Advisor

Automated business diagnostics across items, warehouse, sales, shifts, and finance. Advisor surfaces issues for the selected period, groups them by rule, and reports a health score.

How to access

Menu: Analytics → Advisor.

Route: /advisor

Quick actions:

• Open Advisor

Overview

1. Pick a period: Today, Last 7 days, Last 30 days, or This month.
2. Click Run check — Advisor evaluates every rule and collects findings.
3. When the run finishes you see:
   • Health score (0–100) with a colored band.
   • Main attention — the top three issues to address first.
   • Severity summary: number of problem types and affected records for critical, warning, and info levels.
   • Category sections: items, warehouse, sales, shifts, finance. Non-critical categories are collapsed by default.

To re-run the check with the same period, use the Rerun button on the last-run card.

Severity

Level	When it appears	What to do
critical	A condition already impacting operations or finances	Address first
warning	Suspicious behavior or a risk	Investigate and resolve the root cause
info	An observation worth knowing	Optional

Working with findings

• Click a rule to see the affected records and details.
• Per-finding actions: acknowledge, hide, or reopen.
• Group actions apply the same status to every finding in a rule with a single click.
• Filters at the top narrow the list by severity, category, and status (new, acknowledged, hidden).

Fields

Element	Description
Period	The time window the check covers
Run	Start/finish time and duration of the most recent check
Rules checked	Rules executed vs total rules available
Health score	Overall business-health rating derived from the findings
Category	Data area: items, warehouse, sales, shifts, finance
Status	new, acknowledged, or hidden per finding

Tips

• Access to running checks and viewing findings is controlled by role permissions (advisor).
• Advisor is available to all accounts — no per-plan activation is required.
• Hidden findings are not deleted — bring them back via the Hidden filter → Reopen.
• An empty result page ("All clear") is a normal outcome for a healthy account.