How Do I View My Walmart Instocks?
Learn About:
- How to pull your current instocks report
- How to pull your historic instocks report
- The results of these reports
Keeping track of store instock levels is a vital aspect of managing a Walmart business. Forecasts and supply chain execution are major drivers for maintaining stock levels, but how do you determine your store’s instock levels? What details are available in Basic, and which are available in Charter?
This article explains how to pull reports for Walmart instock data in Luminate/Scintilla, after a brief review of the previous method using Retail Link.
Note: In Fall 2024, Walmart rebranded Luminate as Scintilla. For clarity, both names are used in this article.
Viewing Instocks in Retail Link
Previously, suppliers used the Decision Support System (DSS) app in Retail Link to pull data for:
- Instock %: Valid stores with at least one unit on hand. Does not consider forecasted demand.
- Replenishment Instock %: Compared store inventory to forecasted daily demand to determine if stores could meet customer demand.
- Customer Instock %: Considered valid and invalid stores with at least one unit on hand.
These metrics have near-identical equivalents in Luminate/Scintilla, making pulling reports as straightforward as it was in DSS.
Related Reading: Replenishment 101: What is Replenishment?
Instock Terms in Luminate
Here are some essential Luminate instock terms and their DSS equivalents:
Term | Definition | DSS Name | Available in |
---|---|---|---|
Instock % | Percentage of stores with on-hand inventory. | curr_instock% | Basic, Charter |
Replenishment Instock % | Percentage of replenished inventory becoming instock. Averaged over the selected period. | avg_repl_instock% | Basic, Charter |
Store Replenishment Instock % | Metric for store capacity to meet demand. "Out of Stock" occurs when “On Hand Qty” < “Demand Forecast.” | N/A | Basic, Charter |
Replenishment Instock % EOP | End-of-period metric for replenished inventory becoming instock. | avg_repl_instock_% | Basic, Charter |
Replenishment Instock Numerator - Last Year | Aggregation when replenishable indicator equals 1. | repl_instock% | Charter only |
Replenishment Instock Denominator - Last Year | Store/item combinations eligible for replenishment instock reporting. | repl_instock% | Charter only |
For the full list of Luminate business element names, visit Walmart Luminate > Resources > Data Dictionary.
How to Pull Instocks in Luminate
Navigate to Walmart Luminate > Report Builder > Dataset > New Report > Store Sales & Inventory (SSI).
In Report Builder, there are a number of routes to view instocks. The most common, however, is the Store Sales & Inventory dataset, which will provide suppliers with a wide range of other sales and performance data.
Once you’ve selected the Store Sales & Inventory tab, the Data Preview will be visible on the right side of the screen.
By clicking, “Use this dataset” at the bottom, you will be navigated to a page for selecting the reports Columns. From there, the data can be pared down depending on the time period and the subset of data desired for the report, as well as a reminder of the minimum requirements for a report:
- 1 Dimension/1 Metric
- Time Filter
###Selecting Columns for the Report
After selecting a time frame, you can search for the columns that you would like to include in the report. The available "instock" reports in Luminate Basic are:
-
Instock % - Last Year
-
Instock % - This Year
-
Replen Instock % - Last Year
-
Replen Instock % - This Year
-
Replen Instock % - Last Year EOP
-
Replen Instock % - Last Year EOP
Some of the relevant reports that are only available in Charter are:
-
Replenishment Instock Denominator - Last Year
-
Replenishment Instock Denominator - This Year
-
Replenishment Instock Numerator - Last Year
-
Replenishment Instock Numerator - This Year
Other relevant columns that could help to narrow the report could be item, store, or DC indicators.
Selecting Filters for the Report
After the desired columns have been selected, picking a filter will set you up for running the report. This is the other dimension/metric that is required to run a report.
The Walmart Calendar Week filter is a required dimension to run these reports, and it represents the time span that the report covers. Once you click “Filters,” the options will pop up again on the right navigation.
Customizing the Report
After clicking "Create," the screen below will pop up to allow for customization, formatting, and scheduling of the report.
After this stage, click "Create" again, and wait until the report is finished. The "Notify via Email when complete" is automatically selected, and it is highly recommended given the variable timeframes that actually running a report can take. Most reports take around 30 minutes, but, depending on the level of detail/complexity in the report, they can take up to an hour to run.Â
Running a Report for Store Replenishment Instock %
The Store Replenishment Instock % data is not in the Store Sales & Inventory dataset, but it can be pulled from the FY Vendor Scorecard and the Vendor Scorecard. For those, just run them like usual (see our article on How to Pull the Supplier Scorecard in Luminate), and go to the corresponding column in the report.
To view the Replenishment Instock Numerator and Denominators for This Year and Last Year, you have to have a Charter subscription.
Related Reading: DSS Aliases in Luminate
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Written by Hudson Bercier
About Hudson Bercier
Hudson, Associate Product Manager for the Walmart Deductions Team, streamlines deduction management with expertise and a dedication to efficiency.
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