CFO: home stockout, read from Epicor
A home CFO on Epicor should not be hunting for stockout problems. Ward raises them daily.
How a home CFO runs stockout on Epicor
Your P&L surprises are born on the store floor. Ward hands you findings scoped to finance decision-making.
Stockout Prediction, in one sentence. Ward detects SKUs trending toward zero-on-hand and alerts your team with replenishment recommendations before customers notice.
Applied to Home Improvement, the surface area is 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.
What Ward does with that: Ward analyzes sell-through velocity, current inventory levels, lead times, and supplier reliability to predict stockouts 24-72 hours before they occur.
Setup: Ward connects via Epicor REST API. Compatible with Epicor Prophet 21 and Epicor Eclipse.
What you get
- Priority ranking by revenue impact
- Reduce lost sales by catching gaps early
- Automated replenishment recommendations
- Supplier-aware lead time modeling
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 Stockout matters for Home retail
A missing grout SKU doesn't just lose a grout sale, it kills the entire tile project basket. Ward models project basket dependencies and scores stockout predictions by basket-impact, prioritizing replenishment on the items with the highest project-abandonment risk.
What Ward has eyes on.
Ward monitors 50,000+ SKUs across your stores, at the store-category level rather than the chain roll-up. The metrics under watch include project basket value, seasonal accuracy, long-tail turn. A roll-up hides a single-store problem inside a healthy average, which is how project basket identification stays invisible for a quarter.
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 cards. Your ERP is untouched.
Know before the shelf empties. Ward runs the model continuously rather than on a reporting cycle, which is why a finding lands the morning the pattern starts instead of at the end of the period.
At the metric level. Ward accounts for project basket dependencies, seasonal demand curves, Pro customer bulk patterns, and the outsized revenue impact of missing a low-cost component that completes a high-value project.
Why this combination
is its own problem.
Most stockout projects stall at data access. This one does not, because Epicor already exposes sales orders, inventory, purchase orders through an API Ward reads directly.
- 01 Seasonal spring/summer surges are modeled by chain-wide curves that miss the regional weather variance, Northeast deck season starts 4-6 weeks after Southeast.
- 02 Pro customer bulk orders aren't modeled separately from DIY single-unit demand; a Pro pulling 50 units of fastener creates a stockout that DIY-grade replenishment can't cover.
Benchmarks. Home improvement project basket abandonment: a missing $5 component routinely costs $150-400 in lost project basket revenue. Pro customer baskets average 3-8x DIY size and have markedly different replenishment urgency.
What the first 90 days
actually look like.
-
01
Week 1: read-only connection
Ward reads from Epicor with read-only credentials and begins ingesting sales orders and inventory. No config changes on your side. First findings arrive in two days.
-
02
Weeks 2 to 3: baselines
Ward needs roughly two weeks of history per store to separate a real deviation from normal variance. During this window the insight cards are directionally right and the thresholds are still moving.
-
03
Weeks 4 to 12: operating rhythm
Insight cards arrive every morning and get triaged like any other queue. Most teams find the volume settles into something one person clears in ten minutes. What matters is the action rate, not the alert count.
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 detects SKUs trending toward zero-on-hand and alerts your team with replenishment recommendations before customers notice. 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 analyzes sell-through velocity, current inventory levels, lead times, and supplier reliability to predict stockouts 24-72 hours before they occur.
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 accounts for project basket dependencies, seasonal demand curves, Pro customer bulk patterns, and the outsized revenue impact of missing a low-cost component that completes a high-value project.
Ward detects a popular deck stain trending toward stockout as spring project season peaks. The insight goes beyond the stain itself: project basket analysis shows customers buying this product also purchase brushes, drop cloths, and sandpaper. Ward issues a prediction card with full basket-impact context, and the DC team expedites replenishment to protect total project basket revenue across affected stores.
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
See what Home stockout problems Ward catches.
Root causes, not just alerts. See it on your data.
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