Edison Tool Reference – StockIQ Technologies

Summary

Edison answers your questions by calling tools: small, focused functions that read your StockIQ data or, with your confirmation, change it. This article lists every tool Edison has today, grouped by what you would ask about, so you can see what Edison can do and what it cannot.

You never pick a tool yourself. Ask in plain language on the Edison screen, and Edison chooses the tools and fills in the filters for you. For example questions to start from, see Edison Prompt Recommendations.

NOTE: Edison sees the same data and has the same permissions you do. A tool that needs a permission you do not have (for example View Executive Summary or Edit Forecasts) is refused, and Edison tells you which permission is missing.

TIP: Ask Edison "What can you help me with?" for a short summary of its abilities, or "What do I need to see this?" when an answer is refused.

How Edison Changes Data

Tools marked (changes data) below save something in StockIQ or send something on your behalf. Everything else only reads.

Preview first- Before Edison places an order, saves a forecast, imports a file or changes a setting or override, it shows you what it is about to do and waits for you to confirm.
Reason required- Changes to settings ask you for a reason, which is written to the audit trail.
Your name on it- A change Edison makes is recorded under your name, the same as a change you make on the screen yourself.

IMPORTANT: An order Edison places is sent to your ERP like any other order placed in StockIQ. Check the preview before you confirm.

Daily Focus and Alerts

Focus Today- Your prioritized daily list: projected stockouts, late purchase orders, projected excess, under- and over-forecast risks, expiring inventory and at-risk sales orders, each with a count, the dollars at stake and the worst items.
Alerts- The alerts StockIQ is raising, narrowed by alert type, category, priority, state, item, site, supplier or buyer.
Data Refresh Status- Whether a data refresh is running now, when the last Full and Partial refreshes ran and how they ended, and whether you may start one.
Import Quality- What went wrong loading your data overnight, ranked by how much data each problem affects.

Executive Summary and KPIs

These match the charts and breakdowns on the Executive Summary screen, at any level: the whole organization, a site, a supplier, a buyer or a category.

Executive Summary Overview- KPI cards (on-hand value, stockouts, excess, dead stock, slow movers, open supply orders) with the inventory position and usage pattern breakdowns.
Stratification Breakdown- Items split by ABC class, XYZ class, inventory position and usage pattern.
Weeks of Supply Breakdown- Items distributed across weeks-of-supply buckets, with the items most at risk of stocking out and those with too much coverage.
One-Year Burn Down Breakdown- Items distributed across months-of-supply buckets, with the dollars at risk in short and excessive coverage.
Last Used Breakdown- Items distributed by months since last used, with the dollars locked in stale and never-used inventory.
Opportunity and Investment Breakdown- Excess dollars and below-target investment dollars by ABC class, and the inventory balance split into Panic, Safety, Cycle, Planned Overstock, Overstock and Excess.
Revenue by Usage Pattern Breakdown- Expected annual revenue and SKU count by usage pattern (New, Recurring, Sporadic, Slow, Dead), with the largest revenue items in slow-moving patterns.
Inventory Over Time Chart- On-hand value against safety stock and max stock, and inventory as a percentage of annual revenue.
Inventory Turns Over Time Chart- Average turns against target turns, with the on-hand balance trend.
Service Level Over Time Chart- Monthly fill rate by hierarchy node.

