# Planning with Mo {% hint style="info" %} **Quick Answer:** Mo is embedded directly inside your plan and automatically knows which plan is open, what type it is, the coverage period, and the linked forecast scenario. Ask Mo to surface stockout risks, explain buy recommendations, bulk-edit quantities, and generate purchase orders — all without leaving the plan. {% endhint %} ## How Mo Works Inside a Plan **Mo is embedded directly on the plan detail page** via a contextual sidebar. When you open Mo here, it's automatically injected with live context about the plan you're looking at: * **Plan type** — replenishment or allocation * **Coverage period** — the date range of the plan * **Frequency** — daily, weekly, or monthly view * **Linked forecast scenario** — the demand signal driving all recommendations You don't need to explain what you're looking at. Mo already knows, and answers are grounded in your specific plan data. {% hint style="info" %} **Two ways to access Mo:** * **Contextual sidebar (recommended)** — Click the **Mo** button on the plan page. This is the primary planning experience. Mo has full context about the open plan. * **Full-page Mo (/mo)** — For open-ended questions not tied to a specific plan, or for multi-plan analysis. Access from the main nav. {% endhint %} ### The Typical Planning Session Most planning sessions follow this arc: **1. Review risk** → Ask Mo "What looks off?" or "Which SKUs are at risk of stocking out?" Mo surfaces the critical items without you having to scan every row. **2. Explain** → Click into a SKU or cell, then ask Mo "Why is this buy so high?" or "What's driving this recommendation?" Mo walks through the net inventory math and forecast signal. **3. Approve adjustments** → Describe what you want to change ("Adjust all buys to cover 12 weeks of demand"), review Mo's preview summary, and confirm. Mo applies the changes. **4. Generate POs** → Ask Mo to create purchase orders. Mo groups line items by supplier, pulls in unit costs and lead times, and generates draft POs for review. This replaces what would otherwise be a multi-tab, spreadsheet-heavy process — and every write action requires your explicit confirmation before anything is committed. *** ## What Can Mo Help With in Planning? **Mo is your AI planning partner** across every stage of the replenishment workflow. Rather than guessing why a quantity was recommended or manually comparing scenarios in a spreadsheet, you can ask Mo directly. ### Prerequisites **Time Required:** Ongoing (reference guide) **Difficulty:** Beginner to Advanced Before using Mo in your plan, make sure you have: * [ ] An active Moselle account with Mo credits available * [ ] At least one plan created in Moselle * [ ] Relevant data connected (forecasts, inventory, suppliers) ### What Mo Excels At | Capability | Example | | ----------------------------------- | ------------------------------------------------------------------------ | | **Coverage & depletion analysis** | "How many weeks of coverage do I have for \[SKU] across all channels?" | | **SKU prioritization** | "Which SKUs need to be ordered first based on lead times and depletion?" | | **Risk surfacing** | "Which SKUs are projected to stock out in the next 60 days?" | | **Explaining recommendations** | "Why did you suggest this order quantity?" | | **Net inventory math** | "Walk me through the Starting Balance + Buys − Sales for this SKU" | | **Bulk-edit with confirmation** | "Adjust all buys to cover 90 days of demand" | | **Scenario modeling** | "If I produce 5,000 units of \[SKU], how long will that last?" | | **Component & raw material demand** | "What raw materials do I need for a production run of \[SKU]?" | | **Constraint troubleshooting** | "Why isn't my MOQ constraint applying to this SKU?" | | **PO generation** | "Create purchase orders from this plan, grouped by supplier" | | **Forecast alignment** | "Explain why demand is spiking in October in the linked forecast" | | **Stakeholder summaries** | "Summarize the key buys this month and why" | ### How to Get Better Results from Mo * **Be specific** — Mention SKU names, time periods, and supplier names * **Provide context** — Tell Mo your constraints: "I'm cash-constrained this quarter" or "I cannot afford any stockouts" * **Click first, then ask** — For cell-specific questions, click the cell in the table before opening Mo's chat * **Ask "why"** — Mo can explain the reasoning behind any recommendation * **Request breakdowns** — Ask for monthly views, product line groupings, or supplier-level summaries *** ## Ask Mo: Pre-Plan Questions **Before creating your plan**, Mo can help you make informed decisions about coverage periods, lead times, and safety stock so your plan is configured correctly from the start. ### Choosing Plan Parameters Not sure how to set up your plan? Mo can guide your configuration decisions before you commit to a setup. * "What coverage period should I use for seasonal items?" * "Should I use core SKUs or components for my BOM structure?" * "How far ahead should I plan for products with 4-month lead times?" ### Lead Time Guidance Estimating lead times — especially with international suppliers — can be uncertain. Mo can provide context-aware guidance. * "What's the typical lead time for products manufactured in Vietnam?" * "Help