Insights

Configure account-wide manual Stock edit thresholds and optional custom insight rules.

Last updated:

Use Settings → Insights to configure the built-in manual Stock editing insight and define optional custom rules.

Manual Stock edits: built-in settings

The Manual Stock edits section configures the existing built-in Control Centre insight. It stays enabled and uses one saved configuration for everyone in the account. It does not create a custom rule.

  • Warning threshold: a whole number from 1 to 999,999.
  • Failure threshold: a whole number greater than the warning threshold, up to 1,000,000.
  • Measurement window: last 1 hour, 6 hours, 24 hours, 72 hours, 7 days, 30 days, or all time.

Initial defaults are 8 for warning, 20 for failure and 24 hours. Choose Save Stock insight settings to apply changes account-wide. Saving requires permission to manage insight settings; other signed-in users can view the values without editing them.

The insight counts recorded manual_field_edit events for Stock with source user. Each changed field counts separately: changing three fields in one save counts as three field changes, and repeatedly changing the same field counts again. The Stock editor and Discogs catalogue quality/price updates, including batch changes, contribute these events. It is not a count of every manual action throughout the application.

The warning and failure thresholds are inclusive. Below warning is information; at warning is warning; at failure is failure. These statuses describe editing volume, not whether the changes were incorrect. They do not block edits or perform corrective actions.

Window and review behaviour

The saved measurement window applies consistently to the Control Centre card and sidebar attention signal, independently of the dashboard date selector. The card shows its window, thresholds, field-change count and number of Stock items. Review manual edits opens Admin Events with the same window and manual Stock event filters, including an explicit all-time range when chosen. Reviewing Events requires permission to read Admin Events.

Finite windows are rolling periods ending now; all time includes the full recorded history and will not reduce the count as events age. The built-in insight is recalculated when the dashboard or sidebar requests it. Saving settings invalidates the account's sidebar badge cache; an already-open dashboard reflects the change on its next refresh.

Custom insights

Use the Rule library search to find a rule by name or insight type. The library shows 20 rules per page.

Custom rules are separate, optional signals. Creating or changing a Manual stock actions custom rule does not override these built-in settings. Custom rules retain their own measurement windows and persisted evaluation state.

What custom insights do

Each custom rule:

  • Watches one supported operational signal
  • Stores the latest rule state
  • Opens a finding only when the rule is in warn or fail
  • Resolves the open finding automatically when the rule returns to info

This keeps the dashboard readable:

  • State answers “what is true at the moment?”
  • Finding answers “is there an active incident?”

Supported rule types

Current self-serve templates:

  • Low-stock SKUs
  • Recent error events
  • Manual stock actions
  • Cancelled orders
  • Dispatch SLA overdue orders

Create a rule

  1. Open Settings → Insights.
  2. Select New custom rule.
  3. Enter a rule name.
  4. Choose an insight type.
  5. Set warning and fail thresholds.
  6. Preview the live result.
  7. Save the rule.

Rule behaviour

  • Active rules appear in the Control Centre Insights panel.
  • Active warning or fail incidents contribute to the quiet Control Centre sidebar attention signal while users are working elsewhere.
  • Paused rules remain defined but do not open new findings.
  • Deleting a rule resolves any open finding for that rule and removes its saved state.
  • Dashboard, sidebar, and the AI assistant reads use the latest saved rule state. They do not recompute custom insight rules during the request.
  • Background refresh keeps saved rule state fresh, with a default three-minute sweep interval.

Preview before save

The rule modal includes a live preview so users can confirm:

  • Current value
  • Resulting severity
  • Summary/message text
  • Destination action link

Ask ChannelWeave about a rule

The AI assistant can answer clear custom-rule questions in the AI assistant modal or full-page AI assistant using:

  • The saved rule definition
  • The latest persisted rule state
  • The latest finding status
  • Template-specific evidence (for example low-stock samples or recent error sources)

The AI assistant does not trigger a recompute while answering. If a rule has just been created or operational data has just changed, the answer reflects the latest state already saved by the rule save action or background refresh.

Example prompts:

  • Which custom insight rules are failing?
  • Why is custom rule "Warehouse low stock watch" failing?
  • What are the warn and fail thresholds for custom rule "Recent error events"?