This article provides an introduction to Katana's Planning and Forecasting tools. These tools are essential for businesses seeking to enhance their inventory management capabilities. This is a comprehensive suite of tools designed to offer further capabilities into inventory planning, replenishment, and forecasting.

Planning and Forecasting is accessible from the Plan tab in the top navigation menu. In the Plan screen you'll find two tabs (Planning and Replenishment) that help with inventory control.

The Planning tab allows you to forecast your future inventory needs and visualize expected inventory levels across different locations based on forecasts from sales, purchase, manufacturing, and outsourcing orders. This lets you anticipate inventory requirements and ensure you have adequate stock levels to meet demand.

Learn more about planning.

The Replenishment tab helps you simplify the inventory restocking process by providing automated suggestions on when and how much to reorder. Suggestions are based on current stock levels, forecasted demand, and supply terms (such as variant lead time, and minimum order quantity).

Learn more about replenishment.

Katana's replenishment uses the minimum order quantity (MOQ) you've set to improve replenishment suggestions. When time comes to reorder, Katana recommends quantities that align with the MOQ to ensure orders are efficient and supplier-compliant.

With SKU-specific lead times in place, Katana's replenishment can more accurately suggest the date when you'll need to make an order, keeping inventory levels optimized.

Learn more about supply terms.

Supply terms are available on the item card under the Supply terms tab

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