The “Supply & Demand Dashboard” is the strategic centerpiece of the new Supply Demand UI — a single consolidated view that pulls together everything into one comparison: how much is being asked for, against how much can cover it. Instead of running an on-hand snapshot, an open-shipments report, and an inbound PO schedule separately, an inventory director or planning lead can see “Total Demand”, “Total Supply”, and the “Net Position” between them in one real-time view, with no manual aggregation required.In this video, we’ll demonstrate how to select inventory records to build a “Supply & Demand Dashboard” view, read the “Total Demand”, “Total Supply”, and “Net Position” figures, adjust the date range, filter down to an individual product variant, and drill into the shipments and supply data behind the numbers. The “Supply & Demand Dashboard” is the strategic centerpiece of the new Supply Demand UI — a single consolidated view that pulls together everything into one comparison: how much is being asked for, against how much can cover it. Instead of running an on-hand snapshot, an open-shipments report, and an inbound PO schedule separately, an inventory director or planning lead can see “Total Demand”, “Total Supply”, and the “Net Position” between them in one real-time view, with no manual aggregation required. In this video, we’ll demonstrate how to select inventory records to build a “Supply & Demand Dashboard” view, read the “Total Demand”, “Total Supply”, and “Net Position” figures, adjust the date range, filter down to an individual product variant, and drill into the shipments and supply data behind the numbers. To navigate to the “Supply Demand” Inventory menu, in the left nav, on the “MAIN” tab, click “Supply”, click “Inventory”, then click “Supply Demand”. To navigate to the “Supply Demand” Inventory menu, in the left nav, on the “MAIN” tab, click “Supply”, click “Inventory”, then click “Supply Demand”. The “Supply Demand” menus have their own left navigation panel that supersedes the traditional left nav menu. If we’re already within the Supply Demand menus, in the left nav, we’ll click “Inventory”. This will bring us to the same place as the previous step. The “Supply Demand” menus have their own left navigation panel that supersedes the traditional left nav menu. If we’re already within the Supply Demand menus, in the left nav, we’ll click “Inventory”. This will bring us to the same place as the previous step. This is the “Inventory” page under “Supply Demand” — this is where we’ll access the Supply & Demand Dashboard.We discussed this page in detail in a previous video. This is the “Inventory” page under “Supply Demand” — this is where we’ll access the Supply & Demand Dashboard. We discussed this page in detail in a previous video. First, we’ll search for a product or product variant, either by selecting it from the chosen Catalogs, or entering its Product Code directly. We can select or enter as many products or variants as necessary. First, we’ll search for a product or product variant, either by selecting it from the chosen Catalogs, or entering its Product Code directly. We can select or enter as many products or variants as necessary. Next, we can optionally select one or more Locations. If we leave the Locations field empty, it will return all Locations where the Product or Products have Inventory Records, regardless of inventory levels. Next, we can optionally select one or more Locations. If we leave the Locations field empty, it will return all Locations where the Product or Products have Inventory Records, regardless of inventory levels. Additionally, we can add in other Filters as needed, including “Attributes”, “SKUs”, “Part Numbers”, or a “Future Date Range”. Additionally, we can add in other Filters as needed, including “Attributes”, “SKUs”, “Part Numbers”, or a “Future Date Range”. When we’ve configured the “Search Inventory” filters as needed, we’ll click the “Search” button to run the search. When we’ve configured the “Search Inventory” filters as needed, we’ll click the “Search” button to run the search. Inventory Records based on the Filter values selected will display in the “Inventory Records” section, with a different record for each product and location. Inventory Records based on the Filter values selected will display in the “Inventory Records” section, with a different record for each product and location. We’ll select the records we want to include using the checkboxes. Once at least one record is selected, a “View Supply Demand” button appears, letting us build a dashboard view scoped to exactly the records we’ve chosen. We’ll select the records we want to include using the checkboxes. Once at least one record is selected, a “View Supply Demand” button appears, letting us build a dashboard view scoped to exactly the records we’ve chosen. This opens the “Supply & Demand Dashboard”, scoped to the product and locations we selected.We’ll discuss each section. This opens the “Supply & Demand Dashboard”, scoped to the product and locations we selected. We’ll discuss each section. Everything on this dashboard is scoped exactly to what we selected — in this example, one product across two locations. A date range control defaults to the next 90 days, and three tiles across the top summarize our position: “Total Demand”, “Total Supply”, and “Net Position”.The selected product code is displayed as a small colored pill at the top. The color of the pill is dependent on the current Inventory “Net Position”, shown here in yellow, indicating “At Risk”. Other possible colors are green for “Healthy”, and red for “No Stock”. Everything on this dashboard is scoped exactly to what we selected — in this example, one product across two locations. A date range control defaults to the next 90 days, and three tiles across the top summarize our position: “Total Demand”, “Total Supply”, and “Net Position”. The selected product code is displayed as a small colored pill at the top. The color of the pill is dependent on the current