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Trackers


Table of Contents


1. Use Cases

Quick Links: Replenishment Alerts | Stalled Stock Detection | Expiry-Sensitive Products | Multi-Type Tracking | Stock Alerts

Scenario 1: Set a Replenishment Alert for a Hot Seller

Situation: Some products sell fast and replenishment often comes too late.

How to do it:

  1. Click the "New" button
  2. Search for and select the hot-selling product
  3. Choose the "Turnover Days" mechanism
  4. Set "Sales lookback days (avg daily sales window)" and "Target coverage days (stock should last)" (e.g. 7 days)
  5. Click "Save"

Result: The system dynamically calculates the alert threshold based on actual sales velocity. When stock cannot last 7 days, the health status turns orange or red.


Scenario 2: Detecting Stalled Products

Situation: Some products have not shipped for a long time and occupy storage space.

How to do it:

  1. Click the "New" button
  2. Select the product to track
  3. Choose the "Stalled Days" mechanism
  4. Set lookback days to 60 and the shipment threshold to 5 units
  5. Click "Save"

Result: Products that shipped fewer than 5 units in 60 days show low health, making stalled stock easy to spot.


Scenario 3: Managing Expiry-Sensitive Products

Situation: Some products have a shelf life and only stock with sufficient remaining expiry should be counted.

How to do it:

  1. Click the "New" button
  2. Select the expiry-sensitive product
  3. Choose the "Stock Quantity" or "Turnover Days" mechanism
  4. Set the "Expiry Days (Above)" parameter (e.g. 30 days)
  5. Click "Save"

Result: Only stock with more than 30 days of remaining shelf life is counted; near-expiry stock is excluded from health calculation.


Scenario 4: Tracking Multiple Inventory Types Separately

Situation: The same product needs separate management in different inventory types (good vs. defective).

How to do it:

  1. Create multiple trackers for the same product
  2. Choose a different inventory type for each tracker
  3. Configure parameters appropriate for each

Result: Good stock and defective stock are tracked separately, each with its own mechanism.


Scenario 5: Quickly Checking Stock Alerts

Situation: You need a quick daily view of which products are running low.

How to do it:

  1. Open the tracker list
  2. Use the "Health Status" filter and select "Critical" or "Warning"
  3. Identify the products needing attention and report to your supervisor for replenishment

Result: The list presents stock status by color, making it obvious which products need replenishment.


2. Feature Guide

The first thing to do every morning: glance at this page to see which products are running low. Trackers show stock health by color — green is fine, orange needs attention, red means report to your supervisor for replenishment right away. Once tracking rules are set, the system calculates each product's stock health automatically so you don't have to check products one by one.

Quick Links: Filters | Tracking Mechanisms | Data List | Health Status | Actions

Click "Add filter" to use the following filters:

FilterDescriptionUsage
MerchantFilter trackers of specific merchantsDropdown, multi-select (pinned by default)
Search by product name/SKU/barcodeSearch trackers by product keywordText input (pinned by default)
Inventory TypeFilter trackers of a specific inventory typeDropdown, multi-select
MechanismFilter by tracking mechanismDropdown (Stock Quantity / Turnover Days / Stalled Days)
Health StatusFilter by health statusDropdown (Healthy / Warning / Critical)

2.2 Tracking Mechanisms

MechanismDescriptionBest For
Stock QuantityAlert when stock falls below a set valueProducts with a fixed safety stock
Turnover DaysAlert when stock cannot sustain the set number of days based on average daily salesProducts with stable sales
Stalled DaysAlert when shipment volume within N days falls below a set valueDetecting stalled products

Stock Quantity Mechanism

  • Calculation: current stock vs. the configured alert threshold
  • Health: current stock ÷ alert threshold × 100%
  • Example: threshold 100, current stock 80 → health = 80%

Turnover Days Mechanism

  • Calculation: based on average daily sales over the lookback window
  • Alert threshold: average daily sales × target coverage days
  • Example: target coverage 30 days, average daily sales 10 units → threshold = 300 units

Stalled Days Mechanism

  • Calculation: checks whether shipments within the lookback window fall below the set value
  • Current Stock column: shows "shipment volume over the past N days"
  • Example: fewer than 10 units shipped in 30 days counts as stalled

