# Replenishment

## What Is the Planning Section?

**Planning is where forecasts become action.** The Planning section connects your demand forecast to your procurement decisions — telling you what to order, how much, and when, based on your inventory position, supplier lead times, and constraints.

When you open Planning from the left nav, you land on the **Plans List** — a view of all your active and past plans. Two types of plans are available:

| Plan Type              | What It Does                                                         | Use When                                   |
| ---------------------- | -------------------------------------------------------------------- | ------------------------------------------ |
| **Replenishment Plan** | Identifies what to reorder from suppliers based on forecasted demand | You need to place new purchase orders      |
| **Allocation Plan**    | Distributes existing inventory across multiple locations or channels | You have stock to move, not stock to order |

Each plan is linked to a specific forecast scenario. When the forecast changes, you can rebuild the plan to reflect the latest demand signal.

***

## What You'll See When You Open a Plan

Inside a plan, the main view is a **time-series planning grid**. Each row is a SKU; columns represent time periods (daily, weekly, or monthly depending on how the plan was configured). The grid shows:

* **Buy quantities** — Mo's recommended order amounts, shown in blue
* **Ending inventory** — Starting Balance + Buys − Projected Sales, period by period. When sales exceed available stock, the ending balance shows zero to indicate a stockout.
* **Days on hand** — how many days of demand the projected ending inventory covers
* **Constraint data** — MOQ, min/max levels, and lead time impacts reflected in recommendations

You can edit buy quantities directly in any cell, filter by Grade (A/B/C), Product Line, or Product Type, and toggle between unit quantities and dollar values.

**Mo is embedded on this page.** Open the Mo sidebar and it already knows your plan type, coverage period, frequency, and linked forecast — no context-setting needed.

***

## The Planning Workflow

Most planning sessions follow this arc:

{% stepper %}
{% step %}

### Create a Plan

Link a forecast scenario, set a coverage period, choose a plan type, and configure product scope and frequency. Takes about 5 minutes.

{% content-ref url="/pages/8QlNv4eTnXy8INtmWeyS" %}
[Create a Replenishment or Allocation Plan](/planning-and-execution/replenishment/create-a-production-plan.md)
{% endcontent-ref %}
{% endstep %}

{% step %}

### Add Constraints

Set MOQ, min/max stock levels, and lead times for your SKUs or product groups. These shape Mo's recommendations to match your real supplier realities.

{% content-ref url="/pages/rWrUXYFkPuQYJLDgxBg2" %}
[Add Your Constraints](/planning-and-execution/replenishment/add-your-constraints.md)
{% endcontent-ref %}
{% endstep %}

{% step %}

### Review and Adjust

Open the plan, review Mo's buy recommendations, surface at-risk items, and edit quantities as needed. Ask Mo to bulk-adjust coverage levels or explain specific recommendations.

{% content-ref url="/pages/XujjS3140dWgq4aagxaz" %}
[Manage Your Production Plan](/planning-and-execution/replenishment/production-planning.md)
{% endcontent-ref %}

{% content-ref url="/pages/rt03PNU9zAGxsqubrFMs" %}
[Planning with Mo](/planning-and-execution/replenishment/production-planning-with-mo.md)
{% endcontent-ref %}
{% endstep %}

{% step %}

### Generate Purchase Orders

When the plan is ready, generate POs — either via Mo (which groups by supplier and sets delivery dates automatically) or using the Generate Purchase Orders button.

{% content-ref url="/pages/c3H9nIfH0qdJQffJKIWc" %}
[Generate Orders](/planning-and-execution/replenishment/generate-orders.md)
{% endcontent-ref %}
{% endstep %}
{% endstepper %}

***

## Planning Documentation

| Page                                                                                       | What It Covers                                                                 |
| ------------------------------------------------------------------------------------------ | ------------------------------------------------------------------------------ |
| [Create a Plan](/planning-and-execution/replenishment/create-a-production-plan.md)         | Two-step wizard: plan type, coverage period, forecast link, frequency          |
| [Manage Your Plan](/planning-and-execution/replenishment/production-planning.md)           | The planning grid, editing quantities, views, filters, and exports             |
| [Add Constraints](/planning-and-execution/replenishment/add-your-constraints.md)           | MOQ, min/max stock, lead times, and the 3-tier constraint hierarchy            |
| [Generate Orders](/planning-and-execution/replenishment/generate-orders.md)                | Creating POs from the plan via Mo or the Generate button                       |
| [Planning with Mo](/planning-and-execution/replenishment/production-planning-with-mo.md)   | Full Mo prompt guide: risk review, bulk edits, PO strategy, advanced scenarios |
| [Advanced Plans Guide](/planning-and-execution/replenishment/advanced-production-plans.md) | Dual scenario plans, ocean freight ordering, MOQ hierarchy debugging, exports  |
| [Cash Planning](/planning-and-execution/replenishment/cash-planning.md)                    | Using Mo to connect procurement decisions to your cash position                |

***

## Related Sections

{% content-ref url="/pages/5l1isZUpoJlB9dV2sixp" %}
[Forecasting](/planning-and-execution/forecasting.md)
{% endcontent-ref %}

{% content-ref url="/pages/zJTX33Agu64EJnWEBenj" %}
[Orders](/planning-and-execution/orders.md)
{% endcontent-ref %}

{% content-ref url="/pages/mpXIdcppjHO1UYCYrGXr" %}
[Forecast vs. Plan](/planning-and-execution/forecasting/forecast-vs-plan.md)
{% endcontent-ref %}


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