Microsoft Scenario Library Retail Inventory replenishment planning agent

Available with: Microsoft Copilot Studio

Retail scenario: Inventory replenishment planning agent

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Scenario

Use Copilot Studio to create an inventory replenishment planning agent

Optimizes stock ordering based on demand, sales velocity, and forecasts.

1. Ingest logistics

Ingests logistics info from ERP, knowledge base (SharePoint), emails (Outlook).

Microsoft Copilot Studio icon

AI Agent

Benefit: Reviews critical issues from ERP, Knowledge Base, which impacts supply and ensures timely delivery.

2. Demand forecasting

Uses ML to forecast demand at store, product level and adjust forecasts based on events like upcoming campaigns.

Microsoft Copilot Studio icon

AI Agent

Benefit: Forecasts demand that helps in managing demand accurately, so that supply planning is faster.

3. Optimize inventory levels

Applies demand-driven inventory models to ensure right stock is available at the right time, reducing excess inventory and minimizing stockouts.

Microsoft Copilot Studio icon

AI Agent

Benefit: Applies inventory models to improve working capital efficiency across the supply chain.

4. Inventory health check

Flags slow movers for markdowns and adjusts inventory using demand and shelf metrics.

Microsoft Copilot Studio icon

AI Agent

Benefit: Identifies risk items from ERP to enable timely decisions which helps to optimize inventory levels.

5. Generate replenishment orders

Drafts and generates replenishment orders for approval from concerned inventory managers.

Microsoft Copilot Studio icon

AI Agent

Benefit: Generates replenishment orders to save time by eliminating manual effort and ensures consistency and accuracy.

6. Push data to ERP

Pushes validated replenishment orders into ERP for procurement and fulfillment.

Microsoft Copilot Studio icon

AI Agent

Benefit: Automates transfer of data to ERP, which reduces manual errors and accelerates order process.

KPIs

Opportunity to impact key functional area KPIs

Better manage costs, discounts, and pricing to improve average margins.

Improve quality of campaign content

  • Improve marketing content
  • Improve quality of proposals and RFP responses
  • Improve quality of emails and chats

Create pricing and promotional campaigns

Inform market research 

Ensure your marketing budget is used efficiently with research, analytics, and personalization capabilities that help you reach customers wherever they are in their shopping journey.

Improve quality of campaign content

  • Improve marketing content
  • Improve quality of proposals and RFP responses
  • Improve quality of emails and chats

Create pricing and promotional campaigns

Inform market research 

How Microsoft Copilot can help employee turnover rates

Reduce time spent on shift scheduling while optimizing coverage requirements. Improve employee morale with improved communication and simplified schedule changes.

Improve quality of internal materials and processes

  • Improve job descriptions for further role clarity
  • Improve company meetings with summarization and recap
  • Completely focus during the meeting

Improve employee collaboration

Create internal feedback loop

Help customers move from ‘browse’ to ‘buy’ with personalized shopping experiences that understand context to surface the perfect product, targeted marketing campaigns that maximize the power of your marketing spend, and helpful answers in the pocket of every store associate.

Improve quality of campaign content

  • Improve marketing content
  • Improve quality of proposals and RFP responses
  • Improve quality of emails and chats

Inform market research 

Create pricing and promotions

Streamline processes that lead to greater customer satisfaction, from analyzing multiple data sources to understand which products to stock to ensuring product availability and answering customer questions in-store.

Improve quality of campaign content

  • Improve marketing content
  • Improve quality of proposals and RFP responses
  • Improve quality of emails and chats

Inform market research 

Create pricing and promotions

Provide real-time monitoring of sales, inventory, customer feedback, and staff performance across different locations and/or channels by leveraging data from various sources to quickly gain actionable insights.

Improve targeting

  • Analyze current product mix
    and cross sell success

Improve quality of customer-facing materials

1Access Microsoft 365 Copilot Chat at m365copilot.com, or the Microsoft 365 Copilot Chat mobile app and set toggle to “Web”.

2Access Microsoft 365 Copilot Chat at m365copilot.com, the Microsoft 365 Copilot Chat mobile app, or the Microsoft 365 Copilot Chat app in Teams, and set toggle to “Work”.

3AI Agents allow Copilot to access your organization-specific apps. In the past this would have required an API call to get data from a system of record.

The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.