Glossary of terms – Brightpearl Help Center

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7 Days Revenue

See also: 14 Days Revenue, 30 Days Revenue

Shows revenue for the most recent 7, 14 or 30 days regardless of the date range of the report.

For example, if using the Inventory KPIs report for April 1 - 7, the 30 Days Revenue column will still show revenue for the last 30 days. The Revenue column will show revenue for the date range of the report.

7 Days Sales

See also: 14 Days Sales, 30 Days Sales

Number of units sold the previous 7, 14 or 30 days. 30 Days Sales will include stockouts (out of stock days) if applicable.

30 Days Stockouts

The number of days in the last 30 days when a product has been out of stock.

Stockouts are the days when a product is out of stock. For example, if the stockouts figure is '15', that means the stock level for the product was zero or less for 15 days during the date range.

Negative figures indicate overselling.

A

ABC Class or “A” Class, “B” Class, “C” Class

Classes are categories of your inventory. By default, “A” Class includes SKUs comprising the top 80% of revenue, “B” Class is the next 15%, and “C” Class is the final 5%.

You can change these percentages in Account > Settings > Forecasting. Classes are determined based on the last 30 days of sales by default, but can be changed to calculate based on lifetime sales.

Learn more about forecasting settings here.

ACP (Average Cost Price)

The average cost price.

ACP = COGS ÷ number of units sold

Actual Sales

Units sold, less returns.

(Found on the Edit Forecast page.)

Adjusted Sales Velocity

The adjusted sales velocity is based on forecast heuristics such as 'excluding holiday sales'.

This can be different than the normal sales velocity (calculated as sales ÷ number of days in stock).

Age

Length of time since the first order date for a product or variant. If there are no sales, then the 'created at' date will be used as the start date for calculating age.

Alerted (filter)

Using the alerted filter (where 'Alerted' is set to 'Yes') will show variants that either have run out of stock or will run out of stock before they can be replenished (stockouts are forecast during the lead time).

Alerted items will be indicated with either a red or yellow 'Details' icon.

Annotated (filter)

Using the Annotated filter (where 'Annotated' is set to 'Yes') will display variants with information in the Notes field.

To view the Notes field, click on the gear icon in the upper right corner of the Replenishment tab.

ASP (Average Sale Price)

The average sale price.

ASP = revenue ÷ number of units sold

Assembly

An assembly is a product which must be produced from components (variants) before it can be brought into stock and made available for sale. These goods are pre-assembled before the sale and fulfillment of an item.

Assemblies include any produced goods with a bill of materials (BOM).

Learn more about assemblies here.

Assembly (filter)

Add the ‘Assembly’ filter to search for component variants connected to a specific assembly.

Assembly Component (filter)

Add the ‘Assembly Component’ filter to limit results to component variants that are needed when assemblies are sold.

Assembly Orders

Also referred to as 'production orders', these are orders to build new assemblies from existing (or incoming) component stock.

Learn more about assembly orders here.

Assembly Time

The time it takes to produce new assemblies if/when component stock becomes available. This is a separate metric to the component (variant) lead time.

It is configured in the 'Assemblies' view of the replenishment report as the time it takes in days to produce new assemblies from existing component variant stock.

This defines the ‘Expected Date’ for new assembly orders.

Available On Hand (Filter)

If set to 'Yes', using the available on hand filter will show all items in stock. If set to 'No', then only items with zero or negative stock levels will show in the report.

Available Stock

Inventory on hand at that location in excess of what will be needed during the days of stock (planning period).

This metric is based on the lowest amount of stock needed (based on the forecast) during the days of stock. Any inventory available over that amount is identified as available stock.

(Note that overstock is excess inventory after the days of stock, while available stock is excess inventory during the days of stock.)

AVG Cover (in months)

Stock cover is a metric used to determine a business's ability to meet demand, by calculating the factor by which current inventory could meet average sales in a period.

AVG cover = number of units in stock ÷ average monthly sales

AVG Lead Time

The average amount of time it took for a variant to be received into stock once a purchase order has been created.

It is calculated by looking at all receipts of inventory, calculating the total number of days between the purchase order creation date and the date the item was received in on, and averaging by number of receipts.

AVG PO Cover (in months)

Similar to stock cover, the PO cover calculates the factor by which on order inventory could meet average sales in a period.

AVG PO cover = number of units in non-closed purchase orders ÷ average monthly sales

AVG Retail Price (Average Retail Price)

The average retail price is the average selling price of units in a given period of time.

Average Retail Price = revenue ÷ units sold for the selected period of time

Where

Revenue = gross revenue - discounts - returns

Gross revenue = number of units sold × sales order price before discounts

Returns are the number of units included on sales returns (items sent back to the merchant).

Note: Return information is pulled from the Brightpearl backoffice and cannot be edited within Demand Planner.

AVG ROS (Average Return on Sales)

The average return on sales is the average amount of profit made per unit.

AVG ROS = profit ÷ number of units sold

AVG Sales per Day

The average number of sales made in a day, for a given period of time.

AVG sales per day = sales ÷ time period in days

Note there are no adjustments for out of stock days.

AVG Sales per Month

The average number of sales made in a month, for a given period of time.

AVG sales per month = average sales ÷ number of months in time period

Note there are no adjustments for out of stock days.

AVG Stock Cost (Average stock cost)

The average stock cost is the average cost price of units in a given period of time.

Average Stock Cost = sum of cost of inventory during the select time period ÷ time period in days

Where

Stock cost = units in stock × cost price of the item

The cost price is the variant price in the supplier catalog. This is the price you pay to a vendor per item as noted on your purchase order.

