aCapture
Sales orders arrive
Incoming sales orders are fetched from the Zoho ERP workspace, giving planning one reliable starting point.
Planning system · Case study 01
From five days
to half a day.
90%reduction in order
processing time
processing time
A complete material requirements planning workflow that transforms live sales demand into a just in time buyers’ report.
Scroll through the system ↓SO #CustomerProductQtyExpected delivery
1048Atlas LabsAX-41024Aug 14
1049Kinetic Co.VT-20012Aug 18
1050MeridianAX-41036Aug 22
1051Forge WorksNX-07518Aug 28
AX-41024
VT-20012
AX-41036
NX-07518
CONSOLIDATE
UNIFIED DEMAND
AX-41060
VT-20012
NX-07518
STOCK COVERAGEDemand comparison
04 PRODUCTSProductDemandAssembledResult
AX-410607212 available
VT-2001248 short
NX-07518216 short
QX-3208113 available
PRODUCTVT-200× 8
COMPONENTSpacer 3/8× 8
SUBASSEMBLYControl assembly× 8
COMPONENTController PCB× 8
COMPONENTSensor board× 8
COMPONENTFastener M4× 64
CONTROLLER PCBACTION
- On hand
- 2 units
- Incoming quantity
- 0 units
- Arrival date
- None
- Lead time
- 21 days
Order 6 units by Aug 04
SPACER 3/8COVERED
- On hand
- 4 units
- Incoming quantity
- 12 units
- Arrival date
- Aug 09
- Lead time
- 14 days
No action required
FINAL OUTPUT
Buyers’ Report
03 actions$18.4K planned100% timed
SupplierPartQtyOrder by
Orion SupplyPCB-2186Aug 04
Summit MetalsNX-HSG16Aug 07
Vertex PartsFT-M496Aug 12
abcdef
bConsolidate
Demand becomes one
Repeated product lines merge automatically into one demand table. This prevents duplicate counting and removes manual reconciliation.
cCompare
Use finished stock first
Demand is compared with assembled inventory. Covered orders turn green. Shortages stay red and continue to the next step.
dBOM
BOM explosion
The remaining demand expands through each bill of materials, including any subassemblies, until every required component is visible.
eEvaluate
Check supply conditions
Stock on hand, confirmed incoming quantities, arrival dates and supplier lead times determine whether purchasing action is needed.
fRelease
Give buyers the answer
A final buyer report states exactly what to order, from whom and when so materials arrive just in time.
aCapture
Sales orders arrive
Incoming sales orders are fetched from the Zoho ERP workspace, giving planning one reliable starting point.
SO #CustomerProductQtyExpected delivery
1048Atlas LabsAX-41024Aug 14
1049Kinetic Co.VT-20012Aug 18
1050MeridianAX-41036Aug 22
1051Forge WorksNX-07518Aug 28
bConsolidate
Demand becomes one
Repeated product lines merge automatically into one demand table. This prevents duplicate counting and removes manual reconciliation.
AX-41024
VT-20012
AX-41036
NX-07518
CONSOLIDATE
UNIFIED DEMAND
AX-41060
VT-20012
NX-07518
cCompare
Use finished stock first
Demand is compared with assembled inventory. Covered orders turn green. Shortages stay red and continue to the next step.
STOCK COVERAGEDemand comparison
04 PRODUCTSProductDemandAssembledResult
AX-410607212 available
VT-2001248 short
NX-07518216 short
QX-3208113 available
dBOM
BOM explosion
The remaining demand expands through each bill of materials, including any subassemblies, until every required component is visible.
PRODUCTVT-200× 8
COMPONENTSpacer 3/8× 8
SUBASSEMBLYControl assembly× 8
COMPONENTController PCB× 8
COMPONENTSensor board× 8
COMPONENTFastener M4× 64
eEvaluate
Check supply conditions
Stock on hand, confirmed incoming quantities, arrival dates and supplier lead times determine whether purchasing action is needed.
CONTROLLER PCBACTION
- On hand
- 2 units
- Incoming quantity
- 0 units
- Arrival date
- None
- Lead time
- 21 days
Order 6 units by Aug 04
SPACER 3/8COVERED
- On hand
- 4 units
- Incoming quantity
- 12 units
- Arrival date
- Aug 09
- Lead time
- 14 days
No action required
fRelease
Give buyers the answer
A final buyer report states exactly what to order, from whom and when so materials arrive just in time.
FINAL OUTPUT
Buyers’ Report
03 actions$18.4K planned100% timed
SupplierPartQtyOrder by
Orion SupplyPCB-2186Aug 04
Summit MetalsNX-HSG16Aug 07
Vertex PartsFT-M496Aug 12
System outcome
Demand in.
Decisions out.
5 days→0.5 days