Supply Planning

The Supply Planning module is designed to help supply chain managers and planners maintain optimal stock levels, prevent shortages, and manage purchase orders efficiently. It combines AI-powered recommendations with manual flexibility, ensuring that businesses can make proactive and informed decisions.

Accessing the Supply Planning Dashboard

From the Launchpad, users can click on Supply Planning. The Supply Planning Dashboard will open, displaying a list of supply configurations.

Access Supply Planning

Supply Planning Dashboard

The dashboard provides a high-level overview of all configurations. Each configuration card contains the following details:

• Total Items – The total number of items included in the configuration.

• Configuration Name & Description – A label and summary of what the configuration monitors.

• AI Suggested Acceptance % – Percentage of AI-generated recommendations that were accepted.

• Manually Adjusted % – Percentage of orders that were manually modified by users.

Supply Planning Dashboard

NOTE
Each configuration card can be accessed by multiple users; however, the data saved for PO creation is shared across users, and no user-specific sessions are maintained.

Activities Section

The Activities Section provides key timeline details related to the configuration’s creation, updates, and Purchase Order (PO) activity. It helps users track when configurations were last modified or used to generate a PO.

• Created At – The date when the configuration was originally created.

• Last PO – The date when the most recent Purchase Order was generated from this configuration.

• Last Edited At – The date and time when the configuration was last updated or modified.

Activities

Editing a Configuration

To make changes to an existing configuration:

Step 1: Locate the configuration you want to update.

Step 2: Click on the three dots menu in the top-right corner of the configuration card.

Step 3: Select Edit. This opens the Edit Screen, which has two tabs:

• Recommended – Provides AI-driven supply and demand insights.

• Review – Allows users to finalize selections and create Purchase Orders.

Working with the Recommended Tab

The Recommended Tab is your primary workspace for analyzing inventory needs. It helps users evaluate items based on demand, cost, and risk of stockouts.

Key Sections

The Recommended Tab and Review Tab contains several key sections that provide insights into item performance, cost, and priority. These sections help users understand the current stock status, financial implications, and urgency levels for replenishment decisions

• Total Items – The total number of items included in the configuration.

Cost Analysis

The Cost Analysis section provides an overview of the financial aspects of the configuration, enabling users to assess the overall value and cost impact of their inventory.

• Total Value – Shows the combined total value of all items in the configuration.

• Average Unit Cost – Indicates cost efficiency by summarizing the average price per unit.

• High-Cost Items – Highlights items that contribute significantly to total cost, helping identify areas that may need cost optimization.

Priority Breakdown

The Priority Breakdown section categorizes items based on their urgency level, allowing planners to quickly identify which products require immediate attention.

• Urgent – Items that are close to or already at a stockout level.

• Low Stock – Items that are below their recommended buffer or safety stock levels.

• Normal – Items that have sufficient stock and do not require immediate replenishment.

Key Sections

Filters

Use filters to refine the supply item view:

• By Location – Narrow results to specific warehouses or branches.

• By Supplier – Focus on items provided by a particular vendor.

• By Month – Analyze items by demand or supply in a given month.

Filters

Supply Items Table

Gives a detailed breakdown of each item included in the configuration.

Column	Description
ID	Unique system identifier
SKU / Name	Stock Keeping Unit and product name
Supplier	Vendor providing the item
Warehouse / Branch / Location	Storage and distribution details
Segment	Category or business segment
On-Hand	Available stock
In-Transit	Items currently being delivered
Lead Time	Number of days suppliers need to deliver after an order
Safety Stock & Safety Days	Minimum buffer level expressed in units and equivalent days
Average Daily Demand	Typical daily consumption rate
Primary Action	AI-suggested status for the item: 1. No Demand – Item not needed. 2. No Order Needed Now – Current stock is sufficient. 3. Within Limits – Order Now – Reorder suggested to stay within safe levels. 4. Critical Stockout Risk – Immediate replenishment required.
Recommended Quantity	AI-suggested reorder amount
Order Quantity	User-defined quantity to order
On Hold	Marks whether an item is blocked for ordering
Unit Cost	Price per unit
Reorder Quantity	Standard replenishment level
Promised Date	Expected supplier delivery date
Order Type	Classifies the order (e.g., standard, urgent)

Placing a Purchase Order

Once users identify items that need replenishment, they can create a Purchase Order (PO). Below are the steps to create your Purchase Order (PO).

Step 1: In the Supply Items Table, select the items you want to include:

• Use the checkbox next to each item.

• To select all, check the box at the top of the table.

Step 2: Click the Review button.

Step 3: The selected items will appear in the Review Tab.

Finalizing Orders in the Review Tab

The Review Tab displays only the items you’ve selected for ordering. Users have the option to edit the following columns:

• Adjust Quantities – Modify the suggested order quantity if needed.

• Set Promised Date – Enter the expected delivery date from the supplier.

• Choose Order Type – Define whether the order is standard, urgent, or another type.

Make any necessary edits to quantities, dates, or order type, then click Save to finalize the PO. To create the PO, select the items by checking their boxes, and finally click Create Purchase Order.

The PO is created and automatically synced with your ERP system. Supply planners can then continue order processing and approval workflows directly in the ERP.

PO Creation Process:

• For POs with 20 items or fewer, the app will process the order immediately and display the status on the review screen.

• For POs with more than 20 items, the app will initiate a background job for PO creation and provide live status updates on the review screen.

App Notification:

When a user saves data in the Review Purchase Order screen, the same data becomes available to all users within the same organization.

If another user — or even the same user — tries to access the Review Purchase Order, the system will display a notification stating that previous data was saved by a user. The notification will prompt the user to either:

• Edit the existing data

• Start fresh with a new entry

Any action taken will be reflected for all users within the organization.

Review Purchase Order History

The Review Purchase Order History displays a list of purchase orders along with key details such as Order Number, Supplier Code, Supplier, Recommended Order, Owner, and Order Total, allowing users to easily track and review order information.

Review Purchase Order History