Inventory “Net Position”, shown here in yellow, indicating “At Risk”. Other possible colors are green for “Healthy”, and red for “No Stock”. “Total Demand” is everything currently competing for this inventory: every unfulfilled shipment — whether “Ready”, “On Hold”, “Backorder”, “Future”, or “Pending” — plus any order still sitting in its remorse period, the configurable window after an order is placed during which it can still be changed or canceled.Important Note: orders in a remorse period only count toward Total Demand if the site is configured to not create shipments for orders still within that window; otherwise, they’re already represented as a shipment. In this example, Total Demand is “38”, entirely from unfulfilled shipments, with nothing currently in a remorse period. “Total Demand” is everything currently competing for this inventory: every unfulfilled shipment — whether “Ready”, “On Hold”, “Backorder”, “Future”, or “Pending” — plus any order still sitting in its remorse period, the configurable window after an order is placed during which it can still be changed or canceled. Important Note: orders in a remorse period only count toward Total Demand if the site is configured to not create shipments for orders still within that window; otherwise, they’re already represented as a shipment. In this example, Total Demand is “38”, entirely from unfulfilled shipments, with nothing currently in a remorse period. “Total Supply” is our current “on-hand” inventory, plus any “future” inventory arriving within the selected date range. Here, Total Supply is “46”, all of it on hand, since nothing is scheduled to arrive within the default 90-day window. “Total Supply” is our current “on-hand” inventory, plus any “future” inventory arriving within the selected date range. Here, Total Supply is “46”, all of it on hand, since nothing is scheduled to arrive within the default 90-day window. “Net Position” is Total Supply minus Total Demand — here, “46” minus “38”, or “+8”. The large “Net Position” figure uses simple binary logic: green for any positive result, red once it goes negative. It’s green here because “+8” is still positive. “Net Position” is Total Supply minus Total Demand — here, “46” minus “38”, or “+8”. The large “Net Position” figure uses simple binary logic: green for any positive result, red once it goes negative. It’s green here because “+8” is still positive. If more than one product or variant is included in the view, clicking its pill filters the entire dashboard — demand, supply, and net position — down to just that one variant. Each variant’s pill carries its own color, so we can spot which specific variant is at risk without digging into the numbers. If more than one product or variant is included in the view, clicking its pill filters the entire dashboard — demand, supply, and net position — down to just that one variant. Each variant’s pill carries its own color, so we can spot which specific variant is at risk without digging into the numbers. As mentioned, the default “Date View” for the dashboard is “Next 90 Days”. The date range can be changed to “Next 7 days”, “Next 30 days”, “Next 6 months”, “Next three-hundred and sixty-five days”, or a “Custom Range” with specific start and end dates. As mentioned, the default “Date View” for the dashboard is “Next 90 Days”. The date range can be changed to “Next 7 days”, “Next 30 days”, “Next 6 months”, “Next three-hundred and sixty-five days”, or a “Custom Range” with specific start and end dates. Switching to a “6-month” view changes the picture considerably: “Total Supply” jumps from “46” to “546”, since “500” units of “future” inventory now fall within the window, and “Net Position” climbs to a positive “508”. The product pill updates too, turning from yellow to green now that supply comfortably covers demand. “Total Demand” stays the same, since it wasn’t affected by how far out we’re looking. Switching to a “6-month” view changes the picture considerably: “Total Supply” jumps from “46” to “546”, since “500” units of “future” inventory now fall within the window, and “Net Position” climbs to a positive “508”. The product pill updates too, turning from yellow to green now that supply comfortably covers demand. “Total Demand” stays the same, since it wasn’t affected by how far out we’re looking. The “Shipments” tab lists every shipment behind the “Total Demand” figure, with sub-tabs to filter by “All status”, “Ready”, “On Hold”, “Backorder”, or “Future”, each showing its own count. The “Shipments” tab lists every shipment behind the “Total Demand” figure, with sub-tabs to filter by “All status”, “Ready”, “On Hold”, “Backorder”, or “Future”, each showing its own count. A search bar lets us look up shipments directly by “shipment ID”, “customer name”, or “order number” — for example, searching a customer’s last name narrows the list to just their shipments. A search bar lets us look up shipments directly by “shipment ID”, “customer name”, or “order number” — for example, searching a customer’s last name narrows the list to just their shipments. The “Supply” tab’s “Current” view breaks out current inventory — the same figures behind the “Total Supply” number, but broken down location by location. The “Supply” tab’s “Current” view breaks out current inventory — the same figures behind the “Total Supply” number, but broken down location by location. The “Future” view does the same for incoming inventory for each location.Together, this dashboard replaces three separate reports many inventory teams run today — an on-hand snapshot, an open-shipments report, and an inbound PO schedule — with one real-time, unified view of Supply against Demand. The “Future” view does the same for incoming inventory for each location. Together, this dashboard replaces three separate reports many inventory teams run today — an on-hand snapshot, an open-shipments report, and an inbound PO schedule — with one real-time, unified view of Supply against Demand.
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