Supply view

The Supply view shows the forecast as a calendar. There is one column per week, month, or quarter. Each cell tells you at a glance how much stock a variant has left at the end of that period and whether you need to do something. Hover a cell for a quick preview, or click it for a card with the full story and the actions. On the Elevate plan, a chart above the table compares your sales plans with the forecast.

Turning it on

Click the display-mode button in the toolbar (it reads Standard by default) and choose Supply. Under Time Period Settings, pick Weeks, Months, or Quarters, and set the Number of periods: up to 104 weeks, 24 months, or 8 quarters, so the calendar reaches at most two years ahead. Picking another period length resets the number to its default: 12 weeks, 6 months, or 4 quarters.

The first column is the current period. It starts today, not at the start of the week or month. Next to the page title, the Forecast horizon badge shows the last day the forecast projects stock for the products on this page.

When you scroll sideways, the checkbox, product, and In Stock columns stay in place, so you always know which row you’re looking at. On a narrow screen such as a phone, where they would leave no room for a period beside them, they scroll with the table instead.

To make room for more periods, drag the right edge of the product or In Stock column header to make it narrower or wider. Double-click the edge to go back to the default width; with the edge focused, the ← and → keys resize it too. The widths are kept in this browser, the same for every Supply view, and aren’t part of the view.

What the view remembers

The period settings, Show in cells, the Show sales plans switch, the plans you leave out of the chart, a folded chart, and the Rows choice all belong to the view. Like any change to a view, they show as Unsaved changes on the view button until you save the view, and each view keeps its own: switch views and the other view’s settings apply. If a change to Show in cells, the plan list, or the folded chart can’t be stored, it’s undone and Supply settings not saved appears.

Reading a period cell

Every cell has the same height and up to three lines:

Stock at the end of the period, in red when the variant runs out (it can go below zero, for example −20: the demand the stock can’t serve). A – means the product hasn’t launched yet: its card says No stock and no demand yet.
One thing to act on or expect, if there is one. See The second line.
A row of small icons for whatever you chose under Show in cells, for example a truck when something arrives.

Colours and symbols

The colour tells you how the period goes. Most cells have no colour at all: that means the stock is fine.

Look	Name	What it means
Red, circle with a cross	Stocked out	The variant runs out during the period, or ends it at zero or below.
Amber, circle with an exclamation mark	Below safety stock	On the period’s lowest day, stock is under the variant’s safety stock, even if an arrival lifts it again before the period ends.
No colour	Stock OK	None of the others apply.
Grey number, stacked layers	Excess stock	The remaining stock lasts more than twice as long as the lead time and the view’s target days of supply combined. Target days count only when the view uses a fixed number.

When several periods in a row share a state, only the first one gets the symbol and the full colour. The following periods keep a faint tint, so a long stock-out reads as one stretch rather than a wall of red.

Excess stock only shows once a variant has a lead time. It’s grey on purpose: with short lead times, many healthy cells are excess, and they shouldn’t shout.

Falling under the reorder point doesn’t colour the cell. The order chip on the second line tells you when to order instead.

The second line

The second line shows at most one thing. When several apply, it picks the first of these:

Line	What it means
A cart and a quantity, for example 40 (red chip)	The reorder date has already passed: order now. Shown in the current period only.
A cart and a quantity (amber chip)	The variant reaches its reorder point in this period. The quantity is the recommended order, rounded to the supplier’s minimum order and pack size like the Standard view. See Reorder suggestions.
+N late (amber)	A purchase order, transfer, or manufacturing order should already have arrived and hasn’t.
+N day (blue)	Stock arrives in this period: +40 Thu in week columns, +40 · 12 Nov in month columns, or +90 · 2 docs when more than one document arrives.
No demand (grey)	The stock is below zero, but nothing in the period asks for more: no demand, no planned outflow, no lost sales. The cell still counts as stocked out, because those units have to come in before you can sell one.
≈ $420 lost (red)	The sales you lose while out of stock, at the variant’s selling price. From 1,000 the amount is rounded to thousands (≈ $16K lost), from a million to millions (≈ $1.2M lost). Without a price, it counts units instead: ≈ 12 units lost.

