Advance Reordering

The Inventory Planner app simplifies inventory management by automating stock predictions, enabling proactive purchasing decisions, and preventing stockouts. With advanced features like vendor selection, customizable alerts, and comprehensive reporting, this app ensures efficient and accurate stock control.

**Key Features:**

1) **Automated Stock Prediction:**
– Analyze past sales data to forecast future stock requirements and avoid overstocking or understocking.

2) **Customizable Stock Alerts:**
– Configure alerts for products nearing stockouts.
– **Yellow Alerts:** Products projected to sell out within 10 days.
– **Red Alerts:** High-priority products with less than 2 days of stock remaining.

3) **Advanced Vendor Selection:**
– Select vendors based on criteria like fastest delivery, lowest price, or specific vendors.

4) **Color-Coded Stock Insights:**
– Visual indicators categorize stock status:
– **Yellow:** Stock lasts less than 10 days.
– **Red:** Stock lasts less than 2 days.
– **Grey:** Sufficient stock for more than 10 days.

5) **Automatic Inventory Planning:**
– Auto-generate inventory reports and create purchase orders based on predefined intervals.

6) **Manager Approval Workflow:**
– Review and approve inventory plans and purchase orders before execution.

7) **Generate Detailed Reports:**
– Access comprehensive insights into inventory performance, sales, and purchase history.

8) **Customizable Planning Parameters:**
– Configure inventory plans with options like extra stock days, lead time, growth multipliers, and warehouse-specific requirements.

**How It Works:**

– **Access Rights:**
Assign roles like “Planner Manager” or “Planner User” for different levels of access.
Navigation: **Settings → Users & Companies → Users**

– **Inventory Plan Configuration:**
Set parameters such as yellow and red alert thresholds, lead time, and default velocity days.
Navigation: **Settings → Inventory → Inventory Plan Settings**

– **Generate Inventory Plans:**
Create plans manually or configure automated reporting intervals. Include details like vendors, product categories, warehouses, and growth multipliers.
Navigation: **Inventory → Inventory Plans**

– **Purchase Order Creation:**
Automatically or manually create purchase orders from inventory plans.
Navigation: **Inventory → Inventory Plans → Action → Create Purchase Order**

– **Review Sales & Purchase History:**
Analyze past sales and purchase trends to refine future stock requirements.
Navigation: **Inventory → Inventory Plans → Sale Order History / Purchase Order History**

The Inventory Planner app ensures precise and proactive stock management, saving time, reducing costs, and improving overall operational efficiency.