{"id":15855,"date":"2024-10-16T12:10:59","date_gmt":"2024-10-16T16:10:59","guid":{"rendered":"https:\/\/alix.ai\/documentation\/?post_type=docs&#038;p=15855"},"modified":"2026-05-07T16:03:52","modified_gmt":"2026-05-07T20:03:52","password":"","slug":"inventory-planning","status":"publish","type":"docs","link":"https:\/\/alix.ai\/documentation\/en\/doc\/planning\/inventory-planning\/","title":{"rendered":"Inventory planning"},"content":{"rendered":"<div class=\"pdfprnt-buttons pdfprnt-buttons-docs pdfprnt-top-right\"><a href=\"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/docs\/15855?print=print\" class=\"pdfprnt-button pdfprnt-button-print\" target=\"_blank\" ><img decoding=\"async\" src=\"https:\/\/alix.ai\/documentation\/wp-content\/plugins\/pdf-print\/images\/print.png\" alt=\"image_print\" title=\"Print Content\" \/><\/a><\/div><p>Inventory management is necessary to ensure that you can supply sales orders. It is possible to<a href=\"https:\/\/alix.ai\/documentation\/en\/doc\/planning\/planning-configurations\/#0-toc-title\" target=\"_blank\" rel=\"noopener\">\u00a0set up a manual reorder point for each item<\/a>. With these configurations, the planning module allows you to have inventory recommendations to be produced or ordered. It is then possible to create\u00a0<a href=\"https:\/\/alix.ai\/documentation\/en\/doc\/planning\/create-a-purchase-order-from-planning\/\" target=\"_blank\" rel=\"noopener\">purchase orders<\/a>\u00a0or\u00a0<a href=\"https:\/\/alix.ai\/documentation\/en\/doc\/planning\/create-a-manufacturing-order-from-planning\/\" target=\"_blank\" rel=\"noopener\">manufacturing orders<\/a>\u00a0 directly from the list of recommendations.<\/p>\n<p>&nbsp;<\/p>\n<ol>\n<li>From the menu on the left, choose\u00a0<strong>Planning -&gt; Planning<\/strong>, and then click\u00a0<strong>Inventory<\/strong>\u00a0at the top of the page.<\/li>\n<li>If desired, select the scope and the planning horizon, and then click the <strong>Run report<\/strong> button.<br \/>\n<blockquote><p>The default planning horizon can be\u00a0<a href=\"https:\/\/alix.ai\/documentation\/en\/doc\/planning\/inventory-planning\/#betterdocs-entry-title\" rel=\"noopener\">configured in the settings<\/a>.<\/p><\/blockquote>\n<\/li>\n<li>By pressing the chevron, you have an overview of the details of the planned consumption and production for the item.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-16951\" src=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/10\/2025-02-21_10h22_43-1024x346.png\" alt=\"\" width=\"1024\" height=\"346\" srcset=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/10\/2025-02-21_10h22_43-1024x346.png 1024w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/10\/2025-02-21_10h22_43-300x101.png 300w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/10\/2025-02-21_10h22_43-768x259.png 768w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/10\/2025-02-21_10h22_43-1536x518.png 1536w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/10\/2025-02-21_10h22_43.png 1840w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/li>\n<\/ol>\n<p>The articles are ordered according to the recommendations. These are based on\u00a0<a href=\"https:\/\/alix.ai\/documentation\/en\/doc\/planning\/planning-configurations\/#0-toc-title\" target=\"_blank\" rel=\"noopener\">the reorder points of each item<\/a>.<\/p>\n<ul>\n<li>Items to order or produce can be found at the top of the listing.<\/li>\n<li>Then there are the items whose level you need to monitor.<\/li>\n<li>Items with a suitable inventory level end up at the end.<\/li>\n<\/ul>\n<table width=\"1412\">\n<tbody>\n<tr>\n<th>Field<\/th>\n<th>Description<\/th>\n<\/tr>\n<tr>\n<td>1. On hand<\/td>\n<td>The total in inventory.<\/td>\n<\/tr>\n<tr>\n<td>2. Demand<\/td>\n<td>The quantity on sale order or planned consumption.<\/td>\n<\/tr>\n<tr>\n<td>3. Available<\/td>\n<td>On hand \u2013 Demand<\/td>\n<\/tr>\n<tr>\n<td>4. On order<\/td>\n<td>The quantity in purchase order or in planned production.<\/td>\n<\/tr>\n<tr>\n<td>5. Net flow<\/td>\n<td>Available + On order \u2013 Demand<\/td>\n<\/tr>\n<tr>\n<td>6. Recommandation<\/td>\n<td>If the item is under the Reorder Point: Maximum Stock Level \u2013 Net Flow.<\/p>\n<p>Otherwise, the recommendation is 0.