Overview
The Plans tab in the item card shows the data series used in planning for that item for the selected time period and duration.
Data series
To add or remove data series rows from the Plan tab,
Click on the Data Series icon to the right of the Plan tab to display the data series already selected.
Select the data series you want to add to the view from the dropdown menu.
Drag and drop the data series by holding the left mouse button down to reorder the series.
The Plan view will then display the data series in your chosen order.
Changing data
Changing data in the Plan tab will update that date in both the chart and the grid.
For users who actively plan demand through the item card, is it possible to see a bold green line, indicating that a user has keyed in a value, thus overriding the forecast. The user can also see the original value by hovering over.
In this example, the cell for May has a user override, indicated by the green bold line on the left side.
Transparency to the original value
To see the original overwritten value, the user can hover the mouse over the cell, and the value will appear to the side, see image below.
Adjustments to historical sales
To see the updates made in the Plan tab,
Navigate to the Plans module.
Press the Sync grid icon to reflect the changes.
Any changes made in the Plans module will also be reflected in the Plan tab of the item card once the Sync grid icon in the Plans module has been pressed.