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.

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Creating a new automation

From the account menu

To add a new automation, go to Account > Automations and click 'New Automation' on the bottom left hand side, then click 'Automate Stock Orders':

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To learn more about automating reports, click here.

Through a bulk action

Automations can also be created from the relevant reports when performing bulk actions.

For example, go to Replenishment and click the arrow next to “New purchase order”, then select “Multiple stock orders”. On the resulting page, there is an option to “Enable Automation”.

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Configuring an automation

You will be taken to a screen containing the following settings:

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Field Description
Enable automation Activate or deactivate the automation using this rule.
Name

Give the automation a name.

Frequency

Select the schedule the automation should run on.

Choose from:

  • Daily
    • Every X days
  • Weekly
    • Every X weeks on one or more specific days
  • Monthly
    • Every X month on a specific day
  • Yearly
    • On a specific day

For each option, you can also choose when to stop the automation.

Notification emails

Set an email address to send error reports to. Multiple emails can be entered, separated by a comma.

Notify upon success Check the box to send an email every time the automation runs successfully too.

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

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Field Description
Type

Choose from:

  • purchase order
  • transfer
Status Status of the purchase order/transfer on creation.
Items type

What kind of items to be included on the order. Choose from:

  • simple variants
  • assemblies

If picking assemblies, additionally choose whether to replace the assemblies with their component products.

Filters 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.

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This contains the following fields:

Field Description
Vendors Select the vendors to create the purchase orders for.
Vendor UOM Choose whether or not to use the vendors' units of measurement.
Round quantity 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.

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This contains the following fields:

Field Description
Source warehouse Choose the source warehouse (i.e. where to do the transfer from).
Limit transfer quantities by

Choose whether to limit the quantities on the transfer by what stock is available, or the total current stock.

The forecasted available stock is lower than the current stock if there are forecasted sales at the source warehouse to be taken into consideration.

Rounding Pick whether to round quantities up or down if applicable.
Transfer UOM Choose whether or not to use the vendors' units of measurement and the transfer's units of measurement.

Destination warehouse

The final section is about configuring the destination warehouse and, if doing a transfer, the prioritization.

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Field Description
Destination warehouse

Select the warehouse(s) to deliver the goods to.

Also choose whether to send the order/transfer to Brightpearl.

If multiple destination warehouses are selected, a method of prioritization also has to be configured.

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Field Description

Primary method

Secondary method

Choose from:

  • Stock cover
    • Fulfill replenishment recommendations based on the warehouse with the lowest stock cover first.
  • Warehouse replenishment
    • Fulfill replenishment recommendations based on the warehouse with the highest replenishment needs first.
  • Manual
    • Drag and drop the warehouses into the required order, from most to least important.

Viewing existing automations

Once you've created and configured your automation, you will see it in the list of automations under Account > Automations.

Clicking in to the automation will bring you to a summary screen.

The summary screen is broken into two sections.

Upcoming

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The top of the page will show you information about your automation, including:

  • When it will next run
  • How the rule is currently configured

Additionally, you have the option to edit the automation, as well as run it immediately (by clicking "Create now").

Past stock order batches

The bottom of the page shows you information on the previous times the rule has run.

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Each instance of it running is displayed, with the time and date it ran, any errors or additional information, and a list of the stock orders created.

You can also see how the rule was configured at the time it ran by hovering over the mceclip11.png icon:

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Automation history

Click the "Automation history" button within the automation summary screen to view a history of the edits made to the automation and a log of every time the automation ran.mceclip13.png

 

 

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