Historical stock information is available as of the date that your Demand Planner account was created.

AVG Stock Units (Average stock units)

The average number of units in stock on a day, for a given period of time.

AVG stock units = units in stock during the selected time period ÷ number of days in the selected time period

Historical stock information is available as of the date that your Demand Planner account was created.

B

Barcode

The UPC of a product.

This information comes from the Brightpearl backoffice and cannot be edited in Demand Planner.

Brand

Brand is the name the product is sold under on your site. For example, Nike.

Bundles

Kits, bundles, or groups of variants can be designated as bundles.

This information comes from the Brightpearl backoffice. Changes to bundle components should be made in the backoffice.

Bundle (filter)

Add the ‘Bundle’ filter to search component variants connected to a specific bundle.

Bundle Component (filter)

Add the ‘Bundle Component’ filter to limit the returned variants to those sold as part of bundles.

C

CBM

Cubic Meters per unit.

When this is set, Demand Planner will display CBM in purchase orders so that you can estimate how many cubic meters the container will be.

Replenishment CBM = CBM of an individual item × replenishment amount

Class (Filter)

The Class filter refers to the ABC Class or “A” Class, “B” Class, “C” Class.

Classes are categories of your inventory. By default, “A” Class includes SKUs comprising the top 80% of revenue, “B” Class is the next 15%, and “C” Class is the final 5%.

Learn more about forecasting settings here.

Closing Stock

The amount of inventory on hand at the end of a time period.

This figure is based on the historical inventory snapshots taken by Demand Planner.

Closing Stock Cost

The cost value of inventory at the end of the selected period.

Closing cost stock = cost price × inventory level as of the last sync

Cost price is the product price in the supplier catalog. The stock is based on the historical inventory snapshots taken by Demand Planner.

Closing Stock Gross

The gross value of inventory at the end of the selected period.

Closing stock gross = regular price × number of units in stock

where the regular price is the retail price before discounts.

The number of units in stock is based on the historical inventory snapshots taken by Demand Planner.

Closing Stock Retail

The retail value of inventory at the end of the selected period.

Closing stock retail = price × units in stock

Cost of Goods Sold (COGS)

The value of inventory shipped on sales.

COGS = number of units sold × unit cost

The cost of the sold units is taken from the goods movement in Brightpearl. In other words, if the items have shipped, the FIFO cost is used. If they have not shipped then the cost price list is used.

COGS Diff % (Percentage change in cost of goods sold)

The percentage change in the cost of goods sold between two time periods.

Percentage change in COGS = (COGS during current time period - COGS during previous time period) ÷ COGS during the previous time period

Conversion Rate

This metric calculates how many sales are made per page view.

Conversion rate = number of units purchased ÷ number of page views

This information pulls from Google Analytics and cannot be edited in Demand Planner.

Cost Compare

This metric allows you to compare costs when a variant can be sourced from different vendors, each charging a different price.

Cost price

The cost price is the variant price in the supplier catalog. This is the price you pay to a vendor per item as noted on your purchase order.

It is recommended that you update cost prices in the Brightpearl back office to keep all information in sync (updating costs in Demand Planner will not push that information back into Brightpearl backoffice).

Created at

The date the product was imported or created. The 'created at' date will reflect when the product or variant was set up in your system. Note that it is different from the 'published at' date which indicates when a product most recently became visible to your customers.

Current Stock

The inventory level of a variant as of the last sync between Demand Planner and the Brightpearl backoffice.

Custom Alert (Filter)

Using the Custom Alert filter (where 'Custom Alert' is set to 'Yes') will show variants that have alert settings which are different to your default account settings.

Low stock alerts, email frequency, safety stock, and notify in advance alerts can be set in Account > Settings > Alerts.

Variants can have different settings by marking items using Bulk Actions.

Learn more about updating variants here.

D

Days of Stock

The number of days that inventory should cover. This is important to determining an accurate inventory and making reasonable replenishment recommendations.

It is also used to report on overstocked inventory. Products with stock in excess of forecasted days of stock will show as overstocked.

Details

By clicking on the "i" icon in the Details column, you can access more information about replenishment, forecasted stock levels, edit the forecast or historical sales information, view stock history, set up bundles, and customize low stock alerts.

Discounts

The discounted price is taken from actual sales orders by comparing the listed price to the price in the sale order.

Discounts = gross revenue - revenue

where

Gross revenue = number of units sold × sales order price before discounts

Discounts %

The discount percentage of gross revenue.

Discounted (Filter)

Using the Discounted filter (where 'Discounted' is set to 'Yes') will show all items that have a planned discount.

Planned discount = regular price - price

E

Excluded Holiday Sales

The number of units sold and the corresponding number of dates removed from the forecast calculation.

For non-seasonal forecasting methods (Recent Sales & Trends and Last Sales), it can be helpful to exclude certain periods of unusual sales from the forecast calculation. For example, by excluding Black Friday and Cyber Monday sales, the forecast the following weeks and months will not be overstated following a spike in sales.

Learn more about forecasting settings.

Expected Date

The calendar date that items on a purchase order or transfer are anticipated to arrive.

Providing an expected date that is as close to accurate as possible will improve the accuracy of your replenishment forecast.

If there are multiple purchase orders, transfers, or both that are open, the earliest expected date will be reflected in the Expected Date column of reporting.

The expected date on a purchase order transfer will show as creation date + lead time by default. This can be edited when creating a purchase order or transfer.

F

First 7 Days Revenue

See also: First 30 Days Revenue, First 60 Days Revenue, First 8 Weeks Revenue

Revenue made during the first seven (30, 60 etc.) days after the first sale date. If the first sale date is not available, then the product creation date is used.

