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Toolio - In Stock % View

How In Stock % is calculated, how to read the out-of-the-box view, and why the metric only works at SKU and location grain in Allocation.

The In-Stock % view helps you track how many items that were planned for a location are actually in stock. It compares what was expected to be in the store with what was actually available at the beginning of each week.

Key Metrics

The view uses four metrics to calculate in-stock performance.

Is Planned

This flag indicates whether an item was expected to be at a location. An item is considered planned if it has either a minimum presentation or a gross sales plan. If either of these exists, the item is counted as planned.

In Stock

This metric counts items that were actually present at the Beginning of Period (BOP). An item is marked in stock if its BOP inventory is greater than 0 at a location for the start of a week.

Planned and In Stock

This metric combines the previous two. An item is counted here only if it is both planned and actually in stock.

Items that appear in store but were not part of the plan are not included in this count.

In-Stock Percent

This is the main metric used in the view, calculated as:

Planned and In Stock ÷ Planned

This gives you the percentage of planned items that were actually in stock.

Where In Stock % Works

In Stock % is an Allocation metric. The chain behind it — In Stock, Is Planned, and Planned and In Stock — is evaluated per SKU, per location, per week, so it only returns a valid rate on a view built at that grain in Allocation Plan, such as the Toolio - In Stock % view.

The metric can still be added as a column to a view in another module, but it will not produce a meaningful rate there. On a rolled-up view — for example an OTB rollup in Assortment Plan, or any Merchandise Plan view — the supporting flags collapse to a single value per row and In Stock % reads 0.00%. This is a limitation of the metric's grain rather than a configuration problem, so there is nothing to correct in your own setup.

If you need a stock coverage read on an assortment or merchandise plan view, use FWD WOS Units instead. It is designed to work at plan grain and tells you how many weeks of planned sales your inventory covers. See Metrics and Variants Overview for how it is calculated.

To register interest in In Stock % becoming available in other modules, submit it as a feature request via Canny.

Time Range

The view is designed to track in-stock performance over time. By default, it shows the current week and the previous four weeks. You can also expand the view to look back additional weeks.

Filtering Considerations

This view is intentionally designed to be used with minimal filtering. Applying filters may change historical results.

For example, filtering by end date is after today only shows items that are planned today and in the future. However, some items may have been planned in previous weeks, even if they are not planned today. If filters remove those items, the historical in-stock percentage may change because the report would no longer include those previously planned items.

You can apply filters, but keep in mind they may affect the accuracy of historical comparisons.

How Unplanned Items Are Handled

You may see items in the view that are currently in stock but were not planned. These items are shown in the view, but they do not count against your in-stock percentage.

The aggregated calculation only evaluates items that were planned and whether those planned items were in stock. So even if an unplanned item shows 0% in stock, it does not affect the overall in-stock percentage.

FAQs

Why does In Stock % show 0.00% on my Assortment Plan or Merchandise Plan view?

Because the metric is only valid at the SKU and location grain it is calculated at. Added to a rolled-up plan view, the flags it depends on do not resolve and the result renders as 0.00% for every week. Read In Stock % in Allocation Plan instead — see Where In Stock % Works above.

Why does In Stock show 0 when the SKU has inventory on hand?

In Stock is based on beginning-of-week inventory (BOP Units), not on what is on hand right now. If a unit arrives at a location after the current week has started, that week's BOP is still 0, so In Stock reads 0 and In Stock % shows 0% even though Current Inventory shows the unit.

Next week, BOP includes the unit, so In Stock flips to 1 and the rate updates.

Why do in-stock results appear under Plan columns?

You may notice that in-stock results appear under columns labeled as Plan. This is expected — it is not a data error.

The view is built to combine both plan and actuals data in one place. To keep historical results accurate, it is set to only show weeks that have already actualized (closed). Because of how plan and actuals are joined together in the view, your actualized in-stock results will surface under the plan column groupings.

The numbers you see in the plan columns are your real, actualized results — not estimates. The column placement is simply how the data is structured in this view.

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