# Create a Replenishment or Allocation Plan

{% hint style="info" %}
**Quick Answer:** Go to **Planning** in the left nav, click **Create Plan**, and follow the two-step wizard: name your plan and choose a type, then link a forecast, select locations, and set a coverage period. Your plan will be ready to review in seconds.
{% endhint %}

## What Is a Production Plan?

**A production plan in Moselle** is a time-series buy schedule that turns your forecast into concrete order recommendations. It shows how much to order, when to order, and what will happen to your inventory levels if you follow — or deviate from — the plan.

Every plan is linked to a forecast scenario, so demand signals flow directly into the replenishment math. When your forecast changes, you can rebuild the plan to reflect the latest projections.

**Time Required:** 5 minutes\
**Difficulty:** Beginner

**Before you begin, make sure you have:**

* [ ] An active Moselle account with at least one warehouse configured
* [ ] At least one forecast created and saved
* [ ] Supplier and lead time data configured (for best recommendations)

{% hint style="success" %}
Plans require an existing forecast. [Learn how to create a forecast](/getting-started/fast-tutorial/create-a-forecast.md) before proceeding.
{% endhint %}

***

## Choose Your Plan Type

From the **Planning** page, click **Create Plan**. Before filling in any details, choose the type of plan you need:

### Replenishment Plan

**A replenishment plan** determines what to reorder from suppliers and when. Moselle identifies at-risk items and recommends order quantities based on your forecast, current stock, lead times, and safety stock targets.

Use this when you need to **place new purchase orders** with suppliers.

### Allocation Plan

**An allocation plan** distributes existing inventory across multiple locations — warehouses, retail stores, or sales channels. No new orders are placed; inventory is moved or committed from existing stock.

Use this when you have **stock on hand** that needs to be assigned across locations rather than reordered.

***

## Step 1: Name Your Plan

{% stepper %}
{% step %}

### Set the Basics

Fill in the foundational details for your plan:

| Field               | Description                                                                    |
| ------------------- | ------------------------------------------------------------------------------ |
| **Plan Name**       | A memorable name for easy reference (e.g., "Q3 Replenishment — North America") |
| **Plan Type**       | Replenishment or Allocation (selected above)                                   |
| **Coverage Period** | The date range for this plan — how far out you want to plan orders             |

**Coverage Period guidance:**

* **Short-lead-time brands (< 4 weeks):** 3–4 months of coverage
* **Long-lead-time brands (ocean freight, 3–6 month lead times):** 6–12 months of coverage
* **Seasonal businesses:** Cover through the end of your peak season plus one reorder cycle

{% hint style="info" %}
**How Moselle uses your coverage period:** Moselle works backward from your coverage end date. Given your lead times, it calculates the latest date you can place each order and still be in stock by the time you need inventory. This is why a longer coverage window surfaces order trigger dates earlier — so you're never caught with too little runway to act.
{% endhint %}

Click **Next** when ready.
{% endstep %}
{% endstepper %}

***

## Step 2: Configure Your Plan

{% stepper %}
{% step %}

### Link a Forecast Scenario

Select the forecast that will drive your buy recommendations. This is the demand signal your plan uses to calculate how much inventory you'll need across the coverage period.

{% hint style="info" %}
Each plan is a snapshot of the forecast at the time it was generated. If your forecast has been updated since you created the plan, click **Rebuild** to refresh the recommendations.
{% endhint %}
{% endstep %}

{% step %}

### Select Locations

Choose which warehouse or location this plan is for. Moselle calculates inventory projections and buy quantities relative to the stock at the selected location.
{% endstep %}

{% step %}

### Filter Products

Decide which products to include:

| Option                       | What It Includes                                  |
| ---------------------------- | ------------------------------------------------- |
| **SKUs (including bundles)** | All product variations, including bundle SKUs     |
| **Core SKUs**                | Roll up bundles and cases to their component SKUs |
| **Components**               | Break down to the component/ingredient level      |

**Optional settings:**

* **All Products Toggle** — Include products with no current planning recommendations (useful for reviewing the full catalog)
* **Transit Lead Times** — Default lead time in days per month, used as a fallback for items without a specific Transit Lead Time attribute
* **Safety Stock** — Default safety stock buffer in days, used as a fallback for items without a specific Safety Stock attribute
  {% endstep %}

{% step %}

### Set Order Frequency

Choose how the plan groups time periods:

| Frequency   | Best For                                     |
| ----------- | -------------------------------------------- |
| **Monthly** | Most brands; standard planning cadence       |
| **Weekly**  | High-velocity SKUs or short lead times       |
| **Daily**   | Advanced use cases with daily reorder points |

{% hint style="warning" %}
**Important:** The frequency setting cannot be changed after a plan is created. If you need a different cadence, create a new plan.
{% endhint %}

Click **Create Replenishment Plan** (or **Create Allocation Plan**) to generate your plan. It will appear in the Plans list, nested under the forecast scenario you selected.
{% endstep %}
{% endstepper %}

***

## What Happens After You Create a Plan?

Your plan opens to the **order schedule view** — a time-series grid showing:

* **Buy quantities** — Mo's recommended order amounts per period
* **Ending inventory projections** — Starting Balance + Buys − Projected Sales, period by period. Periods showing zero indicate stockouts where sales exceed available inventory.
* **Coverage metrics** — Days on hand for each SKU across the coverage window
* **Constraint data** — MOQ, min/max levels, and lead time impacts reflected in recommendations

From here you can review Mo's suggestions, edit order quantities, and generate purchase orders when the plan is ready.

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

***

## Frequently Asked Questions

### Can I change the plan type after creating it?

No. Plan type (Replenishment vs. Allocation) is set at creation. If you need a different type, create a new plan — your existing plan remains accessible for reference.

### Can I have multiple plans at the same time?

Yes. You can maintain as many plans as needed. Your most recent active plan appears at the top of the Planning page; previous plans are listed below for reference and comparison.

### What happens when I rebuild a plan?

Rebuilding regenerates the plan's recommendations using the latest data from the linked forecast, current inventory levels, and any updated constraints. Your manually edited order quantities are not preserved after a rebuild.

### Can I link a plan to a different forecast?

No. The forecast link is set at creation. To use a different forecast, create a new plan. This allows you to run parallel scenario plans — for example, an internal demand plan and a factory-facing plan — side by side.

***

## Related Guides

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

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

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

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


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