Manage Your Production Plan

Order Schedule & Inventory Planning

The Production Planning feature provides a streamlined way to manage your order schedules and inventory planning. This table-based interface provides an actionable, editable experience that lets you plan your purchases directly within Moselle.

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Pro Tip: Blue values indicate Mo's suggested orders. These are recommendations based on your forecast and inventory data—use them as a reference point when planning your purchases.

What's New

Simplified Interface

  • Removed summary cards – The stats cards at the top weren't providing actionable insights, so we've streamlined the view.

  • New table view – Built with AG Grid for faster loading and better performance.

  • Direct editing – Edit "Order" quantities directly in the table cells.

  • Expandable rows – Click into any SKU to see detailed breakdowns (Starting Stock, Projected Sales, etc.).

  • Advanced Filtering – Filter by Grade (A/B/C), Product Line, Product Type (Sub-Line), or use the global Search.

Editable Order Quantities

You can now edit order quantities directly in the table. When you expand a SKU row, you'll see the following detail rows:

Row Label
Description

Starting Stock Level

Your current inventory position at the beginning of each period.

Projected Sales

Forecasted units based on your active Demand Plan.

Suggested Order

Mo's recommended order quantity. This appears in blue in the "Order" column.

Ending Quantity

Calculated inventory at the end of each period, accounting for lead times on placed orders.

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Understanding the Table Layout

Columns

  • Total Suggested Order: The sum of Mo's recommendations (fixed).

  • Total Order: The sum of your actual/edited orders (updates dynamically).

  • MOQ: The Minimum Order Quantity for the item.

  • Period Columns (e.g., "January 2026"):

    • Order: Your editable buy quantity.

    • Ending: The projected ending inventory.

You can customize which fixed columns are visible by clicking the Overflow Menu (⋮) > Show Columns.

Visual Indicators

  • Blue Background/Text: Indicates Mo's suggestions or "Total Suggested Order" column.

  • White Cells: Editable fields for your actual order quantities.

  • Grey Cells: Read-only calculated fields (like Ending Quantity).

How to Use Production Planning

Step 1: Access Your Production Plan

  1. Navigate to Production Planning from the main menu.

  2. Click into a specific production plan to open the Order Schedule view.

Step 2: Review Mo's Suggestions

  1. Look at the Suggested Order detail row or the Total Suggested Order column.

  2. These suggestions are calculated based on your forecast, lead times, safety stock, and constraints.

Step 3: Edit Order Quantities

  1. Click on any editable cell in the Order column to modify the quantity.

  2. Your changes will automatically recalculate the Ending quantity for future periods.

    • Note: Inventory updates reflect the item's lead time. For example, increasing an order in January for an item with a 3-month lead time will increase the Ending Quantity starting in April.

  3. The Total Order column will update to reflect your changes.

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Tip: Most users work at the top level (collapsed rows). Expand a row only when you need to verify the detailed breakdown or verify calculations.

Step 4: Switch Views

Use the toggles at the top left to switch between:

  • Quantity View – Default view, fully editable (Unit counts).

  • Value View – Shows dollar amounts ($) instead of units.

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Step 5: Filter by Grade (ABC Analysis)

Use the tabs to filter your order schedule by inventory grade:

  • All SKUs

  • Grade A – High-value, high-priority SKUs.

  • Grade B – Medium priority.

  • Grade C – Lower priority.

Step 6: Generate Purchase Orders

Once you're satisfied with your order schedule, click Generate Purchase Orders. You will be presented with two optimization options:

  1. Cost: Minimize spend by optimizing for cash flow and unit costs.

  2. Lead time: Get inventory sooner by prioritizing supplier lead time and geographic distance.

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Step 7: Export Options

You can export your plan data to CSV by clicking the Overflow Menu (⋮) > Download Order Schedule. The export respects your current aggregation view:

  • Item Level: Detailed row-by-row data for every SKU.

  • Product Line: Aggregated totals grouped by product line.

  • Product Type: Aggregated totals grouped by product type.

Working with Mo (AI Assistant)

Ask Questions About Your Plan

Mo is connected to your Production Plan and can explain calculations:

  1. Click on any cell in the table.

  2. Use Mo's chat to ask questions like:

    • "Why did you suggest this quantity?"

    • "What's driving this recommendation?"

    • "Is my starting inventory showing correctly?"

Current Capabilities

Feature
Status

Explain cell values

✅ Available

Answer questions about the plan

✅ Available

Mass edit via Mo

🚧 Coming soon

Apply formulas via Mo

🚧 Coming soon

Tips for Success

  1. Start with Mo's suggestions – They're calculated based on your forecast, lead times, and safety stock requirements.

  2. Work at the top level first – Make your main adjustments on the collapsed rows, then expand only when you need to verify the math.

  3. Use Value View for reporting – Great for sharing with finance teams, but remember to switch back for editing.

  4. Check your constraints – If recommendations look off, check your constraints. Moselle uses a 3-tier lookup order:

    1. SKU Level (Highest priority)

    2. Product Type Level

    3. Product Line Level (Lowest priority) A constraint set on a specific SKU will override a general constraint set on its Product Line.

  5. Rebuild if needed – If you've updated underlying data (like lead times or external inventory), use the Settings (⚙️) menu > Rebuild to refresh the plan calculations.

Frequently Asked Questions

Q: Why doesn't my Total Order match the sum of my monthly orders?

A: The Total Suggested Order is fixed and reflects Mo's original recommendation (which may include MOQ adjustments). Your Total Order column should match the sum of your edits. If it doesn't, ensure you aren't viewing a cached version by refreshing the page.

Q: Can I edit orders in Value View?

A: No, Value View is read-only for display purposes. Switch to Quantity View to make changes.

Q: Why are my constraints not applying?

A: Check the hierarchy. A constraint on a specific SKU will always take precedence over a Product Type constraint, which takes precedence over a Product Line constraint. Ensure you haven't accidentally set a stricter constraint at a lower level.

Q: Can I change the plan frequency?

A: Yes, the production plan supports Daily, Weekly, and Monthly views. This is configured when you first create the plan. To change it, you would need to create a new production plan with the desired frequency.

Q: How do I generate monthly POs instead of one large PO?

A: Currently, POs are generated for the full coverage period. For monthly POs, export your schedule using the Download Order Schedule option and create them manually in your procurement system.

Troubleshooting Common Issues

Problem
Solution

Table is slow to load

The new table uses optimized batch loading. If it feels stuck, try refreshing the page to trigger a new data fetch.

Cannot find a product

Check your active filters (Grade, Product Line, Product Type). If still missing, use the global search bar to locate the specific SKU.

Export looks different

Check your aggregation view. The export matches the current grouping (Line/Type/Item) you see on screen.

Starting stock is 0

This usually means the plan data is stale or there's a sync issue. Check the actual inventory on the Item page. If it matches, go to Settings (⚙️) > Rebuild to refresh the plan.

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