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	Calculates buy quantities per SKU and generates purchase orders to send to suppliers	You need to restock — you're ordering new inventory
Allocation Plan	Distributes inventory you already own across locations, channels, or stores	You have existing stock to move, not new stock to order

Plans are built on top of a forecast scenario. Changing your forecast doesn't automatically update a plan — you rebuild the plan to pull in the latest demand signal.

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Where to Start

Core Workflow

Core Workflow — The essential four-step process from forecast to purchase orders. Start here if you're new to Planning or running a standard replenishment cycle. Covers creating a plan, managing recommendations, adding constraints, and generating orders.

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Advanced Planning

Advanced Planning — Power-user features for complex scenarios. Includes advanced production plans, AI-driven planning with Mo, and bulk editing for large SKU catalogs. Best for experienced users managing multi-SKU or multi-supplier operations.

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Financial Planning

Financial Planning — Integrate cash flow and budget constraints into your replenishment strategy. Essential for seasonal businesses and teams managing tight working capital.

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Related Sections

✨Forecasting🚛OrdersForecast vs. Plan