Products

Edit a product's information, units, supplier constraints, quotas, forecast strategy and inventory strategy.

The Products page lists every product of your sites. Open a product to change what drives its planning: its units of measure, its supplier constraints (lead time, minimum order quantity), its quotas between suppliers, and its forecast and inventory strategies.

Where it is: Settings > General > Products. The All products list shows the Site and the Name of each product. Search by name or reference, and use the Sites filter to show one or several sites. Click a product to open the Edit Product Details window.

You do not need to leave Demand or Planning to edit a product. On a product page, click Show details (the info icon) to open the Product Details panel, then click Edit (the pencil icon). The same Edit Product Details window opens. See Demand and Planning.

The tabs of a product

• Info: reference (Ref), Name, Description, Shelf life, Units of measure and Product lifecycle dates. Supply Strategy shows MTS or MTO and is read-only. Sites with the Pricing module also see the Selling Price and the Price position.

• Events: the forecast events linked to the product. See Create and apply forecast events.

• Tags: the tags of the product. Add or remove tags, or click Add tag to create one.

• Suppliers: one card per supplier with its constraints.

• Quotas: how orders are split between suppliers.

• Forecast strategy: how the demand forecast is built.

• Inventory strategy: how supply is planned. Not shown on supplier collaboration portal sites.

• Bom: Parent products and Child products of the product. Only on subcontracting sites.

How to change a product's lead time or MOQ for one supplier

1

Open the product

Go to Settings > Products and click the product, or open Edit Product Details from Demand or Planning.

2

Open the Suppliers tab

Click Suppliers. Each supplier of the product has its own card.

3

Edit the constraints

In the supplier's card, change Lead time, Minimum order quantity or Fixed lot size. You can also change the Price, the Ratio (0-100%) and the Tags for order grouping.

4

Save

Click Save at the bottom of the window. Click Discard to cancel.

How to change a product's inventory strategy

1

Open the Inventory strategy tab

Open the product and click Inventory strategy.

2

Choose the strategy

In Strategy, pick Make to stock (orders keep a buffer stock), Make to order (orders follow firm demand, with no buffer stock) or No replenishment (no supply recommendations for this product).

3

Choose the source

For Make to stock, pick a Source: Demand-based - Flowlity AI, Flowlity AI + My min, Reorder point or Reorder point + AI, then fill in the fields it shows.

4

Preview and save

If Show new min appears, click it to preview the new Stock Min. Then click Save.

For what each strategy does and when to use it, see Inventory strategies and Configure your inventory strategy.

How to stop replenishing a product

1

Open the Inventory strategy tab

Open the product and click Inventory strategy.

2

Pick No replenishment

In Strategy, pick No replenishment. The buffer, closure and stock max options disappear, because they no longer apply.

3

Save

Click Save. The product keeps its forecast, but Flowlity no longer proposes orders for it.

How to set a floor under Stock Min

A lower limit stops Stock Min from going below a quantity or a number of days of coverage. It is available for Make to stock products with the Demand-based - Flowlity AI or Reorder point + AI source.

1

Open the Lower limit section

Open the product, click Inventory strategy, then open Lower limit.

2

Turn on the lower limit

Switch on Add lower limit.

3

Enter the floor

Enter a Quantity, a Coverage in days, or both. At least one field must be filled.

4

Save

Click Save.

How to add a secondary unit

1

Open the Info tab

Open the product. The Info tab opens first. Scroll to Units of measure.

2

Add a unit

Click Add unit. A new line appears under Secondary unit.

3

Name the unit and set its value

Enter the Unit name and its Value: how many of this unit make one primary unit. The Ratio shows the result, for example "1 kg = 12 box".

4

Save

Click Save. You can now show quantities in this unit in Demand, Planning and orders.

How to set quotas between suppliers

1

Open the Quotas tab

Open the product and click Quotas. Then click Create quotas.

2

Choose the period

Under Duration, pick a start and end date, or tick Set as permanent.

3

Enter a share per supplier

Enter a percentage for each supplier. The total must not go above 100%.

4

Create the quotas

Click Create quotas. The quotas appear in the list, and past quotas move below it.

How to change a product's forecast strategy

1

Open the Forecast strategy tab

Open the product and click Forecast strategy.

2

Change a section

Each section has its own settings: Forecast source (Flowlity forecast or External forecast) and lifecycle dates, Events, Similar products, and Forecasting models (AI foundation model, Expert models, Forecast blending).

3

Apply

Click Apply at the bottom of the section you changed.

To compare a new model with the current forecast before you apply it, use Simulate forecast from the product page in Demand. See Demand and Demand forecasting explained.

Good to know

• The weekdays on which goods can be received are set for the whole site, in Delivery days. See Sites.

• Fields that come from your ERP or another system are locked, and a tooltip says so. Ask your Customer Success Manager if they need to change.

• Strategy changes need the right permission. Without it, Save is disabled and a tooltip explains why.

• When a product has validated changes in Tactical, its strategy fields are locked and show Locked by tactical changes.

• Users who can edit products can also delete one with Delete Product, at the top of the window. This button only shows when you open the product from Settings > Products.

Related

• Inventory strategies

• Supplier constraints and order management

• Configure your inventory strategy

• Buffer policy

• Tags