2.3 Data List

Columns

ColumnDescriptionNotes
ProductTracked product name and SKUClick to open the product detail
MerchantMerchant that owns the product-
Inventory TypeTracked inventory typee.g. good / defective
MechanismTracking mechanism in useShown as a colored tag
Current StockCurrent tracked amountMeaning depends on the mechanism
ThresholdSystem-calculated alert thresholdCalculation depends on the mechanism
Health StatusStock health ratioShown as percentage and color, sortable
Created AtWhen the tracker was createdSortable
ActionsEdit and delete buttons-

2.4 Health Status

Health is the ratio of "current stock ÷ threshold":

HealthColorStatus
≥ 100%GreenHealthy - sufficient stock
50% ~ 99%OrangeWarning - stock is low, consider replenishing
< 50%RedCritical - urgent replenishment needed

2.5 Actions

▸ Create a Tracker

  1. Click the "New" button at the top right
  2. Select the product, inventory type and mechanism, then configure parameters
  3. Click "Save"

▸ Edit a Tracker

  1. Find the tracker in the list
  2. Click the edit icon in the "Actions" column
  3. Modify parameters and click "Save"

▸ Delete a Tracker

  1. Find the tracker in the list
  2. Click the delete icon in the "Actions" column
  3. Confirm deletion

▸ Batch Delete

  1. Check multiple trackers
  2. Click "Batch Delete"
  3. Confirm to delete

3. FAQ

Quick Links: FAQ | Important Notes

3.1 FAQ

▪ What does the "Current Stock" column mean?

The meaning of "Current Stock" depends on the mechanism:

MechanismMeaning
Stock QuantityCurrent stock level
Turnover DaysCurrent stock level
Stalled DaysShipment volume over the lookback window

▪ What does Expiry Days do?

It filters which stock counts toward the calculation:

  • Once set, only stock with remaining shelf life above this number of days is counted
  • Example: set to 30 — only stock expiring more than 30 days from now counts
  • Useful for products with a shelf life, preventing the trap of "stock on the books that is actually about to expire"

▪ How is Turnover Days calculated?

  1. Sum sales over the "sales lookback days" window
  2. Average daily sales = total sales ÷ actual days
  3. Alert threshold = average daily sales × target coverage days
  4. Health = current stock ÷ threshold × 100%

▪ Why can't I create duplicate trackers for the same product?

The system uses "product + inventory type + mechanism" as the unique key. Creating the same combination again updates the existing settings — this prevents two contradictory alert standards for the same product.


▪ Do trackers affect actual inventory?

No. Trackers are purely monitoring tools: they only calculate and display health. They never modify stock or perform any action automatically.


▪ How do I choose the right mechanism?

Product TraitSuggested MechanismWhy
Stable salesTurnover DaysThreshold adjusts dynamically with sales velocity
Fixed safety stockStock QuantitySimple and intuitive — alert below the set value
Detect stalled stockStalled DaysFinds products with no shipments for long periods
Expiry-sensitiveCombine with "Expiry Days (Above)"Excludes near-expiry stock

▪ What does 0% health mean?

  • Stock Quantity / Turnover Days: current stock is 0
  • Stalled Days: no shipments at all during the lookback window

▪ Can a tracker span multiple merchants?

No. Each tracker belongs to a specific merchant and tracks a single product of that merchant.


▪ Why can't I find "Trackers" in the menu?

This feature depends on your plan. If you cannot see it under the "Inventory Reports" menu, contact your administrator to confirm your plan.

3.2 Important Notes

⚠️ Important Reminders

  • Trackers only help if you check them regularly
  • The Turnover Days mechanism needs historical sales data to be accurate
  • For newly launched products, start with "Stock Quantity" and switch to "Turnover Days" after sales data accumulates
  • Health is a reference indicator; replenishment decisions should consider other factors too

FeatureDescriptionLink
Create Inventory TrackerCreate a new trackerGo
Edit Inventory TrackerModify tracker parametersGo
Stock InquiryView and manage real-time inventoryGo
Inventory SnapshotQuery historical inventory snapshotsGo
Inventory LedgerTrace inventory changesGo