- Overview
- Platform setup and administration
- Platform setup and administration
- Platform architecture
- Data Bridge onboarding overview
- Connecting a Peak-managed data lake
- Connecting a customer-managed data lake
- Creating an AWS IAM role for Data Bridge
- Connecting a Snowflake data warehouse
- Connecting a Redshift data warehouse (public connectivity)
- Connecting a Redshift data warehouse (private connectivity)
- Reauthorizing a Snowflake OAuth connection
- Using Snowflake with Peak
- SQL Explorer overview
- Roles and permissions
- User management
- Inventory management solution
- Commercial pricing solution
- Merchandising solution
Prepare and deliver the required data for the UiPath Inventory Management solution, including product, location, stock, and demand datasets.
This page lists the data Inventory Management needs and what each dataset is used for. To connect your systems and load this data into the platform, see Data ingestion.
The solution works from data you already have — orders, products, inventory positions, purchase orders, transfers, pricing, and planning parameters. During onboarding these are mapped and ingested from your existing systems (such as your ERP, planning tools, or data warehouse); you don't create or edit them in the solution.
The solution then uses them to understand demand, evaluate inventory positions and constraints, and generate replenishment recommendations for you to review and act on.
How the solution uses your data
- Orders data reveal demand — the solution uses them to understand demand patterns and volatility across products and locations.
- Products and inventory positions establish what you stock and where it stands now.
- Purchase orders and transfers show incoming and in-transit supply that feeds replenishment decisions.
- Pricing and planning parameters set the constraints and guardrails the recommendations must respect.
Required datasets
The following datasets are required to run Inventory Management. Datasets marked Optional add extra signal where you have the data.
| Business data category | Description | Dataset(s) in this guide |
|---|---|---|
| Product data | Defines the items that are planned and managed by the solution. | Products dataset |
| Location data | Defines the locations where inventory is held, replenished, or planned. | Locations dataset |
| Inventory position data | Provides current on-hand and in-transit inventory quantities by product and location. | Stock dataset |
| Demand history | Provides historical demand or consumption data used to understand demand patterns over time. | Customer orders dataset |
| Replenishment parameters | Defines planning inputs such as lead times, reorder policies, or replenishment constraints. | Order parameters dataset |
| Service-level targets or business objectives | Defines target service levels or objectives used to evaluate trade-offs between availability and inventory cost. | Order parameters dataset (service_level field) |
| Inbound supply data | Represents incoming stock from suppliers or internal transfers used to project future inventory availability. | Purchase orders dataset Transfers dataset |
| Financial context data | Provides cost and price information used to assess the financial impact of inventory decisions. | Pricing dataset |
| Supplier metadata | Defines suppliers associated with replenishment and sourcing activities. | Suppliers dataset |
| Sales history | Optional. Provides aggregated daily sales as an alternative or complement to customer orders for demand analysis. | Sales dataset |
| Manufacturing supply | Optional. Represents historical and planned manufacturing orders used to project future inventory availability. | Manufacturing orders dataset |
| Demand forecast | Optional. Pre-computed demand forecasts, where the customer already produces their own. | Forecast dataset |
| Additional product attributes | Optional. Tenant-specific product attributes in key-value format. | Product extra dataset |
| Product lifecycle | Optional. Active date ranges for products at locations, including discontinuation dates. | SKU calendar dataset |