp, and the Linear Regression trend option has been retired in favor of the method that consistently forecast better.
Stock Out Policy
A new Stock Out Policy panel in Global Inventory Limits decides, in one place, which stockouts count everywhere in StockIQ: on the Stockouts and Projected Stockouts screens, their alerts, the Planner Dashboard and Buyer Scorecard, report subscriptions and Edison. Four checkboxes choose whether items with zero safety stock, items with non-stock order policies, replaced items and never-stocked items count, replacing the separate options each screen used to have. Items with zero safety stock now count by default, so your stockout totals may rise; you can change that in the policy at any time.
Saved Views
The new Saved Views screen in Admin > System Configuration lets administrators see every user's saved views in one place, and delete, reassign, share or unshare them, which makes cleaning up after someone leaves quick and safe. Each user can also check Show only my views in the More Views dialog to hide views other people have shared, and StockIQ remembers that choice on every screen.
Major Bug Fixes
- Imported forecasts replace older imports again - A forecast import stopped clearing a node's older imported forecasts once the node had a future automatic forecast, so out-of-date imported numbers could stay in place. Imports clear them again, and settings a planner saved on the node are kept.
- Full Refresh tells you when it can't run - Pressing Full Refresh could do nothing, with no message, when the StockIQSync process could not start or stopped right after starting. You now see an error, and our support team is alerted.
- Place Orders works again for non-admin users - Users without administrator rights saw an "unable to load vendors" error in Place Orders and could not open its Lead Times tab or Inventory Exchange Curve. These now load for everyone allowed to use the screen.
- Scheduled ERP order processing runs again - A permissions change stopped the scheduled task that processes supply orders in your ERP. It now runs normally.
- Supply order line status from your ERP is honored - Imported supply order lines ignored the line status sent by your ERP. They now keep it, so lines your ERP has closed no longer show as open.
- Container round-down keeps the full order quantity - Rounding an order down to whole containers could lose part of a split quantity. The full quantity is now kept, and StockIQ tells you when an order can't be rounded down.
- Security improvements for integrations - We strengthened how StockIQ handles the credentials and connection settings you enter for your ERP and data integrations.
- Safety stock overrides honor Stock to Cumulative Lead Time - Standard safety stock ignored the Stock to Cumulative Lead Time setting for items with a safety stock override. It now applies it, and an override with no Stock to Cumulative Lead Time value, whether from a blank cell or a file without that column, now takes the value from your Default Safety Stock Settings.
- Screens keep their data when a background refresh fails - If StockIQ failed while reloading its cached data, screens could come up empty until the next restart. StockIQ now keeps the previous data until a reload succeeds.
- Vendor Scorecard loads without errors - The Vendor Scorecard could fail with a "query processor ran out of internal resources" error. It now loads, and its XYZ class filter now filters the Receipt Completeness chart correctly.
Every enhancement and bug fix in this release is listed in the attached All-Changes-v2026.11.03.html.