Locally's ShopSense "Suggested Orders" Smart View helps brands generate incremental ASAP orders, prevent stockouts, and manage low inventory. This report uses daily live local store inventory files to offer real-time insights into retailer stock levels and sales trends, leveraging our connections with specialty retailers, small independents, and national chains to provide actionable ordering recommendations.
Key Features
- Suggested Orders combines recent stockouts and likely upcoming stockouts to provide a range of recommendations for re-orders, pro-active replenishment, and more
- Suggested Orders uses past 28/projected 28 day sales velocity to inform order suggestions
- All Suggested Orders data is filterable by sales rep, by retailer, by product, and more
Data Views & Filters
Suggested Orders comes with two report views:
- Overview: Provides a summary view of Suggested Orders by sales reps and stores
- By Retailer: Offers detailed ordering recommendations for individual locations
How to Use Suggested Orders
Generate an order for a Retailer
- Load "By Retailer" and use the Retailer filter to select a retailer
- The dashboard will update to show Suggestions for that retail location(s)
- Refine further if needed using filters - for example, you can filter the Suggested Orders by Product(s), Product Category, and more
- Click the three dots on the top right of the "Suggestions" table to export to excel
- Edit as needed and import into the B2B platform utilized by your brand for managing orders with your dealers
View all Suggested Orders by Sales Rep
- In the Overview tab, see the "Suggestions by Rep" table, which aggregates the number of stores, quantity of suggestions, and MSRP value of Suggested Orders by the sales rep tagged to each location.
- Click on a rep to automatically filter the view for all Suggested Orders by that rep
- Reps can bookmark this page to easily return to it at any time
View recent stockouts
- In the "By Retailer" tab, update the "In Stock" filter to "Out of Stock"
- This will filter results to only show products that have recently sold out
- Add additional filters (such as retailer, product category, etc.) to refine your preferred re-order accordingly
View projected stockouts
- In the "By Retailer" tab, update the "In Stock" filter to "In Stock"
- This will filter results to only show products we project have a High or Very High chance to sell-out within 28 days
- Add additional filters (such as retailer, product category, etc.) to tailor your preferred re-order accordingly