Inventory and Stock Health

Current Stockouts- Item-sites out of stock now: how long they have been out, the projected in-stock date, the next supply and the revenue lost.
Projected Stockouts- Item-sites projected to run out, with stockout dates, on-hand, daily usage and what is on order.
Stockout History- Item-sites ranked by how often and how long they were out of stock over a past window, and the sales lost while out.
Stockout Root Cause- Why an item stocked out, from 8 checks: underforecasting, an unusual sale, a late, missed or changed supply order, a low service level and non-stock items.
Current Excess- Items in excess now, with excess quantity, dollars, days of excess and thresholds.
Projected Excess- Items whose on-hand plus on-order will exceed their excess threshold, with the date it starts and the dollars involved.
Excess Root Cause- Why an item is in excess, from 9 checks: large min/max, canceled demand, over-purchasing, lead time mismatch, a safety stock drop, overforecasting, on-hand changes, a forecast reduction and an order policy mismatch.
Slow Movers- Items with low or stagnant usage for their on-hand, with last-used and last-sold dates and the dollars tied up.
Dead Stock- Inventory with no recent demand.
Inventory Aging Report- On-hand value distributed into age buckets (0–30 days, 31–60 days, and so on).
Inventory Aging Detail- The individual receipts behind one item-site's aging, with dates, remaining quantities and dollars.
Lost Sales Summary- Projected lost sales by category, with the top SKUs in each.
New Items- Recently created items StockIQ is watching for their first demand.
Holding Cost- Holding (carrying) cost per item-site, and the margin left after it.
Safety Stock Detail- Active and statistical safety stock, the statistical method in use, target stock, reorder point, service level, lead time and any alert.
Order Policy Summary- The active and ERP order policy for one item-site, its quantities and targets, and what StockIQ recommends.
Order Policy Recommendations- Order policies across many items, by category, site, supplier, buyer or ABC/XYZ class, with StockIQ's analysis.
Projected Position- An item-site's projected inventory at a future date, by default the date an order placed today would arrive.
Item-Site History- Daily snapshots of an item-site: on-hand, order policy, safety stock, cost, class and other planning values as of each date.
Item-Site-Supplier History- Daily snapshots of one item-site-supplier relationship, such as cost and lead time.
Item-Site Attributes- Costs, inventory levels, lead times, safety stock, classes and categories for one or more item-sites.
Sites for an Item- Every site that stocks an item.
Bill of Materials- An item-site's components, the parents that consume it, or both.
Dependent Demand- The time-phased demand that planned and firm builds place on a component, and which parent assembly drives it.
Suggested Transfers- Which items can move from a site with excess to a site that needs them, how much, and what it is worth.
Inactive Records- Items, sites, suppliers, customers and other records that have gone inactive, and which can be reactivated.
Reactivate Inactive Records (changes data)- Makes inactive records active again.

Replenishment and Ordering

Order Suggestions- Which suppliers need an order and for how much, the same list as Place Orders Step 1.
Suggested Order Lines- The order lines StockIQ recommends (items, sites, quantities, costs, dates), the same lines as Place Orders Step 2.
Target an Order- The Order Wizard: adjusts a suggested order's quantities to reach a target you describe, such as a full container, a cube or weight, the supplier minimum or pack-size rounding. Shows the before and after; nothing is saved until you place the order.
Load Containers- The Load Containers wizard: packs the order's quantities into shipping containers and reports how many are needed, how full each is and what is in each, without changing quantities.
Place Order (changes data)- Places the supply orders you confirmed, including any targeting or container loading you asked for.
Import Order from Attachment (changes data)- Places a purchase order from an order file you attach to the chat.
Suppliers Close to Minimums- Suppliers whose suggested order is close to their order minimum or free-freight minimum.
Order Schedule- One row per item-site-supplier with inventory position, on-hand, on-order, safety stock, max stock and projected stockout dates.
Order Schedule Detail- The time-phased projected inventory, demand and suggested orders for one item-site-supplier.
Sawtooth Chart- Projected inventory over time for one item-site-supplier.
Expedite Recommendations- Which open orders to pull in or redirect to avoid a stockout.
Bulk Expedite Recommendations- One list of the open purchase order lines to pull in across every current and projected stockout.
De-expedite Recommendations- Which open orders can be pushed out when inventory is in excess.
Component Requirements- What components a set of builds needs, which are short, and which are contended between the builds.
Buyer Scorecard- Buyers ranked by whether they ordered what StockIQ suggested, when it suggested it.
Supplier Payment Projection- What you will owe each supplier over a forward window, by month, in money and in units.