First 7 Days Sales

See also: First 30 Days Sales, First 60 Days Sales, First 8 Weeks Sales

The number of sales occurring during the first seven (30, 60 etc.) days after the first sale date. If the first sale date is not available, then the product creation date is used.

First Received At

The date that a product was first received on a purchase order or transfer.

First Received Qty (Quantity)

The number of units received into inventory from the initial vendor purchase order or transfer.

First Sold At

The date that a product was first sold on a purchase order or transfer.

This information comes from the Brightpearl backoffice and cannot be edited in Demand Planner.

Forecast

The forecast is projected customer demand is displayed as sales in units for the "days of stock" period. It is calculated using the sales velocity and the sales trends in recent months (are sales increasing or decreasing?).

Sales velocity is the rate of sales excluding out of stock days. Seasonal products emphasize the sales trends from the prior year rather than the most recent months.

Forecast Cost

This is the projected cost of forecasted units for the "days of stock" period.

Forecast cost = forecast units × cost price per unit

Forecast Lost Sales

Forecast Lost Sales = sales units missed during the lead time due to stockouts

Stockouts are the days when a product is out of stock.

If there is a stockout during the lead time based on the forecast, current and incoming stock, potential sales will be missed since a new PO can only arrive after the lead time. This is an estimation how many sales units will be missed during lead time.

Forecast Lost Profit

Forecast lost profit = stockouts during the lead time × (price - cost price)

Stockouts are the days when a product is out of stock.

Forecast Lost Revenue

Forecast lost revenue = stockouts during the lead time × price

Stockouts are the days when a product is out of stock.

Forecast Profit

Forecast profit = forecast units × profit per unit

This is the projected profit for the "days of stock" period.

Profit per unit is forward-looking to show the listed price and current landed cost. If landed cost price is not available, Demand Planner will use cost price.

Forecast Revenue

Forecast revenue = forecast units × price

This is the projected revenue for the "days of stock" period

Forecasted Stock

Forecasted stock is based on the forecasted demand for each product and the current stock on hand. Forecasted stock for the lead time and days of stock are available in Replenishment > Details.

Forecast Wholesale

The number of units needed for wholesale orders during the "days of stock" period.

G

GMROI (Gross margin return on investment)

A ratio of how much profit is made per the amount spent on stock.

GMROI = profit ÷ average stock cost

where

Profit = revenue - COGS - platform fee

Revenue = gross revenue - discounts - returns

COGS = number of units sold × landing cost price

If the landing cost price is not set, the cost price field is used.

and

Average stock cost = sum of stock cost of inventory during the selected time period ÷ number of days in the selected time period

Stock cost = units in stock × cost price of the item

Cost price is the variant price in the supplier catalog. This is the price paid to a vendor per item as noted on a purchase order.

Historical stock information is available as of the date that your Demand Planner account was created.

Gross Regular Revenue

Gross Regular Revenue = number of units sold × regular price

Gross Regular Revenue is calculated using the regular price (sometimes called the 'compare to' price).

Gross Revenue

Gross revenue = number of units sold × sales order price before discounts

Gross Revenue does not subtract returns.

Gross Sales

The number of units sold during the time period.

Returns are not included in this number.

H

Hidden in Overstock (Filter)

In the overstock report, you can hide variants from view (for example, items that are relatively new and you do not consider overstocked). Using the Hidden in Overstock filter (where 'Hidden in Overstock' is set to 'Yes') will display items that do not appear in the overstock report.

Holiday excluded sales

Demand Planner excludes holiday sales such as Black Friday, Cyber Monday and the week before Christmas so that unusually high sales do not skew forecasting calculations.

I

ID

A unique number assigned to each variant by the Brightpearl backoffice.

Image

Photo of the product or variant. This is pulled from the Brightpearl backoffice.

In Assemblies

When viewing the inventory levels of assembly components (usually in the 'Variant' view of the replenishment report), this represents additional/separate units that have already been assembled into final goods. These are not available to create new assemblies.

In-Stock % (In-Stock percentage)

In-Stock % = days in stock ÷ days in the selected period

This is the inverse of the Stockout % metrics. It measures the percentage of days items were in stock in a selected period.

Is Bundle Component (Filter)

Using the Is Bundle Component filter (where 'Is Bundle Component' is set to 'Yes') will display only variants that are tied to bundles in Demand Planner.

L

Labels

Noteworthy descriptions for products and SKUs including New Product, Overstocked, and Discounted.

Landing Cost Price

Landing cost price is the total unit cost for a product, including cost price and related expenses. It includes things like shipping, handling and other costs in addition to the vendor cost. Note that the landing cost is the cost price in addition to these extra expenses (not only the extra expenses!).

Landing costs can be imported, or will be computed over time using Demand Planner as you create and receive purchase orders so long as you set the shipping cost and select to update variants when a purchase order is saved.

Cost price is the variant price in the supplier catalog. This is the price you pay to a vendor per item as noted on your purchase order.

It is recommended that you update cost prices in the Brightpearl backoffice to keep all the information in sync, as updating costs in Demand Planner will not push that information to Brightpearl.

Last Received At

The most recent date a product was received and added to inventory.

Last Received Qty (Quantity)

The number of units received into inventory from the most recent vendor purchase or transfer.

Last Sold At

The date of the product's most recent sale.

This information comes from the Brightpearl backoffice and cannot be edited in Demand Planner.

Lead Time

The amount of time it takes to order a product from the vendor and receive it into inventory. This is an important factor for your forecast.

Lead Time Forecast

The number of units that Demand Planner estimates will be needed during the specified lead time.

