Send Planner: Read and adjust the plan

Once the Send Planner has calculated a plan, this is where you spend most of your time. You read the plan on the Plan tab of Inventory → Send Planner, check why a SKU gets the quantity it does, override a number when you know something the plan doesn't, try different targets before you commit to them, and recalculate when stock or sales have moved.

The first two pages explain the calculation. Read them once: every number on the Plan tab follows from them.

To…	Go to…
understand where a network's number comes from: target cover, sales velocity, lead time and what's already there	How a network's send is calculated
understand what's kept back for your self-fulfilled orders and how short stock is shared	How stock is shared between networks
work the Plan tab day to day: the summary, notes, quick filters and the SKU grid	Read the send plan
see the reasoning behind one SKU's quantity at every network	See why a SKU gets its quantity
override a quantity, give a reason, reset it, or rebalance the other networks around it	Change a send quantity
try different targets, priorities or stock kept back before you recalculate	Tune the plan
recalculate, refresh a network's stock, or fix a plan that failed or left something out	Recalculate the plan and fix calculation problems

Related

• How the Send Planner works: the big picture, if you're new to the planner.
• Set network rules: where targets, floors, lead times and priorities are set for good.
• Send stock: turn the plan into allocations and shipment drafts.
• Send plan grid columns and filters: every column, filter and cell state on the grid.