Plans
For general information about how to add data series, columns, and standard functionality within Plans, please see General: 1.3 Workspaces.
Plans within the AGR system are built using workspaces and allow users to create demand plans and promotions at any level; business, division, department, category or item. Adjustments and changes are aggregated up or consolidated down the structure to have one visible demand plan for the entire business. Changes to the plans can furthermore be made top - down, middle - out or bottom - up. The plans functionality ensures automatic execution of plans and promotions into the replenishment order cycle.
Plans are built using data series, which is just compiled data over a period of time. The system shows standard data series that are available for all users and created during implementation. Data series can be organized per item number, like they are in the AGR, or they can be organized by store, date, etc. Data series can be used on numerous different levels, giving even more flexibility to the system. Standard data series that are available in the system are: Demand, Baseline Plan, Promotions, and Forecast. The Demand data series takes the statistical forecast (or from the baseline plan is data is there), plus promotions.
To create sales and promotions plans within the AGR Inventory module, click on Plans in the blue navigation bar. There you will see the tool bar and an overview of all your current workspaces.
Information tips can be found all over within Plans (and the AGR system as a whole) to give the user more information on a certain button or option. An example of such a tip can be seen above.
Overview
When clicking on Plans within the blue navigation bar, you can see the name of all the plans within your setup, the type of plan, description, owner, and how many views are within the plan:
You can customize this view by clicking on the button with the three lines located on the right below the Create button. You then mark the columns you would like to display with a green check mark.
Tool Bar
The planner tool bar includes standard options. Option pictograms are in black font if they are available for selection, otherwise they will appear in light grey.
Filters: The filter pictogram allows you to filter plans by name, type, description, owner, and views. This option is always available. When the option is selected, the search fields appear. Only plans containing words from the search fields are displayed.
Next three options, View Details, Edit, and Delete are available only when a specific plan is selected. To select a workspace, you need to click anywhere on the line except the plan name (clicking on the plan name will open the plan). The line is then highlighted by a light blue colour.
View Details: By selecting a Plan and clicking on the View Details button, the system will open the selected plan. This can also be done by simply by clicking on the name of the plan. Here is an example of an open plan within the AGR Inventory module:
Edit: By selecting a Plan and clicking on the Edit button, you can change the settings, such as name, columns, data series, filters and actions. Clicking on Edit opens the workspace options window.
Delete: This option allows you to delete the selected plan. You need to select “Confirm” in the opened window. Note: Plans are not permanently deleted. It is possible to restore them in the database if needed.
To create a new sales plan within the AGR Inventory module, click on + sign on the right side of the Plans tool bar. A new view will open, as seen below.
Creating a Sales Plan
First you must give your workspace a name. You then have the option to add a description. Once you have done that, you can click Create, and your desired workspace is now ready.
Once you have created a workspace, you can view it by clicking on its name or View Details (eye button) in the command bar.
When you open your workspace for the first time, it will be empty, as seen in the view below. This is like opening a new excel document – it is empty until you add the data to it.
To add data to your workspace, you must add a view. So you must open the view settings, click on the Advanced button (rocket ship) and click on the dropdown under the Data Series section. In a standard sales plan, you would view the Baseline Plan, Promotions, Demand, and Sales. If you have the AGR Planning module, you can also view a lot of other data series, like Connected Sale, Last Year Sale, etc. These are not editable fields but will provide you with more information when creating this new plan. See the full list of available data series in Appendix.
Once you have decided what data series you would like to add to this view, the refresh button within the Planner command bar will be red as well as a large refresh button in the middle of the plan. When the refresh button has turned this colour, this means that you need to click refresh for the plan to add the changes that you have recently made.
For more detailed information in adding or editing views or data within the workspace, see General: 1.3 Workspaces.