A lead time forecast of "24/14 days" shows that 24 units will be needed during a 14 day lead time. The forecast is calculated based on sales velocity.

Lifetime Revenue

Lifetime revenue = price × number of units sold for the lifetime of the product

This is all the revenue generated from sales of the product and is not limited to the revenue from the date range of the report. To see revenue from the report date range, use 'revenue'.

Price and unit sales information comes from Brightpearl backoffice and cannot be edited in Demand Planner.

Lifetime Sales

Number of gross units sold during the lifetime of the product.

This is all units sold and is not limited to the number of units sold during the date range of the report. To see units sold only during the report date range, use 'sales'.

Unit sales information comes from Brightpearl backoffice and cannot be edited in Demand Planner.

Low Stock Alert

A low stock alert will be triggered when a variant needs to be reordered, determined by the forecasted demand, items in stock and items on order.

A low stock alert will be sent on the Replenish Date.

M

Margin

The margin is the profit as a percentage of revenue.

Margin = profit ÷ revenue

where

Profit = revenue - COGS

Revenue = gross revenue - discounts - returns

COGS = number of units sold × landing cost price

If landing cost price is not set the cost price field is used.

Markdown

The markdown is the difference between the price products are sold at and their regular price.

Markdown = (gross regular revenue - gross revenue) × quantity

Gross regular revenue is calculated using the regular price (sometimes called the 'compare to' price):

Gross regular revenue = number of units sold × regular price

And:

Revenue = gross revenue - discounts - returns

Markdown %

The markdown percentage is the markdown as a percentage of gross revenue.

Markdown percentage = Markdown ÷ gross revenue

where

Markdown = (regular Price - revenue) × quantity

Markup

The markup is the profit as a percentage of cost of goods sold.

Markup = profit ÷ COGS

Merged Variants

When a product has an updated style or slightly changes sizes, it may be helpful to merge variants so that the new product has the sales history needed to create a forecast.

Modified at

The last time the product's information was updated in the Brightpearl backoffice.

When details on a product page are changed, Demand Planner will reflect the date that those details were updated.

MOQ (Minimum Order Quantity)

The minimum order quantity is the lowest amount that you are allowed to order from a vendor. When an MOQ is set and it is not met in a purchase order, you will see a warning at the bottom of the purchase order.

N

Name

The product or variant title. This column in Demand Planner will also display with SKU, barcode, and ASIN. If you would like to only see the product or variant title, use the 'Title' column instead.

Next to Assemble

Before purchasing new component inventory, you can create new assembly orders to use existing component inventory based on the recommended ‘Next To Assemble’ quantity.

The Replenishment quantity for Assemblies is the ‘Next To Assemble’ quantity + the additional replenishment needed to satisfy forecasted sales during the Days of Stock period. If there is not enough existing component inventory to assemble any new assemblies, the ‘Next to Assemble’ quantity will be the same as the Replenishment quantity.

No Cost Price (Filter)

Using the No Cost Price filter (where 'No Cost Price' is set to 'Yes') displays variants that do not have a cost price set in Demand Planner.

The cost price is the variant price in the supplier catalog. This is the price you pay to a vendor per item as noted on your purchase order.

It is recommend that you update cost prices in the Brightpearl backoffice to keep all information in sync (updating costs in Demand Planner will not push that information to the Brightpearl backoffice).

Notes

Notes are information you enter about a variant. For example, if an item will be available at a discounted rate later in the year, you could enter a note to indicate that information.

O

Old Stock (Filter and Label)

Old stock is stock that:

was created over two months ago;
has not had any sales for over two months;
has not been received on any purchase orders for over two months;
has an on order quantity of zero.

On Assembly

The number of units in the process of being assembled. Any assembly with 'Open' or 'Partially Received' status will reflect the number of units yet to be assembled in the 'On Assembly' total.

On Order

The on order figure indicates the number of units on active purchase orders to vendors (i.e. purchase orders with a status of 'open' or 'partially received'; purchase orders with a status of 'draft,' 'closed,' or 'cancelled' are not considered active).

Note that warehouse transfers will show quantities in the 'transfer in' and 'transfer out' columns. Unlike purchase orders, warehouse transfers have a source and destination warehouse.

On Order % (On Order Percentage)

The on order percentage is a metric showing what percentage the on order units for a specific attribute make up of all on order units.

On order % = units on active purchase orders for a particular variant ÷ all units on order

On Order Cost

On order cost is the cost value of "on order" units, where the cost price is the product price in the supplier catalog.

On Order Cost %

On order cost % = the cost value on active purchase orders ÷ the total cost value on order

The cost price is the product price in the supplier catalog.

On Order Retail

On order retail is the retail value of "on order" units.

The retail value is the current product retail price as set in the Brightpearl backoffice. This information comes from the Brightpearl backoffice and cannot be edited in Demand Planner.

On Order Retail %

On order retail % = retail value of a particular variant on active purchase orders ÷ the total retail value on order

The retail value is the current product retail price as set in the Brightpearl backoffice. This information comes from the Brightpearl backoffice and cannot be edited in Demand Planner.

Opening Stock

The amount of inventory on hand at the start of the selected time period.

The inventory is based on the historical inventory snapshots taken by Demand Planner. Opening stock is computed as current stock + sales for the selected period.

Opening Stock Cost

The cost value of opening stock.

Cost price is the product price in the supplier catalog and opening stock is computed as current stock + sales for the selected period.

This metric does not take into account stockouts. The stock is based on the historical inventory snapshots taken by Demand Planner.

Opening Stock Gross

The gross value of opening stock.

