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StockTrim Location Drill Down

Sep 17,2021

New: Location Drill-Down Visibility on the Order Plan


You can now drill down into locations per item directly within the Order Plan, giving you clearer, more intuitive visibility over where your stock is located, alongside forecasts and recommended order quantities per location.

Previously, users needed to apply a location filter to view planning data for individual warehouses or locations. While functional, this added extra steps and made multi-location planning less efficient.

With the new location expander feature, you can now:

View all locations for each item at a glance

Expand location-specific forecasts instantly

See order quantities broken down per location

Improve planning accuracy across multiple warehouses or stores

This enhancement makes inventory forecasting significantly more user-friendly for businesses managing stock across multiple locations.

To enable this feature, go to:
Settings → Select “Show location expanders per-item on the order plan”

Once activated, you will be able to expand location-specific details for each product directly within the Order Plan and access relevant forecasting data in one place.

 

drill down location in forecasting

 

Frequently Asked Questions

Can I view forecasts by location for each item?
Yes. You can now expand each item in the Order Plan to see location-specific forecasts and recommended order quantities without needing to apply a location filter.

Do I need to enable this feature manually?
Yes. Simply go to Settings and enable “Show location expanders per-item on the order plan” to activate the drill-down view.

Does this work for businesses with multiple warehouses?
Absolutely. This feature is designed specifically for businesses managing inventory across multiple locations, warehouses, or retail stores.

Will this improve forecasting accuracy?
It improves visibility and decision-making by allowing you to analyse demand and stock levels per location, which leads to more precise ordering and allocation.

Can I still use the location filter if needed?
Yes, the location filter remains available. The drill-down feature simply adds a faster and more flexible way to access location-level data.