Our Most Suggested Products
Inventory Planner
Features
Screenshots
Support
Service
Features
Access Rights Management (Manager & User Roles)
Ensures secure and controlled access to inventory planning operations through role-based permissions. Planner Managers are granted full control over configuration, planning, and execution processes, while Planner Users are limited to operational activities. This structure maintains data integrity while enabling collaboration across planning workflows.
Advanced Inventory Planning Settings
Provides configurable parameters to control planning logic, including Yellow and Red stock thresholds for risk identification. Supports automatic purchase order confirmation and dynamic sales velocity calculations to improve replenishment timing. Lead time can be computed using supplier-based or static methods with minimum, average, or maximum evaluation strategies.
Planning Attributes and Filters
Enables detailed configuration using parameters such as Extra Days, Lead Time, Category, Sub Category, Warehouse, and Location Type. These attributes help refine product selection and ensure accurate demand coverage. The approach supports granular control over planning scope for better inventory optimization.
Growth Forecasting Methods
Supports advanced demand forecasting using Moving Average and Growth Value models. These methods analyze historical trends and apply growth assumptions to predict future demand. The feature improves planning accuracy and aligns inventory levels with expected business growth.
Vendor Selection Strategy
Provides flexible vendor selection options including specific vendor assignment, cheapest vendor identification, and quickest delivery vendor selection. This enables optimization of procurement cost and lead time. The strategy ensures efficient sourcing aligned with operational priorities.
Sales-Based Planning Methods
Allows planning based on historical sales data to evaluate demand patterns over time. Integrates purchase history and internal transfer (IWT) data when required to enhance accuracy. Includes reporting capabilities to support data-driven decision-making and validation.
Forecast-Based Planning Method
Enables planning using predefined sales forecasts structured by financial year and periods. Supports import of forecast data to streamline bulk planning operations. This method ensures alignment of inventory strategies with projected demand trends.
Make-To-Order (MTO) Product Exclusion
Provides the ability to exclude MTO products from inventory planning calculations. This ensures that only stocked items are considered for replenishment decisions. It improves planning accuracy by eliminating irrelevant demand scenarios.
Product-Level Selection Control
Allows users to selectively include specific products in inventory planning processes. This supports targeted replenishment strategies based on business priorities. The feature enhances flexibility and control over planning execution.
Inventory Plan Calculation Engine
Processes configured parameters and historical data to generate inventory plan lines and detailed data plan lines. Calculates suggested quantities based on demand, stock levels, and forecasting logic. This ensures accurate and automated replenishment recommendations.
Purchase Order Creation
Enables direct generation of purchase orders from calculated plan lines using suggested quantities. Automatically aligns vendor, cost, and demand data for procurement execution. This streamlines purchasing workflows and reduces manual intervention.
Internal Transfer Management
Supports creation of internal transfers between warehouses to balance stock availability. Allows movement of inventory based on demand requirements across locations. This ensures efficient stock distribution and operational continuity.
Reordering Rule Generation
Allows automatic creation and updating of reordering rules based on calculated demand and stock thresholds. Defines minimum and maximum stock levels for continuous replenishment. This reduces manual monitoring and ensures consistent inventory availability.
Multi-Company Transfer Capability
Facilitates inventory movement across multiple companies within a centralized system. Ensures accurate tracking of stock between source and destination entities. This supports coordinated inventory management in multi-company environments.
Inventory Planning Templates
Provides reusable templates to standardize inventory planning configurations. Includes parameters such as lead time, growth factors, and forecasting methods. This ensures consistency and efficiency across planning activities.
Automated Scheduling (Cron-Based Execution)
Enables automatic execution of inventory plans using predefined schedules. Supports periodic generation of plans and optional purchase order creation. This ensures continuous and proactive inventory replenishment without manual intervention.
Comprehensive Reporting and Analysis
Generates detailed reports including sales history, purchase history, internal transfers, and forecast analysis. Provides insights into demand patterns, procurement performance, and stock movements. This supports strategic decision-making and continuous improvement in inventory management.
