Overview
The Plans tab in the Item Card gives inventory planners greater control over an item’s expected demand. You can manually adjust demand when you have information that the statistical forecast may not fully capture.
Demand is a key input in AGR’s order calculations, so changes made in the Plans tab directly influence future replenishment needs and order suggestions.
There will be a number of data series used in planning for that item, displaying data 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 the chart right away.
After a user has edited any green cell, a bold green line will appear indicating that a user change has been made. to see the original value, hover the mouse over the cell and the original value will appear
All planning user changes are logged in the item history.
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.