The CPG Ops Calendar (Shopify Edition): Your Day‑to‑Quarter Playbook for Keeping Planster in Sync and your Inventory Forecasts Accurate
Aaron Ethridge
Last Update 25 giorni fa
Running a CPG brand means juggling suppliers, warehouses, and impatient customers.
What should I do daily?
Log any received orders in Planster if not automatic through WMS integration
Indicate that the order was received in Planster
As you receive inventory into your warehouse, update inventory quantities in Shopify so that inventory syncs back into Planster
What should I do weekly?
Follow up on any late inbound POs from your suppliers. Adjust expected delivery dates on any late/stale POs to reflect reality so Planster can plan on the expected inbound inventory
Review any recommended orders that need to be placed for this week for each product
Individually
Via the home page for many orders at once
Log these as POs created in Planster (and actually create PO externally as needed)
What should I do monthly?
Review demand forecast VS actual for last month
Identify any poor performers and the reasons for underperformance; i.e. out of stock, unpredicted promotions or sales, etc.
Adjustments of demand planning for future months based on historic data
Re-run the demand plan for every item with the newly added historical sales data from the recently closed month/period
What should I do quarterly?
Working capital forecasts to send to finance.
Review to ensure buying plan is lining up to what was budgeted at the beginning of the year
Don't forget the first time logging in action items!
Set up suppliers and associate to products
Set up lead time, MOQs, safety stock and target inventory values
Import any outstanding purchase orders if WMS integration doesn’t sync
Select forecast method for first time (for each product)
Compare against sales goals and expectations
Compare against historic sales
Adjust for any promotional/holiday periods or other assumptions