Opening stock gross = regular price × units on hand at the beginning of a report time period

where regular price is the retail price before any discounts are applied.

Opening stock is computed as current stock + sales for the selected period. This metric does not take into account stockouts. The stock is based on the historical inventory snapshots taken by Demand Planner.

Opening Stock Retail

The retail value of opening stock.

Opening stock retail = price × opening stock

Options

Sizes, colors and other variant options that apply to that SKU or product.

This information comes from the Brightpearl backoffice and cannot be edited in Demand Planner.

Overstocked (Filter)

Using the Overstocked filter (where 'Overstocked' is set to 'Yes') will display variants that are forecast to have stock on hand beyond the planning period.

The planning period is the lead time + days of stock as set in the Replenishment section of Demand Planner.

Overstocked Cost

The cost value of inventory on hand that exceeds the planning period.

The planning period is the lead time + days of stock as set in the Replenishment section of Demand Planner.

Overstocked Retail

The retail value of inventory on hand that exceeds the planning period.

The planning period is the lead time + days of stock as set in the Replenishment section of Demand Planner.

Overstocked Units

The number of units that exceeds the planning period.

The planning period is the lead time + days of stock as set in the Replenishment section of Demand Planner.

Overstocked Variants

The number of variants (SKUs) that have units in stock exceeding the planning period. If a single variant has 100 units overstocked, that will count as 1 overstocked variant and 100 overstocked units.

Note that this is different than 'overstocked units' which will show the sum of all units overstocked.

The planning period is the lead time + days of stock as set in the Replenishment section of Demand Planner.

P

Page Views

The number of times that product page has been viewed. This information pulls from Google Analytics and cannot be edited in Demand Planner.

Past Lost Profit

An approximation of the profit lost due to stockouts. Profit is the difference between the revenue and cost of goods sold for an item. It is calculated based on the profit during the report date range and stockouts during that period.

Lost profit = profit × stockouts% ÷ (100 - stockouts%)

where

Profit = revenue - COGS - platform fee

Revenue = gross revenue - discounts - returns

COGS = number of units sold × landing cost pice

If the landing cost price is not set, the cost price field is used.

Stockouts % = out of stock days ÷ days in the selected period

Stockouts are the days when a product is out of stock.

Past Lost Revenue

An approximation of the revenue lost due to stockouts. Revenue is how much customers pay for a product less discounts and returns. It is calculated based on the revenue during the report date range and stockouts during that period.

Lost revenue = revenue × stockouts% ÷ (100 - stockouts%)

where

Revenue = gross revenue - discounts - returns

COGS = number of units sold × landing cost pice

If the landing cost price is not set, the cost price field is used.

Stockouts % = out of stock days ÷ days in the selected period

Stockouts are the days when a product is out of stock.

Past Lost Sales

An approximation of the number of units not sold due to stockouts. This metric is calculated based on the number of units sold during the report date range and stockouts during that period.

Lost sales = sales × stockouts% ÷ (100 - stockouts%)

Sales are the number of units sold during the report's date range.

Stockouts % = out of stock days ÷ days in the selected period

Stockouts are the days when a product is out of stock.

Past Revenue

Past revenue is the revenue for prior periods (i.e. previous months).

Note the difference compared to Past Revenue LY, which is the revenue earned during the same month the prior calendar year.

Past revenue shows revenue earned in the same year where applicable.

Revenue = gross revenue - discounts - returns

Returns use the sales order return date, not the original order date.

Past Revenue LY

The revenue earned during the same month the prior calendar year.

Note the difference compared to Past Revenue, which is revenue for the prior period (i.e. prior months).

Revenue = gross revenue - discounts - returns

Returns use the sales order return date, not original order date. This is the same as Net Sales metric in Shopify.

Past Sales

The units sold during prior periods (i.e. previous months).

Note the difference compared to Past Sales LY, which is the units sold during the same month the prior calendar year.

The past sales metric shows units sold in the same year where applicable.

Sales are the number of units sold for the selected period (date range of the report) less returns.

This is information comes from the Brightpearl backend.

Past Sales LY

Units sold during the prior calendar year.

Note the difference compared to past sales, which is the units sold during the prior period (i.e. previous months).

Sales are the number of units sold for the selected period (date range of the report) less returns.

This is information comes from the Brightpearl backend.

Period

The time span or date range of the displayed data.

Planned Discount

Planned discount = regular price - price.

These prices are set in the Brightpearl backoffice and cannot be edited in Demand Planner.

Planned Margin

Planned Margin = (price - cost price) ÷ price

The price is the current product retail price. It's set in the Brightpearl backoffice and cannot be edited in Demand Planner.

The cost price is the variant price in the supplier catalog. This is the price you pay to a vendor per item as noted on your purchase order. It is recommend that you update cost prices in the Brightpearl backoffice to keep all information in sync (updating costs in Demand Planner will not push that information into Brightpearl).

Planned Markup

Planned markup = 100 × (historical retail price - historical cost price) ÷ historical cost price

Planned Sales

Planned sales viewed on the Edit Forecast page of Demand Planner will include any edits to the Demand Planner forecast and wholesale orders if applicable.

The planned sales field will show the units sold for the entire month (not remaining days if viewing the current month).

Planning Period Forecast

The number of units that Demand Planner estimates will be needed during the specified days of stock.

A planning period forecast of "49/30 days" shows that 49 units will be needed during 30 days of stock. The forecast is calculated based on sales velocity.

Platform Fee

The 'platform' fee' is the total amount of fees charged by the connected platform for the report's date range. Platform fees include referral fees, variable closing fee, per item fee, and FBA fees.

