Input View Guide
After importing data into the Smart Replenishment Plan, the Input View allows you to review, edit, and refine your data. The imported data is displayed in a spreadsheet format, with each sheet representing a specific aspect of the planning process. You can access all the sheets using the bottom-left icon with three lines, which provides a quick navigation menu for easy access.
Some tables and columns are editable, while others are locked to maintain data integrity. Below, we explain each table and indicate which columns are editable.
Input Tables and Columns
1. Parameters
The Parameters table sets the key planning configurations but is not editable.
| Column Name | Editable | Description |
|---|---|---|
| Parameter Name | No | The name of the parameter ("Planning Horizon," "Planning Frequency") |
| Parameter Value | No | The value associated with the parameter. |
Notes:
- For the "Planning Horizon" parameter, this value should be a number less than or equal to the total number of periods in the Demand Plan. If it’s less than the number of periods in the Demand Plan, only the first set of periods will be used.
2. Sites
This table provides details about distribution centers (DCs) and stores but is not editable.
| Column Name | Editable | Description |
|---|---|---|
| Site Name | No | The name of the site (e.g., "Main Warehouse," "Downtown Store") |
| Site Type | No | The type of site, either WAREHOUSE or SALES_CHANNEL |
| Region | No | The region to which the site belongs |
| Latitude | No | The geographic latitude of the site |
| Longitude | No | The geographic longitude of the site |
3. Products
Basic product information is provided in this table, which is not editable.
| Column Name | Editable | Description |
|---|---|---|
| Product Name | No | The name of the product (e.g., "Milk 1L") |
4. Demand Plan
The Demand Plan is displayed as a pivot table from the user input data. Each period appears as a column, with demand quantities being editable.
| Column Name | Editable | Description |
|---|---|---|
| Site Name | No | The name of the SALES_CHANNEL site |
| Product Name | No | The name of the product |
| Period 1, Period 2, … | Yes | Columns representing each period’s demand (e.g., "Period 1," "Period 2"). You can edit the forecasted demand quantities as needed. |
5. BOH Inventory
This table shows the beginning on-hand (BOH) inventory for each product at each site.
| Column Name | Editable | Description |
|---|---|---|
| Site Name | No | The name of the site |
| Product Name | No | The name of the product |
| BOH Quantity | Yes | The quantity available at the start of the planning period, which you can adjust based on actual inventory levels. |
6. On Route Inventory
The On Route Inventory is presented as a pivot table with dates converted into period columns. The quantities for each period are editable.
| Column Name | Editable | Description |
|---|---|---|
| Site Name | No | The name of the destination site |
| Product Name | No | The name of the product |
| Period 1, Period 2, … | Yes | Columns representing each period’s inventory in transit (e.g., "Period 1," "Period 2"). You can adjust these quantities based on expected shipments. |
7. Inventory Target
This table defines inventory targets for each product at each warehouse.
| Column Name | Editable | Description |
|---|---|---|
| Site Name | No | The name of the WAREHOUSE site |
| Product Name | No | The name of the product |
| Target Stock Cover | Yes | The desired inventory cover in terms of the number of periods. You can adjust this based on your inventory policy. |
| Service Level | Yes | The target service level percentage (e.g., 95%). You can update this if your service level requirements change. |
| Demand Variance | Yes | The expected demand variance. This can be modified to reflect more accurate data. |
| Supply Portion | Yes | The portion of supply responsibility when there are multiple warehouses in the same region. Adjust as necessary. |
8. Purchasing Policy
This table defines purchasing policies for each warehouse and product combination.
| Column Name | Editable | Description |
|---|---|---|
| Site Name | No | The name of the WAREHOUSE site |
| Product Name | No | The name of the product |
| Supplier Name | No | The name of the supplier |
| Lead Time | Yes | The lead time to receive the product, expressed in the same unit as the period length. Modify this if supplier lead times change. |
| Unit Cost | Yes | The cost per unit when purchasing from this supplier. You can adjust this based on updated pricing. |
9. Transportation Policy
This table outlines transportation policies between sites.
| Column Name | Editable | Description |
|---|---|---|
| Origin Site Name | No | The name of the site where inventory is sourced from |
| Destination Site Name | No | The name of the site where inventory is sent |
| Transportation Mode | No | The mode of transportation (e.g., Road, Rail, Air) |
| Cost Per Unit | Yes | The transportation cost per unit. Adjust this value if transportation costs change. |
| Transit Time | Yes | The number of periods required for transportation, expressed in the same unit as the period length. Modify this based on actual transit times. |
10. Purchasing Activation
The Purchasing Activation sheet allows you to specify whether a purchasing policy is active for each time period. This sheet operates as a pivot table, with each period displayed in columns, and allows editing.
| Column Name | Editable | Description |
|---|---|---|
| Product Name | No | The name of the product involved in the purchasing policy |
| Site Name | No | The name of the WAREHOUSE site |
| Supplier Name | No | The name of the supplier |
| Period 1, Period 2, … | Yes | Columns representing each period (e.g., "2024-W39," "2024-W40"). You can indicate whether purchasing from this supplier is active (TRUE) or inactive (FALSE) for each period. |
Notes:
- Adjust the TRUE/FALSE values as needed to reflect when a purchasing policy should be activated for each time period.
11. Transportation Activation
The Transportation Activation sheet specifies whether a transportation route between sites is active for each time period. Similar to Purchasing Activation, this sheet functions as a pivot table.
| Column Name | Editable | Description |
|---|---|---|
| Product Name | No | The name of the product involved in the transportation policy |
| Origin Site Name | No | The name of the site where inventory is sourced from |
| Destination Site Name | No | The name of the site where inventory is sent |
| Transportation Mode | No | The mode of transportation (e.g., Road, Rail, Air) |
| Period 1, Period 2, … | Yes | Columns representing each period (e.g., "2024-W39," "2024-W40"). Set TRUE or FALSE to indicate if the transportation route is active for that period. |
Tips for Using the Input View
- Always double-check the data before running the optimization to ensure accuracy.
- Use the navigation menu to switch between sheets efficiently.
- Remember that some fields are locked to maintain data integrity and consistency.
- Click the "Update Data" button to save your changes. If you do not click this button, any modifications made will not be used in the optimization process.