Inventory Insights
Use Inventory Insights to review stockout risk, demand forecasts, top movers, model notes, and smart reorder guidance before creating procurement work.
Inventory Insights combines recent movement history, stock on hand, lead time, safety stock, forecast settings, and selected demand sources. It is a decision-support view: users should verify source records before purchasing, transferring, adjusting, or promising stock to customers.
Who Uses This Page
- Managers reviewing stock risk and reorder timing.
- Inventory and warehouse teams checking stockout risk and top movers.
- Procurement teams turning smart reorder suggestions into requests.
- Team leads comparing insight signals with detailed reports.
Before You Start
- Confirm you are signed into the correct AWRA workspace.
- Confirm your role includes the menu, record, report, or action you need.
- Confirm item stock, lead time, reorder point, and safety stock are reasonably maintained.
- Check whether recent check-ins, check-outs, POS sales, transfers, adjustments, or offline syncs are missing or pending.
- Confirm your tenant AI settings match how your team wants demand interpreted.
Forecast Sources And Settings
| Setting | What It Changes | Why It Matters |
|---|---|---|
| Customer demand | Uses sales, POS, and customer-facing movement signals. | Best for stocked items mainly consumed by customers. |
| Internal use | Includes internal issues, requisitions, department use, or project consumption where available. | Useful for operations, maintenance, schools, NGOs, and institutional stores. |
| Transfers | Considers inter-warehouse or branch movement as demand pressure. | Useful when one location regularly feeds another location. |
| Damage/loss | Can include damaged, lost, written-off, expired, or shrinkage patterns. | Helps reveal operational risk but should not be treated as normal customer demand. |
| Asset conversion | Can include inventory converted into tracked assets. | Useful where consumable stock becomes equipment or issued assets. |
| Manual adjustment | Can include manual corrections as a weak demand signal. | Use carefully; frequent adjustments may mean the item master or process needs cleanup. |
Recommended Workflow
- Open Inventory Insights, Forecast Risks, Top Movers, or an item-level forecast detail.
- Review on-hand stock, 30-day demand, expected stockout date, risk level, momentum, lead time, and smart reorder quantity.
- Open the source item and recent movements before acting on a high-risk forecast.
- Use smart reorder only after confirming open POs, pending transfers, supplier lead time, and safety stock.
- Share forecast questions with item, warehouse or branch, current stock, forecast settings, and the date viewed.
Permissions Note
If you cannot see Inventory Insights, Forecast Risks, Top Movers, or item forecast details, the issue is usually role access, enabled modules, AI settings availability, branch or warehouse assignment, report permission, or plan entitlement. Ask your organization admin to review the exact task you need instead of requesting broad access.
Common Mistakes
- Treating a forecast as a final purchase order without checking source records.
- Ignoring open POs, in-transit transfers, pending approvals, or late offline syncs.
- Using damage, loss, or manual adjustments as demand without understanding why those movements happened.
- Changing lead time or safety stock without telling procurement and warehouse teams.
Need help with this topic?
Capture the module, record number, branch or warehouse, user, visible message, and what you expected to happen before contacting support.