Inventory Stock Panel

Executive Summary

The Inventory → Stock Panel helps you understand how inventory moves over time for a chosen set of products, and how long that inventory is expected to last. It combines historical inventory movement with forward-looking projections so you can compare products on one timeline, model depletion using per-product Sales Velocity, and overlay expected inbound units (Est. Receipts) and the resulting Predicted Balance. You can also apply time-boxed override velocities and reuse them through saved templates to run consistent scenarios.

Key Concepts & Metrics

Inventory Status

Inventory Status is the main container for the Stock Panel. When it is open, you can view the chart, filtering controls, override tools, and product cards. When it is closed, you see a message that the inventory status is closed and an action to open it.

Displayed Products

Displayed products are the products currently shown as cards beneath the chart. These are the products you can select, track, and configure for forecasting.

Selected Products

Selected products are the products actively included in the chart series. Selection can be changed from product cards or from the product search tool.

Sales Velocity

Sales Velocity is the per-product rate used to model how quickly inventory is expected to deplete. You can pick a suggested velocity (for example, 7-day or 30-day averages) or enter a custom numeric value (typically up to two decimal places). Changing Sales Velocity is intended to change the projected portion of the chart, especially Predicted Balance.

Est. Receipts

Est. Receipts represents expected inbound units from upcoming shipments, based on shipment dates you have entered elsewhere in the system. When available, Est. Receipts also acts as a navigation surface inside the chart tooltip, linking you to the related shipment and purchase orders.

Predicted Balance

Predicted Balance represents the expected inventory balance at the end of each projected period. It is driven by the Sales Velocity values you select on product cards and is shown alongside Est. Receipts so you can see how inbound inventory and expected sell-through interact over time.

Inventory Metrics Shown on the Chart

The Stock Panel can plot multiple metrics at the same time. Each metric appears as its own color-coded series.

Available Balance

Available Balance shows how many sellable units were physically on hand at the very start of the period. It is your opening stock position before receipts, transfers, or deductions are applied.

Receipts

Receipts counts units that have been successfully checked in from inbound shipments (or other positive adjustments), increasing available inventory once receiving is completed.

Warehouse Transfer

Warehouse Transfer aggregates units moved between fulfillment centers during the period. Positive values indicate stock arriving at a site; negative values indicate stock leaving for another site.

Reserved

Reserved shows units that are temporarily unavailable for sale because they are in transfer, queued for customer orders, or undergoing fulfillment-center processing.

Vendor Returns

Vendor Returns captures inventory sent back to you as the vendor (often unsellable, overstocked, or defective items) and represents a reduction in sellable inventory.

Unknown Events

Unknown Events represents inventory changes that could not be categorized into standard event types, including miscellaneous adjustments or unidentified changes.

Est. Receipts

Est. Receipts estimates upcoming inbound units based on shipment timing you have entered.

Predicted Balance

Predicted Balance shows expected inventory balance based on the accumulated Sales Velocity across selected products.

Operational Logic

Historical vs Projected Timeline

The chart is split into two regions:

• Historical: Metrics plotted across actual historical dates.
• Projected: Forward-looking overlays for Est. Receipts and Predicted Balance.

A dashed red vertical line marks the boundary at the last historical date, visually separating actuals from projections.

How the Forecast Behaves

The Stock Panel uses your selected Sales Velocity values to model depletion and combines that with inbound expectations.

A useful mental model is:

Where:

• $B_t$ is the balance at time $t$.
• $\text{Inbound}_t$ aligns with inbound units (including Est. Receipts where available).
• $\text{NetMoves}_t$ reflects movements such as transfers and other adjustments, depending on what is plotted.
• $\text{Demand}_t$ is derived from your chosen Sales Velocity values (accumulated across selected products for the projection).

Note: The calculations of predictive balance is based on the sum of Sales Velocity across all selected products, applied to the historical balance and movements to generate the projected balance over time. Additonally all Future shipments that fall within the projected timeline are included in the Inbound calculation.

Tooltip Interaction Model

The chart tooltip supports two modes:

• Hover mode: Hover to see values at a date.
• Frozen mode: Click a bar to freeze the tooltip for interaction. When frozen, a Tooltip Frozen indicator appears in the chart area.

When frozen, you can move the tooltip left or right across dates, and the chart updates the axis pointer to match the newly focused date.

Tooltip as Navigation for Inbound Inventory

When the tooltip is showing Est. Receipts, it can include navigable references to related logistics objects, such as:

• A shipment link (for the relevant shipment).
• One or more purchase order links associated with the inbound units.

This turns the chart into a workflow tool: you can move from “why did inbound spike here?” to the exact shipment or purchase orders that explain it.