Financial Year and Period-Based Sales Forecasting
Enables structured demand forecasting by defining financial years and corresponding monthly or periodic intervals. Users can generate sales forecasts using actual sales data through an action-based process that analyzes stock movements and historical transactions. The feature supports optional Excel import functionality, allowing bulk upload of forecast data to streamline planning and ensure accurate, period-based inventory forecasting.
Screenshot
1.) User Access Configuration for Inventory Planner
Configures user access rights for the Inventory Planner module to enable advanced reordering and planning operations across inventory processes. The setup includes assigning Planner Manager privileges and enabling administrator-level access for the Inventory module, ensuring control over forecasting, replenishment, and stock optimization activities. It also supports multi-company environments by allowing appropriate access configuration for automatic operations across multiple companies while maintaining role-based security.
Navigation : Settings → Users & Companies → Users
2.) User Access Configuration for Inventory Planner (Planner User Role)
Defines restricted user access for the Inventory Planner module by assigning the Planner User role to support operational involvement in advanced reordering processes. The configuration ensures users can participate in planning activities such as reviewing replenishment suggestions and executing inventory plans without administrative control. This setup maintains controlled access by limiting permissions while enabling efficient collaboration in inventory forecasting and stock management workflows.
Navigation : Settings → Users & Companies → Users
3.) Inventory Planner Settings Configuration for Reordering Logic
Defines configurable parameters that control inventory planning behavior, including stockout thresholds, sales velocity calculation, and lead time evaluation for accurate replenishment decisions. Yellow Sales Out Days determines the warning threshold where items nearing stockout are flagged, while Red Sales Out Days defines the critical threshold requiring immediate action based on sales-out ratios. Velocity Days drives demand forecasting by calculating average sales over a defined period, and lead time settings allow dynamic or static supplier-based calculations using minimum, average, or maximum strategies. Auto Confirm Purchase Order enables automated confirmation of generated purchase orders, streamlining procurement and ensuring timely stock replenishment.
Navigation : Settings → General Settings → Inventory
4.) Product Sub Category Configuration for Inventory Planning
Manages product sub-categories to enable refined classification and filtering within inventory planning and advanced reordering processes. This configuration allows grouping of products under hierarchical sub-categories, improving accuracy in demand analysis, stock segmentation, and replenishment strategies. It supports better control over planning workflows by enabling category-based filtering for product selection, reporting, and forecasting.
Navigation : Advanced Reordering → Configuration → Product Sub Categories
5.) Financial Year Configuration for Inventory Planning
Defines financial years to structure inventory forecasting and planning activities across specific time periods. This configuration enables the creation of yearly records with defined start and end dates, supporting accurate aggregation of sales data and alignment with financial periods. It facilitates period-based analysis, forecasting, and integration with inventory planning workflows for improved demand estimation and reporting accuracy.
Navigation : Advanced Reordering → Configuration → Financial Year
6.) Financial Year Period Management for Inventory Forecasting
Manages financial year details along with automated generation and maintenance of monthly fiscal periods for structured inventory forecasting. The configuration enables creation of monthly periods within a defined financial year and supports updating actual sales data for each period to ensure accurate demand analysis. This process integrates period-wise sales tracking with forecasting models, improving planning accuracy and enabling data-driven replenishment decisions.
Navigation : Advanced Reordering → Configuration → Financial Year
7.) Sales Forecast Management
Sales Forecast Management enables planners to monitor and evaluate predicted versus actual product demand across multiple warehouses and time periods. It provides key metrics such as forecasted quantity, actual sales, and daily sales trends to support data-driven inventory planning and replenishment decisions. The workflow facilitates performance analysis, improves forecast accuracy, and ensures optimal stock levels through continuous comparison of planned and realized sales data.
Navigation : Advanced Reordering → Configuration → Sales Forecast
8.) Import Sales Forecast Data
Import Sales Forecast Data enables users to upload bulk forecast information using structured Excel files to streamline demand planning processes. It ensures efficient data entry by allowing mass updates of forecasted quantities across products, warehouses, and periods. The workflow simplifies forecast management, reduces manual effort, and supports accurate and scalable inventory planning operations.
