Access: Operations Module >> Production Planning
1/ Accessing production planning
Go to the Operations module, then open the Production Planning tab.
💡 If you do not see this screen:
make sure you have the View Production Planning permission
ensure products are added to the location’s production assortment
⚠️ Production Planning cannot be used if the GMS Production Module is active.
2/ Understanding the purpose of production planning
Production planning is an operational view of the sales forecast.
It allows you to:
adapt forecasts to production constraints (anticipation, shelf life, production scheduling)
track what needs to be produced vs. what has actually been produced
enter available stock by day or time slot
💡 Editing a forecast here never impacts the sales forecast, only production.
3/ Reading the production table
In the Products tab, each row corresponds to a product and each column helps manage production.
Forecast column
Shows the quantity to produce, per day or time slot.
By default, the value comes from sales planning if active
Otherwise, the cell is empty
💡 Depending on your permissions, you can adjust this value to create an operator forecast.
Stock column
Allows you to enter available stock for the day or time slot.
Entered stock is considered when calculating the quantity to produce.
To Produce column
Represents the production recommendation.
To produce=Forecast−Stock\text{To produce} = \text{Forecast} - \text{Stock}To produce=Forecast−Stock
⚠️ This column is calculated automatically and cannot be edited.
Produced column
Allows you to enter what was actually produced.
This information is used for operational tracking.
Total column
A progress bar shows production progress relative to the recommendation.
4/ Viewing recipe and ingredient requirements
In the Recipes and Ingredients tabs, you can see total volumes required, calculated from the quantities to produce.
💡 This view helps prepare production and orders.
5/ Exporting the production plan
You can export the production plan in Excel for the selected location and date.
6/ Adjusting a production forecast
To edit a forecast, you must have the Modify Production Forecasts permission.
Click on the Forecast cell for the product
Enter the desired quantity
💡 This creates an operator forecast, which takes priority over the automatic forecast.
7/ Resetting an operator forecast
To revert to the sales planning forecast:
Select one or more product rows
Click Actions
Choose Reset forecasts
All selected operator forecasts will be deleted.
8/ Entering stock and production
To enter stock or production, you must have the Modify Stock and Production permission.
Entering stock
Enter available stock per day or time slot
Stock can be updated at any time for past or future dates (up to 15 days)
Stock automatically impacts the quantity to produce
⚠️ Stock entered here is independent of the Inventory module.
Entering actual production
Enter quantities actually produced
These values only feed the Total column
They do not affect food costs or financial analyses
⚠️ Key takeaways
Production planning is for organizing production, not recalculating sales
Stock and production entries are operational
They have no impact on inventory or food cost