Supply Plan

Manage scheduled orders and system recommendations

Supply Plan

The Supply Plan is where you manage replenishment orders—both system-recommended and user-created. It’s your action center for keeping inventory at optimal levels.

Accessing the Supply Plan

Navigate to Inventory → Supply Plan tab.

Understanding the Supply Plan

The Supply Plan shows all scheduled replenishment orders:

• System Recommendations - Orders Tether suggests based on forecasts
• User-Created Orders - Orders you’ve manually added
• Draft Transactions - Orders in preparation

Order Types

Type	Icon	Description
Purchase Order	📦	Order from a supplier
Transfer Order	🔄	Move inventory between warehouses
Production Order	🏭	Internal manufacturing

Viewing Scheduled Orders

The Supply Plan displays orders in a table format:

Column	Description
Order Date	When the order should be placed
Type	Purchase, Transfer, or Production
Source	Supplier or source warehouse
Destination	Destination warehouse
Alert Level	Urgency (Urgent, Important, Normal)
Status	Scheduled, Draft, In Progress
Line Items	Number of SKUs in the order
Total	Order value (if applicable)

Order Sources

Orders are marked by their creation source:

Badge	Meaning
System	Generated by Tether’s recommendation engine
User	Manually created by a user

System Recommendations

Tether continuously analyzes your inventory and demand to recommend optimal orders.

How Recommendations Work

The recommendation engine considers:

1. Current Inventory - Stock levels across warehouses
2. Demand Forecast - Projected consumption
3. Lead Times - Supplier and transfer times
4. Safety Stock - Target buffer levels
5. Order Constraints - Minimum quantities, lot sizes

Viewing Recommendation Details

Click on a recommended order to see:

• SKU Details - What to order and quantities
• Timing Logic - Why this date was chosen
• Impact Analysis - How this order affects inventory
• Alternative Options - Other suppliers or timing

Working with Orders

Adding Orders to Supply Plan

For system recommendations:

1. Review the Recommendation

   Click on a recommended order to see details

2. Verify Details

   Check quantities, timing, and supplier selection

3. Add to Plan

   Click Add to Supply Plan to accept the recommendation

4. Order Added

   The order moves to your active supply plan

Creating Drafts from Recommendations

Convert a recommendation directly to a transaction:

1. Select the Order

   Click on the scheduled order

2. Click Create Draft

   Select Create Draft Transaction

3. Review Draft

   The draft opens with pre-filled details

4. Submit When Ready

   Submit the draft to begin processing

Bulk Actions

Work with multiple orders at once:

1. Select Orders

   Use checkboxes to select multiple orders

2. Choose Bulk Action

   Options include:

   • Add All to Plan - Accept multiple recommendations
   • Remove from Plan - Remove selected orders
   • Create Drafts - Convert all to transaction drafts
   • Delete - Remove orders entirely
3. Confirm

   Review and confirm the bulk action

Modifying Orders

Before an order becomes a submitted transaction, you can modify it:

Adjust Quantities:

1. Open the order details
2. Edit line item quantities
3. Save changes

Change Timing:

1. Open the order
2. Modify the order date
3. Save

Add/Remove SKUs:

1. Open line items
2. Add new SKUs or remove existing ones
3. Save changes

Removing Orders

To remove an order from your supply plan:

1. Select the order
2. Click Remove from Plan or Delete
3. Confirm the action

Removing system recommendations means Tether will regenerate them if the need still exists. If you want to suppress a recommendation, consider adjusting safety stock or forecast settings.

Filtering the Supply Plan

By Order Type

Show only specific order types:

• Purchase Orders
• Transfer Orders
• Production Orders

By Alert Level

Focus on urgency:

• Urgent - Requires immediate action
• Important - Should be addressed soon
• Normal - Standard planning

By Warehouse

Filter by destination warehouse to see orders for specific locations.

By Date Range

View orders within a specific time window:

• Next 7 days
• Next 30 days
• Custom date range

Alert Levels Explained

Level	Criteria	Recommended Action
Urgent	Stockout within lead time	Place order immediately
Important	Safety stock breach expected	Order within 1-2 days
Normal	Routine replenishment	Order per normal schedule

Order Timeline

Understanding order timing:

Today → Order Date → Ship Date → Receive Date
         ↓            ↓           ↓
    Place order   Leaves      Arrives at
    with supplier  supplier   warehouse

Lead Time Components

Component	Description
Supplier Lead Time	Time from order to shipment
Transit Time	Shipping duration
Processing Time	Receiving and stocking
Total Lead Time	Sum of all components

Reconciling the Supply Plan

Periodically review your supply plan:

1. Review All Orders

   Check that all scheduled orders are still needed

2. Update Outdated Items

   Modify orders with changed requirements

3. Remove Obsolete Orders

   Delete orders that are no longer needed

4. Accept New Recommendations

   Add valuable system recommendations

Integration with Transactions

When you create a draft from the supply plan:

1. Draft Created - Transaction is created in Draft status
2. Editable - You can still modify details
3. Submit - Submit to begin order processing
4. In Progress - Order is being fulfilled
5. Completed - Inventory is received

See Transactions for more on the transaction lifecycle.

Best Practices

Review Daily

Check the supply plan at least daily:

• New urgent recommendations
• Orders approaching their order date
• Changes in demand affecting plans

Act on Urgent Items

Don’t let urgent orders sit:

• Process within 24 hours
• If you can’t order, investigate why
• Adjust settings if recommendations are wrong

Batch Similar Orders

Consider combining orders:

• Multiple SKUs from same supplier
• Orders shipping to same warehouse
• Orders with similar timing

Verify Before Creating Drafts

Double-check recommendations:

• Are quantities reasonable?
• Is the supplier correct?
• Does timing make sense?

Troubleshooting

No Recommendations Showing

Possible causes:

• No inventory issues projected
• Settings not configured (suppliers, lead times)
• Forecast data missing

Solutions:

1. Check inventory alerts on Overview tab
2. Verify supplier capabilities are configured
3. Ensure demand forecasts exist

Recommendations Seem Wrong

Possible causes:

• Incorrect lead times
• Forecast is inaccurate
• Safety stock settings off

Solutions:

1. Verify supplier lead times
2. Review demand forecast accuracy
3. Adjust safety stock thresholds

Next Steps

Inventory Dashboard

Monitor inventory health

Transactions

Manage purchase and transfer orders

Supply Simulation

Model what-if scenarios

Suppliers

Configure supplier settings