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Inventory planning - Scheduling

Updated over 3 months ago

💡 Here you can consult the planning of each product you have created under Inventory planning - Products. This planning is always based on the available (free) stock of the product. When stock is reserved in a transaction (sales, production, …), it will no longer be shown in the product’s chart.

Planning overview

💡 In the planning overview you can see the current status of a specific product. This status relates to the current period (week, month, …) as defined in the parameters of that product.

Fields

  • Item number: the product’s item number.

  • Product: name of the product.

  • Minimum stock: the minimum stock level set for this product.

  • In stock: the number of units, liters, … currently in stock.

  • Usable stock: the number of units, liters, … still available for use in transactions (not reserved).

  • Expected receipts in current period: the number of units, liters, … expected to be received during the current (review) period as defined for the product.

  • Expected deliveries: the total number of units, liters, … expected to be received in the coming 6 periods (unless otherwise set).

  • Required quantity: the stock required for planned transactions.

  • Short/Excess: shows the expected shortage or surplus calculated based on usable stock, the minimum stock level, expected deliveries, and the required quantity.

Status

  • Normal: sufficient stock available in the current period to meet known demand.

  • Delivery expected: waiting for a necessary delivery.

  • Late delivery: an expected delivery will not arrive on time to fulfill a transaction on the scheduled date.

  • Low stock: stock level is too low.

  • Place order: a purchase order must be placed in time to meet known demand.

  • Stock issue: insufficient stock to meet known demand, and additional stock with the known lead time will not arrive in time.

  • Maximum stock reached: the set maximum stock has been reached or exceeded.

💡 Use the filters to search for specific products or for a planning with a certain status.

Keeping Inventory Planning Up to Date

  • Ensure that as many known purchases, sales, production, and bottling orders as possible are recorded in Douano.

  • Update the scheduled production dates in Douano.

  • If the lead time for a specific order deviates (shorter or longer), adjust the expected delivery date under Logistics – Receptions.

Planning Details per Product

💡 By clicking on a product line, you can open a detailed planning overview for that product.

Chart

💡 The chart shows the expected stock evolution of a product. The two horizontal lines indicate the minimum and maximum stock levels defined in the inventory planning for that product.

💡 The stock evolution is determined by:

  • Required stock: unconfirmed transactions (sales, bottling orders, production, repackaging, …) required to start using this product.

💡 Stock for transactions that have already started is not included here, since that stock is already reserved in Douano. On the scheduled transaction date, the chart shows a decrease in stock.

  • Expected delivery: deliveries registered as Receipts in Douano. The goods will be delivered on the expected delivery date, shown in the chart as an increase in stock.

  • Planned receipt: possible receipts from proposed orders that still need to be placed. The planned receipt is calculated based on the lead time and the proposed order date, shown in the chart as an increase in stock.

💡 Douano also provides detailed lists showing which transactions require stock, which deliveries are expected, and which purchase orders still need to be placed.

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