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Planning Upcoming Fixed Productions

Updated over a week ago

Planning Fixed Productions

What Are Fixed Productions?

Fixed productions are productions planned and set in advance. By planning ahead you can produce stock efficiently and minimise waste.


Planning an Upcoming Production

Step 1: Access Production Planner

  1. Go to Production > Production Planner

  2. Click the Plan button for your chosen date

Step 2: Review Production Numbers

  • If you've set Default Production Numbers, they'll auto-populate

  • If not set, columns will be blank and require manual input

  • Forecasted numbers appear next to each product for reference

Step 3: Adjust Quantities

  • Automatically set your production numbers using the forecast by clicking Actions > Apply Forecast to Production

  • You can manually adjust quantities as needed

  • Numbers adjusted from the forecast turn blue

  • Click Save when finished

Important: Always click Save before planning benches, even if you made no changes.


Using Historical Forecasts

Click View Forecast to see five weeks of sales data for your planning day:

  • Use toggles to exclude specific days from the forecast average

  • When you click Show, original numbers are replaced with forecasted numbers (shown in blue)

  • To revert without saving, refresh the page before clicking Save

Note: Forecast history beyond five weeks is not available. If you are using a forecast provided by a third party system it is not possible to adjust the forecast.


Editing a Planned Production after Bench Planning

If you need to make edits to your planned production once you have begun Bench Planning:

  1. Go to Production > Production Planner

  2. Click the Edit button for your chosen date

  3. Click the Amend button

  4. Adjust production numbers as needed

  5. Click Save

The products you have adjusted will be unassigned from any benches they were previously assigned to and will need re-assigning to a bench in the Bench Planner page.


Understanding Carry-Overs

Carryovers adjust your planned production numbers, not the forecast. How they behave depends on whether production numbers already exist for the upcoming day.

When Production Numbers Are Already Set

If you’ve already saved a plan for the next day, or have default production numbers in place, when you input the carryover amounts:

  • The planned numbers automatically update to reflect the carryovers.

  • The forecast does not change.

  • Note: if a product’s planned quantity is 0, carryovers won’t reduce it — it stays 0.

When Production Numbers Are Not Set

If you haven’t planned the next day yet and no defaults exist:

  • The forecast values shown are not affected by carryovers.

  • If you use Apply Forecast, it simply copies the forecast as-is.
    You’ll need to manually adjust those numbers if you want to account for carryovers.


Troubleshooting

Can't Edit Production Numbers for a Product (Greyed Out)

Cause: Production visibility not set correctly for the product.

Solution: Check the Product List and ensure the production is assigned to this product. Products without production visibility cannot be planned.

Error Message About Sale Price

Cause: Some recipes in your production range lack sale prices at the recipe level.

Solution:

  1. Look for products with an orange ! symbol

  2. Add a sale price to those recipes (requires Admin permissions)

  3. Products without sale prices cannot have production numbers edited

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