A period column is too narrow for a whole order sentence, so the order chips show only the quantity (from 10,000 shortened, for example 12.5k). The preview spells it out, for example Order 40 by 12 Nov or Order 40 now · 5 d late, and screen readers hear the whole sentence.

Arrivals are placed on the date you asked the supplier for, when there is one, otherwise on the expected date. A document whose date has passed counts from tomorrow and shows as late. A document without a date is placed one lead time from today.

Show in cells

The third line is up to you. Open the display-mode menu (the Supply button) and find Show in cells. For each item pick Off, Icon, or Value:

Item	Shows	Default
Arrivals (PO, transfer, MO)	Something arrives in this period, with its units as a value (+40).	Icon
Planned outflow	Stock promised through Inventory Planning leaves in this period, such as an inventory commitment or a launch allocation (−12). Only plans that feed the forecast count: Confirmed and Locked commitments, and launch plans with Feed into forecast on. Sales plans never do.	Icon
Demand forecast	The forecast sales in the period (−38).	Off
Cover at period end	How long the end stock lasts at the forecast rate (3.5 w). Not shown in a stocked-out period.	Off
Sales plan	A sales plan covers this period. As a value: the forecast as a share of the target (92%).	Off
Product launch	A new-product plan launches in this period.	Icon
Draft PO	A draft purchase order already exists for the variant. Shown in the current period. As a value: the units on draft purchase orders.	Icon

Show everything shows every item, as a value where it has one (launches and draft POs stay icons); Reset to default goes back to the table above. The choice is saved with the view.

The icon row never repeats the second line: if the second line already says +40 Thu, the arrival icon isn’t shown again. When more items apply than fit, the row ends with +2.

How to read the cover:

A cover starting with >, for example > 56 d or > 8 w, means the stock lasts at least that long: no stock-out before the forecast ends.
> 26 w is the most the cell shows.
Week columns count in days up to 70 days, then in weeks. Month and quarter columns count in weeks. Anything under a week is in days.

The preview and the card

Hovering: a quick preview

Rest the pointer on a cell for a moment and a small preview grows out of it. At the top: the variant, the period, the state, and Click for details. Below them:

One line on what to do, for example Order 40 by 12 Nov, Order 40 now · 5 d late, Below safety stock from 10 Nov · 3 at lowest, or Covered · 6 w at period end.
Up to seven small bars: the lowest stock of each day in a week, each week in a month, or each month in a quarter, red below zero and amber below safety stock, with the arrivals above them.
Two short lists: what comes in and goes out (incoming, demand, planned outflow), and any sales plans, launches, events, or growth amplifier.

Moving quickly across the table opens nothing; once a preview is open, the next one follows as you move. The preview never gets in your way: you can click straight through it. On a touch screen there’s no preview; tap a cell to open its card.

Clicking: the card

Click a cell (or press Enter or Space on it) to open its card. The card sits just under the column headers and grows downward. Its header shows the product and variant, the state, the end stock, the period with its dates, the SKU, and the supplier.

Under the chart, the card has two columns. On the left: Inventory movements, Inventory effects and Inventory documents. On the right: Plans & launches and Replenishment & risk. The buttons are at the bottom and stay in view while you scroll a tall card. On a narrow screen the two columns stack.

The chart

The chart shows the stock day by day. The line can go below zero: that’s demand the stock can’t serve, and that part is drawn in red. When nothing is forecast to sell in the period, the line stays flat and steps up on the day something arrives. “No daily projection for this period” means there’s nothing to draw at all.

The chart is built in rows, so no label ever sits on top of another:

Effects, at the top. A blue bar with a ★ marks the days of a promotional event, for example ★ Cyber Week. A green bar with a ↗ marks the days of the view’s growth amplifier, for example ↗ +30% amplifier. A bar that is too short for its name shows the start of the name, or only the ★ or ↗. The same days get a faint tint in the chart below.
Dashed lines for your stock levels. The safety stock and the reorder point, labelled for example Safety stock 12 and Reorder point 30, plus the Min Inventory, Max Inventory, Target Inventory, and Static Reorder Point you set for the variant (see Variant constants), labelled Min, Max, Target, and Reorder. Those four only show when they’re set above zero. Each label sits on its own line at the right end of the chart, so the chart uses its full width; levels with the same value share one label, for example Safety · Reorder 0. When space is tight, the names are shortened to SS, ROP, Min, Max, and Tgt.
Arrivals and outflows, under the chart. +120 in blue for stock arriving and −40 in orange for stock promised through Inventory Planning, under the day it happens. In month and quarter columns they’re added up per week.
The days, at the bottom. Weekday names in a week, dates in a month or quarter.

