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Planning

Navigation: Analytics → Planning

The Planning screen is the central operational view in Knosc. It aggregates supply, demand, and inventory quantities for every item (or item-location) and answers the key questions: when to reorder, how much to order, and when stockouts are projected.

See Inventory Planning for the full column reference, status definitions, planning algorithm details, and configuration settings.

Current vs Historical Analytics

Current Analytics

Shows the same planning analytics but filtered to open purchase orders and sales orders only. Use this view for live operational decision-making.

Historical Analytics

Navigation: Dashboard → Historical Analytics

Shows historical sales and procurement trends based on closed/archived orders:

  • Sales Orders Summary - order counts and customer data for the selected period
  • Purchase Orders Summary - order counts and supplier data for the selected period
  • Demand Quantity / Revenue by Customer - what was sold per customer; drill down to see which items
  • Procurement Quantity / Spend by Supplier - what was purchased per supplier; drill down to see which items
  • Demand Quantity / Revenue by Item - what was sold per item; drill down to see which customers
  • Procurement Quantity / Spend by Item - what was purchased per item; drill down to see which suppliers
  • Demand / Revenue Trend - sales trend for a selected item over the chosen aggregation period
  • Procurement / Spend Trend - purchase trend for a selected item over the chosen aggregation period

Suggested Orders in Planning

Enable Show Suggested Orders from the aggregation / hidden orders settings in the toolbar to overlay suggested purchase and manufacturing orders alongside existing supply. This lets you preview how suggested orders would affect the inventory position before accepting them.