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Smart Production Plan

Using Smart Production Plan in Supply’d helps you save time, reduce waste, and ensure you produce exactly what’s needed based on real-time orders and stock levels.

Smart Plan Production in Supply’d is a powerful tool that helps you streamline your production planning based on real-time demand and product availability. By using Smart Plan, you can automatically generate production and supply plans that reflect customer orders, stock levels, and delivery schedules. It reduces manual entry, improves accuracy, and ensures you produce just the right amount - helping minimise waste and overproduction. This feature is especially useful for businesses managing multiple suppliers and recurring orders, giving you full visibility and control over your production needs with minimal effort.


Setting Up Smart Plan Production

1

Go to the Production Page

Select Production from the main menu.

The Production page will open, showing a list of all scheduled and in-progress Production Batches.


2

Select Smart Plan

Click on the 3 dots in the top right corner and select Smart Plan.

The Smart Plan Production form will open.

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Complete the sections as per the guidelines below:


3

Plan Details

Production Date Range

Select the date range you want to export using the calendar that appears when you click the field.

Click to confirm and save the selected date range.

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Location

Choose the applicable location.

Method

Select the method you would like to use for the smart plan.

  • Made to Order: Create production runs for each of your current Sales Orders during the date range.

  • Net Requirements: Deduct your current Sales Orders and expiry from inventory throughout the date range, ensuring that stock stays above Min Hold.

  • Suggested: Utilise your forecast rate of sale, stock expiry, and Min Stock Hold to keep you always in stock.

  • Default For Products: Use the default set in Smart Planning Date Range Interpretation in the Production Defaults section of your Production Settings.

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For forecasting to work accurately, orders need to be consistently coming through Supply’d for a period of time - ideally at least two weeks.

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4

Filtering

Categories

Select the products you would like to generate production runs for. Leave it blank to include all categories.


5

Advanced

Include Reasoning Data?

Select whether or not to include reasoning data in the smart plan export to help you understand the generated production runs.

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Reasoning Data explains how each recommended production run was calculated, giving you insight into the factors Supply’d considered when generating the plan. This can include things like current stock levels, customer demand, and delivery schedules. Having this detail makes the plan more transparent, helps you understand why certain runs are suggested, and allows for easier troubleshooting or adjustments if needed.


6

Create

Click to set up your plan.


Smart Plan Data

The Smart Plan data will be downloaded to your computer in a CSV file giving you a detailed breakdown of everything needed for upcoming production runs. It includes things like:

  • Products to be made

  • Quantities needed

  • Planned production dates

It’s a handy way to get a clear, organised view of what needs to happen, so you can plan ahead, order supplies, and keep production running smoothly.

If you selected "Yes" in the Include Reasoning Data field, you'll see an extra column, showing the reasoning behind the production data.

Review all the data and make any changes necessary, making sure any changed versions are saved as .csv files.

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Importing Smart Plan Data into Production Runs

This feature helps eliminate manual entry and ensures your production runs are aligned with your demand forecast.

1

Go to the Production Page

Select Production from the main menu.


2

Select Import

Click on the 3 dots in the top right corner and select Import.


3

Choose the File

Select the relevant Smart Plan .csv file that you previously downloaded and reviewed.


4

Populate Production Run

The system will populate your production run with the products, quantities, and other details from your Smart Plan.


5

Review Data

Review the auto-filled data and make any adjustments if required.

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