Point at a day for a small tooltip: the date, the stock at the end of that day, what arrives and what goes out, the demand forecast, Out of stock when the stock runs out, and the events and amplifier active that day. The tooltip only opens with a mouse or trackpad pointer; screen readers get a short written summary of the chart instead.

The Sales plan tab

When a sales plan has a target in the period, two tabs sit above the chart: Inventory and Sales plan. Sales plan shows one bar group per day of the period:

the target as an outline,
what has sold, filled, for past days and today,
the forecast, lighter, for the days still to come.

Above the bars: Target, Sold so far (only in the current period; later periods show a dash and (future week)), Forecast landing, and the share of the target. The current period’s days start on Monday (or the 1st of the month), so you also see what sold earlier in the week. Sold and forecast count only on the days a plan runs, the same as the sales-plan chart. The card remembers the tab while you step through periods; a period without a plan shows Inventory. With a tab focused, ← and → switch between the two tabs instead of stepping periods.

Inventory movements

Stock at start (the end of the previous period, or today’s stock for the current period), Incoming, Demand forecast (marked incl. events / amplifier when a promotional event or growth amplifier lifts it), Planned outflow, and Stock at end. Planned outflow names what it’s made of: (incl. commitments), (incl. launches), or (incl. commitments, launches). When these lines don’t add up to the end stock exactly, an Other changes line shows the difference.

Plans & launches

Each sales plan covering the variant in this period, with what it expects this week (or month, or quarter) and a link to its Analytics tab. Plans you left out of this view are listed in grey as not counted in this view.
Target (this week), with · 2 plans when more than one plan counts, Sold so far (only in the current period; later periods show a dash and (future week)), and Forecast landing, with a bar and the share of the target. ⚠ stock and Sellable from stock appear when stock can’t serve the forecast, with a line such as Stock can’t serve about 10 units.
Launches from new-product plans that run in this period, with a link to the plan and its day (launched 12 Oct, launches today, launches 20 Oct). Before the launch: how many are expected this week. After it: sold 12 of 30 expected since launch, counted up to yesterday, or No sales expected yet while the plan expects none so far. One bar at the bottom of the section adds up all launches: Launches so far: sold 20 of 45 expected. With Global demand on, the sold units are your whole shop’s: sold 12 (shop-wide) of 30 expected since launch. A launch plan that no longer feeds the forecast shows no progress here.

Forecast landing is what you’re expected to sell in the period. For the current period, that’s what has sold so far plus the forecast from tomorrow to the end of the period; the rest of today isn’t counted. For later periods, it’s the forecast. Target and landing cover only the days the plan runs.

Inventory effects

The promotional events and the growth amplifier on this period, with their days: for example Cyber Week +30 % applied here · Thu–Sun or Growth amplifier +30% · all week. An event that doesn’t apply to this variant says not applied for this variant. The section is hidden when nothing applies.

Replenishment & risk

This part tells you whether to act. It opens with one verdict:

Verdict	When
Act now	An order is overdue or due in this period, the variant runs out while customers still want it, or it runs out before the next delivery arrives.
Watch	Stock falls below safety stock, a delivery is late, there is excess stock, the variant runs out again within its lead time after this period, or the stock is at or below zero with no demand asking for it.
Fine	Nothing to act on, for example Covered · 6 w at period end or Nothing to act on this week.

Below the verdict, the signals that apply, most urgent first:

Reorder: why the verdict asks for the order, Reorder date passed 5 d ago or Reorder date 12 Nov (in 9 d); the quantity is in the verdict (Order 40 now, Order 40 by 12 Nov). Like the Standard view, the days since the reorder date stop counting at the variant’s lead time.
Stock-out: Out from 14 Nov, or Out since 10 Nov when the stock-out started in an earlier period, or Out now. Below it, the demand you can’t serve and on how many days (12 units of demand unmet on 3 days), the sales lost at the variant’s price, and the delivery it runs out before, for example before PO-1042 arrives 20 Nov.
Late incoming: PO-1042 late (expected 12 Nov) · 60 units, two documents at most, then +1 more.
Below safety stock: From 10 Nov · lowest 3.
Excess: Cover 20 w at period end, above the 80 d excess line. Point at it to see how the line is worked out.
Next stock-out: Runs out 3 Dec, when this period is fine but the stock runs out later.