me estimate transit lead times from my Shanghai supplier" * "Should I factor ocean freight delays into my lead time?" ### Safety Stock Recommendations Setting the right safety stock buffer balances cash flow against stockout risk. Mo can help you find the right level for your business. * "How many days of safety stock should I hold for high-velocity SKUs?" * "What buffer do I need for items with long lead times?" * "Is 15 days of safety stock appropriate for seasonal products?" {% hint style="info" %} **Tip:** Always give Mo your business context when asking for recommendations. "We're cash-constrained and can absorb some stockout risk" will produce a very different answer than "We cannot afford any stockouts heading into our peak season." {% endhint %} *** ## Ask Mo: Managing Your Plan **Once your plan is open**, Mo is connected to your plan data and can explain individual cell values, surface at-risk items, and help you understand the impact of any changes you're considering. ### Explain Cell Values Click any cell in the planning table, then ask Mo about it for the most precise answer. * "Why did you suggest this quantity?" * "What's driving this recommendation?" * "Is my starting inventory showing correctly?" ### Diagnostic Questions Use Mo to quickly surface issues across your entire plan without manually scanning every row. * "Why is my ending inventory negative in March?" * "What happens if I increase this order by 100 units?" * "Show me all SKUs at risk of stockout in Q2" * "Which products have the highest suggested orders this period?" ### Constraint Troubleshooting If your MOQ or safety stock constraints don't seem to be applying correctly, Mo can help you identify the conflict. * "Why isn't my MOQ constraint applying to this SKU?" * "Check if my safety stock is being overridden at the product line level" * "Are there any constraint conflicts for my Grade A items?" ### Comparing Suggested vs. Actual Orders After you've made edits to order quantities, Mo can help you understand the total variance and flag SKUs where you've diverged significantly from its suggestions. * "Compare my actual orders vs. your suggestions for Grade A SKUs" * "What's the total variance between my orders and your recommendations?" * "Which SKUs am I ordering significantly more or less than suggested?" *** ## Ask Mo: Bulk-Edit Buy Quantities **Instead of editing rows individually**, describe your intent to Mo and let it calculate the changes across the entire plan. Mo will show you a preview of what will change — including which SKUs are affected and by how much — and wait for your explicit confirmation before committing anything. ### How Bulk Edits Work 1. Open the Mo sidebar from your plan page 2. Describe what you want to adjust in plain language 3. Mo calculates the delta across all affected SKUs and shows you a summary 4. Review the preview — confirm to apply, or refine your request ### Example Bulk-Edit Prompts **Coverage-based adjustments:** * "Adjust all buys to cover 90 days of demand" * "Bring everything in Product Line X up to 12 weeks of coverage" * "Set coverage to 60 days for all Grade A SKUs" **Risk-based reductions:** * "Reduce buys for items with more than 6 months of stock on hand" * "Cut buys on Grade C items by 20%" * "Remove orders for any SKU with more than 180 days of coverage" **What-if analysis before committing:** * "If I cut buys on Product Line X by 20%, which SKUs would go negative?" * "Show me what happens to coverage if I reduce all orders by 15%" {% hint style="warning" %} Mo always previews bulk changes before applying them. No quantities are updated until you explicitly confirm. You can refine or cancel after seeing the preview. {% endhint %} *** ### SKU-Specific Analysis For deeper dives into individual products, give Mo the SKU name or identifier for the most targeted response. * "Which SKUs have MOQ constraints that are inflating my order quantities?" * "Show me products that will run out if I don't order in January" * "What's driving the high suggested order for \[SKU name]?" {% hint style="success" %} **Best Practice:** Click on a specific cell before asking Mo "why" questions. Mo will use the selected cell as context and give you a more precise explanation than a general question. {% endhint %} *** ## Ask Mo: Coverage & Depletion Analysis **Mo can calculate your exact depletion timeline** for any SKU or group of SKUs — pulling current inventory positions, applying the forecast run rate, and showing you how long stock will last before hitting zero. This gives you a real-time answer without opening a spreadsheet. ### Current Coverage * "How many weeks of coverage do I have for \[SKU]?" * "How many weeks of coverage do I have for \[SKU] across all channels?" * "Which SKUs have less than 60 days of coverage right now?" * "Show me coverage by product line, sorted from lowest to highest" ### Depletion Timelines * "When will \[SKU] run out at its current sell rate?" * "Which SKUs are projected to stock out in the next 60 days?" * "Give me a depletion timeline for my top 10 SKUs by revenue" * "Flag anything that will go negative before my next order arrives" ### Burn Rate Context * "What's the current 30/60/90-day sales velocity for \[SKU]?" * "Is \[SKU] selling faster or slower than the forecast expected?" * "Compare