Platform fees are currently available only for Amazon.

Platform Variant Fee

Platform variant fee is the fee per unit charged by the connected platform (currently only supported for Amazon connections).

The 'platform' fee' will be the total amount of fees charged by the connected platform for the report's date range.

Product ID

The unique ID (identification number) for the product (or parent of a group of SKUs or variants).

PO cover in days

The number of days inventory on order (not yet received) will last given recent sales trends.

PO cover in months

The number of months inventory on order (not yet received) will last given recent sales trends.

Price

The current product price as set in Brightpearl's backoffice against your default selling price list.

This information comes from the backoffice and cannot be edited in Demand Planner.

Product Name

The title given to the product in your store.

This information comes from Brightpearl backoffice and cannot be edited in Demand Planner.

Profit

Profit = revenue - COGS - platform fee

Revenue = gross revenue - discounts - returns

COGS = number of units sold × landing cost pice

If the landing cost price is not set, the cost price field is used.

Profit/Unit

The profit/unit is forward-looking to show the listed price and current product landed cost.

If the landing cost is not set, Demand Planner will use cost price instead.

Profit %

The profit % calculates a variant's profit as a percentage of the total profit.

Profit % = profit for one variant ÷ profit for all variants

where

Profit = revenue - COGS - platform fee

Revenue = gross revenue - discounts - returns

COGS = number of units sold × landing cost pice

If the landing cost price is not set, the cost price field is used.

Profit Diff % (Percentage Change in Profit)

The percentage change in profit records how much profit has increased or decreased from one period to another, expressed as a percentage.

Percentage change in profit = (profit during current time period - profit during previous time period) ÷ profit during the previous time period

where

Profit = revenue - COGS - platform fee

Revenue = gross revenue - discounts - returns

COGS = number of units sold × landing cost pice

If the landing cost price is not set, the cost price field is used.

Published at

The date that the product or variant became visible to your customers.

Note that if a product is published, then unpublished, and published again, the 'published at' date will be the most recent date when the item became visible on your site.

R

Received Cost

The total cost value of the items received on a purchase order during the report's date range.

Received cost = received qty × cost price

Received Qty

The number of units received during the report's date range.

Received Retail

The total retail value of the items received on a purchase order during the report's date range.

Received retail = received qty × price

Received Units Cost

The cost price of units that have been received on a purchase order. The cost price of non-received units is excluded from this figure.

Cost price is the variant price in the supplier catalog. This is the price you pay to a vendor per item as noted on your purchase order.

Regular price

This is the product retail price before discounts, sometimes called the 'compare to' price. This information comes from the Brightpearl backoffice and cannot be edited in Demand Planner.

As standard, it's mapped to the default selling price list in Brightpearl but you can choose to map this field to a different price list if you prefer - for example, your RRP price list.

If you would like to update the mapped price list, please get in touch with Support.

Remaining Units Cost

The cost price of units that have not been received on a purchase order. The cost price of received units is excluded from this figure.

Cost price is the variant price in the supplier catalog. This is the price you pay to a vendor per item as noted on your purchase order.

Replenish Date

The date to replenish a variant so that it covers the “lead time” and “days of stock” period. Ordering after the replenishment date will result in a predicted stockout.

Replenishable (Filter)

When the 'Replenishable' filter is set to 'Yes,' items that are marked as replenishable will show in the report and items marked as non-replenishable will be excluded. Replenishable items are ones to be reordered.

When the 'Replenishable' filter is set to 'No', then non-replenishable items will be displayed while non-replenishable items are excluded from view. Discontinued and dropshipped items should be marked as non-replenishable.

Replenishable (Status in Columns)

As a column, 'Replenishable' indicates whether an items is replenishable or non-replenishable. 'Yes' in the Replenishable column indicates the item is replenishable. 'No' indicates the item is non-replenishable. Discontinued and dropshipped items should be marked as non-replenishable.

Replenishment

Replenishment is based on forecasted demand and indicates how many more units are needed in order to meet customer demand. It takes into consideration current stock, on order or transfer quantities, continued selling during the lead time, and how many units are needed to meet demand during the days of stock.

Replenishment CBM

Replenishment CBM = volume of an individual item shown as CBM × replenishment

CBM is Cubic Meters per unit. When this is set, Demand Planner will show cumulative CBM in purchase orders so that you can estimate how many cubic meters the container will be.

Replenishment Cost

Replenishment cost = replenishment × cost price.

The replenishment cost is the purchase cost to cover the "days of stock" period. Cost price is the product price in the supplier catalog.

Replenishment Profit

Replenishment profit = replenishment × (price - cost)

The expected profit of products needed to cover the "days of stock" period.

Replenishment Retail

Replenishment retail = replenishment × price.

The retail value of products to cover the "days of stock" period. Retail price is the price the customer will pay.

Return %

A metric describing returns as a percentage of gross sales.

Return % = returns units ÷ gross sales

Return Units

Number of units included on returns (items sent back to the merchant).

Return information comes from the Brightpearl backoffice and cannot be edited in Demand Planner.

Returns Revenue

The revenue amount (units × sales order price) sent back to customers following returns to the merchant.

Return information comes from the Brightpearl backoffice and cannot be edited in Demand Planner.

Revenue

Revenue = gross revenue - discounts - returns

Returns use the sales order return date, not the original order date.

Revenue Diff %

The change in revenue from the previous time period.

Revenue difference percentage = (revenue during current time period - revenue during previous time period) ÷ revenue during the previous time period

where

Revenue = gross revenue - discounts - returns

S

Safety Stock

The minimum stock level for a product.

