AI workflows for supply and demand planning.

Matching supply to expected demand: forecasts, order sizes, supplier dates and shortage risk.

Who does this work

  • Demand planner
  • Supply planner
  • Materials planner

4 workflow templates ready to adapt, and 6 workflows identified.

Updated

Request this workflowBook a fit call
Examples of the workflows identified
  1. Check supplier delivery dates against open orders
  2. Review date-coded stock nearing its limits
  3. Run the monthly demand and supply review
  4. Compare contingency options for a supply shortageIllustrative
  5. Compare seasonal buy scenariosIllustrative

The workflows identified

Marked illustrative: an example of the work, identified, with no workflow template yet.

Check supplier delivery dates against open ordersSets promised and revised supplier dates side by side for open purchase orders, shows which orders each change puts at risk, and drafts the follow-ups still needed.Workflow templateReview date-coded stock nearing its limitsLists batches or lots with their stated dates, quantities and locations against acceptance rules or date limits, and flags those that need a quality or supply decision.Workflow templateRun the monthly demand and supply reviewBrings the demand plan, confirmed supply and stock together to show where demand outruns supply, the inventory effect and the decision each function head must make.Workflow template
Compare contingency options for a supply shortageCompares scenarios for a supplier delay or capacity risk, showing affected stock, delivery promises, costs and decision deadlines.Illustrative · not built yet
Compare seasonal buy scenariosCompares buy quantities for a seasonal range under the team's demand assumptions, with receipt timing, budget use and potential leftover stock.Illustrative · not built yet
Plan production lot sizesProposes production lot sizes by period, weighing setup cost against holding cost within capacity and minimum batch rules.Illustrative · not built yet

Workflow templates

Component end-of-life exposure briefWhen a supplier announces a component constraint or end-of-life date, the sourcing lead gets one brief: where the part is used, stock and demand set against the stated dates, and questions about replacements, with unverified availability kept apart from approved supply.Workflow templateDated stock exposure listBefore the next production or replenishment order, the supply planner gets a batch-by-batch list of stated dates, quantities and locations set against each retailer's acceptance rules, showing which batches need a decision. The quality owner and supply lead decide.Workflow templateDemand and supply reviewThe operations lead gets one monthly review from the demand plan, confirmed supply and stock: where confirmed and likely demand outrun supply, what that does to inventory, and the decision each function head has to make. Sales ambition stays separate and nothing is forecast beyond your figures.Workflow templateSupplier delivery date checkThe purchasing or operations person gets one comparison from the open purchase orders and the supplier replies: promised and revised dates side by side, the orders each change puts at risk, and the follow-ups still unanswered. No supplier is contacted.Workflow template

Request this workflow

Tell us the supply and demand planning work you need and the team that does it, and we build the workflow with you from your own procedures.

Request this workflowStart your plan

Where to go next

All of supply chain and inventoryEvery area of the function, with workflow templates and examples.Map your team in the PlannerPut this work in your plan, with the roles that do it.

Other areas of supply chain and inventory

Supply chain and inventory workflow templates by industry