Sales Plan Management / Primary Requirements Planning
Basically this module ensures that production and procurement planning, as well as scheduling and development, can be carried out more accurately and simply when the actual and relative forecast figures for future stock are at hand.
CHARISMA offers a whole string of modules and possibilities to establish forecast figures – the user can select which one is most suitable to fulfill his requirements. Included in the practical factors are:
- Seasonal trends for sales
- Related trends development
- “Unpredictable” competition influences
- Securing sales possibilities through blanket orders, budgets and progress figures
- Long term, secure scheduled orders
- Replacement times
- Warehouse or order finishing
- Semi finished goods storage with order related finishing or packing (end packing).
1. Manual sales plan management: every item for each period is given for the sales plan figures and is then used as a basis for the following planning.
2. Program controlled determination of sales figures: several programs are used to establish sales figures; these sales figures are then stored as sales plan variants and after a manual check are then released for fur-ther planning.
Manual Sales Plan Management
Two methods are supported in the manual sales plan management:
- Explicit specification of item number, period (from/to date of the month) and period amount.
- Simplified specification of an item number and a yearly amount with automatic distribution of the amount over the selected periods determined using a template and seasonal factors.
Explanation of the various terms follows:
- Period: can be a calendar month or a yearly distribution according to the 4-4-5-Calendar or some other definition.
- Planning Year: can be bound to the classical calendar or synchronized with the factory calendar etc.
- Period Screen: is created once for each planning year, it includes the from/to dates of the planning period.
- Seasonal Factors: are given manually corresponding to the planning period; then with supplementary parameters such as:
- Distribution of public holidays and vacations.
- Turnover-/Sales distribution of the preceding year
- Extended increases in the year
- Results from product range adjustment or new products.
Sales figures can be easily prepared graphically with the CHARISMA-Viewer (as Excel Export); the graphics can also include planned/actual comparisons.
Using the statistics generator a specimen display of statistical data (previous year, actual year, and outstanding orders) can be given to compare with the sales plan.
Program Controlled Establishment of Sales Figures
The following modules are available for the program controlled determination of sales figures:
| Module | Application | Result |
| Production program-planning | ||
| Sales forecast | (24 Period) |
|
| Consumption controlled scheduling | (exp. Smoothing) |
|
| Asymmetrical semi and finished goods planning | ||
Details for these supplementary modules follows:
In addition the following possibilities are also available for project related conversion of sales plan figures out of data from other supplementary modules in CHARISMA:
| Module | Additional Possibilities |
