Enhanced Planning Worksheet
by Insight Works
Align Inventory with Demand and Optimize Vendor-Driven Purchasing.
Visit the Warehouse Insight website: https://dmsiworks.com/apps/enhanced-planning-worksheet
Video: View the on-demand demo
The Enhanced Planning Worksheet for Dynamics 365 Business Central simplifies inventory management and purchasing. It enhances Business Central functions with features like summaries and historical data charts. Users can monitor inventory, manage multi-location orders, and access vendor details from one interface. Designed for manufacturers and distributors, it supports complex planning with actionable insights and a streamlined workflow.
- Streamlined Inventory Planning: Consolidates complex planning tasks into a single intuitive interface.
- Real-Time Insights: Visual summaries of supply and demand enable data-driven decisions.
- Advanced Vendor Management: Manage thresholds, track performance, and negotiate with confidence.
- Multi-Location Coordination: Optimize stock levels across multiple locations with ease.
Why Choose the Enhanced Planning Worksheet?
- Simplify Planning Processes: Eliminate inefficiencies by integrating all planning and purchasing activities into Dynamics 365 Business Central. Streamline workflows, reduce manual tasks, and enable smarter decision-making.
- Forecast with Confidence: Visualize supply and demand trends in real-time. Access historical data, monitor trends, and adjust plans proactively to ensure optimal inventory levels.
- Optimize Vendor Relationships: Track vendor-specific thresholds, analyze purchase histories, and manage minimum order quantities to strengthen supplier coordination and reduce costs.
- Coordinate Across Locations: Easily manage inventory across multiple sites. Consolidate and transfer stock where needed, minimizing redundancy and ensuring demand is met effectively.
Key Features:
- Real-Time Planning: Get instant access to supply, demand, and historical data for informed decision-making.
- Customizable Parameters: Adjust reorder points, safety stock levels, and more directly from the worksheet.
- Vendor Threshold Tracking: Monitor spend and minimum order requirements to maximize vendor discounts and terms.
- Automated Purchase Planning: Generate accurate purchase orders based on demand, thresholds, and inventory trends.
- Multi-Location Planning: View and optimize inventory across multiple warehouses or distribution centers.
- Actionable Insights: Access clear visual summaries to support fast, confident planning decisions.
Supported editions:
Microsoft Dynamics 365 Premium or Essential edition, Premium is required for manufacturing and production features.
Supported languages:
EN
Supported countries:
DZ, AR, AU, AT, BD, BE, BR, BG, CA, CL, CO, HR, CZ, DK, EG, EE, FI, FR, DE, GR, HK, HU, IS, IN, ID, IE, IT, JP, KE, KR, LV, LB, LT, LU, MY, MT, MX, MA, MM, NL, NZ, NG, NO, PE, PH, PL, PT, PR, QA, RO, SA, RS, SG, SK, SI, ZA, ES, LK, SE, CH, TW, TH, TN, TR, UA, AE, GB, US, VN