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Looking for GI filter advice/how-to for same stock item attributes

  • July 8, 2025
  • 6 replies
  • 107 views

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Hello,
I am building a GI screen specifically meant for our merchandising team to be able to review matrix/stock items of a certain status, to see if the item status needs updating. The main intent would be for archiving/deactivating products or otherwise moving them out of active status if they meet the criteria.

 

The struggle I’m having is looking for a filter solution around attributes, since we only retire, reorder, etc full color or design lines as a group. 

The use case example would be:
On a t-shirt product, which has “color” and “size” attributes– when all of the matrix SKUs of the same color under the same template id have sold out, that color line should be reviewed to see if that color specifically should be archived, reordered, not reordered, etc. 
(So if t-shirt BLUE size small is sold out, but t-shirt BLUE size large still has a lot of inventory, we don’t want the BLUE matrix/stock items to show up in the review. Only when the whole color line is sold out.)

 

I am puzzled how to make a filter that does something of the following to make this work:

  1. A boolean true/false on the stock/matrix item row if QTY available = 0 on ALL of {X} attribute of the same template id
  2. A GI level filter where stock items will only be visible on the GI results if the QTY available, template id, and 1 attribute of the stock/matrix item all match
  3. ? Some other filter or boolean that would allow further GI filters to accomplish the same?


Here’s some example of filters I already set on the screen, but it is pulling in all stock item/matrix items regardless if it’s the whole attribute line or not, which is what I need to improve on.
 

“Review to see if we want to mark it DNR (no not reorder = no purchases), or RO/reorder the line”
QTY available = 0
QTY on purchase orders = 0
Item status = active

“Review items that are already not being reordered, to see if they should be archived/retired”

item status = no purchases (DNR/don’t reorder)
QTY available = 0
QTY on purchase orders = 0

We just need the improvement to filter down to full attribute lines only or at least signify them with true/false or such.
Otherwise it may not be obvious if the whole line is there or not. (Else a t-shirt might have S-XL sizes showing since they’re all OutOfStock, but there’s actually a XXL size not showing that still has inventory…. etc)

I’ve attached the XML for anyone interested or if that helps guide an answer.

Thank you for any input!

Best answer by lauraj46

Hi ​@AHanke ,

To dynamically group items based on different attributes, my thought is to define a stock item attribute on the template item named ‘Group’.  This would represent the grouping attribute for that template item. 

In the underlying DAC, attribute values are stored in the CSAnswers table.  With some clever joins, you should be able to get a total quantity for the items that share the specified attribute.  I haven’t tested this, but it could be something like this:    

          InventoryItem.NoteID = CSAnswers.NoteID and CSAnswers.AttributeID = ‘Group’

          CSAnswers.ValueID = CSAnswers2.PropertyID and CSAnswers2.NoteID = InventoryItem2.NoteID and InventoryItem2.TemplateID = InventoryItem.InventoryID

          Group on CSAnswers2.ValueID

          Sum on InventortyItem2.QtyAvailable

          InventoryItem represents the template item and InventoryItem2 is an alias to InventoryItem that represents the matrix item. CSAnswers is the Group attribute, and CSAnswers2 is the attribute itself to group on.

Do you need to see all of the matrix items in the results grid?  If this isn’t a requirement, you could configure a side panel to display and review the related matrix items.

Alternatively, if you need to see details, you might consider building this in the report designer and users could export the results to Excel.  In the Report Designer you could make the detail visible or not based on the sum of the total qty on hand for the group.

Hope this helps!

Laura

6 replies

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  • Varsity I
  • July 9, 2025

A couple of questions:

Is the blue t-shirt a template item or is blue just one of the variants on the template item?

Are we talking about only reviewing matrix items as you slip stock items in a few times in your description?

 


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  • Author
  • Freshman I
  • July 9, 2025

@johnw51 These would be matrix items of the same template item. It would be “when the template id is the same + all matrix items of that template id that share one attribute”

example:

The “show on GI” depending on what’s achievable could be just a boolean value that’s filterable instead of an actual GI filter that prevents it from showing, but hopefully the above explains the example better for the functionality goal.


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  • Varsity I
  • July 9, 2025

Do you have items that you want to filter on more than one attribute.  For example, T-shirt A you would filter on Color while Shoe B is filtered on Design.  Are there items that might filter on Color and Design where all Sizes have 0 qty available?

 


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  • Author
  • Freshman I
  • July 9, 2025

@johnw51 that would be pretty rare, and cool if we could do, but I feel like that would over complicate the filter(s). We are fine if it’s only one of the attributes that match, since that is the vast majority of our catalog. So in example, the below would also be acceptable:
 

I’m aware that per the above the double size 6s might slip through in the exact example above as well but the likeliness of that happening in our catalog is so slim that it’s still acceptable. Since we order or archive color/design/type lines in groups, that’s the main key. (we would never archive or purchase just the “small” if sold out, etc, only when all of the “blue” etc was sold out and needs review) 


lauraj46
Captain II
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  • Captain II
  • Answer
  • July 10, 2025

Hi ​@AHanke ,

To dynamically group items based on different attributes, my thought is to define a stock item attribute on the template item named ‘Group’.  This would represent the grouping attribute for that template item. 

In the underlying DAC, attribute values are stored in the CSAnswers table.  With some clever joins, you should be able to get a total quantity for the items that share the specified attribute.  I haven’t tested this, but it could be something like this:    

          InventoryItem.NoteID = CSAnswers.NoteID and CSAnswers.AttributeID = ‘Group’

          CSAnswers.ValueID = CSAnswers2.PropertyID and CSAnswers2.NoteID = InventoryItem2.NoteID and InventoryItem2.TemplateID = InventoryItem.InventoryID

          Group on CSAnswers2.ValueID

          Sum on InventortyItem2.QtyAvailable

          InventoryItem represents the template item and InventoryItem2 is an alias to InventoryItem that represents the matrix item. CSAnswers is the Group attribute, and CSAnswers2 is the attribute itself to group on.

Do you need to see all of the matrix items in the results grid?  If this isn’t a requirement, you could configure a side panel to display and review the related matrix items.

Alternatively, if you need to see details, you might consider building this in the report designer and users could export the results to Excel.  In the Report Designer you could make the detail visible or not based on the sum of the total qty on hand for the group.

Hope this helps!

Laura


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  • Author
  • Freshman I
  • July 16, 2025

@lauraj46 that sounds like the best solution, though a little above my skill set so it may take me awhile to get it in place. I will report back once figuring it out to see if that worked!