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This is a note for FM/Biz Dev folks who want to set up a CommTrack workspace with beautiful inventory reports using commtrack-demo-2014 workspace as an example.

Why we need to set Default Monthly Consumption Values?

Because we need beautiful inventory reports to demo external users and self-starters.

1. Go to Setup, select 'Upload Locations from Excel', download your current location data 'locations.xlsx'. At supply point level (the last sheet in the location file you downloaded, in this case it is sheet clinic).
   
2. Add a new column after site_code: PROGRAMNAME_PRODUCTNAME (e.g.: default_pp)
3. Fill in values for each cell in this column. This is the estimated consumption value of a specific product per month for this location 
4. Save and upload the excel file
5. Manual check: Go back to Setup, select 'Manage Locations', select Edit at each clinic. You should see Default Consumption Values for each product the location is associated with, which are unchangeable. 
6. Repeat all these steps if you want to change Default Monthly Consumption Values - there is no other UI for now.
7. Deploy the push_demo app and submit data to get the graphs running! 
8. (If you want to change the default monthly consumption value, just update the values for each cell and do everything else the same)

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What is Default Monthly Consumption and why is this useful?

If you are only interested in knowing the absolute number of stock available at different locations, you do not need to use Monthly Consumption values. However, often times in order to answer the question of "when will we run out?" and "how much should we order?", you will need some sense of the rate of consumption of different products. For example, two clinics may both have 1,000 boxes of aspirin in stock, but the one that is consuming 300 boxes a day is in a much more urgent situation than the one consuming 100 boxes a day.

CommCare Supply provides the feature of automatic consumption calculation based on the usage of products within a specified date range. 

Default Consumption Per Product

To provide default monthly consumption data per product:

1. Click 'Setup' and select 'Consumption'.
2. Fill in default consumption value for each product and Update consumption info.
 

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Default Consumption Per Product Per Supply Point

1) Under Setup-> Advanced Settings, select 'Configure consumption defaults individually by supply point' if your default consumption level varies by supply points. (See image below)

2) Then click the link 'bulk location import page' and download current location data: 'location.xslx'

3) Open the file and fill in default consumption values for each product at each supply point in columns with names formatted as 'PROGRAMNAME_PRODUCTNAME' (i.e. default_pp)

4) Save and upload the location file. 

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Automatic Monthly Consumption

CommCare Supply can also automatically calculate consumption rates per product based on historical behaviour within a specified date range. CommCare Supply needs the following data to calculate the dynamic monthly consumption. These can be found in the 'Advanced Settings' under Setup.

1. Select 'Use automatic consumption calculation'. 
2.  Set minimum transaction (count): e.g. 3
3. Set minimum window for calculation (days): e.g. 5
4.  Set optimal window for calculation (days): e.g. 15

In this scenario a mobile agent has to report at least 3 stock on hand reports over at least 5 days before CommCare Supply can calculate a monthly consumption automatically.  

You must always specific a Default Monthly Consumption

When 'use automatic consumption calculation' is not checked, CommCare Supply will use the default values provided.

Even when 'Use automatic consumption calculation' IS checked, it will take some time for CommCare Supply to have enough data to automatically calculate consumption values. It will use the default values provided until there is enough data to automatically calculate consumption.  

For more information on how the algorithm works: Automatic consumption calculation algorithm