Navigation : Advanced Reordering → Forecast Analysis → Sales Forecast
9.) Sales Forecast Import Template
Sales Forecast Import Template defines the standardized Excel structure required for bulk uploading forecast and sales data into the system. It includes key fields such as product, warehouse, location, period, forecast quantity, and actual sales metrics to ensure accurate data mapping and validation. The workflow supports efficient data integration, enabling planners to maintain consistency, improve forecasting accuracy, and streamline inventory planning operations.
Navigation : Advanced Reordering → Forecast Analysis → Sales Forecast
10.) Sales Forecast Import
Confirm Sales Forecast Import enables users to validate and upload selected Excel files containing forecast data into the system. It ensures accurate data processing by allowing users to review the attached file before executing the import operation. The workflow supports controlled data integration, minimizing errors while efficiently updating forecast records for inventory planning.
Navigation : Advanced Reordering → Forecast Analysis → Import Sale Forecast
11.) Inventory Plan Management with Multiple View Options
Enables centralized management of inventory plans with flexible data visualization options to support planning, analysis, and decision-making. Users can create, review, and monitor inventory plans while switching between list, kanban, calendar, pivot, graph, and activity views for enhanced operational insights. The workflow supports efficient tracking of planning records, comparison of key metrics, and streamlined navigation across different analytical perspectives.
Navigation : Advanced Reordering →Inventory Plans
12.) Inventory Plan Creation and Configuration
Facilitates the creation and configuration of inventory plans by defining key planning parameters such as lead time, safety stock duration, and sales-based forecasting methods. Users can establish selection strategies based on warehouse or location, configure vendor sourcing rules, and control inclusion of make-to-order products. The workflow enables structured planning through configurable date ranges, manual velocity adjustments, and product filtering to support accurate replenishment decisions.
Navigation : Advanced Reordering →Inventory Plans
13.) Inventory Plan Configuration with Product Categories and Vendor Selection
Supports advanced inventory planning by allowing configuration based on product categories, subcategories, and warehouse-specific selection strategies. Users can define growth-based forecasting parameters, assign specific vendors for procurement, and refine replenishment logic using historical sales data. The workflow enables precise demand planning by combining category-level filtering with vendor alignment to ensure optimized stock availability and sourcing efficiency.
Navigation : Advanced Reordering →Inventory Plans
14.) Inventory Plan Configuration with Forecast Sales Method and Target Periods
Enables demand planning using forecast-based sales methodology with the ability to define multiple target periods for analysis. Users can select forecast sales as the basis for planning and specify relevant time intervals to align inventory replenishment with anticipated demand trends. The workflow supports improved forecasting accuracy by combining growth parameters with period-based planning for optimized stock management.
Navigation : Advanced Reordering →Inventory Plans
15.) Inventory Plan Configuration with Growth Forecasting and Product-Level Filtering
Enables advanced inventory planning through configurable growth forecasting methods, including moving average calculations to improve demand prediction accuracy. Users can define planning at the location level, exclude make-to-order products, and apply specific product-level filters to precisely control replenishment scope. The workflow supports granular decision-making by combining forecasting logic with targeted product selection to optimize stock levels and operational efficiency.
Navigation : Advanced Reordering →Inventory Plans
16.) Inventory Plan Access for Standard Users
Inventory planning access for standard users enables the creation and management of replenishment records based on predefined permissions and roles. Users can initiate new inventory plans, review existing configurations such as lead time, safety stock, and forecasting methods, and monitor planning status within controlled access rights. The workflow ensures data visibility and operational control while maintaining security through role-based access to create, edit, and manage inventory planning records.
Navigation : Advanced Reordering →Inventory Plans
17.) Inventory Plan Creation with Product and Planning Filters
Inventory planning allows users to create replenishment records by applying configurable filters based on products and planning parameters to ensure accurate demand coverage. The process integrates stock rules, lead times, and forecasting methods while enabling selective product inclusion for targeted procurement strategies. It supports controlled workflow progression through defined stages, ensuring structured validation, generation, and approval of inventory plans aligned with operational requirements.
