AGR INVENTORY INTELLIGENCE
Stock smart.
Grow smart.
Too much stock. Still too many stockouts. Put demand intelligence on top of your ERP and make the next buying decision with confidence.
For South African distributors, wholesalers and retailers.
Inventory is capital.
Make yours work harder.
THE INVENTORY PROBLEM
You have the data.
Now make it a decision.
Your ERP records what happened. AGR helps your planners decide what should happen next, using demand, stock and supplier information to guide replenishment.
01
Free the capital
See excess stock alongside availability. Give purchasing and finance a shared view of where money is sitting and which products still need attention.
02
See the demand
Bring seasonality, trends and planned promotions into the forecast. Review exceptions instead of treating every product with the same static rule.
03
Fund the future
Evaluate stock policy against service levels and cash requirements. Measure the effect of a change with a baseline your operational and finance teams accept.
Your business. Our Microsoft depth.
Braintree brings the ERP, process and local delivery expertise to make inventory intelligence useful in your operation.
Assess the stock and working-capital case
Connect the planning process to your ERP
Support the people and decisions around go-live
Demand intelligence. In the buying decision.
AGR adds specialist forecasting, replenishment and inventory insight above the transaction system you already run.
Model demand and review the exceptions
Turn forecasts into replenishment proposals
Make stock policy visible to planners and finance
THE PLANNING VIEW
See the forecast.
Understand the order.
Bring sales, stock and the replenishment plan into one view. Follow a product from demand history to a proposed purchase, and see where a planner can intervene.
Demand forecasting
Stock visibility
Replenishment planning
Explore the planning view
HOW IT WORKS
Keep the ERP.
Improve the planning.
Start with a representative part of the inventory. Connect the information, test the forecast and agree the rules before automating orders.
01
Connect the ERP
Bring across item records, sales history, stock, open orders and supplier lead times. Confirm the supported connector and ownership of the data.
02
Forecast demand
Review patterns, seasonal changes and known interruptions. Make exceptions visible so planners can apply their knowledge.
03
Plan replenishment
Set service objectives, ordering constraints and review thresholds. Agree how approved proposals return to the ERP.
04
Measure the result
Track availability, stock cover and planning effort. Compare the outcome with the agreed baseline before expanding the scope.
MATUMI FRESH GROUP
A local business.
A shared partnership.
“We are really glad our partners at Braintree recommended AGR. We could not be happier.”
Nicholas Wood
General Manager, Matumi Fresh Group
Matumi Fresh’s published feedback on Braintree’s AGR page describes stronger confidence in forecasting and scheduled orders returning to the ERP.
Read the published AGR feedback
BUILT AROUND YOUR BUSINESS
One inventory decision.
More than one perspective.
The strongest planning process connects the people buying stock, serving customers and managing the capital behind both.
Finance
Understand excess stock, carrying cost and the assumptions behind a working-capital target.
Supply chain & operations
Plan around demand, lead times and constraints while keeping service levels in view.
Business leadership
Make a clearer trade-off between availability, cash and the capacity to grow.
IT & ERP owners
Keep the transaction system connected, with data ownership and integration support defined.
AGR INVENTORY INTELLIGENCE IN DETAIL
The detail behind the decision.
Explore the fit, implementation requirements and practical questions with your team.
01
When the stock position and the buying decision disagree
A warehouse can hold too much inventory while the sales team still reports shortages. That usually calls for a closer look at the product mix, supplier lead times, seasonality and order rules. A single average stock-cover figure can conceal slow-moving products alongside repeatedly unavailable lines. Bring the purchasing, sales and finance views together before choosing which policy to change.
AGR’s planning capabilities include forecasting, replenishment and exception management. Braintree’s service adds the work of assessing the ERP connection and the operating case. The useful demonstration follows an actual product from demand history to a proposed order, showing which assumption changed the recommendation and where a planner can intervene.
02
The information your planners need to bring
Prepare representative item and location records, sales history, open purchase orders, stock balances, supplier lead times and the current ordering calendar. Include promotions, new products, substitutions and known supply interruptions. These explain demand patterns that transaction history alone may misread.
An agreed design should name the data owner, the planner who approves exceptions and the team responsible for connector failures. Define whether proposed orders are reviewed or written back automatically, how duplicate orders are prevented and how failed transfers are reconciled. Before changing a stock policy, purchasing and finance should accept the baseline, service requirements and capital assumptions. The exact connector, deployment work and ongoing support belong in the implementation scope.
03
Inventory decisions to make explicit
Decision
Evidence to examine
What to agree
Planning granularity
Product, location and channel demand; supplier constraints.
Which combinations need independent forecasts and which can share a policy.
Order automation
Exception volumes, minimum order quantities and existing ERP approvals.
The approval threshold, override record and control over returned orders.
Value baseline
Availability, excess stock, lead-time variation and planner effort.
How measurements will separate a policy change from seasonal demand.
BEFORE YOU DECIDE
Practical questions.
▸
Does AGR replace Business Central?
▸
Can a business outside Dynamics use it?
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How is value assessed?
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What if sales history contains stockouts?
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Can planners override a proposed order?
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Who fixes poor item and supplier data?
▸
Should we connect every location at once?
BUILD YOUR BUSINESS CASE
Connect the inventory case to cash and service levels.
The problem to solve.
Excess stock and stockouts can coexist when forecasts, lead times and replenishment rules are managed separately from operational data.
What success should look like.
Agree the planning decisions to improve, the data needed and how stock availability, excess inventory and planner effort will be assessed.
Bring these into the discussion.
A useful starting point for your team and the people approving the investment.
Useful reading for your proposal.
Evidence, examples and questions to take into the decision.
Customer story
27 November 2025
Related customer experience
Matumi: inventory and costing in one operating view
See how connected inventory and costing supported finance and warehouse teams in a Business Central project.
Read the customer story
Insight
19 August 2026
Inventory decisions
Choose the stock exceptions that need action
Tie exception reporting to ownership, thresholds and financial exposure.
Read the insight
Insight
1 September 2026
Cost visibility
Bring landed cost into inventory decisions
Consider cost information alongside the replenishment and availability case.
Read the insight
LET’S GROW.
Work through the next step with Braintree.
Bring a representative stock and demand sample. We will help identify the planning problem and the quality of data needed to address it.