burn rates for \[Product Line] vs. the same period last year" {% hint style="info" %} **Tip:** When asking about coverage, specify a channel if you want channel-specific data — e.g., "How many weeks of Shopify coverage do I have for \[SKU]?" Mo will apply the channel-level demand signal from your linked forecast scenario. {% endhint %} *** ## Ask Mo: SKU Prioritization & Timing **Mo can rank your SKU list by urgency** — factoring in both how fast stock is burning and how long it takes to replenish. This means you always know which SKUs need to go into the plan first, rather than scanning the grid manually to find the most critical items. ### Production Priority Queue * "Which SKUs need to be ordered first based on lead times and projected depletion?" * "Rank my at-risk SKUs by urgency — how soon do I need to act on each?" * "If I can only place orders for 10 SKUs this week, which ones should they be?" ### Lead-Time-Aware Ordering Windows * "What's the latest I can place an order for \[SKU] and still be in stock by \[date]?" * "Which SKUs have already passed their order trigger date for the next coverage period?" * "Show me all SKUs where the order window is closing in the next 2 weeks" ### Grade-Based Prioritization * "Rank Grade A SKUs by days on hand, lowest first" * "Which Grade B items are most at risk of going out of stock before Grade A items are resolved?" * "Show me urgency rankings filtered to \[Product Line]" *** ## Ask Mo: Raw Material & Component Demand **If your catalog includes Bills of Materials (BOMs)**, Mo can trace finished goods demand all the way back to component-level sourcing requirements — automatically. Instead of manually calculating raw material needs from a production run, describe what you want to build and Mo surfaces what you need to source. ### Component Sourcing Requirements * "What raw materials do I need to source to support a production run of \[SKU]?" * "If I produce 5,000 units of \[SKU], what components do I need on hand?" * "Which components are at risk of running short if I fulfill the next 90 days of \[SKU] demand?" ### Cross-SKU Component Aggregation * "Aggregate component demand across all \[Product Line] SKUs for the next quarter" * "Which component is the biggest bottleneck across my full production plan?" * "Show me total component requirements if I approve all the suggested orders in this plan" ### Component Coverage Check * "Do I have enough \[component SKU] to cover the next 60 days of production?" * "Which components are shared across multiple SKUs and most at risk of running short?" * "Flag any component whose current stock can't support the plan's finished goods recommendations" {% hint style="info" %} **Prerequisite:** Component demand queries require BOMs to be configured in your Product Catalog. If your business manufactures or kits products, work with your CSM during onboarding to set up BOMs before going live on planning. [Learn more about BOMs](/operations/catalog/bill-of-materials.md) {% endhint %} *** ## Ask Mo: Scenario Modeling **Mo lets you stress-test coverage assumptions in plain language** without rebuilding the plan. Use scenario questions to model the impact of a demand spike, a production decision, or a delayed order — before you commit. ### Inventory Duration Scenarios * "If I produce 5,000 units of \[SKU], how long will that last at current sell rates?" * "How many units of \[SKU] do I need to build to cover the next 6 months?" * "If I order 2,000 units now, when will I need to reorder?" * "How much of \[SKU] do I need to hit a 90-day safety stock target?" ### Demand Spike Scenarios * "What happens to coverage if my wholesale order for \[SKU] comes in at 2x forecast?" * "If a retail partner places an unplanned order for 1,000 units in March, which SKUs would go negative?" * "Model the impact of a 40% demand spike in Q4 on my current buy quantities" ### Order Delay & Supply Scenarios * "What's the coverage impact if my supplier order is delayed by 3 weeks?" * "If I cut total orders by 15%, which SKUs are most likely to stock out?" * "Show me my inventory position if I skip the March order cycle" ### Budget Constraint Scenarios * "How should I prioritize orders if I have a $200,000 procurement budget for Q3?" * "Which SKUs should I cut to reduce total spend by 20% with the least stockout risk?" * "Trade off: Grade A coverage vs. cash savings — show me the impact of reducing Grade B orders by 30%" *** ## Ask Mo: PO Strategy & Review **When you're ready to generate purchase orders**, Mo can help you decide between cost and lead time optimization, review the output, and prioritize which orders to activate first. ### Before Generating Orders Mo can provide strategic guidance before you commit to generating POs — especially helpful when you have multiple supplier options or competing priorities. * "Should I optimize for cost or lead time based on my current inventory position?" * "Compare supplier options for my top-priority SKUs" * "What's the total projected spend if I generate orders right now?" * "Which supplier should I use for \[SKU name]?" * "Compare lead times vs. costs for my top 10 SKUs" **What to tell Mo:** * Specify your business priority: "I need inventory fast for a Q3 product launch" vs. "I need to minimize spend this quarter" * Ask for multi-supplier