Navigation : Advanced Reordering →Inventory Plans
18.) Inventory Plan Generation with Sales, Purchase, and IWT History
Inventory planning enables users to generate and analyze demand using integrated sales history, purchase history, and internal warehouse transfer (IWT) data to ensure accurate replenishment decisions. The process consolidates historical transaction records to calculate demand trends, average consumption, and forecast values for selected products. It supports progression from generation to request, allowing structured validation and managerial approval based on comprehensive historical insights.
Navigation : Advanced Reordering →Inventory Plans
19.) Inventory Plan Purchase History Review and Request Submission
Inventory planning enables users to review purchase history data, including quantities, order frequency, and demand patterns, to support accurate replenishment decisions. The process provides consolidated historical insights that assist in validating procurement requirements before progressing in the workflow. Users can initiate a request directly from the plan, ensuring submission to managerial level for approval and controlled execution of inventory planning activities.
Navigation : Advanced Reordering →Inventory Plans
20.) Inventory Plan Request Submission and IWT History Review
Inventory plans progress through a controlled approval workflow where users submit generated plans for managerial validation. Upon initiating the request action, the plan status transitions from Generated to Requested, ensuring proper authorization before further processing. Integrated IWT (Internal Warehouse Transfer) history provides detailed insights into stock movements, supporting data-driven validation and accurate replenishment planning.
Navigation : Advanced Reordering →Inventory Plans
21.) Inventory Plan Approval Process and Sales History Validation
Inventory plans in the Requested stage are reviewed and approved by authorized personnel to proceed with procurement and replenishment activities. The approval action validates planning configurations, demand calculations, and historical sales data to ensure accuracy and alignment with operational requirements. Integrated sales history provides key metrics such as quantities, averages, and forecast values, enabling informed decision-making before final approval and execution.
Navigation : Advanced Reordering →Inventory Plans
22.) Inventory Plan Approval Completion and Replenishment Calculation
Approved inventory plans trigger the calculation process to finalize replenishment quantities based on configured parameters and historical demand data. The system evaluates sales history, lead time, and forecasting methods to generate accurate procurement recommendations. This stage ensures validated plans are converted into actionable insights, enabling efficient stock replenishment and operational continuity.
Navigation : Advanced Reordering →Inventory Plans
23.) Inventory Plan Data Access After Approval
Approved inventory plans provide access to detailed data insights required for final validation and execution of replenishment strategies. The Data option enables users to review computed planning results, including demand calculations and stock requirements derived from configured parameters and historical records. This stage ensures transparency and accuracy before initiating downstream procurement or transfer operations.
Navigation : Advanced Reordering →Inventory Plans
24.) Inventory Plan Approval and Suggested Purchase Quantity Analysis
Inventory plan approval enables managers to validate replenishment proposals generated from historical sales, purchase, and internal transfer data. The calculation process derives suggested purchase quantities based on demand velocity, stock levels, safety thresholds, and supplier parameters. Users can review detailed product-level insights including cost, sales price, profit margins, and recommended reorder quantities to support accurate procurement decisions and optimized inventory planning.
Navigation : Advanced Reordering →Inventory Plans → Data Plans Lines
25.) Create Purchase Order from Inventory Plan Lines
Purchase order creation enables users to convert selected inventory plan lines into procurement transactions based on system-generated reorder recommendations. The process utilizes suggested purchase quantities, supplier information, and cost data to streamline procurement execution. By selecting relevant products and initiating the action, users can efficiently generate purchase orders aligned with demand forecasting and inventory optimization strategies.
Navigation : Advanced Reordering →Inventory Plans → Data Plans Lines
26.) Vendor Assignment for Purchase Order Creation
Vendor assignment ensures that all selected products have valid supplier information before initiating purchase order creation. When vendor details are missing, a validation step prompts users to assign an appropriate vendor to maintain procurement accuracy and supplier mapping. This process guarantees that purchase orders are generated with complete sourcing data, supporting seamless purchasing workflows and preventing transaction errors.