Supply and Suppliers

Open Supply Orders- Purchase orders on order for an item or a supplier.
Firm and Planned Supply- Time-bucketed firm and planned supply per item-site and supplier, as on the Firm and Planned Supply screen.
Order History- Supply orders (purchase orders, transfers, work orders) that were actually placed.
Explain a Supply Order- Why a placed supply order line was created: the inventory, planning values, quantity logic and costs captured when it was ordered.
Explain a Planned Order- Why StockIQ is currently planning an order for one item-site-supplier.
Lead Time Detail- The lead times StockIQ holds for one item-site-supplier, leg by leg, and where each comes from.
Lead Time Variance- Suppliers, sites or items ranked by how much their lead time has varied over a window.
Receipt History- When past shipments shipped, arrived and were received, how early or late they were, and whether they counted toward the calculated lead time.
Vendor Scorecard- Each supplier's delivery performance (early, on time, late, complete, perfect line and perfect order rates) beside what you spent with them.

Forecast and Demand

Explain Forecast- The Forecast Manager trend chart for one or more nodes, with the settings, algorithm and seasonality behind it.
Forecast Errors- Forecast error for a node: backward-looking, lead-time-ago against current, and lag error.
Forecast Errors by Level- Nodes ranked by forecast error or bias, across the children of a group or a whole level.
Compare Forecast Errors- Forecast accuracy compared across several forecast series at one node.
Forecast Lag Accuracy- Fixed-horizon accuracy: each closed period scored against the forecast made N periods before it, as wMAPE, bias and MAE, with the statistical and naive forecasts beside it.
Forecast Variance by Level- Nodes ranked by how actuals compare to forecast.
Forecast Snapshots- How a node's forecast has changed over time.
Forecast Snapshot Periods- The period-by-period quantities in specific snapshots.
Actuals by Level- Sales actuals summed at one hierarchy level, such as product group.
Actuals by Node- Sales actuals for specific hierarchy nodes.
Item-Site Actuals- Sales actuals by item-site, as totals or period by period.
Customer Actuals- Sales actuals by customer, as totals or period by period.
Customer Ship-To Actuals- Sales actuals by customer ship-to location.
Sales Projection by Site- Actuals for closed months plus the forecast for the rest of the year (or any window), per site, in revenue, units and margin.
Disaggregation Weights- How a node's forecast is split among its children, the weights in force today and the recommended planning bill weights.
Forecasting Configuration- Your demand series, forecast series, which forecast is operational, and key date settings.
Save Forecast (changes data)- Saves forecast quantities at one node, as Forecast Manager's Save Forecast does, and cascades them to the children.
Adjust Child Forecasts (changes data)- Adjusts the forecasts of many nodes under a group at once, as Forecast Manager's Edit Child Forecasts does.
Import Forecast from Attachment (changes data)- Loads a forecast file you attach to the chat into StockIQ's demand forecast.

Customers and Sales

Top Customers- Customers ranked by revenue, margin or contribution, overall or for a date range or site.
At-Risk Customers- Customers with open sales orders that are late or likely to be late.
At-Risk Sales Orders- The open sales order lines that are late, unfulfilled or predicted to miss their due date.
Sales Orders- The lines on specific order numbers, a product group or one item-site.
Sales Order Detail- Sales order lines filtered by item, customer, site and date range.
Item-Site Customers- Customers who bought an item at a site within a lookback period.
Unusual Sales- Individual sales StockIQ flagged as unusually large for the item, the item-site or the customer.
Send At-Risk Customer Email (changes data)- Emails a customer's contact the status of their late or at-risk orders.

