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Product Take-Rate Analysis

Product Take-Rate Analysis turns expected monthly sales of a configured product into an item-level demand and inventory plan. It uses the product's active item mappings and the expected selection rate for each attribute option.

Before You Begin

You need a configured product with active, attribute-based item mappings. The analysis only includes items supplied by those active mappings. Set item lead times and minimum order quantities (MOQ) where they are known; the analysis can use assumptions while those values are being confirmed.

To open the feature, go to Setup > Products, open the product, and select Take-rate analysis. Users need the Purchasing role.

Build a Scenario

  1. Enter a meaningful Scenario Name.
  2. Enter the low, expected, and high number of products expected per month, along with the safety-stock percentage.
  3. For every attribute, set an option take rate. The options for each individual attribute must total exactly 100%. Use Balance Remaining to distribute the unallocated percentage among the other options.
  4. Select Update Simulation to recalculate demand and inventory recommendations.

An item mapping with more than one attribute condition uses the combined probability of those conditions. For example, an item mapped to Color = Red at 30% and Voltage = 480V at 20% has a 6% combined take rate. Its demand is that rate multiplied by the scenario volume and the mapped item quantity.

For each projected item, the analysis shows low, expected, and high monthly demand, lead time, MOQ, and the recommended inventory level. Expected monthly demand is rounded up to a whole item.

The recommendation is calculated from expected demand during the lead-time period, increased by the safety-stock percentage, then rounded up to the nearest MOQ:

Recommended level = ceil((expected monthly demand x lead-time days / 30.4375 x (1 + safety stock %)) / MOQ) x MOQ

The analysis takes lead time and MOQ from the scenario when you have overridden them; otherwise it uses the item master values. If no lead time is available, it assumes 42 days. If no MOQ is available, it assumes 1. An assumed value is a planning aid, not a change to the item master.

Use Update beside a lead time to apply the scenario value to that item's master record. Editing an MOQ changes the scenario value only. Use Export CSV to download the projections, including on-hand, recommended level, and shortfall or surplus when on-hand inventory is provided.

Save and Publish

Choose Save Draft to retain a work-in-progress scenario. When it is ready for review, choose Approve; an approved scenario can then be Published. Published scenarios are locked. To make changes, open the published scenario and choose Save as New Draft.

Publishing sends the saved scenario to a configured integration. See Product Take-Rate Analysis Webhook for developer setup and delivery guidance. A published scenario does not create purchase orders, reserve inventory, or automatically update MOQ values.

Tips

  • Re-run the simulation after changing sales volumes, take rates, safety stock, lead time, or MOQ.
  • Revisit the analysis when active item mappings change: saved scenarios use the product's current mappings when they are calculated.
  • A product with no active attribute-based item mappings produces no projected demand.