Quick Start: Inventory Workbench - Partner

Quick start guide for Inventory Workbench - Partner — how to create a view, select a partner location, read the DOH grid, edit shipment quantities, and spread forecasts.

What You'll Learn

Inventory Workbench - Partner helps you manage inventory at your partner (distributor) locations by tracking demand, supply, and days of hand (DOH). After this guide, you'll be able to navigate to the module, select or create a view, understand the grid and detail view, and edit shipment quantities.

Before You Begin

Your admin should have already:

• Set up Items, Customer Groups, and Item @ Customer Groups

• Configured Partner Locations and Item @ Locations

• Set up the Supply and Demand Map for partner inventory

• Configured Sale Types for depletion and shipment data

If the module page is empty, check with your admin that the setup is complete. See Setting Up Inventory Workbench - Partner for what's required.

Step 1: Access Inventory Workbench - Partner

Navigate to Sell > Inventory Workbench - Partner in the left navigation menu.

The Inventory Workbench - Partner menu item in the navigation

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 depletion data

   • Select the Supply tab to configure which sale types represent shipment data

   • Select the Inventory tab to configure inventory data sources

   • Optionally, configure the Charts tab for visual analysis

The Inventory Workbench - Partner view configuration screen

Step 3: Use the Sidebar to Filter Data

1. Toggle the sidebar open using the sidebar button

2. Select a partner 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 partner location.

The sidebar with the partner location and item picker

Step 4: Read the Grid

The main grid shows a summary row for each item with key metrics:

Column	What It Shows
Item	The product name
DOH	Days on Hand — how many days of inventory are projected to remain based on current depletion rates at the end of each period

Items are color-coded based on their DOH status — helping you quickly identify which items need attention.

The main grid showing summary rows with DOH

Step 5: Work with the Detail View

Click on an item row to open the detail view, which shows a time-period breakdown:

• Demand rows — depletion data by period (history and forecast)

• Supply rows — shipment data by period

• Inventory rows — opening and closing inventory by period

• DOH row — calculated days of hand for each period

The detail grid lets you see how inventory levels change over time and identify future stockout risks.

The detail view for an item, showing demand, supply, inventory, and DOH by period

Step 6: Edit Shipment Quantities

If your view is configured to allow editing:

1. Open the detail view for an item

2. Click on a cell in an editable supply row for the period you want to adjust

3. Enter the new shipment quantity

4. The DOH and inventory calculations update automatically

Editing a shipment quantity in the detail view

Understanding the Data

Days of Hand (DOH) is the key metric in this module. It represents how many days the current inventory will last based on the depletion rate. A low DOH signals that a shipment may be needed soon.

The module uses the Supply and Demand Map configured by your admin to determine which supply item@locations can meet demand for item@customergroups.

Common Questions

What's the difference between Internal and Partner?

Inventory Workbench - Partner tracks inventory at distributor/partner locations using depletion and shipment data. Inventory Workbench - Internal tracks inventory at your own locations using supply plans and production data. See Inventory Workbench - Internal for the internal module.

How is DOH calculated?

DOH is calculated by dividing the current inventory by the average daily depletion rate. The exact calculation depends on the forecast period and configured depletion data.

Can I spread a forecast across multiple periods?

Yes. The reconcile forecasts feature allows you to distribute a total forecast quantity across time periods. Check with your admin if this functionality is enabled in your view.