| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Purchase (purchase) • Discuss (mail) • Invoicing (account) |
| Lines of code | 1499 |
| Technical Name |
bista_ai_order_plan |
| License | LGPL-3 |
| Website | https://www.bistasolutions.com |
| Versions | 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Purchase (purchase) • Discuss (mail) • Invoicing (account) |
| Lines of code | 1499 |
| Technical Name |
bista_ai_order_plan |
| License | LGPL-3 |
| Website | https://www.bistasolutions.com |
| Versions | 18.0 19.0 |
AI Order Plan
AI Order Plan
A complete overview of Order Plan configuration, workflow, and key metrics
Initial Setup – Give Access
Initial Setup – Give Access
User Access
User with Purchase Order access can create and manage Order Plans.
Permission Levels
Two access types are available: User and Administrator. Only admins can assign permissions.
Creating an Order Plan
Creating an Order Plan
Open Order Plan
Open from Order Plan main menu (with purchase access)
Select Vendor
Select vendor. Products will load automatically from the vendor price list.
Apply Filters
Use Product, Brand, and Category filters to narrow down activities.
Key Features
Key Features
Product Tracking
Promo Management
Stock & Allocation
Sales & Delivery Insights
AI Forecasting
Last, Average & Wholesale Cost
Order Plan – Column Overview
Order Plan – Column Overview
| Product Name | Product Name with Internal Reference |
| Brand | Product Brand |
| Category | Product Category |
| FCQ Min | Minimum Forecast Quantity |
| FCQ Avg | Minimum Forecast Quantity |
| FCQ Max | Maximum Forecast Quantity |
| Final Quantity | Final Quantity to Order |
| Quantity | On Order, Quantity on Hand, and Allocated |
| Promo | Current and Upcoming Promo Details |
| SMTD | Sales month to date (If Current Month is July - then July sold Quantity) |
| LMTD | Lost Sales month to date (If Current Months is July - then July Lost Sales Quantity) |
| SYTD | Sales Year to date |
| LYTD | Lost Sales Year to Date |
| Monthly | Monthly Delivered (12 Months) |
| Cost | Last, Average & Wholesale Cost |
| Last Received Date | Last Received Date |
© Bista Solutions Inc.
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