In Item Plan, inventory values are typically updated via the Receipt Generation process. There may be instances, however, where you want to manually plan or calculate Receipts and Inventory. For example, you may not intend to place any new POs for a style you plan to sell through. For these instances you can use the Generate Inventory from Receipts or Generate Receipts from Inventory functions.

Generate Inventory From Receipts

If you have Receipts values planned, right click in the grid on the time period that you intend to update and select Generate Inventory From Receipts.

You will notice a banner at the top of the screen that indicates the function you've selected, in this instance we are generating inventory, and the starting time frame that these changes will impact. Note that no time frames ahead of the indicated week or month will be affected by changes.

Once you are in this view, Toolio will update your current inventory plans. From there, you are able to make adjustments on the fly and preview the changes in real time. If you are comfortable with the plans, you can complete the workflow and save your changes, otherwise you can cancel and revert back to your prior plans.

Generate Receipts From Inventory

If you have Inventory values planned, right click in the grid on the time period that you intend to update and select Generate Receipts From Inventory.

You will notice a banner at the top of the screen that indicates the function you've selected, in this instance we are generating inventory, and the starting time frame that these changes will impact. Note that no time frames ahead of the indicated week or month will be affected by changes.

Once you are in this view, Toolio will update your current receipt plans. From there, you are able to make adjustments on the fly and preview the changes in real time. If you are comfortable with the plans, you can complete the workflow and save your changes, otherwise you can cancel and revert back to your prior plans.

Walkthrough

Related Articles

Configuring Views in Item Planning
Generating Receipts in Item Plan


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