💡 You set up inventory planning at the level of each product for which you want Douano to semi-automatically determine the planning. You can create this product-by-product or in bulk for an entire set of products.
💡 Start by creating an inventory plan for a single product. Once you are familiar with how this module works, you can move on to using bulk inventory planning for multiple products (this is explained later in this guide).
Per Product
⇢ Go to Inventory planning - products and click the green plus icon.
General data
Product: select the product for which you want to create an inventory plan.
Create via transaction type: select the type you want to use to replenish inventory. You can choose from the following values:
Purchase: you purchase this product from a supplier.
Production: you produce the product via a production order.
Filling: you produce the product via a filling order.
Repackaging: you produce the product via a repackaging process.
Review period: the period over which you want to estimate inventory.
💡 Select the review period in line with the planning you make. For example, if a product can be produced/purchased weekly, set this to weekly. Douano will then monitor that sufficient stock is available to meet demand for that period.
Inventory parameters (optional)
Minimum stock: the minimum quantity you always want to keep in stock.
💡 Add a safety margin here to ensure sufficient inventory in case of delivery delays or unplanned production.
💡 When the stock of a product falls below the minimum stock, Douano will generate a purchase recommendation. This recommendation can be quickly converted into a purchase order, production order, filling order, or repackaging order.
Maximum stock: the maximum quantity you want to keep in stock. Take into account the storage capacity of your warehouse.
Inventory period: you can also set minimum and maximum stock for a specific period by selecting the month(s) here.
Transaction parameters
💡 Depending on the transaction type selected under General Information, different fields will appear. Not all fields apply to all transaction types.
Minimum order quantity: Douano will always take this into account when placing an order.
Maximum order quantity: Douano will never place more than this amount in one order.
Order in multiples of: usually imposed by the supplier, where products must be ordered in certain multiples.
Preferred supplier: select the supplier you prefer to order from.
Lead time (working days): the number of working days between placing and receiving the order.
Purchase product: the product you buy from the supplier.
💡 For example, you create the plan for sugar expressed in kg, but you purchase sugar from your supplier as a 25kg sugar bag.
Recipe: select the recipe Douano should consult when formulating the purchase recommendation.
Filling process: select the process by which this product is filled.
Production time (working days): the number of working days required for production.
💡 If you create and book purchase orders for a product in Douano, you can fetch the purchase parameters for this product by clicking the green circular arrows. The fields preferred supplier, lead time, and purchase product will then be filled in automatically based on existing purchase orders.
Forecast Parameters
In Bulk for Multiple Products
💡 You create a bulk inventory plan at Products. Note that you can only create a bulk inventory plan per product type.
⇢ Go to Products - Products and open the filter.
Filter by product type: select the type of product for which you want to create an inventory plan, e.g., raw material, beer, assembled product, etc.
Filter on 'does not have': Inventory planning product
Filter by preferred supplier: if you have already set a preferred supplier at product level, you can filter by this supplier here.
Select the products in the resulting list by ticking the checkbox in front of each product line.