Navigation : Advanced Reordering →Inventory Plans → Data Plans Lines
27.) Purchase Order Creation After Vendor Assignment
Purchase order generation is completed after ensuring all selected products are mapped with valid vendors, enabling accurate supplier-based procurement processing. The system consolidates selected inventory plan lines with assigned vendors and suggested quantities to create structured purchase orders. This ensures seamless execution of procurement workflows, aligning supplier selection, demand planning, and inventory replenishment requirements.
Navigation : Advanced Reordering →Inventory Plans → Data Plans Lines
28.) Purchase Order Reference Tracking from Inventory Plan
Purchase order reference tracking enables users to monitor and access procurement transactions generated from inventory planning activities. Each product line is linked with its corresponding purchase order reference, ensuring traceability between suggested quantities and executed purchases. This linkage provides visibility into procurement outcomes, supports auditability, and facilitates quick navigation to related purchase documents for validation and follow-up actions.
Navigation : Advanced Reordering →Inventory Plans → Data Plans Lines
29.) Purchase Order Summary and Vendor Mapping in Inventory Plan
Purchase order summary provides consolidated visibility of all procurement transactions generated from the approved inventory plan. It displays key details such as purchase order references, vendors, confirmation dates, and total values, ensuring accurate tracking of supplier-wise procurement activities. This enables users to validate executed orders, monitor vendor allocation, and maintain alignment between planning decisions and actual purchasing outcomes.
Navigation : Advanced Reordering →Inventory Plans
30.) Inventory Plan Validation Error for Duplicate Purchase Order or Transfer
The system enforces validation controls to prevent duplicate procurement actions by restricting the creation of purchase orders or transfers for products that have already been processed. When users attempt to generate procurement documents for previously handled items, an error message identifies the affected products and ensures data integrity within the planning workflow. This mechanism supports accurate inventory management by eliminating redundancy and guiding users to proceed only with unprocessed lines.
Navigation : Advanced Reordering →Inventory Plans → Data Plans Lines
31.) Inventory Plan Internal Transfer Creation for Warehouse Replenishment
The Inventory Planner enables users to generate internal stock transfers based on calculated replenishment requirements across warehouses or companies. Selected products can be processed to create transfer orders that align inventory levels with demand forecasts and stock policies. This workflow ensures efficient stock redistribution while maintaining operational continuity and supporting multi-warehouse inventory optimization.
Navigation : Advanced Reordering →Inventory Plans → Data Plans Lines
32.) Inventory Transfer Validation Based on Source Location Stock Availability
The transfer creation process provides real-time validation of stock availability at the selected source location to ensure accurate inventory movement. Suggested transfer quantities are compared against available stock, with visual indicators highlighting sufficient quantities and shortages to support informed decision-making. This workflow enhances inventory control by preventing stock inconsistencies and ensuring that transfers are executed only when adequate quantities are available.
Navigation : Advanced Reordering →Inventory Plans → Data Plans Lines → Create Transfer
33.) Internal Transfer Reference Generation and Tracking
Internal stock transfers are generated for selected inventory plan lines, with automatic creation of transfer references linked to warehouse operations. The system assigns unique transfer identifiers and updates each line with corresponding references, enabling traceability and operational visibility. Users can access detailed transfer records through reference links, ensuring efficient monitoring of stock movements across locations.
Navigation : Advanced Reordering →Inventory Plans → Data Plans Lines
34.) Internal Transfer Monitoring and Status Tracking
Internal transfer records are consolidated within the inventory plan, providing visibility into stock movements between warehouses and locations. Each transfer entry includes source and destination details, scheduled dates, and real-time status updates to support operational tracking. The workflow enables efficient validation of stock relocation activities while ensuring traceability and alignment with inventory planning decisions.
Navigation : Advanced Reordering →Inventory Plans
35.) Initiating Internal Transfer from Inventory Plan Lines
Inventory plan lines enable users to select multiple products and initiate internal stock transfers based on planning requirements. The system evaluates selected items and facilitates transfer creation to move inventory between warehouses or locations. This workflow supports efficient stock redistribution by aligning inventory availability with demand across operational units.
