ItemSmart Configurator

Client Configuration

8 modules · 26 screens · 80 configs

Choose a source and destination to begin.

Download setup spreadsheet Setup overview Scanning...

1. Choose where to copy from and where to apply

The destination database is never changed directly. Your update will create a pull request.

14

Copy from reference

15

Configure in form

34

Review carefully

17

Edit in spreadsheet

Recommended setup order for a new client

Start from the left and complete missing settings before moving to dependent modules.

1App Initialization→ 2Dashboard→ 3Planning Grid→ 4Approval Hub→ 5Scenario Planning→ 6Product Details→ 7Reporting

App Initialization

3 screens

Build-time configuration the FE needs before rendering anything. Controls date format, currency, sidebar modules, planning levels, and version definitions. Must be configured FIRST before any module works.

10 settings

0% configured

Dashboard

3 screens

Landing page with KPI cards, item groups summary, and alert groups.

13 settings

0% configured

Planning Grid

4 screens

The main planning grid — the core of ItemSmart. Column definitions, KPI formulas, edit workflow, saved views.

14 settings

0% configured

Approval Hub

2 screens

Plan lock/approval workflow — create locks, submit for approval, view status.

3 settings

0% configured

Scenario Planning

3 screens

Create and compare planning scenarios with what-if simulations.

5 settings

0% configured

Product Details

6 screens

Item-level detail view, placeholder creation, mapping workflow, and similarity matching.

17 settings

0% configured

Reporting

2 screens

Reporting module with aggregated views and Excel exports.

6 settings

0% configured
Catalog maintenance: 12 newly discovered settings need classification

These entries are not part of the normal client setup journey yet. Review and classify them before asking PMs/BAs to configure them.

Review discovered settings