Item Intelligence
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      Tutorial Item Intelligence

      Introduction

      AI Item Intelligence by Data Courage monitors, analyzes, and identifies sales opportunities and risks within your product catalog.

      Key Features:

      • Designed for Business Central

      • Powered by Artificial Intelligence

      • User-Friendly Interface

      • Quick Implementation

      • No Technical Training Required

      The solution groups items with similar sales performance and behavior into intelligent, KPI-driven categories. Each group reflects actionable patterns in inventory, sales velocity, and promotional performance.

      Installation

      AI Item Intelligence is available via Microsoft AppSource and Business Central's Extension Management.

      Steps:

      1. Search for AI Item Intelligence

      2. Click Get it Now

      3. Confirm your Microsoft credentials

      4. Select your language and country

      5. Wait ~1 minute for installation to complete

      6. Start using the app!

      A valid Data Courage subscription is required to activate the extension.

      Make sure the Business Central role has permission to the following objects:

      • Customer

      • User Task

      • Tile Management

      • Tiles Settings

      Getting Started

      The app includes built-in tooltips and fact boxes, as well as item-level insights. Below is an explanation of key terms.

      KPI Dictionary – Group Indicators

      The solution includes 24 indicators, each representing a different insight into item sales and health.

      Label Description
      New tactics needed! Declining sales despite ample stock
      Clear it out! Declining sales + promotions + surplus inventory
      Time to promote! Important items with sales drop but no promos
      Revamp your promo! Key items with falling sales despite promotions
      Keep it up! Rising sales, no promotions, healthy stock
      All’s good! Solid sales supported by successful promotions
      Bestseller alert! Strong performers with large inventories
      Successful promotion! Promo-driven sales success
      Time to restock! Declining sales and inventory risk
      Last chance! Low stock + declining sales + active promotions
      Order more! Key items with falling sales and low stock
      Action needed! Decline in key item sales despite promotions
      Stock up on demand! Average items with rising popularity
      Almost gone! Fast-selling items on promotion
      Rising Star! Fast sales without promo – high potential
      Premium demand! Strong sales during promotion
      Scrap! Failed product launch
      Good premiere! Solid product launch
      Promising! Positive early sales
      Go! All stock sold out – success
      Burn it! Low chance of selling – write-off likely
      Can be back! No recent sales, but future potential remains
      Non-sales stock! Inactive inventory with no transactions
      Obsolete Items Dead stock – no sales, no movement
       

      Item Groups

      Groups are automatically generated based on performance similarities across KPIs. Items within the same group exhibit comparable behavior, enabling focused action per category.

      Using the App

      Start and End

      Navigate to the Item Intelligence tab under Actions, where three core functions are available:

      Item Intelligence Setup

      Define classification settings such as:

      • Period Length: e.g., -7D for the last 7 days, -3M for 3 months

      • Frequency of refresh

      Item Intelligence Groups

      Import group definitions via CSV:

      • Click Actions > Import > Group Definition Import > OK > Choose

      • Select the .csv file provided and upload

      Item Intelligence Data Upload

      Initiates the algorithm. It adheres to your defined scheduler and refresh rules.

      Selecting Groups and Filters

      The Home Page presents up to 24 Group Indicators as interactive tiles (tiles with no items are hidden if the "Hide Empty Groups" option is active).

      Item Details and History

      Clicking a tile opens a detailed view for that group. Data presented may include:

      • Item No.

      • Item Description

      • Current Stock

      • First Sales Date

      • Last Sales Date

      • Sales Amount (in period)

      Tabs and fields vary based on data availability in Business Central.