The last line lists Cover at end, Safety stock, Reorder point, Lead time, MOQ, and Pack.

Inventory documents

Folded by default, with a count: Inventory documents (3). Click it to see each purchase order, transfer, or manufacturing order arriving in the period, with its units, status, date, a late mark (late, expected 12 Nov), and a link, and each plan taking stock out, with its plan number (a link to the plan), its units in this period, its status (or, for example, Confirmed · 3 locations), and the day it starts. The card keeps it open while you step.

The buttons come last, see Acting from the card.

Stepping through weeks and rows

With a card open, you can walk the table without closing it:

‹ › at the top right, or the ← and → keys, move to the previous or next period.
↑ ↓ at the top left, or the ↑ and ↓ keys, move to the row above or below, in the order the table shows them, including the variants of an open product.
The table scrolls under the card so the period you’re on stays in the middle and the row stays just below the headers. Its period header and row are highlighted.
✕, the Esc key, a click outside the card, or a click on the same cell again closes it. Closing it with ✕ or Esc puts the keyboard focus back on the cell.

You can also use the keyboard without a mouse: Tab into the table, move between cells with the arrow keys, and press Enter or Space to open a card. Tab also reaches the period headers: ← and → move along them, and Enter or Space opens the column card.

Acting from the card

The bottom of a variant’s card has these buttons, with the variant’s supplier at the right (Supplier: name):

Create PO: opens the Create Purchase Order dialog with this variant. In a period that asks for an order, the button shows the quantity the card shows, for example Create PO for 40, and the dialog takes that quantity; otherwise it reads Create PO and uses the variant’s usual recommended quantity. See Create a PO from the forecast.
Add to draft PO: shown when a draft purchase order already contains the variant. With one draft it names it, for example Add to draft PO PO-1042, and opens the Add to Purchase Order dialog with that draft picked. With several drafts, pick one from the list, which shows each draft’s expected date.
Create transfer: opens Create Transfer Order from Forecast with this view already picked. This needs a saved view: while the view has unsaved changes, the button is greyed out with Save the view to create a transfer from it. See The forecast creation flow.

Clicking a button closes the card. When you close the dialog, the keyboard focus goes back to the cell you started from. A purchase order you create this way records the view you started from, even if you switch to another view while the dialog is open.

The period header and the column card

The header of each period column shows its label and dates, for example KW42 with 12.10 - 18.10. A third row under the dates holds up to two badges:

A green ↗ +20% chip shows the view’s growth amplifier on this period. When amplifiers overlap, it shows the largest combined boost on any day of the period.
A blue ★ 2 badge counts the promotional events that raise the forecast in this period; the header is also tinted blue, with a blue bar along its top. When none of the period’s events is applied in this view, a grey ☆ 1 badge counts them instead. Point at the badge to read the events, for example Black Friday +40 % applied here or Black Friday +40 % off in this view.

Hover the rest of the header for a preview of the whole period: how many variants on this page are out, below safety stock, OK, or excess, the orders due, the arrivals, the sales plans, and the events. It ends with Click for the period’s details and Drag across weeks to apply a growth amplifier.

Click a header (or press Enter or Space on it) to open the column card for that period. Its header reads, for example, All 24 variants on this page: it covers every variant on this page that matches your filters.

The top: the state counts as a bar, and the total stock of all variants day by day.
Inventory movements: the totals for the period, any unmet demand, each arriving document with its day and how many variants it brings, and each plan taking stock out.
Plans & launches: the counted sales plans as one total (Sold, Forecast, Plan), each plan with its target and number of variants, a note when variants are in more than one plan, launches, each event with its boost, days, and how many variants it lifts (for example Black Friday +40 % · Thu–Sun · lifts 10 of 12 variants), the growth amplifier, and a Growth amplifier for this period button.
Replenishment & risk: lists of the variants that need you: Order, Out of stock (with the lost sales), Below safety stock, and Runs out before an arrival. Click a variant to open its own card. Long lists show eight entries and Show all N.
Create POs for N variants opens the purchase order dialog with every variant that needs ordering, at its order quantity, split by supplier.