Sales

Sales are the number of units sold for the selected time period (the report's date range) less returns.

The sales information comes from the Brightpearl backoffice.

Sales %

Sales % = number of units sold for one variant / number of units sold for all variants

Sales are the number of units sold for the selected time period (the report's date range) less returns.

The unit sales information comes from the Brightpearl backoffice.

Sales Diff % (Percentage change in the number of units sold)

Sales difference percentage = (sales during current time period - sales during previous time period) ÷ sales during the previous time period

This is the change in the number of units sold from the previous time period.

Sales are the number of units sold for the selected time period (the report's date range) less returns.

The unit sales information comes from the Brightpearl backoffice.

Sales for Forecast

The number of units purchased by customers during the specified date range, and the corresponding number of days in that date range after removing Excluded Holiday Sales.

Sales (period)

The number of units purchased by customers during a specified date range (sales period for forecast) and the corresponding number of days in that range.

Sales Period for Forecast

The date range used to calculate the forecasted demand.

Sales Velocity

Sales velocity = sales ÷ number of days product was in stock for the selected period

Out of stock days are excluded from the calculation - 'in stock' means the inventory level is at least 1 unit.

Sales are the number of units sold for the selected time period (the report's date range) less returns.

The unit sales information comes from the Brightpearl backoffice.

Sales Velocity / Day

Sales velocity per day = sales ÷ days with stock in the time period

Out of stock days are excluded from the calculation - 'in stock' means the inventory level is at least 1 unit.

Sales are the number of units sold for the selected time period (the report's date range) less returns.

The unit sales information comes from the Brightpearl backoffice.

Sales Velocity / Mo

Sales velocity per month = (sales ÷ days with stock in the time period) * 30

Sales velocity/month is sales when the product is in stock averaged for the month.

Out of stock days are excluded from the calculation - 'in stock' means the inventory level is at least 1 unit.

Sales are the number of units sold for the selected time period (the report's date range) less returns.

The unit sales information comes from the Brightpearl backoffice.

Seasonal (Filter)

Using the seasonal filter (where 'Seasonal' is set to 'Yes') will only display variants that are set to use a seasonal forecast.

Sell Through

Sell through = Sales for the selected period ÷ opening stock

Average stock is based on the historical inventory snapshots taken by Demand Planner during the daily data sync with the Brightpearl backoffice.

Opening stock is computed as current stock + sales for the selected period. 'Sales' in Demand Planner is net sales and differs from 'Gross Sales'.

This metric does not take into account stockouts.

Sells Out In

The number of days until a product will be out of stock.

'Sells out in' starts with your forecast, then takes into consideration the current stock and any items on order to calculate when inventory will run out.

'Sells out in first' displays if inventory runs out before a PO arrives (based on expected date).

To see when current inventory will run out, use 'stock cover in days'.

Sells Out In First

If there are products on a purchase order, "Sells Out In First" will indicate if there is a predicted stock out before they arrive.

"Sells Out In" will show when products run out after the PO is delivered.

To see when current stock will run out, use 'stock cover in days'.

Shipping

Shipping is the amount paid by customers on orders to receive their products.

This will not include shipping costs already built into the listed price.

This information comes from the Brightpearl backoffice and cannot be edited in Demand Planner.

SKU

A Stock Keeping Unit refers to a unique code you assign to your variant or product.

This information comes from the Brightpearl backoffice and cannot be edited in Demand Planner.

Stock

Number of units of inventory.

This information comes from the Brightpearl backoffice and cannot be edited in Demand Planner.

Stock % (Stock Percentage)

The number of units of a variant compared to total number of units of all variants, expressed as a percentage.

Stock % = number of units available of one variant ÷ number of all units available across all variants

Stock is the number of units of inventory. This information comes from the Brightpearl backoffice and cannot be edited in Demand Planner.

Stock Begin (Opening Stock)

The number of units at the beginning of the selected period.

Stock Cost

Stock cost = cost × stock

Stock cost is the cost price of all inventory on hand, as defined in the supplier catalog.

Cost price is the variant price in the supplier catalog. This is the price you pay to a vendor per item as noted on your purchase order.

It is recommend that you update cost prices in the Brightpearl backoffice to keep all information in sync (updating costs in Demand Planner will not push that information into Brightpearl).

Stock Cost % (Stock cost percentage of all stock cost)

The total cost of a variant compared to total cost all variants, expressed as a percentage.

Stock cost % = stock cost of one variant ÷ stock cost of all variants

Stock cost is the cost price in the supplier catalog for all inventory on hand.

Cost price is the variant price in the supplier catalog. This is the price you pay to a vendor per item as noted on your purchase order.

It is recommend that you update cost prices in the Brightpearl backoffice to keep all information in sync (updating costs in Demand Planner will not push that information into Brightpearl).

Stock cover in days

The number of days the available inventory will last based on the forecast.

The forecast is the projected customer demand shown as sales in units to cover the "days of stock" period. The forecast is calculated using the sales velocity and the sales trends in recent months (are sales increasing or decreasing?). Sales velocity is the rate of sales excluding out of stock days.

Seasonal products emphasize the sales trends from the prior year rather than the most recent months.

Stock cover in months

The number of months the available inventory will last based on the forecast.

The forecast is projected customer demand shown as sales in units to cover the "days of stock" period. The forecast is calculated using the sales velocity and the sales trends in recent months (are sales increasing or decreasing?). Sales velocity is the rate of sales excluding out of stock days.

Seasonal products emphasize the sales trends from the prior year rather than the most recent months.

Stock End (Closing Stock)

The number of units at the end of the selected period.

