> For the complete documentation index, see [llms.txt](https://docs.claret.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.claret.app/pack/inventory-workbench-internal/quick-start.md).

# Quick Start: Inventory Workbench - Internal

## What You'll Learn

Inventory Workbench - Internal helps you balance inventory at your own (internal) locations by tracking demand, supply plans, and days on hand (DOH). After this guide, you'll be able to navigate to the module, select or create a view, understand the grid, edit supply plan values, and run supply plan generation.

## Before You Begin

Your admin should have already:

* Set up Items, Locations, and Item @ Locations
* Configured Customer Groups and Item @ Customer Groups
* Set up the Supply and Demand Map for internal inventory
* Configured Sale Types and Supply Types

If the module page is empty, check with your admin that the setup is complete. See [Setting Up Inventory Workbench - Internal](/using-claret/getting-started/setting-up-modules/setting-up-inventory-workbench-internal.md) for what's required.

## Step 1: Access Inventory Workbench - Internal

Navigate to **Pack > Inventory Workbench - Internal** in the left navigation menu.

<figure><img src="/files/hF0dtshLKwolLhfsZfA0" alt=""><figcaption><p>[Navigating to Inventory Workbench - Internal]</p></figcaption></figure>

## Step 2: Create or Select a View

1. Click the **view button** in the top-right of the page
2. Select an existing **workspace view** if one is available
3. To create a new view, click **Configure** then **Add**:
   * Give the view a name
   * Select the **Demand** tab to configure which sale types represent demand data
   * Select the **Supply** tab to configure which supply types to include
   * Select the **Inventory** tab to configure inventory data sources
   * Optionally, configure the **Charts** tab for visual analysis

<figure><img src="/files/1RB8iY0tcb7n8rmCgC1k" alt=""><figcaption><p>The Inventory Workbench - Internal view configuration screen</p></figcaption></figure>

For more details on how to create a view in Inventory Workbench - Internal, see [Creating a View in Inventory Workbench - Internal](/pack/inventory-workbench-internal.md) for what's required.

## Step 3: Use the Sidebar to Filter Data

1. Toggle the **sidebar** open using the sidebar button
2. Select a **location** from the location list
3. Select one or more **items** from the item picker (or use Select All)
4. Click **Apply** to load data for your selection

The grid will populate with inventory data for the selected items at the chosen location.

<figure><img src="/files/6M20RgPbVELlxb8M6amc" alt=""><figcaption><p>The sidebar with the location and item picker</p></figcaption></figure>

## Step 4: Read the Grid

The main grid shows a summary row for each item:

| Column        | What It Shows                                                                  |
| ------------- | ------------------------------------------------------------------------------ |
| **Item**      | The product name                                                               |
| **DOH**       | Days of Hand — how many days of inventory remain based on current demand rates |
| **Demand**    | Total demand for the selected time period                                      |
| **Supply**    | Total planned supply for the selected time period                              |
| **Inventory** | Current inventory level at the location                                        |

Items are color-coded based on their DOH status to help you quickly spot items that need attention.

<figure><img src="/files/ePLIKww2UgrvXppBX9tM" alt=""><figcaption><p>The main grid showing summary rows with DOH, Demand, Supply, and Inventory</p></figcaption></figure>

## Step 5: Work with the Detail View

Click on an item row to open the **detail view**, which breaks data down by time period:

| Row            | What It Shows                                                    |
| -------------- | ---------------------------------------------------------------- |
| **Demand**     | Sales forecast and historical demand by period                   |
| **Supply**     | Planned supply by period                                         |
| **Production** | Production quantities by period (included in the Supply heading) |
| **Inventory**  | Opening and closing inventory by period                          |
| **DOH**        | Calculated days of hand for each period                          |

This time-period view helps you identify when inventory levels will drop below acceptable thresholds.

<figure><img src="/files/Ch6R5Z9Wz2H7p0JBzufv" alt=""><figcaption><p>The detail view for an item, showing demand, supply, production, inventory, and DOH by period</p></figcaption></figure>

## Step 6: Edit Supply Plan Values

To adjust supply plans:

1. Open the **detail view** for an item
2. Click on a cell in an **editable supply row**. (Identified via blue text)
3. A 'Supply Plans' modal appears showing existing supply plans. Edit or add supply plans here.
4. The DOH and inventory calculations update automatically

<figure><img src="/files/d6FVu9JqIjNc7dmhAxC6" alt=""><figcaption><p>Editing a supply plan value using the edit popover</p></figcaption></figure>

## Step 7: Run Supply Plan Generation (Optional)

Claret can automatically generate supply plans based on your planning parameters:

1. To generate for a **single item** — use the action menu on the item row in the detail view
2. To generate for **all items** — use the toolbar action to run supply plan generation across all items in the current view (on the main view)

<figure><img src="/files/9bG4bnCSy4vE1ayNczsj" alt=""><figcaption><p>Running supply plan generation for a single item from the action menu</p></figcaption></figure>

{% hint style="info" %}
Supply plan generation uses the planning parameters configured for each item (cycle stock, safety stock, forecast adjustments, etc.). See the [Inventory Workbench - Internal](/pack/inventory-workbench-internal.md) documentation for details on configuring planning parameters.
{% endhint %}

## Understanding the Data

**Days on Hand (DOH)** is the key metric. It tells you how many days the current inventory will last based on demand. The module color-codes items based on DOH thresholds to highlight items needing attention.

**Supply plan generation** calculates recommended supply quantities based on:

* Current and projected inventory levels
* Demand forecasts
* Planning parameters (cycle stock targets, safety stock, plan lock periods)

## Common Questions

### What's the difference between Internal and Partner?

Inventory Workbench - Internal tracks inventory at your own locations using supply plans and production data. Inventory Workbench - Partner tracks inventory at distributor locations using depletion and shipment data. See [Inventory Workbench - Partner](/sell/inventory-workbench-partner.md) for the partner module.

### How do I configure planning parameters?

Planning parameters (cycle stock, safety stock, forecast adjustment, plan start and lock) are configured per item. See the [Inventory Workbench - Internal](/pack/inventory-workbench-internal.md) documentation for the full list of parameters and how to configure them.

### What does supply plan generation actually do?

It calculates how much supply is needed in each period to maintain your target inventory levels (based on cycle stock and safety stock settings) while meeting forecast demand. The generated values appear in the supply plan rows and can be adjusted manually.


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