Step through periods with ‹ › or ← and →, and close with ✕ or Esc. When you close a dialog you opened from the column card, the keyboard focus goes back to the period header.

To set a growth amplifier for a stretch of time, press on a period header and drag across the periods you want. When you let go, the Apply Growth Amplifier dialog opens with those dates. Esc cancels the drag.

The In Stock column

In the Supply view, the In Stock column shows two plain lines:

N available: the stock you have now (below zero it reads, for example, −371 available).
+N incoming, with · N late when part of it is overdue, or nothing incoming.

It doesn’t use colours, the bar, or the icons of the Standard view. Hover it for the same breakdown as in the Standard view. When plans take stock out, that breakdown has a Planned outflow tile with the total and how many plans contribute, and one row per plan with its plan number, its status (or, for example, Confirmed · 3 locations), its start date, and what it still takes from tomorrow on. A plan with nothing left to take, such as one dated today, isn’t listed. To see what a plan takes out in one period, open that period’s card: Inventory documents lists each plan with its units in the period.

A product row shows the two lines added up over its variants, without a hover.

The sales-plan chart

On the Elevate plan, a chart titled Sales plans sits above the Supply table. Under each period column it shows three bars on one scale:

Sold (green): what has sold so far. Only the current period has it; later periods show –.
Forecast (hatched green): where the period is expected to land, sales so far plus the forecast for the remaining days. An amber tick across it marks how much of that your stock can actually serve.
Plan (violet): the target of the plans you count.

Above the bars, a chip shows the forecast as a share of the plan, with ▲ or ▼ for above or below the target:

green at 90% or more,
amber from 70% to 89%,
red below 70%.

low vol. instead means fewer than 10 units are expected in the period, too few to rate. ⚠ stock next to the chip means the forecast would get there, but stock can’t: what you can sell from stock lands the plan in a lower colour band. The numbers under the bars are the three values in units. no plan over a dashed line means no sales plan covers that period for the products on this page. The same colours are used in each plan’s Analytics tab.

Hover the bars, or move to them with Tab, for the numbers: Plan target, Sold so far (current period), Remaining forecast, Forecast landing, and Sellable from stock with Stock can’t serve about N units. when stock falls short. The card also lists the promotional events and the plans in that period, each plan linked to its Analytics tab. A period no plan covers says No sales plan covers this period on this page.

How plans are counted

Click the ⓘ next to Sales plans for the rules:

Plan adds up the targets of every counted plan in the period. A product in two plans adds both targets.
Sold and Forecast count each product once, on the days any counted plan covers, however many plans it is in.
Only Confirmed and Locked plans, only the products on this page, and only the locations of this view count.

Two plans for the same product, location and dates (for example a revised plan next to the old one) double the target and halve the percentage. Leave one of them out with the plan list below.

The ⓘ also tells you when the chart’s numbers can differ from a plan’s Analytics tab, without changing any number:

Includes sales at locations without a plan: you’re looking at all locations and at least one plan on the page doesn’t cover every location. The chart counts sales and forecast at all locations, but a plan’s Analytics tab only counts its own locations.
Forecast and actuals are shop-wide; targets are for the selected locations: you picked locations and turned on Global demand in the location picker. See Locations.

Choosing which plans count

The button next to Sales plans reads All 3 plans, or 2 of 3 plans (in violet) when you’ve left some out. Click it for Plans in the strip: each plan covering these periods, with how many variants it has on this page and a link to its Analytics tab. Untick a plan to leave it out; Select all counts them all again. The last ticked plan can’t be unticked.

Leaving a plan out changes the chart, the column card’s plan total, and the totals in each card. A variant’s own card still lists every plan, with the ones left out in grey. The choice is saved with the view, and a plan you create later counts until you untick it.

What the chart counts

Confirmed and Locked sales plans only. Draft, Completed, and Cancelled plans don’t appear.
The current page only. It adds up the variants on this page that have a target in the period. It follows your filters, the location you picked, and the page you’re on, so the next page shows different numbers. Variants shown only for context (marked “outside filter”) don’t count.
Units only. For revenue, open the plan’s Analytics tab.
Forward only. The chart starts at the current period. It doesn’t show how a plan has done so far. For that, use the plan’s Analytics tab.