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-16952\" src=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/10\/2025-02-21_10h24_18-1024x391.png\" alt=\"\" width=\"1024\" height=\"391\" srcset=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/10\/2025-02-21_10h24_18-1024x391.png 1024w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/10\/2025-02-21_10h24_18-300x115.png 300w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/10\/2025-02-21_10h24_18-768x293.png 768w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/10\/2025-02-21_10h24_18-1536x586.png 1536w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/10\/2025-02-21_10h24_18.png 1847w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p>&nbsp;<\/p>\n<h2 id=\"horizon\">Configure the default planning horizon<\/h2>\n<p>It is possible to set a default planning horizon for the inventory planning module in the settings.<\/p>\n<blockquote><p>This number is the number of calendar days, not the number of working days.<\/p><\/blockquote>\n<ol>\n<li>In\u00a0<strong>Settings<\/strong>, choose\u00a0<strong>Settings -&gt; Configurations<\/strong>, then click\u00a0<strong>Project<\/strong>.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-16953\" src=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/10\/2025-02-21_10h25_35-1024x451.png\" alt=\"\" width=\"1024\" height=\"451\" srcset=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/10\/2025-02-21_10h25_35-1024x451.png 1024w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/10\/2025-02-21_10h25_35-300x132.png 300w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/10\/2025-02-21_10h25_35-768x338.png 768w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/10\/2025-02-21_10h25_35.png 1443w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/li>\n<li>Enter the default number of days to consider for inventory planning.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-16954\" src=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/10\/2025-02-21_10h26_20.png\" alt=\"\" width=\"330\" height=\"94\" srcset=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/10\/2025-02-21_10h26_20.png 330w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/10\/2025-02-21_10h26_20-300x85.png 300w\" sizes=\"(max-width: 330px) 100vw, 330px\" \/><\/li>\n<li>The information in this section is saved automatically.<\/li>\n<\/ol>\n<p>&nbsp;<\/p>\n<h2 id=\"manual-recommendation\">Enter a manual recommendation<\/h2>\n<p>The <strong>Manual recommendation<\/strong> column allows you to enter your own recommended quantity for an item, directly in the planning grid. This value is specific to your work session.<\/p>\n<ol>\n<li>Run the inventory planning report.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-19925\" src=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/10\/2026-04-14_15h50_24-1024x241.png\" alt=\"\" width=\"1024\" height=\"241\" srcset=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/10\/2026-04-14_15h50_24-1024x241.png 1024w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/10\/2026-04-14_15h50_24-300x70.png 300w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/10\/2026-04-14_15h50_24-768x180.png 768w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/10\/2026-04-14_15h50_24-1536x361.png 1536w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/10\/2026-04-14_15h50_24-2048x481.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/li>\n<li>Click in the <strong>Manual recommendation<\/strong> field of the desired line.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-19926\" src=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/10\/2026-04-14_15h51_13-1024x332.png\" alt=\"\" width=\"1024\" height=\"332\" srcset=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/10\/2026-04-14_15h51_13-1024x332.png 1024w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/10\/2026-04-14_15h51_13-300x97.png 300w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/10\/2026-04-14_15h51_13-768x249.png 768w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/10\/2026-04-14_15h51_13-1536x498.png 1536w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/10\/2026-04-14_15h51_13-2048x665.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/li>\n<li>Enter the desired quantity, then click the checkmark to save.