Adding and configuring Demand Planner automations

Demand Planner allows you to automatically create purchase orders or transfers on a schedule. This can be useful if you raise orders with specific vendors every month or if you ship goods to another warehouse regularly, e.g. if using Amazon FBA.

The functionality can be accessed at Account > Automations. Entering the settings page will display a list of your current automations.

Creating a new automation

To add a new automation, click 'New Automation' on the bottom left hand side, then click 'Automate Stock Orders':

You will be taken to a screen containing three sections:

• Order
• Vendors/Source warehouse (if choosing transfer)
• Destination warehouses

Order

The first section goes through details about the stock order (purchase or transfer) to be created using the rule.

 

Field	Description
Name	The name of the rule.
Type	Choose from: purchase order transfer
Status	Status of the purchase order/transdfer on creation.
Items type	What kind of items to be included on the order. Chosen from: simple variants assemblies If picking assemblies, additionally choose whether to replace the assemblies with their component products.
Items selection	Choose what products to include in the order or transfer using filters.

Vendors

If the stock order is a purchase order, the Vendors section will appear.

This contains the following fields:

Field	Description
Vendors	Select the vendors to create the purchase orders for.
Units of measurement	Choose whether or not to use the vendors' units of measurement.
Rounding	Pick whether to round quantities up or down if applicable.

Source warehouse

If the stock order is a transfer, the Source warehouse section will appear.

This contains the following fields:

Field	Description
Source warehouse	Choose the source warehouse (i.e. where to do the transfer from).
Units of measurement	Choose whether or not to use the vendors' units of measurement and the transfer's units of measurement.
Rounding	Pick whether to round quantities up or down if applicable.
Limit transfer quantities by available stock	Choose whether to limit the quantities on the transfer by what stock is available.

Destination warehouse

The final section is about configuring the destination warehouse and the rules settings.

Field	Description
Destination warehouse	Choose the warehouse(s) to deliver the goods to. If doing a transfer, you will also need to choose how to prioritise the stock distribution in the event there is not enough stock available in the source warehouse to cover the required quantity. Also choose whether to send the order/transfer to Brightpearl.
Enabled	Choose whether the rule is active or not.
Schedule	Choose how often the rule runs.
Notification emails	Choose where to send notification emails if anything goes wrong with the rule. Choose also whether to send reports of successful runs.