Stock Gross

Stock gross = regular price × stock

Regular price is the product retail price before discounts, sometimes called the 'compare to' price. This information comes from the Brightpearl backoffice and cannot be edited in Demand Planner.

Stock is the number of units of inventory. This information comes from the Brightpearl backoffice and cannot be edited in Demand Planner.

Stock in Assemblies

The number of units of a component (variant) which are already being used in finished assemblies.

Stock Retail

Stock retail = price × stock

This will be the retail price of all units in inventory.

Price is the current product retail price as set in the Brightpearl backoffice. It cannot be edited in Demand Planner.

Stock is the number of units of inventory. This information comes from the Brightpearl backoffice and cannot be edited in Demand Planner.

Stock Retail % (Stock retail percentage of all stock retail)

Stock retail % = stock retail of one variants ÷ stock retail of all variants

where

Stock retail = price × stock

This will be the retail price of all units in inventory.

Price is the current product retail price as set in the Brightpearl backoffice. It cannot be edited in Demand Planner.

Stock is the number of units of inventory. This information comes from the Brightpearl backoffice and cannot be edited in Demand Planner.

Stockouts

Stockouts are the days when a product is out of stock.

For example, if stockouts shows as '15', then that means the stock level for the variants was 0 or show as a negative level for 15 days during the date range.

Stockouts % (Percentage of Stockouts)

Stockouts % = out of stock days ÷ days in the selected period

Stockouts are the days when a product is out of stock.

Stockturn

Stockturn = sales ÷ average stock for the selected period

Average stock is based on the historical inventory snapshots taken by Demand Planner during the daily data sync with Brightpearl backoffice. This metric will not be available immediately when starting to use Demand Planner. Historical stock information is recorded starting with the date Demand Planner is installed.

T

Tax

The tax amount paid by customers on orders. This will not include taxes already built into the listed price (i.e. VAT).

This information comes from the Brightpearl backoffice and cannot be edited in Demand Planner.

Title

The variant or product title (name) as defined in Brightpearl backoffice.

To order

To order starts with the replenishment number (the number of units needed in order to meet forecasted demand) and adjusts for vendor considerations including MOQ (minimum order quantity) and UOM (units of measurement).

Total Available Stock

The sum of Available Stock from all compared locations.

Available Stock is inventory on hand at that location in excess of what will be needed during the days of stock (planning period). This metric is based on the lowest amount of stock needed (based on the forecast) during the days of stock. Any inventory available over that amount is identified as available stock.

Total Forecast

Total forecast is the total number of units forecast to be sold after % adjustments are made in the Edit Forecast section of variants.

Total Forecast Revenue

Total forecast revenue is the total revenue forecast after % adjustments are made in the Edit Forecast section of variants.

Total Revenue

Total revenue = gross revenue - discounts - returns + taxes + shipping charges

Total revenue will be a positive number for a sale on the date that an order was placed, and a negative number for a return on the date that an order was returned.

Tracked Inventory (Filter)

Tracked inventory is inventory whose stock levels are being monitored. Untracked inventory could be drop-shipped products or made to order items where you do not need to worry about low or out of stock levels.

Tracked inventory is set in the Brightpearl backoffice and cannot be edited in Demand Planner.

Total To Transfer

From the Compare Warehouses report, Total To Transfer will displays the replenishment amount for the destination warehouse as long as there is available stock in a source warehouse.

If there is not sufficient inventory that can be transferred, then Total To Transfer will be reduced to the source stock amount.

Transfer In

When creating a transfer from one warehouse to another, "Transfer in" represents the incoming stock to the destination warehouse.

It indicates the number of units in active warehouse transfers.

Inventory is considered to be in-transit when it has been despatched from the source warehouse but not yet received into the destination warehouse. This metric will affect your replenishment suggestions.

Transfer Out

When creating a transfer from one warehouse to another, "Transfer out" represents the outgoing stock from the source warehouse.

The metric indicates the number of units in active warehouse transfers, where the transfer has been created and fulfilled but not yet shipped.

U

UOM (Units of Measurement)

The Units of Measurement (UOM) field specifies the granularity of products and is used when products are purchased in boxes.

Used in Assembly Orders

The number of component units (variants) that are on assembly orders in progress (open status).

V

Variants

The most granular level of items for sale in your store.

This will include the type of the item such as the color or size when available, as opposed to products, which are 'parents'.

For example, a particular style of dress would be the product, and then the dress in small is one variant while the dress in medium is another.

Variants in Stock

Recorded at aggregated levels (eg. KPI Reports by Vendor or by Category), this metric records how many Tracked Variants are currently in stock within the aggregated data set.

Vendor

Vendor is the distributor with whom you place orders. For example, Running Shoe Distributors.

Vendor Reference

Use this field in your purchase order when the vendor uses a different SKU or code than you use in your store.

To add Vendor Reference to your purchase order or transfer, click 'Switch to advanced mode' while editing your order, then enable 'include vendor SKUs'.

Vendor Product Name

A product name given by your vendor. This can be noted on purchase orders and is particularly helpful when you and your vendor have different names for the same item.

To add Vendor Product Name to your purchase order or transfer, click 'Switch to advanced mode' while editing your order, then enable 'use my titles as vendor product names'.

Visible (Filter)

Visible items are items that are displayed on your website. Some merchants will create the product page but not make the item live on their sites, so those would not be visible items.

An item's visibility is set in the Brightpearl backoffice and cannot be edited in Demand Planner.

W

Warnings

Warnings indicate no sales for a product or extended stockouts.

Wholesale Units

The number of units sold on wholesale orders during the report's date range.

Y

Yesterday Sales

The number of units sold the previous calendar day.