Getting started with Demand Planner

Please contact Brightpearl Support or your Technical Account Manager if you are interested in adding Demand Planner to your Brightpearl subscription. Once installed, you'll be provided with login credentials to your account at forecasting.brightpearlapp.com.

To get the most out of Demand Planner, you should complete the following steps:

  • Set lead times and days of stock (required). This is the most important step for producing an accurate forecast!
  • Provide additional product information such as seasonality and stockout days (optional)
  • Adjust your account settings

Lead time and days of stock

Before using replenishment recommendations, product lead times and days of stock must be configured against your products.

The lead time is the amount of time that elapses between placing a purchase order and receiving products. This can include manufacturing and shipping time.

Days of stock is a period of time for which you would like to have enough stock - in other words, the stock cover. The days of stock is also your purchasing frequency.

The lead time usually depends on suppliers. When in doubt. add additional days in the lead time period.

To learn more about how to set your lead time and days of stock, read the full article.

Product information

Additional product information can help increase the accuracy of the inventory forecast.

Non-replenishable items

Items you wish to set as non-replenishable, such as dropshipped products or discontinued items, should have their 'replenishable' status set to 'no'. This can be done in bulk or by import. 

Seasonal products

For products that are seasonal (e.g. summer apparel, holiday items), calculating the forecast will be different to products that sell all year long - it will be based on the same months in the prior year rather than the most recent months.

Seasonality can be set as a default option in your forecast settings, or configured against individual products.

Account settings

Navigate to Account > Settings at the bottom left-hand corner of the screen to adjust account-wide configuration.

mceclip0.png

Connections & Warehouses

Warehouses in Demand Planner will reflect the warehouses set up in Brightpearl. Click on the Connections & Warehouses tab to control which of these warehouses are used for replenishment and reporting purposes. For example, you may choose to disable virtual warehouses. It might also be beneficial to create a combined warehouse

Note: If every warehouse is disabled, you will see a combined view of all warehouses. 

Next to each warehouse there is an option to configure it further. Here, you can rename the warehouse, choose whether to enable low stock alerts, and whether to ignore stockouts for forecasting purposes.

You can also see a history of all changes made to the warehouse settings.

Forecast

Here you can ensure the forecast settings are configured to your requirements. 

You can also customize settings for low stock alerts here, including who receives these alerts, how often they are sent and if you only want to be alerted when an item is newly low in stock (a delta alert).

Purchase orders

The purchase orders settings page allows you to:

  • Set the starting number for the PO reference counter
  • Define the unit of weight
  • Choose a default status
  • Edit the purchase order template used by Demand Planner
  • Add custom fields that can be populated on purchase orders

Wholesale

This tab allows you to differentiate wholesale orders from retail ones, and whether to exclude them from the forecast. You can also choose whether to sync them from Brightpearl or not.

If you opt to sync them, you will have to choose a wholesale order status, and pick any channels or warehouses relating to wholesale orders.

Wholesale customers are configured separately, under the Wholesale menu on the left hand side.

Users

Create users and configure their permissions.

 

Have more questions? Submit a request