Fill Rate Monitoring: Home retail, Epicor data, Finance decisions
Your P&L surprises are born on the store floor. Ward picks up home fill rate movement in your Epicor data early, with what caused it and a recommended action attached.
How a home CFO runs fill rate on Epicor
Your P&L surprises are born on the store floor. Ward filters to what a CFO can act on and drops the rest.
What fill rate monitoring does: Ward monitors on-shelf availability across your entire estate and flags stores or categories dropping below threshold.
A Home Improvement operator is continuous review 50,000+ SKUs throughout stores. Project-based purchasing, long-tail SKUs, and seasonal volatility. Ward manages the complexity of 50,000+ SKU environments with ease.
How it runs. Ward tracks expected vs actual on-shelf availability at the store-category level and escalates when fill rate drops below configurable thresholds.
The connection itself. Ward connects via Epicor REST API. Compatible with Epicor Prophet 21 and Epicor Eclipse.
What it does
- Threshold-based alerting
- Store-vs-estate benchmarking
- Category-level drill-down
- Estate-wide fill rate dashboard
Chat
Ask anything. Ward routes to the right agent and returns cited answers.
I pulled the spring pre-build against the last three seasons and the weather signal for the 22 Southeast stores.
| Signal | Finding |
|---|---|
seasonal_prebuild | Mulch on-hand hit 61% of plan the week temps broke 70°F |
dc_push | DC push started 9 days after the first-warm-week trigger, LY it was 2 |
attach.project | Soil and edging attach fell 18% at stores that gapped on mulch |
Recommend: tie the push trigger to the 10-day forecast instead of the calendar week, pre-position two truckloads at the 8 stores that gapped, and re-set the attach endcap.
seasonal_prebuild…
Reporting
Pinned views built from saved data-lake queries. Every number re-derivable from its SQL.
| Model | Horizon | MAPE |
|---|---|---|
holt_winters | 4wk | 4.1% |
arima_sarimax | 13wk | 8.9% |
gbm_demand | 1wk | 2.1% |
bayes_hier | new store | 11.4% |
Sources
Connect external systems to the data lake.
| Name | Type | Last sync |
|---|---|---|
epicor_pos_transactions | import | 2m ago |
epicor_special_orders | import | 2m ago |
netsuite_inventory_snapshot | import | 14m ago |
retail_seasonal_prebuild | import | 1h ago |
retail_sku_velocity | import | 1h ago |
retail_pro_account_sales | import | 1h ago |
retail_weather_daily | import | 1h ago |
Policies
Browse and manage Cedar access policies for your tenant.
| Policy ID | Effect | Resources |
|---|---|---|
merch-read-default | permit | Model::* |
pro-team-read-accounts | permit | Model::"pro_account_sales" |
vendor-blocked | forbid | Model::"labor_*" |
supply-read-orders | permit | Model::"special_orders" |
Why Fill Rate matters for Home retail
A store can report 96% fill rate while missing the one fastener that completes every deck project basket. Ward monitors fill rate through a project-basket lens, flagging when project-critical items drop below threshold even if aggregate availability looks healthy.
What Ward has eyes on.
Every one of your stores gets its own baseline. Ward tracks project basket value, seasonal accuracy, long-tail turn against it and raises only the deviations that hold up. The two that show up most in home retail are project basket identification and seasonal pre-positioning, and both are baseline problems before they are P&L problems.
Ward pulls from Epicor rather than replacing it. Sales orders, inventory, purchase orders come across on a read-only connection, get enriched with contextual data, and come back as findings. Your ERP is untouched.
The fill rate model runs daily, not on a reporting calendar. It catches the pattern, traces the driver, and attaches what to do about it before the number reaches a review deck.
At the metric level. Ward tracks project-basket completion rates, department availability with project-dependency weighting, seasonal merchandise positioning timing, and Pro customer order-fill rates, since Pros expect near-perfect availability and defect immediately on gaps.
Why this combination
is its own problem.
A CFO does not need the fill rate model explained. They need to know which stores moved, why, and what to do by end of day. Ward writes the finding at that altitude.
- 01 Fill rate measured at the SKU level masks project-basket completion; a deck-project basket that needs 12 SKUs has a much lower complete-basket availability than any individual SKU's availability suggests.
- 02 Pro customer order fill rate is benchmarked against estate-wide DIY fill, hiding the much steeper Pro defection curve when a flagged SKU goes out of stock.
