Create a Replenishment or Allocation Plan

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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.

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 β€” or deviate from β€” 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:

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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 β€” 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

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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 β€” North America")

Plan Type

Replenishment or Allocation (selected above)

Coverage Period

The date range for this plan β€” 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

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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 β€” so you're never caught with too little runway to act.

Click Next when ready.


Step 2: Configure Your Plan

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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.

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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.

2

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.

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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 β€” Include products with no current planning recommendations (useful for reviewing the full catalog)

  • Transit Lead Times β€” Default lead time in days per month, used as a fallback for items without a specific Transit Lead Time attribute

  • Safety Stock β€” Default safety stock buffer in days, used as a fallback for items without a specific Safety Stock attribute

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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

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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.


What Happens After You Create a Plan?

Your plan opens to the order schedule view β€” a time-series grid showing:

  • Buy quantities β€” Mo's recommended order amounts per period

  • Net inventory projections β€” Starting Balance + Buys βˆ’ Projected Sales, period by period

  • Coverage metrics β€” Days on hand for each SKU across the coverage window

  • Constraint data β€” 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.

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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 β€” 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.

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 β€” for example, an internal demand plan and a factory-facing plan β€” side by side.


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