> ## Documentation Index
> Fetch the complete documentation index at: https://docs.spherecast.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Filter & display (supply plan)

> Use the Filter and Display dropdowns to shape which products and metrics the supply grid shows.

## What this page is for

The supply grid can hold thousands of products and dozens of possible rows. Two dropdowns in the top bar keep it focused: **Filter** decides *which products* appear, and **Display** decides *how they are shown*. Your selections **persist across reloads**, so the grid stays the way you left it.

## Filter

**Filter** narrows the product list. It is grouped into four sections.

**Product**

* **Category** — show only products in chosen categories.
* **Group** — filter by product group, with a **union** (in any group) or **intersection** (in all chosen groups) rule.
* **ABC** — filter by ABC class (your A, B, or C movers).
* **Assignee** — show only products assigned to you or a colleague.
* **Replenishable** — a toggle to show only products you actually reorder.
* **Upcoming supersessions** — products about to be replaced by a successor.

**Exceptions** — toggles that show *only* rows with a given issue:

* **Stockout risk** — projected to run short.
* **Excess stock** — projected to overstock.
* **Expiration risk** — stock projected to expire.

**Network**

* **Supplier** — filter to products from chosen suppliers.
* **Warehouse** — filter to chosen warehouses.

**Orders**

* **Issue next latest in** — choose **Next 7 days**, **14 days**, **1 month**, or **3 months** to show only products whose next recommended order must be issued within that window. This is your "what has to go out soon" list.
* **Exclude status** — leave purchase or work orders of chosen statuses out of the supply figures (for example, to ignore orders you don't trust yet).

## Display

**Display** controls the layout and the math behind the cells.

| Option                   | What it does                                                                                                                                                |
| ------------------------ | ----------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Metrics to display**   | Chips that pick which metrics become rows.                                                                                                                  |
| **Aggregation**          | Level 1 and Level 2 pivots — **Product / Supplier / Group** — that group rows together. Turning this on disables warehouse breakdown and group-by-category. |
| **Granularity**          | Daily, Weekly, or Monthly buckets.                                                                                                                          |
| **Time horizon**         | How far forward the grid runs.                                                                                                                              |
| **Sort by**              | SKU, last 30/90-day sales, next 30/90-day forecast, or total supply — ascending or descending.                                                              |
| **Identifier**           | Show the **Internal SKU** or the **Vendor SKU**.                                                                                                            |
| **Display numbers in**   | **Stock unit**, **Value (money)**, or a **specific unit** when all filtered products share one.                                                             |
| **Order date**           | Count an order in the period it is **placed (Issue date)** or **expected to arrive (ETA)**.                                                                 |
| **Warehouse breakdown**  | Add a row per warehouse.                                                                                                                                    |
| **Group by category**    | Group rows under their category.                                                                                                                            |
| **Yearly totals**        | A year total column (monthly view only).                                                                                                                    |
| **Totals**               | Add totals columns.                                                                                                                                         |
| **Show recommendations** | Include Spherecast's recommended replenishment in the Supply row.                                                                                           |

**A note on "Display numbers in → Value":** choosing **Value (money)** makes the Supply and Expiration cells read as **currency** instead of units — handy when you are talking to finance about dollars, not cases.

## Step by step: build a "must order this week" view

1. Open **Filter**.
2. Under **Product**, turn on **Replenishable**.
3. Under **Orders**, set **Issue next latest in → Next 7 days**.
4. Open **Display** and set **Sort by → Last 90-day sales, descending**.
5. Work the list top to bottom — biggest movers that need an order this week come first.

## Example

You manage 1,200 SKUs. You filter to **Replenishable = on**, **ABC = A**, and **Issue next latest in = 14 days**. The grid drops to 38 products — exactly the A-class items whose next order must go out inside two weeks.

> **Tip:** Turning on **Aggregation** disables **Warehouse breakdown** and **Group by category** — they are different ways of grouping the same rows, so Spherecast only lets you use one at a time. See the [Overview](/guide/supply-planning/overview).
