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Results review

After learning how to set up and launch a store transfer scenario, it's time to review it before sending it to the stores.

Scenarios overview

To access the scenario results, click on Store Transfers in the menu at the right of the screen. Select View Past Executions to access previous scenarios.

On the screen, you will see all the past executions and can get a quick overview of all the scenarios:

  • Filters: where you are able to select status labels, specific dates, store categories and users.
  • Execution Details: Status, Scenario ID, author and date of creation, Store Category selected, Transfer Trips & Units and the ESI.
  • Scenario number: where you can click to go to the execution.
  • ESI Details: where you can see the ESI per unit and the ESI per trip.

By clicking on the and selecting “Quick review”, the Scenario Detail Results window will open on the right-hand side and display the scenario parameters used during execution, including the stock transfer scope, forecast parameters, and parameterization details.

Click on the scenario ID to review the scenario in detail.

⚠️ Please note that only COMPLETED scenarios can be modified. 

 

 

Reviewing Scenario Details

Once inside a specific scenario, there is a lot of relevant information to look at if needed:

 

Summary

At the top of the screen, we'll find a General Overview of the selected scenario. Next to the user name that created it, when passing the mouse over the , it will show the Parametrization details applied during the calculation of the scenario.


The information highlighted in the summary for the scenario is:  

  • Estimated Sales Increase (ESI) if all transfer recommendations are fully implemented at total level and on average per trip. It represents the potential sales growth that could be generated by executing this scenario. 
  • Number of Stores finally involved in the transfer according to the selected store category scope. 
  • Number of Products and SKUs involved in the transfer compared to initial scope. 
  • Number of Trips as a result of this stock transfer scenario and the average number of trips per store. 
  • Number of units to be moved, indicating the total transfer volume as well as the average per trip.

The bottom half of the screen allows the user to review the scenario in three views: by Product, by Store and by Trip.

 

Products tab

Here is where all the products involved in the transfer can be reviewed. The information shown here includes:

1) Units proposed to be moved for that product, current price and discount if applied 

2) The total ESI for the product and ESI by unit

3) Number of sender stores and receivers stores 

4) Blocked Stores, number of stores where the products are blocked according to selected Advanced Options setups in the final screen when launching a scenario: 

  • Apply Replenishment block ✅→ Products are blocked due to layout reason. These blocks can be seen in Master Data > visual Merchandiser.
  • Block recently moved products ✅ → Products are blocked because they have already been moved over the past x weeks.
  • Block recently introduced products ✅ → Products are blocked because they are recently introduced items (days, week, date).

This tab allows you to check if there are any products for which we generate a sales increase that does not fit the business needs, and therefore, it may be needed to review or remove it from the scenario. If there are many, it could be interesting to relaunch the scenario with a higher Min ESI or Efficiency Threshold.

 

Stores tab

Click on the store tab to review the scenario at store level, where the following information can be found:

1) Total ESI for the store

2) Number of Incoming trips and units

3) Number of Outgoing trips and units

The user can use this tab to monitor the inbound and outbound list of each store. Also to check if a certain store is only going to receive or send units (for example in case of a restriction set in the trips configuration) while also pinpointing whether any of them has an imbalanced ratio related to specific business requirements that might be interesting to review before submitting to stores.

The information can also be sorted according to the preferred column, for example, if the user wants to order the stores in descending order following the units they will send or receive. To do that, just click on the title of the chosen column.

 

Trips tab

The Trips tab, will allow us to review the trips involved in the transfer and once more the columns can be ordered or filtered by:

  • Origin: Stores sending the units
  • Destination: Stores receiving units
  • ESI generated per trip
  • Number of products and units per trip

This tab will show how much value each trip will generate in terms of sales increase, which trips will include more units, and help the user verify that any undesired trips do not appear (ESI too low or number of units to prepare is higher than what can be managed).

When clicking on the , two options appear:

  • View the trip detail: it will show the specific products and sizes to be sent on that trip.
  • Remove the trip: it will delete the proposed trip from the scenario, not reallocating those units or recalculating, but simply removing that transfer.

⚠️ Before proceeding to remove, please double-check that you really intend to delete a trip and that it is the correct one. This action is irreversible and cannot be undone.


Editing and Adjusting Transfers

 

Manual Adjustment

If the overall KPIs generated by the scenario do not meet expectations or if there is a need to review the results of a specific product, such as a best-selling item, this can be done by selecting the product and reviewing the algorithm's proposals at store level.

When clicking on a product, a general overview at the product level is available in the upper section, including:

  • Estimated sales increase for the selected product
  • Total units in stores within the scenario
  • Number of units to transfer

Several actions can be performed:

  • Direct access to KPIs in the BI menu
  • Removal of the product from the scenario
  • Restoration of the original calculation before modifications

On the bottom of the screen, each box corresponds to one store included in the transfer scenario: 


Nextail's recommendation aims to optimize stock distribution by transferring inventory from stores with low demand to those with higher sales potential. If adjustments to the system's suggestions are required, the Edit Movement button, located on the left-hand side of each store box, allows for modifications.

On the detail screen, several actions can be performed to adjust the scenario:

  • Modify the number of units being sent or received.
  • Add an SKU that was not originally included. Once added, the system indicates which stores can receive it. A green icon signifies that the store is already part of the transfer scenario, avoiding additional logistical costs.

⚠️ Remember to click the "Save Changes" button to ensure the adjustments are applied.

Leftover fix button

If Visual Rules have been applied and some leftovers were generated as a result of the trips proposed in the scenario, these can all be forced out of the origin stores by clicking on the leftovers button that will only appear if there are some to fix in a non-submitted scenario. Then a confirmation screen informing the amount of products and units we are going to move will appear.

⚠️ Any manual edition should come after applying the leftovers edition as it may overwrite any previous changes.

 

Finalizing the Scenario

Once satisfied with the results, go back to the home screen of the scenario.

⚠️ If any changes have been made to the original proposal, it is necessary to click the Regenerate Files button to ensure that waybills reflect all manual modifications applied after the scenario was generated. A notification email will be sent once the updated results file is available for download from the platform.



Then, click on Submit to stores to send the execution order to the email of all the stores involved in the scenario.

When submitting the scenario, there are have 3 options:

  • Send & Block: This button will send the waybills to the stores and apply blocks to any store-product combination that was completely emptied. This will stop them from being included in a future replenishment or store transfer.
  • Send Only: No blocks are applied; the algorithm continues normal operations.
  • Cancel: to cancel submission.


In summary, this article covered the essential steps for reviewing and refining stock transfer scenarios. Key takeaways include:

  • Accessing past executions to track previous transfers.
  • Interpreting key metrics, such as Estimated Sales Increase, to assess impact.
  • Analyzing detailed summaries of products, stores, and trips involved.
  • Making manual adjustments to refine proposals and optimize stock distribution.

By applying these insights, stock allocation can be fine-tuned to maximize sales performance and operational efficiency.