Demand Planner

Overview of Demand Planner

• Overview of Demand Planner
• Getting started with Demand Planner
• Syncing in Demand Planner
• Glossary of terms

Configuring Demand Planner

• Combined warehouses
• Configuring users and permissions
• Configuring global forecast settings
• Configuring low stock alerts
• Adding and configuring Demand Planner automations
• Emailing and scheduling reports

Navigating Demand Planner

• Overview (Demand Planner homepage)
• Catalog
• Overstock report
• Open-to-Buy planning

Vendor and product set-up

• Vendors
• Vendor cost prices
• Lead time and days of stock
• Minimum Order Quantities and Units of Measure
• Non-replenishable status

Forecasting

• Sales forecast
• Seasonality
• Stockouts
• Editing a forecast
• Troubleshooting forecasts and replenishment

Replenishment

• Replenishment report
• Replenishment and multiple/combined warehouses
• Wholesale planning in Demand Planner

Purchase orders and transfers

• Stock orders list (purchases, transfers and assembly orders)
• Creating purchase orders with Demand Planner
• Transferring stock between warehouses with Demand Planner

Bundles and assemblies in Demand Planner

• Bundles in Demand Planner
• Assemblies in Demand Planner
• Configuring assemblies for replenishment (assembly time and cycle)
• Assembly orders

Reporting

• Inventory KPIs
• Year on year report
• Stock, sales and commitment
• Aging analysis
• Stock history report
• Delivery schedule and good received note
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Troubleshooting and updates

• New features for Demand Planner