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Navigating from item to item when making demand plan edits in different contexts

When reviewing and editing multiple items in DemandCaster, the following minimizes the number of steps when moving from item to item.

Go to item view in Demand Planning

  1. Search or select the item to edit from the menu.
  2. Click "view" to go to the item.
  3. If DRP is enabled, it does not matter which location to click to to view the Demand Plan. You may also click on the SKU/Item to toggle between a single item list (Item) or the location item list (SKU.
Go to item view in Demand Planning

You are Now Viewing the Items Overall Demand Plan

  1. You may make edits to the over all demand plan, by editing the values in the edit boxes or;
  2. Click on customer level above the item to view the context. In the example below we will click to view the "Customer" level to view the item demand plan per customer list. Pricing values may only be changed within the customer context.
  3. Click Save to save changes and allow DemandCaster to apply the changes up and down the hierarchy
You are Now Viewing the Items Overall Demand Plan

Context Level Selection

You are now viewing all the customers that have generated demand for the specific item.

Search for or click on "View" to view the customer demand for the specific item.

Context Level Selection

Edit the Demand Plan and/or Price

You are now in the Context View where Edits are Made

  1. Edit the demand plan value and/or;
  2. The unit price
  3. Click Save to save changes and allow DemandCaster to apply the changes up and down the hierarchy

Read the Editing Demand Plans for more information.

Edit the Demand Plan and/or Price

Go Back to the Demand Plan List to Continue to Review

  1. Click on back arrow to go back to the Demand Plan list, or ...
  2. Click on Next to view the next Customer in the list.
  3. Repeat the steps above to review and edit the demand plans.
Go Back to the Demand Plan List to Continue to Review
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