Learn how to configure forecast methods and settings in Inventory Planner.

Inventory Planner forecasts customer demand based on the sales history of finished goods. If you need to order in different quantities than you sell an item, this can accomplished using non-listed variants (for ordering), indicating quantities to order, and tying components to the finished goods.

As an example, let's say you need to order in 10ml increments, and then sell to customers in 25 ml, 50ml and 100ml quantities.

Set up units for ordering

If your connected platform does not allow for non-listed variants, you can create them in Inventory Planner using IP Variants (click to learn how to create an IP variant). An IP Variant only exists in Inventory Planner. 

For our example, the IP variant will be 1ml of our item. 

Then we define the UOM or Units of Measurement for ordering. Here that is 10 to indicate that we need to order in increments of 10ml. 

Tie finished goods to units for ordering

The next step is to associate the customer demand for finished goods to our IP variant. To do this, we'll use the Assembly functionality. Using assemblies, we associate the sales of the 25 ml, 50ml and 100ml quantities to show us the total demand for our 1ml new variant. This will ensure that the replenishment recommendation shown for the 1ml variant will cover demand for all units of the 25 ml, 50ml and 100ml finished goods sold to customers.

Note: If your goods are make-to-order, then they are considered bundles. If you assemble or manufacture goods, then they should be set up as assemblies. Read more here about setting up bundles and assemblies

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