User Guide

Open and Close Inventory Status

1. To hide the panel, use the Close Inventory action (eye-off icon). The chart and controls collapse into a closed card state.
2. To view the panel again, select the Open Inventory action (eye icon) on the closed card.

Choose Which Products Are Included

You can include products in the chart in three ways:

1. Select or unselect from product cards

   • Click a product card to toggle selection.
   • Selected cards display a Selected badge.

2. Select all products

   • Use Show All Products to toggle bulk selection.
   • The button indicates whether all products are currently selected.

3. Search and select from the product list

   • Open Search products.
   • Filter by product name, display name, ASIN, or SKU.
   • Click list items to toggle selection.
   • The search tool shows Selected: X so you can track how many products are active.

What changes immediately: the chart rebuilds to include only the selected products for each enabled metric.

Choose Which Metrics Are Visible

The Stock Panel maintains a set of enabled metrics and uses that set to decide which series appear on the chart.

Default visibility is:

• Available Balance: visible
• Receipts: visible
• Warehouse Transfer: visible
• Reserved: visible
• Vendor Returns: hidden
• Unknown Events: visible
• Est. Receipts: visible
• Predicted Balance: visible To change metric visibility toggle the checkboxes in the Metrics section.

Track a Product to Prioritize It

On a product card, select Track (pin icon) to track a product.

• The button toggles between Track and Untrack.
• Tracked products are prioritized in tooltip listings so they appear first when multiple products are shown at the same date.

Set Sales Velocity Per Product

Each product card includes a Sales Velocity selector that supports:

• Selecting a suggested velocity such as Current, 14-day average, 30-day average, 90-day average, 1-year average, and (where available) last year’s 14-day average.
• Entering a custom numeric Sales Velocity value (commonly accepted up to two decimal places).

What changes immediately: the projected series, especially Predicted Balance, is intended to update based on your new Sales Velocity inputs.

Visual cue when overrides apply: when overrides are enabled and an override date range is selected, the Sales Velocity selector border changes to a primary highlight to indicate the override context is active.

Use Overrides to Model a Specific Date Range

Overrides let you run a scenario where Sales Velocity changes only within a chosen date range.

1. Enable Overrides.
2. Select an override date range.
3. Adjust Sales Velocity values on product cards within the override context.

The panel guides you with a banner message:

• If a date range is selected: “Override affecting: [date range], change sales velocity of products for the selected date range”
• If no date range is selected: “Select a date range to apply sales velocity overrides”

What changes immediately: the chart rebuilds to reflect the override scenario, applying modified Sales Velocity values only within the selected date range.

Save and Reuse Override Templates

If you want to reuse an override scenario:

1. With overrides enabled and a date range selected, choose Save Template.
2. Enter a Template name.
3. Save the template (the Save action is disabled until both a name and a date range exist).

To reuse a template:

1. Open Select Template.
2. Search by template name.
3. Select a template to apply it to the panel.

To manage templates:

• Use the delete (trash) action to remove a template.
• If a template is selected, use Reset Template to clear the current selection and form state.

Any applied template updates the override date range and enables overrides if they were not already active.

Filter by Condition

Use the Condition selector to focus the panel on inventory by product condition:

• New
• Like New
• Very Good
• Good
• Acceptable
• Poor
• All Used

What changes immediately: the panel refreshes the inventory dataset and chart to reflect the selected condition.

Important behavior: Forward-looking allocation and certain inbound projection behaviors are only available when Condition is New. When Condition is not New, projected inbound detail may be reduced or unavailable.

Interact With the Chart

• Hover to view values for a given date.
• Click a bar to freeze the tooltip and interact with its contents.
• When frozen, move left or right across dates to compare points in time.
• When Est. Receipts includes shipment and purchase order references, select them from the tooltip to navigate to the related records.

System Behaviors & FAQs

Why do I see a red dashed line on the chart?

The dashed red line marks the boundary between historical actuals and the projected portion of the timeline. It helps you distinguish recorded inventory movement from forecast overlays.

Why are some dates showing zero values?

The system fills missing dates to keep a continuous timeline. If no inventory movement was recorded for a date (or the source data is missing), the chart may show a zero value to avoid gaps.

Why do I not see Est. Receipts links in the tooltip?

Shipment and purchase order links appear only when the underlying inbound data includes those references. If the system does not have shipment or purchase order details for a given inbound point, the tooltip will show only the metric value.

Why do projections change when I select or unselect products?

The forecast is driven by the set of selected products and their Sales Velocity values. Changing selection changes the set of products included in the accumulated projection.

What does “Tooltip Frozen” mean?

It indicates you clicked the chart to lock the tooltip in place so you can read it, navigate between dates, and use any available links without the tooltip disappearing on mouse movement.