Hiding the chart

The chart is open by default. Click the arrow next to Sales plans to fold it into one line. Click Show sales-plan chart to bring it back. The view remembers your choice.

When the chart has nothing to show

Message	What it means
”No confirmed sales plans cover the products on this page.”	None of the variants on this page is in a Confirmed or Locked sales plan for the periods shown. The Sales Plans link opens your plans.
”Sales plans are hidden in this view. Turn on Show sales plans in the Supply menu above the table.”	The switch is off for this view. See The “Show sales plans” switch.
”Loading sales plans…”	You just turned the switch on, and the view is reloading.

Why the chart and a plan’s Analytics tab can differ

Both compare a plan with sales, but they answer different questions:

The chart asks: “Are we going to reach the plan?” It compares the target with sales so far plus the forecast for the remaining days.
The Analytics tab asks: “How far along is the plan today?” It compares the target with what has actually sold. Its On track for tile projects from recent sales, not from the forecast.

So the numbers can differ, for these reasons:

	Sales-plan chart	Plan’s Analytics tab
Which plans	Every Confirmed or Locked plan covering the page that you count, added together	One plan
Which products	The variants on this forecast page	All of the plan’s variants, or the ones you pick
Which periods	The current period and later	From the plan’s start to today, and the whole plan
What it compares with	Sales so far + forecast	Sales to date
On All locations	Sales at every location	Sales at the plan’s locations only
Units or revenue	Units	Units or revenue

The “Show sales plans” switch

Each Supply view can show or hide sales plans. Open the display-mode menu (the Supply button) and use the Show sales plans switch: “Shows the sales-plan chart above the table and plan totals in the cards”.

Off: the chart says sales plans are hidden, and the cards drop the plan totals.
On: the view reloads with the plan targets.

The switch doesn’t change the forecast. Sales plans are goals, not demand, so no forecast or reorder number moves either way. The setting is saved with the view.

The switch is part of the Elevate plan, like Sales Plans. See Subscription plans.

Product rows

The Supply view can also show one row per product. In the display-mode menu, choose Rows → Products. The button then reads Supply with a Products badge. Paging, expanding, and selecting work as described in Group rows by product.

A product’s period cell sums up its sizes:

Stock: the total across sizes, with the symbol of the most urgent state any size has. The number only takes that state’s colour when every size shares it, so one empty size doesn’t turn a healthy total red. It turns red only when every size is out.
Second line: when a size is out or below safety stock, how many: 1/3 out or 2/5 low, out of all the product’s sizes (including sizes outside your filter). Otherwise the sizes’ order chip: a cart and the quantity the sizes add up to, red when an order is overdue. The preview says it in full, for example 2 of 5 variants reach their reorder point · order 80 units.
Icons: the same Show in cells choices, added up over the sizes. The cover is the first size to run out, for example S · 3 w, or first 3 w for longer size names.

Click a product cell for the product card: the same chart (without the dashed stock levels and the Sales plan tab), Inventory movements, Plans & launches, Inventory effects, and Inventory documents, with the sizes added up. Its Replenishment & risk part has one line on what matters instead of a verdict (for example 2 of 5 variants out · M, L), how many sizes are in each state, First size to run out and Longest stock-out, the demand that can’t be served, and the sizes that need you (Order 40 · late, Out 7 d, Out now, Order 40, Below safety stock). The product card has no buttons: click a size to open its own card and order from there; a closed product opens for it.

Products with many sizes. A product with more than 60 sizes shows blank period cells and too many to show · View variants. Click View variants to open just that product’s variants, one row each. These products are also left out of the sales-plan chart in Products mode. Switch to Rows → Variants to include them.

A cell showing - couldn’t add up every size, so it shows no total rather than a partial one.

Weeks and days

Weeks run Monday to Sunday and are labelled with their week number, for example KW42. Around New Year a week can be KW53.
Days change at midnight UTC, the same as in plan Analytics. In New York, for example, that is 8 pm in summer.
Planned outflow counts from tomorrow, the same as the forecast and the In Stock hover: a plan dated today counts 0.
The page keeps the same “today” until you reload it. If you leave it open overnight, reload to move on to the new day.