Navigation : Advanced Reordering →Inventory Plans → Data Plans Lines
36.) Multi-Company Transfer Management in Inventory Planning
Company transfer functionality enables authorized users to initiate stock movements between different companies within a multi-company environment. The process defines source and destination companies, warehouses, and locations while validating available quantities for transfer execution. This workflow ensures centralized control, accurate stock allocation, and seamless coordination of inventory across multiple organizational entities.
Navigation : Advanced Reordering →Inventory Plans → Data Plans Lines → Create Transfer
37.) Multi-Company Transfer Reference Tracking
Multi-company transfer records are generated and linked to inventory plan lines, enabling centralized tracking of stock movements across different companies. Each transaction is assigned a unique reference, ensuring traceability and alignment with intercompany inventory operations. The workflow supports visibility into transfer execution while maintaining accurate cost and stock movement records within a multi-entity environment.
Navigation : Advanced Reordering →Inventory Plans → Data Plans Lines
38.) Multi-Company Inventory Transfer Record Overview
Multi-company inventory transfers are recorded within the inventory plan, capturing movement details between different companies along with source and destination locations. Each record includes company-level routing information to ensure accurate tracking and coordination of intercompany stock movements. This workflow provides transparency and control over cross-company inventory operations while maintaining alignment with planning and execution processes.
Navigation : Advanced Reordering →Inventory Plans
39.) Multi-Company Transfer Management List
Enables centralized management of inventory transfers executed across multiple companies, providing visibility into intercompany stock movements. Facilitates tracking of source and destination companies along with respective warehouse locations to ensure accurate stock allocation and coordination. Supports creation and monitoring of transfer records to streamline cross-company inventory operations and maintain data consistency.
Navigation : Advanced Reordering → Multi Company Transfer
40.) Multi-Company Transfer Availability and Processing
Facilitates validation and execution of intercompany stock transfers by allowing users to verify product availability before processing. Displays detailed transfer lines including available quantity, required transfer quantity, and reservation status to ensure accurate fulfillment. Supports controlled workflow progression from draft to completion, improving inventory accuracy and cross-company coordination.
Navigation : Advanced Reordering → Multi Company Transfer
41.) Multi-Company Transfer Execution
Enables users to initiate and control intercompany transfer execution by transitioning records through defined workflow stages. Provides actions to create transfer operations and reset records to draft, ensuring flexibility in managing transfer lifecycles. Supports status progression from draft to ready and completion, ensuring accurate processing and traceability of inventory movements across companies.
Navigation : Advanced Reordering → Multi Company Transfer
42.) Multi-Company Transfer Completion and Linked Transfers Tracking
Provides visibility into completed intercompany transfer operations with real-time tracking of reserved and processed quantities. Enables access to all related transfer records through a consolidated reference, ensuring transparency across linked stock movements. Supports end-to-end traceability by confirming completion status and maintaining synchronization between multiple transfer transactions.
Navigation : Advanced Reordering → Multi Company Transfer
43.) Linked Transfer Records within Multi-Company Transfer
Provides detailed visibility of all individual transfer operations generated under a multi-company transfer process. Displays movement records between virtual transit locations and warehouses, including source, destination, company, and status for each transaction. Enables efficient monitoring and validation of intercompany logistics by tracking each transfer stage and ensuring accurate stock movement reconciliation.
Navigation : Advanced Reordering → Multi Company Transfer → Transfer
44.) Reordering Rule Creation from Inventory Plan Lines
Facilitates the direct generation of reordering rules based on analyzed inventory plan data, enabling automated replenishment strategies aligned with demand patterns. Users can select multiple products and initiate rule creation using suggested quantities, ensuring optimal stock levels and minimizing manual intervention. This workflow enhances procurement efficiency, supports demand-driven planning, and maintains consistent inventory availability across operations.
