Production Planning Overview

Article sections

    Introduction

    Production planning is the process of organizing and scheduling production activities and resources to meet production goals and optimize efficiency. It involves determining what products to produce, estimating the required resources, establishing production timelines, and coordinating activities across various departments or production units. 

    With BizGaze’s “Production planning App” businesses can optimize production processes, meet customer demands, minimize costs, and improve operational efficiency. It enables businesses to effectively utilize their resources, streamline workflows, and continuously improve their production capabilities to gain a competitive edge in the market. 

    Stage Workflow

    The default stages workflow in Purchase planning are as follows: 

    Stage Name Description
    Draft Production plan is created but not yet processed 
    Approval Production plan created and required manager approval to process a sale.
    Active Production plan, about to process the GRN
    Partial The process is not fully completed
    Completed Production plan is available to the customers
    Void Production plan is deleted or invalid

    Portlets & Widgets

    In the layout view, a Portlet accurately represents each functionality, and its corresponding data is precisely viewed as a Widget. The following section includes the default portlets and widgets of the  Production Planning App.

    Generate Purchase Plan 

    Field name  Description 
    Generate For All Branches  User can click on checkbox to Generate purchase plan for all the branches 
    In case the user not selecting the checkbox, 
    Company Name  Select company name to generate purchase plan for the particular company
    Branch Name  Select branch name from the list to generate purchase plan for a particular branch 
    Apply  Click on Apply to save the details 

    Purchase Plan Items 

    This section contains the details about items which are included in a Purchase plan 

    Field name  Description 
    Item Name Displays the name of the item. It refers to the name or description of a specific item or product that is being managed within the system. The item name is used to identify and differentiate between different products within the inventory 
    Quantity  Quantity refers to the numerical value that represents the number of items, products, or units that are being purchased or sold in a transaction. It is the total number of units of a product or service that a customer is ordering or a seller is providing. 
    SKU   Displays the Stock keeping Unit (SKU) code for product identification that identifies a product distinctly. Stock Keeping Unit (SKU) is a unique code used to identify each product stocked in a retail outlet for inventory and tracking purposes
    Purchase (PO) Purchase Order (PO) is a commercial document issued by a buyer to a seller, formally requesting the purchase of goods or services. It serves as a legally binding agreement between the buyer and the seller 
    Sales (PO)   Sales Purchase Order (Sales PO) is a purchase order issued by a customer to a supplier or vendor. It is created when a customer places an order to purchase goods or services from the supplier. 
    Available  Available quantity in a purchase plan refers to the quantity of a particular item or product that is currently available or in stock for procurement or purchase. 
    Suggested  The recommended or proposed quantity of goods or materials to be purchased based on specific planning criteria. 
    Unit Price Unit price refers to the cost or price of a single unit of a product or service. It represents the price charged or paid for each individual item or unit. 
    MOQ Minimum Order Quantity (MOQ), refers to the minimum quantity of a product or item that a buyer must purchase or order in a single transaction. 
    ROQ Re-Order Quantity (ROQ), is the quantity at which the inventory is deemed low or insufficient and triggers the reordering process to maintain an adequate stock level. 

    Activity Log provide users with essential information, notifications, and real-time updates to keep them engaged and informed about key activities in apps related to updates, notifications, and stage changes

    Field name Field Description
    Comments User can write short notes or comments about the Production planning 
    Audit
    Created Date Date when the Production planning is created
    Created By Name of the person who created the Production planning 
    Last Updated Date Last stage changed of the Production planning 
    Last Updated By Name of the person who last updated the stage
    Status Displays the current status of the Production planning 
    Time-Line This widget tracks all the activities within the app.

    Reports

    A report is a document that presents information in an organized format for a specific audience and purpose. Although summaries of reports may be delivered orally, complete reports are almost always in the form of written documents.

    1. Production Planning Reports 
    in Production Planning
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