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-19927\" src=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/10\/2026-04-14_15h51_48-1024x326.png\" alt=\"\" width=\"1024\" height=\"326\" srcset=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/10\/2026-04-14_15h51_48-1024x326.png 1024w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/10\/2026-04-14_15h51_48-300x95.png 300w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/10\/2026-04-14_15h51_48-768x244.png 768w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/10\/2026-04-14_15h51_48-1536x488.png 1536w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/10\/2026-04-14_15h51_48-2048x651.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/li>\n<\/ol>\n<p>The value is displayed in the item\u2019s unit of measure (e.g.: 25 lb).<\/p>\n<p>To clear a manual recommendation, empty the field and click outside.<\/p>\n<blockquote><p><em>Note: Manual recommendations are reset each time the report is run. They do not affect manual recommendations entered by other users.<\/em><\/p>\n<p><em>Note: When a manual recommendation is entered for an item, the purchase order and manufacturing order creation wizards use this value instead of the system-calculated recommendation. If no manual recommendation is entered, the calculated recommendation applies.<\/em><\/p><\/blockquote>\n<h2 id=\"export-excel\">Export as Excel<\/h2>\n<p>It is possible to export the inventory planning data in Excel format (.xlsx).<\/p>\n<ol>\n<li>Run the inventory planning report.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-19925\" src=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/10\/2026-04-14_15h50_24-1024x241.png\" alt=\"\" width=\"1024\" height=\"241\" srcset=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/10\/2026-04-14_15h50_24-1024x241.png 1024w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/10\/2026-04-14_15h50_24-300x70.png 300w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/10\/2026-04-14_15h50_24-768x180.png 768w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/10\/2026-04-14_15h50_24-1536x361.png 1536w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/10\/2026-04-14_15h50_24-2048x481.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/li>\n<li>Click <strong>More actions<\/strong> at the top of the grid, then select <strong>Export as Excel<\/strong>.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-19928\" src=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/10\/2026-04-14_15h53_15-1024x292.png\" alt=\"\" width=\"1024\" height=\"292\" srcset=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/10\/2026-04-14_15h53_15-1024x292.png 1024w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/10\/2026-04-14_15h53_15-300x86.png 300w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/10\/2026-04-14_15h53_15-768x219.png 768w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/10\/2026-04-14_15h53_15-1536x439.png 1536w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/10\/2026-04-14_15h53_15-2048x585.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/li>\n<\/ol>\n<p>The exported file contains all visible columns in the grid, including the <strong>Manual recommendation<\/strong> column if values have been entered. The column headers are in the display language.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Inventory management is necessary to ensure that you can supply sales orders. It is possible to\u00a0set up a manual reorder [&hellip;]<\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}}},"doc_category":[474],"doc_tag":[],"year_month":"2026-06","word_count":506,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"Genevi\u00e8ve Lamarche","author_nicename":"glamarche","author_url":"https:\/\/alix.ai\/documentation\/author\/glamarche\/"},"doc_category_info":[{"term_name":"Planning","term_url":"https:\/\/alix.ai\/documentation\/en\/docs-category\/planning\/"}],"doc_tag_info":[],"_links":{"self":[{"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/docs\/15855"}],"collection":[{"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/comments?post=15855"}],"version-history":[{"count":11,"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/docs\/15855\/revisions"}],"predecessor-version":[{"id":20095,"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/docs\/15855\/revisions\/20095"}],"wp:attachment":[{"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/media?parent=15855"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/doc_category?post=15855"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/doc_tag?post=15855"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}