Navigation : Advanced Reordering →Inventory Plans → Data Plans Lines
45.) Reordering Rule Configuration and Update from Inventory Plan
Enables users to create or update reordering rules for selected products by leveraging demand-driven insights such as suggested quantities, sales velocity, and stock levels. The process allows filtering by warehouse and location to ensure accurate replenishment parameters aligned with operational requirements. This workflow supports automated procurement planning, optimizes inventory control, and ensures consistent stock availability through rule-based replenishment strategies.
Navigation : Advanced Reordering →Inventory Plans → Data Plans Lines
46.) Reordering Rule Record for Product-Based Inventory Replenishment
Defines automated replenishment parameters for individual products by establishing minimum and maximum stock levels, trigger methods, and suggested reorder quantities. The configuration enables continuous stock monitoring and ensures timely procurement when inventory falls below defined thresholds. This process supports demand-driven inventory control, improves stock availability, and reduces manual intervention in replenishment planning.
Navigation : Advanced Reordering →Inventory Plans → Data Plans Lines → Product
47.) Inventory Planner Template Management for Demand Forecasting
Supports the creation and management of reusable planning templates that define key parameters such as lead time, extra stock, and growth factors for inventory forecasting. Templates enable standardized planning approaches based on sales history or forecast models, ensuring consistency across inventory plans. This process enhances demand forecasting accuracy, streamlines planning configuration, and improves overall inventory optimization.
Navigation : Advanced Reordering → Inventory Planner Template
48.) Inventory Planner Template Request and Automated Cron
Enables configuration and submission of inventory planning templates with automated report generation and replenishment logic based on historical or forecasted sales data. Incorporates approval-driven workflow where requests move through defined stages before activating scheduled cron jobs for periodic execution. Ensures controlled planning operations by allowing managerial validation prior to automation, supporting accurate stock forecasting, procurement readiness, and continuous replenishment cycles.
Navigation : Advanced Reordering → Inventory Planner Template
49.) Inventory Planner Template Request
Represents the transition of an inventory planner template from draft to requested status, initiating the approval workflow for automated planning execution. Captures configured planning parameters such as lead time, growth forecast, vendor strategy, and reporting intervals before managerial validation. Establishes control over automated cron-based operations by ensuring templates are formally requested and reviewed prior to activation, maintaining governance and accuracy in inventory forecasting.
Navigation : Advanced Reordering → Inventory Planner Template
50.) Inventory Planner Template Management and Status
Provides centralized management of inventory planning templates with visibility into configuration parameters such as lead time, extra stock, and growth factors. Enables tracking of template lifecycle statuses, including draft and requested, supporting structured approval and execution workflows. Facilitates efficient planning standardization by allowing users to create, review, and monitor templates used for automated replenishment and forecasting processes.
Navigation : Advanced Reordering → Inventory Planner Template
51.) Inventory Planner Template Approval and Automation Activation
Defines the approval stage of an inventory planner template, enabling transition from requested to execution-ready status within a controlled workflow. Validates planning configurations including forecasting method, lead time, and vendor strategy before activating automated report generation and replenishment processes. Supports cron-based scheduling by allowing approved templates to progress into running state, ensuring consistent and governed inventory planning operations.
Navigation : Advanced Reordering → Inventory Planner Template
52.) Inventory Planner Template Execution and Automated Report Scheduling
Enables execution of approved inventory planner templates by generating inventory plans and activating automated replenishment workflows. Supports scheduled report generation through cron configuration, ensuring periodic evaluation of stock requirements based on defined intervals and forecasting parameters. Integrates procurement readiness by optionally creating purchase orders during execution, ensuring continuous inventory optimization and operational efficiency.
Navigation : Advanced Reordering → Inventory Planner Template
53.) Automated Inventory Plan Generation and Monitoring from Template
Defines the execution of inventory planning based on an approved template with automated report generation and purchase order creation enabled. The workflow transitions to running status, triggering scheduled actions and generating inventory plans at defined intervals. Generated plans are recorded with traceability, enabling continuous monitoring of stock movements and replenishment activities.
