Integrations | D365 Finance / AX (F&SC)
Streamline your supply chain with Microsoft Dynamics 365 F&SC and StockIQ
StockIQ +
What you get with
D365 Finance + StockIQ
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Precision Forecasting
Advanced algorithms outperform D365 F&SC. Precise demand forecasts tailored to your business needs.
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Dynamic Replenishment Strategies
Adjusts in real-time to demand and supply changes. Minimize stockouts and excess inventory costs effectively.
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Easy Ordering
Launch orders in minutes. Intuitive insights outshine D365 F&SC. Proactive alerts and visualizations to inform inventory decisions.
Suite Features
Explore the benefits of Stock IQ
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Included
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Included
Cloud or On-Premise Installation
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Included
Automated ERP Data Import
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Included
Executive Dashboards
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Included
Planner Dashboards
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Included
SIOP Process Support
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Included
Alert / Exception Management
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Included
Custom Reports
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Included
Reports API
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Included
Configurable & Shareable User Views
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Included
Unlimited Users
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Included
ERP Data Quality Reporting
Inventory Optimization
Get ahead of stock outs, delays, excesses, and shortages. We’ll calculate smart safety stock, and alert you to potential supply chain problems along with recommendations. Have confidence knowing you’ll never be caught off guard.
| Solutions | With StockIQ |
|---|---|
| Automatic ABC Classification | Automated |
| XYZ (Forecastability) Classification | Automated |
| Statistical Safety, Target, and Max Calculations | Automated |
| Time-Phased Safety Stock (Seasonality etc) | Automated |
| Economic Order Quantity (EOQ) Calculation | Automated |
| Full Bill of Materials support (Explosion, MRP, etc) | Automated |
| Stockout Tracking + Analysis | Automated |
| Projected Stockout Prediction | Automated |
| Excess Item Detection | Automated |
| Projected Excess Prediction | Automated |
| Sporadic Item Detection | Automated |
| New Item Exception Tracking | Automated |
| Dead and Slow Moving Inventory Detection | Automated |
| Turns Reporting by Item, Warehouse, etc. | Automated |
| Service Level Tracking & Calculation | Automated |
| Customer-Level Service Level Calculation | Automated |
| Service Level Simulation + Analysis | Automated |
| Historical and Projected Inventory Levels by Item, Warehouse, etc. | Automated |
| Expedite Recommendations | Automated |
| De-Expedite Recommendations | Automated |
| Inventory Lot Expiration and Expiration Forecasting | Automated |
| Discontinued Item Reporting + Depletion/Runout Prediction | Automated |
| Warehouse-Level Stock Mix Optimization by Budget | Automated |
Demand Forecasting
Save time with StockIQ’s automated forecasting across customers, channels, and SKUs—all while improving forecast accuracy. Tweak our smart algorithms to fit your unique situation.
| Solutions | With StockIQ |
|---|---|
| > 12 Months Forecast Horizon | Automated |
| Product Hierarchy Forecasting | Automated |
| Top-Down and Bottom-Up Forecasting | Automated |
| Generate Statistical Forecasts At All Forecast Hierarchy Levels | Automated |
| Multiple Forecast Algorithms | Automated |
| Customer-Level Forecasting | Automated |
| Channel-Level Forecasting | Automated |
| Seasonality Detection | Automated |
| Top-Down Seasonality Capability | Automated |
| Custom Seasonality Indexes | Automated |
| Forecast Simulations | Automated |
| New Part Forecast Wizard | Automated |
| Exceptional Demand Exclusion / Events | Automated |
| Lost Sales Detection | Automated |
| Under- and Over-Forecast Exception Reporting | Automated |
| Manual vs Statistical Forecast Exception Reporting | Automated |
| Short Life Cycle Product Forecasting | Automated |
| Concurrent Weekly / Monthly Forecasting | Automated |
| Multiple Forecast Series (Sales Forecast, Budget Forecast etc.) | Automated |
| Historical Forecast Snapshots & Error Reporting | Automated |
| Forecast in Units/Cogs/Revenue | Automated |
| Monthly/Weekly Demand Pattern Profiling | Automated |
| View Specific Sales Orders in Demand History | Automated |
| Current Forecast Period Prediction | Automated |
| Import Demand Adjustments | Automated |
| Forecast Freeze Periods | Automated |
Replenishment Planning
Plan like a pro. Our smart replenishment recommendations factor in your order minimums and multiples, and supplier policies. Avoid double entry and let StockIQ automatically push orders into your ERP.
