If it is the first time downloading the file of a specific scenario, by selecting the option Regenerate Files from the dropdown options, the results file will be created.
After a few minutes, this process will generate the results file and email it to the user when it is complete. The email will be sent by “Nextail Team” and the subject will be “Name of the tenant - Generated results file on scenario id”.
Once the file is generated, any user would be able to enter the scenario and directly download the file from the three dots up right clicking on “Download Results”.
Movements tab
In this first tab, the user can view the final movements proposed in the scenario of any individual unit, at SKU level, from its Source Store to its Destination Store, along with some product and store detail.
The key fields relate to the detail for the products included in the transfer, the source and destination stores, as well as the quantities that are shipped for each movement.
This tab will coincide with the “Trips” section inside the scenario page in the platform.
Details tab
In this tab can be seen, for every store in the scope, the full detail for a given SKU including:
- QuantityInitialstock: number of units initially in stock (before the transfer)
- QuantityUnitsSent: number of units sent as part of the store transfer scenario proposal
- QuantityUnitsReceived: number of units received as part of the store transfer scenario proposal
- QuantityFinalStock: final number of units for each size at a given store after the transfer.
- QuantityForecast: demand calculated for each SKU at each store for the Planning Horizon set.
In this tab, we will find information of all the sku-stores combinations included in the initial scenario scope, regardless of whether any units are proposed in the scenario for that combination.
This allows us to fully assess the changes at sku-store level that have occurred as a result of the Store Transfer Scenario.
Uses examples
By using this document we can easily identify relevant information at sku-level for a given store, such as initial stock, the units sent and received, and the final stock.
Filtering SKUs with Zero Stock After Transfer
In the gif below, we demonstrate how to filter for SKUs that:
- Had some quantity sent as part of the store transfer
- Were left with zero stock at the origin store
Advanced Analysis with Pivot Tables
Excel’s Pivot Table functionality allows for deeper analysis of store transfers. One key use case is identifying leftover stock—units that remain in inventory but cannot be displayed due to not complying with the configured Visual Rules.
Identifying Leftover Stock
To find store-product combinations where leftovers are created, putting as an example that the VR configured require a minimum of 3 units, we can use the following filter:
- QuantityUnitsSent > 0
- QuantityFinalStock < 3 and >0, where 3 is our Visual Rule requirement
Creating a Pivot Table
In the gif below, we show how to create a Pivot Table from the Details tab. The user can adapt this functionality as they best consider to carry out the analysis needed. The basic table to have an overview of the transfers at store-product level would be:
- Select Store Name and Product Name as Rows
- Use Sum of QuantityUnitsSent and Sum of QuantityFinalStock as Values
- Use Sum of QuantityUnitsSent and Sum of QuantityFinalStock as Filters
By leveraging the Movements and Details tabs, users can:
- Track SKU-level stock changes
- Assess the impact of store transfers
- Identify leftover stock due to Visual Rules
This functionality ultimately allows users to download, analyze, and optimize store transfers data using Excel.
