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Planning and Forecasting
Basics of Planning and Forecasting
Basics of Planning and Forecasting
Rainar Essenson avatar
Written by Rainar Essenson
Updated over a week ago

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.

Katana's Planning and Forecasting is an add-on available for everyone on Standard, Professional & Professional Plus.

Accessing Planning & 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.

Planning and anticipated inventory levels

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.

Replenishment and order suggestions

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).

Supply terms for 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.

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


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