Benchmarks. Home improvement project-basket completion: healthy chains run 88-94% on the top-100 project baskets; below 80% on a top basket cuts category revenue 3-7% over the affected weeks. Pro customer fill rate matters disproportionately, Pros typically defect after 2-3 stockouts on flagged SKUs.
What the first 90 days
actually look like.
-
01
Week 1: connect
Read-only credentials to Epicor. Ward reads sales orders, inventory, purchase orders and starts building baselines. First insight cards land inside 48 hours, before baselines are stable, so you can see the shape of the output early.
-
02
Weeks 2 to 3: calibration
Baselines stabilize per store and per category. Ward stops flagging normal variance and starts flagging exceptions. This is the window where the false positive rate drops sharply.
-
03
Weeks 4 to 12: steady state
Ward delivers findings on a daily cycle, each with what caused it and what to do about it. Volume settles at a level a single person can read over coffee. The measure of success is not how many insight cards arrive, it is how many get acted on.
How Ward connects to Epicor
Ward integrates with Epicor for home improvement, furniture, and building supply retailers. Inventory, purchasing, production, and sales data power insight cards.
Setup: Ward connects via Epicor REST API. Compatible with Epicor Prophet 21 and Epicor Eclipse.
Data Ward reads from Epicor
Impact metrics with Epicor
Data lake enrichment
Ward enriches Epicor data with: Sales orders, Weather & events, Contractor/Pro data, Competitor pricing, Vendor scorecards
Your P&L surprises are born on the store floor.
- ×Margin erosion only surfaces at month-end close
- ×Inventory carrying costs are a black box
- ×Working capital tied up in slow-moving stock nobody is watching
- ×Same-store sales comps lack decomposition into actionable drivers
- ×Capex decisions for store remodels lack unit-economics evidence
- ✓GMROI tracking by category with weekly insight cards
- ✓Inventory carrying cost alerts when capital efficiency drops
- ✓Working capital optimization recommendations based on turnover trends
- ✓SSS decomposition into traffic, conversion, and basket components
- ✓Store-level unit economics cards for capex prioritization
Inventory distortion, overstock and out-of-stock combined, costs retailers $1.77 trillion globally. Source: IHL Group
Home KPI impact
Frequently asked questions
Ward monitors on-shelf availability across your entire estate and flags stores or categories dropping below threshold. For Home retail specifically, Ward monitors 50,000+ SKUs across your stores and delivers automated insight cards with root cause analysis and recommended actions.
Ward tracks Project basket value, Seasonal accuracy, Long-tail turn, Pro customer share, Attachment rate at the store-category level. Ward tracks expected vs actual on-shelf availability at the store-category level and escalates when fill rate drops below configurable thresholds.
Ward connects via Epicor REST API. Compatible with Epicor Prophet 21 and Epicor Eclipse. Data points include: Sales orders, Inventory, Purchase orders, Customer accounts, Pricing tiers, Vendor performance.
Yes. Ward reads Epicor data and combines it with contextual signals (weather, events, demographics) to generate Home-specific insight cards. No custom development required.
Your P&L surprises are born on the store floor. Ward solves this with automated insight cards: GMROI tracking by category with weekly insight cards. Inventory carrying cost alerts when capital efficiency drops. Working capital optimization recommendations based on turnover trends.
Ward delivers daily insight cards covering Project basket value, Seasonal accuracy, Long-tail turn, tailored for Finance decision-making. Each card includes what changed, why it matters, and what to do next.
Ward tracks project-basket completion rates, department availability with project-dependency weighting, seasonal merchandise positioning timing, and Pro customer order-fill rates, since Pros expect near-perfect availability and defect immediately on gaps.
Estate-wide fill rate looks healthy, but Ward's project-basket analysis shows the "deck build" basket has far lower complete-basket availability because a single specialty fastener is out of stock. A standard fill rate report would bury this item among 50,000 others. Ward surfaces it through basket completion analysis, and the supply chain team expedites the item to restore project-level availability within days.
First insight cards arrive within 48 hours of data connection. Ward needs approximately 2 weeks to establish stable baselines for your specific operation.
No. Ward sits on top of your existing stack. It is the proactive intelligence layer that watches your data continuously and delivers insight cards, so your team acts on findings instead of hunting for them.
Related solutions
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Root causes, not just alerts. See it on your data.
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