Replenishment Planned Sales Demand

To open Replenishment Planned Sales Demand

Replenishment Planned Event

To set up a Replenishment Planned Event

Source Type and Source Code

Setting up a Planned Sales Demand

Planned Demand Type

See also

Replenishment Planned Sales Demand is a way for you to plan for future fluctuations in sales for an item. This could happen due to some event taking place in the future.

To open Replenishment Planned Sales Demand

  1. On the Retail Item Card, click the Process action.
  2. Click Replenishment Control Data.
  3. Click Actions - Replenishment - Planned Sales Demand. The page is accessible by items assigned with Replenishment Calculation Type Average Usage and Manual Estimate.

Replenishment Planned Event

When setting up the Planned Sales Demand, you can link the demand line to an event by using the Planned Demand Event field. This will provide the link between the planned sales demand and the event that caused the sales demand.

To set up a Replenishment Planned Event

  1. Click the icon, enter Replen. Planned Events, and select the relevant link.
  2. Click the New action.
  3. Fill in all the fields as needed.
  4. In the Source Type field, you can link the event to either Budget, Discount, Menu Planner, or Manual. See below for more details.
  5. In the Substitute Rule field, you can set a preset for the creation of planned sales demand with the Planned Demand Type of Substitute Quantity. The options are Always Use Planned Demand, Use Base Value if Higher and Use Base Value if Lower. See the Substitute Quantity section for more info.

Note: Keep in mind that you must enable a planned event before it can be used.

Source Type and Source Code

When linking the event to the Source Type and Source Code, it is important to remember that there is no validation done between the event and the source codes. This means that the system will not check if the event's date and the budget's date overlap or not.

The Source Type and Source Code fields are meant to be for informational usage only. A budget, discount offer, or meal plan menu can be linked to one event only.

Budget

You can only link the event to a budget of the type Item and a Day period.

Discount

You can only link the event to a periodic discount of type Disc. Offer or Multibuy.

While setting up the Discount Offer's lines, you can set up the Planned Demand Type for each line.

Note: The Planned Demand Type and Planned Demand value for each line will be defaulted to the value that is set up on the Replenishment FastTab. If you want to create a line with a different Planned Demand Type or Planned Demand value, you will have to edit the line manually after creating it.

Menu Planner

The Planned Sales Demand lines will be populated based on the Day Plan Lines as set up in the Weekly Menu Planner. The Planned Demand value is based on the formula Planned Qty. of Portions - Actual Qty. Produced.

Only the Planned Demand Type of Substitute Quantity or Additional Quantity (to Forecast) is supported.

Manual

When you select a Manual Source Type, the Source Code field is a free text field where you can enter any descriptive text of your choice.

Setting up a Planned Sales Demand

There are three ways to set up the Planned Sales Demand:

  • One is to manually insert one Planned Sales Demand line at a time.
  • The second way is to bulk insert a Planned Sales Demand using the report on the Actions menu.
  • The third is to remove and update using the report.

To manually insert a Planned Sales Demand

  1. Navigate to the Replenishment Control Data of an item.
  2. Click Actions - Replenishment - Planned Sales Demand.
  3. Click the New action.
  4. Fill in all the fields as needed. The fields Item No., Location Code, Planned Demand Type, and Date are mandatory and must be filled up for every line.
  5. Fill in the Substitute Rule field that is only applicable when Planned Demand Type is set to Substitute Quantity. The default value of this field is copied from its linked event's Substitute Rule when the Planned Demand Event is specified.

To insert lines into Planned Sales Demand via Replen. Planned Event (the Add, Remove, or Update Lines actions)

When you create an event, you can create or remove planned sales demand lines using the Add Lines, Remove Lines, or Update Lines actions. The actions are usable only when the event is disabled.

It is not recommended to add planned sales demand lines into an event that is linked to either Budget, Discount, or Menu Planner Source Type. Instead, add the lines in their respective pages which are the Retail Sales Budget, Discount Offer, and Weekly Menu Planner pages. See the next section for more details.

When creating, removing, or updating the lines, you can filter the planned sales demand's dates, type, value, items, locations, and so on.

To insert lines into Planned Sales Demand via the Create Planned Sales Demand Lines action (Budget, Discount, and Menu Planner Source Types)

There are three places where you can insert lines into the planned sales demand using the Create Planned Sales Demand action:

  • The Retail Sales Budget page.

    The page is accessible in Retail Sales Budget List. In this list page, you can access the individual retail budget by clicking the Sales Budget action and the Retail Sales Budget page will appear.

    The Create Planned Sales Demand from Budget is on the Actions menu.

    In order to create planned sales demand lines with this action, the budget must have Budget Period Length Day, Budget Type Item, and have budget lines assigned to stores. To make it easier to create a planned sales demand, you can create a budget at a high level and use the Breakdown to Days, Items, or Stores action to break down the budget. Once the budget is in the correct format, you can create planned sales demand lines from the budget. See How to: Break Down and Consolidate a Sales Budget for more details.

  • The Discount Offer or Multibuy Discount page.

    To access the Discount Offer page, Click the icon, enter Discount Offer List, and select the relevant link. For Multibuy Discount page, Click the icon, enter Multibuy Discount List, and select the relevant link. You can access the individual discount by clicking the View action.

    The Create Planned Sales Demand Lines action is under the Replenishment group on the Actions menu. There are a couple of conditions that must be satisfied before you can create a planned sales demand lines from the discount:

    1. For each line in the discount page, the Planned Demand Type must not be empty before you can create a planned sales demand line for the discount.
    2. The event that is linked to the discount must be disabled.

  • The Weekly Menu Planner page.

    Click the icon, enter Weekly Menu Planner, and select the relevant link. This will open the Weekly Menu Planner page. Select the Meal Plan Menu and Store No. of your choice and you can then use the Create Planned Sales Demand Lines action under the Replenishment group on the Actions menu to populate the Planned Sales Demand lines.

    In the Update Planned Sales Demand from Weekly Menu Planner report, the Start Date and End Date are defaulted to the first day and the last day of the week as specified in the Week No. field in the Weekly Menu Planner. The Store No. Filter is defaulted to the Store No. that is selected in the Weekly Menu Planner.

Planned Demand Type

There are three types for the field Planned Demand Type:

  • Substitute Quantity
  • Additional Quantity (to Forecast)
  • Additional % Factor (to Forecast)

There are two rules to remember when you are adding lines to the Planned Sales Demand:

  1. It is possible to add multiple lines of Planned Sales Demand for an item, location, or a date combination, but there can only be one line that uses the Planned Demand Type of Substitute Quantity.
  2. If there are multiple lines of Planned Sales Demand that have both Substitute Quantity and Additional % Factor (to Forecast), the Substitute Quantity will take higher priority first. This means that the existing planned demand value will be substituted first, and the % factor will be calculated based on the substituted value.

Substitute Quantity

This will substitute the existing base sales demand value to use another value depending on the selected Substitute Rule. Below are the options:

  • Always use Planned Demand

    System will always use the user defined Planned Demand as the base sales demand value.

  • Use Base Value if Higher

    System will use the existing base sales demand value if it is higher than the user defined Planned Demand.

  • Use Base Value if Lower

    System will use the existing base sales demand value if it is lower than the user defined Planned Demand.

 

Additional Quantity (to Forecast)

This will add additional value to the existing base sales demand value.

Additional % Factor (to Forecast)

This will add additional value based on % factor to the existing base sales demand value. If there is another line of Additional Quantity (to Forecast) on the same item, the % factor will only be calculated on the base value. If there is another line of Substitute Quantity, the % factor will be calculated on the substituted value.

See also

Planned Sales Demand