Overview
The "Use Recommended Max" toggle helps you optimize inventory planning by allowing you to view your inventory status with Recurrency's recommended Max values for all items. This provides better insights into potential changes in your inventory based on recommended best practices.
Where to Find the Toggle
You can find the "Use Recommended Max" toggle in the Inventory Mission Control Dashboard, right below the Inventory Status pie chart.
How It Works
Locate the Toggle: Navigate to the Inventory Mission Control Dashboard and find the "Use Recommended Max" toggle located beneath the Inventory Status pie chart.
Activate the Toggle: Click the toggle to turn it on. Once enabled, your inventory status will update based on the Platform's recommended Max values for all items.
Setting the Toggle On by Default
If you'd like the "Use Recommended Max" toggle to be activated automatically every time you log in, your Admin can enable it by adjusting company settings:
Go to Settings: In the top-right corner of your dashboard, click on Settings.
Navigate to Demand Planning: Within the Settings menu, select Demand Planning.
Enable Default Toggle: Check the box next to Show Recommended Max by Default.
Save your settings: Click on Save Settings at the bottom of the screen to save your choice.
This setting ensures that the "Use Recommended Max" toggle will be turned on every time by default.
Important: Global Setting
Tenant-Wide Impact: Enabling "Show Recommended Max by Default" is a global setting. This means that once it is activated, all users within your tenant will automatically see the recommended Max values by default on their dashboards.
Customizable Per Session: Even if this setting is enabled by default, users can still manually turn the toggle off during their session if they prefer to view the standard inventory status.
What Happens When You Turn on the Toggle
Inventory Status Update: When activated, the inventory values displayed in the pie chart and other areas of the dashboard will reflect the recommended Max values.
Graphs and Modals Affected: All graphs and modals within the Inventory Mission Control Dashboard will adjust to show the recommended Max inventory insights.
Benefits of Using the Toggle
By using this feature, you can:
Improve Inventory Planning: This toggle equips you with enhanced visibility into how your inventory could change when planning with Recurrency’s recommended Max values. This insight empowers you to make better, data-driven decisions and fine-tune your stock strategies.
Overstock Impact: Identify potential overstock that could have been avoided if you had followed Recurrency’s recommendations earlier. By using these guidelines, you can prevent unnecessary stock and optimize your inventory planning.
Frequently Asked Questions (FAQs)
Q: If I set the toggle to show recommended Max by default, can I still turn it off?
A: Yes, even with the global default setting enabled, individual users can manually turn the toggle off during their session.
Q: Does turning on the toggle change my actual inventory settings?
A: No, turning on the toggle only changes the visibility of your inventory metrics to reflect the recommended Max values. Your actual settings will remain unchanged unless you manually update them.