| Solutions | With StockIQ |
|---|---|
| Full Time-Phased Replenishment Planning (DRP) | Automated |
| Direct-To-ERP Order Integration | Automated |
| Dynamic Order Lookahead / Extra Days Coverage | Automated |
| Hub + Spoke Ordering & Dependency Management | Automated |
| Order Targeting by Units, Volume, Weight, etc. | Automated |
| Container (Order) Optimization and Loading | Automated |
| Multiple Order Policies | Automated |
| Matrix based Order Policy Planning | Automated |
| Item/Warehouse/Supplier Level Order Minimums and Multiples | Automated |
| Excess Stock Substitute Order Recommendations | Automated |
| Alternate Item Substitute Order Recommendations | Automated |
| Alternate Supplier Substitute Order Recommendations | Automated |
| Warehouse-To-Warehouse Inventory Balancing | Automated |
| Spoke-To-Hub Sweep-Back | Automated |
| Firm-And-Planned Supplier Forecast Report | Automated |
| Item Level/Matrix Pricebreak Logic | Automated |
| Blanket Purchase Order Creation + Management | Automated |
| Order Approval/Review/Confirmation/Splitting | Automated |
| Configurable Item/Customer/Channel Forecast Consumption | Automated |
| Shelf Life / Expiration Forecasting / Lot Tracking | Automated |
| Available To Promise (ATP) Visibility | Automated |
| Max Inventory Level Planning / Item Capacity Constraints | Automated |
| Automated Order Placement & Release Capability | Automated |
| Transfer Order Allocation Wizard | Automated |
| Order Approval Limits | Automated |
| Drop Ship Wizard | Automated |
| Multi-Vendor Orders | Automated |
Supplier Performance
Easily maintain accountability and precision among your supplier relationships with the OTIF metrics that count. We’ll empower you to analyze, adapt, and stay in control.
| Solutions | With StockIQ |
|---|---|
| Location and Supplier Holiday Calendars | Automated |
| Vendor Order Schedule/Delivery Schedules | Automated |
| Vendor Minimums | Automated |
| Lead Time Calculation based Item/Warehouse/Supplier History | Automated |
| Primary Vendor Suggestion/Selection | Automated |
| Lead Time Calculation by Product Attribute Groupings | Automated |
| Statistical Receipt History Data Quality Filtering | Automated |
| Statistical Lead Time Variation Buffering | Automated |
| Lead Time Variance Analysis | Automated |
| Supplier On-Time Analysis | Automated |
| Supplier Ship-Complete Analysis | Automated |
| Supplier Lead Time Over Time Analysis | Automated |
| Open & Late Supply Order Exception Management | Automated |
Sales Analysis
Inform and adapt your S&OP with our unusual sales detection and event reporting tools. Continually improve your forecasts and customer relationships.
| Solutions | With StockIQ |
|---|---|
| Backorder Exception Management | Automated |
| Sales Order Fulfillment Prediction | Automated |
| Sales & Margin Analysis By Item, Warehouse, Aggregate, etc. | Automated |
| Unusual Sales Detection & Exception Management | Automated |
| Customer Analysis & Reporting | Automated |
| Month, Week, and Year-To-Date Sales Analysis | Automated |
Capacity Planning
Never worry about overpromising. Plan work orders that balance demand with manufacturing constraints, and gain confidence in your long term capacity plan.
| Solutions | With StockIQ |
|---|---|
| Rough Cut Capacity Planning | Automated |
| Capacity Load Balancing | Automated |
| Firm Planning Fence | Automated |
Promotion Planning
Reduce your forecast error into the single digits, by feeding past and future promotion data from your ERP into our models. Understand the impact, performance, and price sensitivity of promotions.
| Solutions | With StockIQ |
|---|---|
| Promotion Performance/Uplift Analysis | Automated |
| Promotion Price Sensitivity Analysis | Automated |
| Adjust Forecast for Future Promotions | Automated |
| Adjust Demand History for Past Promotions | Automated |
Testimonials
“StockIQ does a great job of suggesting the right products and right quantities on our purchase orders. Previously, we would need to do a lot of adjusting after our procurement software suggested an order. This is no longer necessary.”
Optimize your ERP with StockIQ.
Get a demo today and experience the difference.