View the quick print version here: Quick Start Guide

Need more guidance? You can download the full version here: Inventory Analyst Full User Manual.pdf

Inventory Analyst: Quick Start Guide

  • Log in to Inventory Analyst with username and password
  • Go to Admin > Catalog > Parts Click “Choose File” button

  • Select desired parts catalog .csv file
  • Go to Admin > Catalog > Part to Vehicle
    • Click “Choose File” button
    • Select desired parts catalog .csv file
  • Go to Demand Forecast > Build > Regions

  • Select desired regions for query either by:
    • typing in said regions to “Add Regions,” or
    • selecting them directly on the map
  • Go to Build > Vehicles and make proper selections (Vehicle Type, Make, etc.), “Add” them to the query and click “Next”
  • Go to Build > Parts and select your desired search filters (Part Number, Part Type, etc.), “Add” them to the query and click “Next”
  • A “Preview” page will appear, review your search parameters
  • Click the “Run Demand Estimate” button to run query
  • A four-square display of various results will appear:
    • (1) A table of various parts and part categories
    • (2) A map with selected regions
    • (3) A histogram with VIO population and matching parts (by vehicle type)
    • (4) A scatter plot with VIO data (which can be altered to display other, various data types)

  • Go to Admin > Adjustments > Replacement Rates in order to view Replacement Rates:
    • Acquire rates for various part categories by using the dropdown
    • Filter data by vehicle types by utilizing the radio buttons designated for that purpose
    • Enter in coefficients into lines designated
  • Go to Admin > Adjustments > County Adjustments in order to upload a County Adjustment file
  • Go to Admin > Adjustments > Vehicle Adjustments in order to upload a Vehicle Adjustment file
    • Select desired part category from the dropdown
    • Make selections from the various tables which open (Vehicle Types, Makes, Models, Years)
    • Click the “Upload Vehicle Adjustments” button which opens dialog with the “Choose File” button
  • Go to Admin > Organization > Info to view general Organization info
  • Go to Admin > Organization > Issues to view a summary status of current state of various catalogs
  • Go to Admin > Organization > Roles to create roles and to:
    • set specific permissions for each role by selecting button for new role and utilizing the checkboxes which appear adjacent to each various permission
  • Go to Admin > Organization > Teams and add new teams by clicking “Add Team” button and filling out a name and description of team
  • Go to Admin > Organization > Users and create a new user by clicking “Create User” button
    • Enter email, assign a role (from dropdown) and add user to a team
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