Navigation : Advanced Reordering → Inventory Planner Template
54.) Inventory Plan Execution with Automated Purchase Order Generation
Displays the finalized inventory plan generated through automated scheduling, including configured planning parameters such as lead time, growth forecast, and vendor strategy. The process executes procurement by creating purchase orders based on calculated demand and supplier allocation. Transaction records provide visibility into vendor-wise purchasing, total procurement value, and expected delivery timelines for effective inventory control.
Navigation : Advanced Reordering → Inventory Planner
55.) Inventory Plan Reporting and Transaction History Analysis
Provides comprehensive reporting and historical analysis capabilities for inventory plans, including access to sales, purchase, and internal transfer data. Enables generation of printable reports for key transaction histories to support audit, review, and decision-making processes. Consolidated visibility into procurement activities and stock movements ensures accurate tracking and performance evaluation across the supply chain.
Navigation : Advanced Reordering → Inventory Planner
56.) Sales History Report for Inventory Plan Analysis
Presents a detailed sales history report generated from the inventory plan, capturing product-wise demand metrics over a defined period. The report includes key indicators such as quantity sold, number of orders, average daily sales, forecasted demand, and maximum daily consumption. These insights support data-driven forecasting, demand planning, and optimization of replenishment strategies.
57.) Purchase History Report for Inventory Plan Evaluation
Provides a detailed purchase history report summarizing procurement activities for each product within the selected planning period. The report highlights key metrics including purchased quantities, number of purchase orders, average daily procurement, and peak purchase levels. These insights enable effective supplier performance analysis, procurement planning, and alignment of purchasing strategies with inventory demand.
58.) Internal Transfer (IWT) History Report for Inventory Movement Analysis
Provides a detailed record of internal stock transfers across locations within the defined planning period, including source and destination movements. The report captures key metrics such as transferred quantities, number of transfers, average daily movement, and peak transfer volumes. These insights support internal logistics optimization, stock balancing, and accurate inventory tracking across warehouse locations.
59.) Inventory Planner Template Execution and Inventory Plan Generation
The Inventory Planner Template enables automated replenishment planning by applying predefined parameters such as lead time, growth forecast, and stock coverage to historical data. Upon approval, the template executes inventory calculations, generates inventory plans, and optionally creates purchase orders and scheduled reports. The workflow ensures data-driven decision-making by consolidating sales, purchase, and internal transfer history into actionable inventory recommendations.
Navigation : Advanced Reordering → Inventory Planner
60.) Inventory Planning Report for Replenishment Analysis
The Inventory Planning Report provides a consolidated analysis of product-level inventory requirements based on sales velocity, forecast growth, and stock parameters. It evaluates key metrics such as cost, selling price, profit margin, safety stock, and suggested quantities to determine optimal reorder levels. The report supports strategic procurement decisions by aligning demand forecasting with supplier data and operational constraints.
Navigation : Advanced Reordering → Inventory Planner
61.) Sales Forecast Analysis and Reporting
The Sales Forecast Analysis provides a comparative overview of forecasted and actual sales data across products and warehouses to support demand planning accuracy. It highlights key metrics such as average daily sales, maximum demand, and variance between projected and realized performance. The functionality enables data-driven forecasting, along with options to print, export, or manage forecast records for operational and strategic analysis.
Navigation : Advanced Reordering → Forecast Analysis
62.) Sales Forecast Report for Demand Comparison
The Sales Forecast Report provides a structured comparison between actual sales and forecasted quantities across products, time periods, and warehouse locations. It highlights key performance indicators such as average daily sales and maximum demand to evaluate forecast accuracy and trends. The report supports informed planning decisions by enabling analysis of demand patterns and alignment of inventory strategies with projected sales.
63.) Sales Forecast Pivot Analysis and Data Export
The Sales Forecast Pivot Analysis provides a multidimensional view of forecasted and actual sales data segmented by time periods, products, and warehouse locations. It enables detailed performance evaluation through aggregated metrics such as average daily sales and maximum demand across different hierarchies. The functionality supports advanced data analysis with options to customize measures, reorganize data structures, and export insights for external reporting and decision-making.
Navigation : Advanced Reordering → Forecast Analysis
User Guide
