Inventory Settings
Policies, thresholds, automation rules and access.
Active policies
42
Automation rules
412
Users with access
34
Active policies
42
Automation rules
412
Users with access
34
Approval thresholds
6
Pending changes
5
Last policy review
12 Jun
Operational workspace — what is happening
Configuration status
LiveReorder policies
412
Expiry rules
18
Count schedules
12
Alert rules
36
Integrations
5 active
Draft changes
5
Policy and threshold register
| Policy | Scope | Current value | Proposed | Owner | Status |
|---|---|---|---|---|---|
| Safety stock cover | All SKUs | 5 days | 7 days | Planning | Proposed |
| Fresh minimum cover | Fresh | 6 days | 9 days | Category | Approved |
| Auto-order limit | B-class | ₦500,000 | ₦1,000,000 | Procurement | Proposed |
| Expiry markdown trigger | All | 30 days | 45 days | Pricing | Proposed |
| Count frequency — A | A-class | Monthly | Monthly | Inv. Control | Active |
| Variance write-off limit | Branch | ₦50,000 | ₦75,000 | Finance | Under review |
Configuration change log
Live feed- Policy approved17:50Fresh cover 6d → 9d
- Change proposed16:30Auto-order limit ₦1M
- Alert rule tuned14:20Expiry window 21d → 30d
- Access granted11:45New planner · read/write
- Integration synced09:10Supplier price feed
Configuration approval queue
6 in queueSafety stock cover 5d → 7d
Planning
Auto-order limit increase
₦500k → ₦1M
Markdown trigger 30d → 45d
Pricing
Variance write-off limit
Finance review
Quarterly policy review
Overdue since Jun
Access recertification
34 users
Analytics workspace — why is it happening
Automation rules vs manual interventions
6 monthsFebMarAprMayJunJul
Rules by domain
Reorder46%
Alerts20%
Expiry14%
Counts12%
Transfers8%
Config changes by month
FebMarAprMayJunJul
Most-changed policy areas
Ranked#1
Reorder points
62
#2
Alert thresholds
41
#3
Approval limits
26
#4
Count schedules
18
#5
Markdown rules
12
Approval limits — role × domain
Heat map| Reorder | Transfer | Write-off | PO | Markdown | Count | |
|---|---|---|---|---|---|---|
| Branch Mgr | 20 | 40 | 20 | 0 | 20 | 60 |
| Inv. Planner | 80 | 80 | 40 | 40 | 40 | 100 |
| Procurement | 100 | 60 | 40 | 100 | 20 | 20 |
| Finance | 60 | 40 | 100 | 80 | 100 | 60 |
Governance maturity
Multi-factorRole permission matrix
Comparative| Role | View | Edit stock | Approve PO | Write-off | Change policy |
|---|---|---|---|---|---|
| Branch Manager | Yes | Branch only | No | ≤ ₦50k | No |
| Inventory Planner | Yes | Yes | ≤ ₦1M | ≤ ₦100k | Propose |
| Procurement Lead | Yes | No | ≤ ₦10M | No | Propose |
| Finance Controller | Yes | No | ≤ ₦25M | Unlimited | Approve |
| Executive | Yes | No | Unlimited | Unlimited | Approve |
Management workspace — exceptions & approvals
Exception centre
3 openQuarterly policy review overdueInventory Control
Last completed in June; parameters have drifted since.
Five changes waiting on approvalFinance Controller
Two affect reorder behaviour and are blocking planning work.
Access not recertified this halfIT Security
34 users hold inventory write permissions.
Pending approvals
Awaiting sign-off- ReviewSafety stock cover increase5d → 7d
- ReviewAuto-order limit to ₦1MB-class SKUs
- ReviewMarkdown trigger to 45 daysImproves expiry recovery
Manager action queue
Assigned| Action | Owner | Due | Priority |
|---|---|---|---|
| Clear the configuration approval queue | Finance Controller | Today | Medium |
| Run the overdue policy review | Inventory Control | This week | High |
| Recertify user access | IT Security | This month | Medium |
| Document every automation rule owner | Analytics | Next week | Medium |
| Set a standing quarterly review date | Inventory Control | Month end | Low |
Escalations
Routed upwardExecutive intelligence — what to do next
Executive summary
Auto-generated · demoAutomation has grown steadily — 412 rules now handle work that required 182 manual interventions six months ago — but governance has not kept pace. The policy review is overdue, approvals are queuing, and access has not been recertified, which together create the conditions for silent parameter drift.
Health score
Strong
Opportunity score
Stable
Risk score
Watch
Confidence
Strong
Key insights
- Manual interventions have fallen 43% as rule coverage widened.
- Reorder parameters are the most frequently changed and least formally reviewed area.
- Approval limits are well segregated between operational and finance roles.
Business risks
Parameter drift
Unreviewed rules quietly stop matching real demand.
Access creep
Write permissions have not been recertified this half.
Growth opportunities
Standing quarterly review
Prevents the drift that currently drives reorder exceptions.
Rule ownership register
Every rule with a named owner and review date.
Performance highlights
Automation rules
412
Manual work
-43%
Pending changes
5
Review status
Overdue
AI recommendations
Confidence weightedLock a quarterly parameter review into the calendar
Owned by Inventory Control with finance sign-off.
90%
Approve the pending reorder policy changes
They are already blocking planning improvements.
87%
Recertify inventory write access
Standard half-yearly control that is currently missed.
92%
Forecast
Automation rules versus manual interventions per month.FebMarAprMayJunJul
Recommended actions
- 1.Approve the five pending changes
- 2.Schedule the overdue review
- 3.Start access recertification