User Guide

# Sales Planner

The Sales Planner helps align packaging targets with sales channels over time. It pulls packaging targets (pkg_reqs) from batches and lays them out by week (or day/month/quarter) so you can quickly see what is planned and where it is expected to land.

# Where to find it

Go to Sales 2 Sales Planner.

# What it shows

  • One row per beer
  • Each period column shows the total target for that week, broken down by format
  • Current week is subtly highlighted
  • Rows with no activity in the selected date range are hidden

# Filters

# Sales Channel

Use the channel picker to view targets for a single sales channel (for example: Wholesale, Retail, Taproom).

# Facility

Choose a specific facility or All Facilities.

# Date range and period type

Use the date picker to choose the time range and period type:

  • Day
  • Week (default)
  • Month
  • Quarter

Week headers show the week number on the first line and the week start date on the second line. Hover to see the full date range for the week.

# Interacting with cells

  • Each cell lists the planned formats and quantities for that beer in the selected period.
  • Click a cell to open the batch that contributes to those targets.
  • If multiple batches contribute to the same cell, you will be prompted to choose which batch to open.

# How the dates are computed

Sales Planner uses two sources to place targets into periods:

  1. Actual packaging logs (pkg_logs)

    • If packaging logs exist for a matching beer + format, the target is distributed proportionally across those log dates.

  2. Scheduled/Effective packaging range

    • If no logs exist, the target is spread evenly across the effective packaging range for the batch.
    • The effective range prefers actual dates when they exist and falls back to scheduled dates when they do not.

# Tips

  • Use All Facilities to see consolidated plans, then filter to specific facilities when scheduling production or reviewing allocations.
  • Week view is best for near-term planning; switch to Day view when validating exact packaging dates.
  • The current-week highlight helps you focus on what is due now.

# Notes and limitations

  • Only batches with pkg_reqs contribute to the grid.
  • Targets are shown in the batch format units (kegs, cases, etc.).
  • If no data exists for the selected date range, the grid will be empty.

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