Use Planning Overview

Open Inventory > Niyu AI > Workbench > Planning Overview at the start of the planning session. The dashboard summarizes the current plan and opens filtered source records; it is not a substitute for reviewing the underlying Action Lines.

Check freshness first

• Last Sync: when the current planning snapshot was updated.
• Status: whether the plan is healthy or needs attention.
• Latest Run: the most recent forecast state.
• Warehouses Covered: warehouse scope represented by the latest plan.
• Tier, SKU Limit, Refresh Max, and Syncs Left Today: the stored capacity and quota snapshot when available.

Open Latest Run when the status or forecast message needs more context. Do not execute from an old or failed planning snapshot without understanding the reason.

Actions tab

Primary cards

• Needs Action: buy, transfer, split, and setup work that should be reviewed first.
• Purchase Needed: estimated purchase value and line count for work that still needs buying.
• Transfer Opportunity: quantity and line count that can be covered through internal movement.
• Setup Required: missing vendor, route, rule, date, source, or other gaps that block execution.

Start Here

Use Fix Setup, Buy, Transfer, Transfer + Buy, or Purchase Review to enter the exact queue for the next decision. Each tile opens filtered records.

Forecast Quality

Stockout Affected, Adjusted, Needs Review, and Availability Unknown expose forecast-input risk at list scale, so planners do not need to open every product.

Order Windows

• Needs Action Now: due, expedite, blocked, and setup work.
• Next 7 Days: dated review work inside the near preparation window.
• Days 8-30 and Days 31-90: future dated purchasing work.

When no recurring or manual rules are active, the panel explains that the company is using continuous review. Empty future windows are then expected rather than missing data.

Vendor/Profile Review

This section summarizes dated purchasing by vendor, Ordering Profile, and review date. Use Vendor Order Review for the full grouped workspace.

Operational follow-up

Action Queue, Execution Progress, Inventory Health, Setup & Data Issues, and Warehouse Pressure show what remains, what was created, and where attention is concentrated.

Inventory & Service tab

This tab uses durable performance facts rather than live Action Line calculations. It covers fill, delivery, supplier, turnover, stockout, excess, and dead-stock measures. Collecting Baseline, Partial Coverage, or Unavailable are valid states when evidence is not mature.

Forecast Quality tab

This tab reports realized forecast evaluation after horizons mature. WAPE is the primary accuracy measure. Signed Bias shows over- or under-forecast direction. MAPE includes only non-zero actual demand. Forecast confidence remains a separate signal and is never presented as realized accuracy.

Planning Impact tab

This tab tracks recommendation adoption and links recommendations to planner decisions and documents. Purchase Spend Deferred is the purchase value delayed by transfers, not profit. Estimated financial impact appears only with configured assumptions and sufficient evidence.

Recommended daily sequence

1. Confirm the latest run and date.
2. Fix blockers that prevent approved work.
3. Review Purchase Review and transfer queues.
4. Create approved draft RFQs and internal transfers.
5. Check Pending and Partial execution.
6. Review high-value, high-stockout, or unusual forecast lines before ending the session.