Settings and Overrides

Replenishment Settings- Your global replenishment settings: planning horizon, order defaults, backorder rules, order targeting, warehouse capacity and advanced settings.
Change Settings (changes data)- Changes one or more settings on one settings screen, using the on-screen names. Asks for a reason.
Find a Setting- Which settings screen holds a setting, its exact label, and the permission needed to change it.
Forecast Settings- The forecast settings in effect at one node, and whether each comes from that node, a node above it, or the level defaults.
Save Forecast Settings (changes data)- Changes a node's forecast settings, such as Auto, Manual or Not Forecasted control, freeze periods and the algorithm start date.
Delete Forecast Settings Override (changes data)- Removes a node's forecast settings override so it inherits again.
Safety Stock Overrides- The safety stock overrides in place, for one item or all of them.
Save Safety Stock Override (changes data)- Creates or updates a safety stock override for an item at a site.
Delete Safety Stock Override (changes data)- Removes a safety stock override.
Order Policy Overrides- The order policy overrides in place, for one item or all of them.
Save Order Policy Overrides (changes data)- Creates or updates an order policy override on one item-site, or applies one override to many item-sites.
Delete Order Policy Override (changes data)- Removes an order policy override.
Item-Site Replacements- The item-site replacements (supersessions) you have set up.
Customer Class Settings- Your customer classing setup: whether it is on, how often it runs, the number of classes, scoring weights and ABC breaks.
Run Customer Classing (changes data)- Recalculates customer classes in the background.

Files You Attach

Attach a file with the paperclip on the Edison screen. Forecast and order files have their own tools, listed above.

Describe Attachment- The columns in the file you attached, with sample values, so Edison can map them before importing.
Import Targets- The kinds of data Edison can import from a file, the fields each accepts, and whether you are allowed to import it.
Import from Attachment (changes data)- Imports the file you attached into StockIQ.

Email, Support and Memory

Email Me (changes data)- Emails you an answer, including its data grid.
Email a User (changes data)- Emails another StockIQ user, found by name or email address.
Escalate to Support- Sends StockIQ Support your issue with the conversation and a link to it. Edison asks before it does this, and does it at most once per conversation.
Remember a Fact (changes data)- Remembers something about how you work, for your later conversations.
Remember a Fact for Everyone (changes data)- Remembers something about your organization for every user's later conversations.
List Memories- The facts Edison has remembered.
Forget a Fact (changes data)- Stops a remembered fact from being used.

Help, Charts and Your StockIQ Setup

Help Center Search- Searches these Help Center articles and answers from them.
Metric Definition- Explains what a StockIQ number means and how it is calculated.
Show Capabilities- A short summary of what Edison can help with.
Convert to Chart- Turns a grid of results into a chart.
Instance Information- Your organization's name, instance type and address.
Category Names- What your item-site and customer category fields are called (for example, Category 1 might be "Product Line").
Custom Fields- The custom fields your organization has added, such as a Brand on items.
Hierarchy Layout- The levels of your forecast hierarchy.
MCP Connection Guide- How to connect an outside AI assistant (such as Claude, Codex or Cursor) to StockIQ with an MCP token.
API Token Guide- How to use StockIQ's REST API with an API token.

Behind the Scenes

Edison uses these to turn what you type into the right records and to check what you can see. You do not need to ask for them.

Find an Item, Site, Supplier or Buyer- Four lookups that turn a code or name you typed into the matching records.
Find an Item-Site- Turns an item and site into the matching item-site.
Find an Item-Site-Supplier- Turns an item and site into its supplier relationships.
Find a Category Value- Turns a category value you named, such as a product line, into a filter.
Find Hierarchy Nodes- Finds a forecast group, such as a category or program, by its name.
Resolve Hierarchy Nodes- Finds the forecast hierarchy node for an item and its qualifiers.
Required Values for a Level- Which values are needed to land on one node at a hierarchy level.
Item-Site to Hierarchy Node and Hierarchy Node to Item-Site- Two conversions between an item-site and its forecast hierarchy node.
Previous Results- Reuses the rows from Edison's last answer, so you can say "chart that" or "email those".
Check Permission- Checks whether you have a permission before Edison tries an action that needs it.

For Outside AI Assistants (MCP)

The same tools are available to an outside AI assistant connected with an MCP token, except the ones that work on your Edison conversation (attachments, emailing another user and emailing a customer). For the technical names and parameters of every tool, see the StockIQ MCP Tool Reference.

NOTE: This list reflects the current release. If Edison mentions a tool not listed here, your instance may be on a newer release.