comparisons when relevant * Request explanations: "Why did you choose Supplier A over Supplier B for this SKU?" ### After Generating Orders Once orders are generated, Mo can help you understand the output and decide what to activate first. * "Show me a summary of all generated POs by supplier" * "Which POs should I activate first to avoid stockouts?" * "What's the total value of orders generated for January?" * "Which supplier received the most orders?" * "Break down my total spend by product line" ### Monthly PO Workaround Since the system currently generates POs for the full coverage period, Mo can help you think through a manual monthly breakdown. * "Help me split this full-period PO into monthly orders" * "Show me how much inventory arrives each month if I place this order now" * "Create a monthly ordering schedule based on these quantities" ### Draft vs. Active Order Strategy Not all generated orders need to be activated immediately. Mo can help you triage. * "Which orders should I activate first based on stockout risk?" * "Show me POs sorted by urgency" * "What's the risk if I delay activating \[specific PO]?" {% hint style="warning" %} **Note:** Purchase orders are currently generated for the full coverage period. Use Mo's help to manually plan a monthly cadence, or export your order schedule and apply the breakdown in your procurement system. {% endhint %} *** ## Ask Mo: Advanced Planning Scenarios **For complex planning decisions** — dual scenario plans, constraint debugging, seasonal spikes, and order frequency — Mo can act as a strategic advisor to help you model outcomes before you commit. ### Dual Scenario Planning When running parallel internal and factory-facing plans, Mo can help you understand the delta between them. * "Compare my internal demand plan vs. my factory-facing plan" * "What's the difference between these two scenarios?" * "Show me the total cost difference between my internal and factory-facing plans" * "Which SKUs have the biggest variance between scenarios?" ### MOQ Hierarchy Debugging Constraint conflicts can be difficult to trace manually. Mo can pinpoint where a conflict is occurring in the 3-tier hierarchy. * "Why is my Product Line MOQ not applying to \[SKU name]?" * "Show me all constraint conflicts for my Grade A items" * "Check if any SKU-level constraints are overriding my product line settings" * "List all items where MOQ constraints are inflating order quantities" ### Export Strategy Deciding what level of aggregation to share externally? Mo can help you choose the right export for your audience. * "Should I export at Product Line or Product Type level for my factory?" * "What aggregation level is best for a finance team review?" * "What information is hidden at each export level?" ### Seasonal Planning Planning for demand spikes and promotional events requires careful inventory positioning. Mo can help you model the impact before committing. * "How should I adjust my plan for a holiday demand spike?" * "What's the risk of stockouts if I reduce my Q4 orders by 20%?" * "Help me plan inventory for a 40% demand spike in November and December" * "Model the impact of a promotional event in March on my inventory levels" ### Constraint What-If Analysis Before changing constraints, use Mo to model the downstream effects on your plan. * "What happens to my plan if I increase MOQs by 50%?" * "Model the impact of reducing lead times by 2 weeks" * "Show me how my plan changes if I reduce safety stock from 30 to 15 days" * "What's the cost difference between 30-day vs. 60-day safety stock?" ### Order Frequency Planning For brands on ocean freight or quarterly ordering rhythms, Mo can help you understand how consolidated order schedules affect your inventory levels. * "How should I set up quarterly ordering for ocean freight shipments?" * "What's the difference between my display cadence and actual order frequency?" * "Show me how consolidating orders into quarterly buckets affects my inventory" {% hint style="info" %} **Tip:** When asking Mo about complex scenarios, always provide the constraint type (MOQ, lead time, safety stock), the time period, and any relevant business context — such as a promotional event or cash flow constraint. This gives Mo the full picture needed to provide a meaningful answer. {% endhint %} *** ## Related Guides {% content-ref url="/pages/8QlNv4eTnXy8INtmWeyS" %} [Create a Replenishment or Allocation Plan](/planning-and-execution/replenishment/create-a-production-plan.md) {% endcontent-ref %} {% content-ref url="/pages/XujjS3140dWgq4aagxaz" %} [Manage Your Production Plan](/planning-and-execution/replenishment/production-planning.md) {% endcontent-ref %} {% content-ref url="/pages/c3H9nIfH0qdJQffJKIWc" %} [Generate Orders](/planning-and-execution/replenishment/generate-orders.md) {% endcontent-ref %} {% content-ref url="/pages/I9gucwtJ2LWj6vkAOOjb" %} [Advanced Production Plans Guide](/planning-and-execution/replenishment/advanced-production-plans.md) {% endcontent-ref %} {% content-ref url="/pages/l9ml4ZumgPlQAIGamldP" %} [Mass Editing with Mo](/planning-and-execution/replenishment/mass-editing-with-mo.md) {% endcontent-ref %} {% content-ref url="" %} {% endcontent-ref %} --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. 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