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Features (Full Detail) — S&OP / Demand Planning
Current version: v1.0.0
Sales & Operations Planning and demand forecasting for Perfex CRM
This page explains module capabilities in depth so new users understand what each feature does, why it matters, and how to use it inside Perfex CRM.
Screens map — what each menu is for
These are the admin screens registered by S&OP / Demand Planning. Click a name in the Knowledge Base for a full how-to, or open the path in admin.
| # | Screen | Admin path | Guide |
|---|---|---|---|
| 1 | Planning Dashboard | admin/demand_planning | How to use |
| 2 | Planning Cycles | admin/demand_planning/demand_planning_cycles | How to use |
| 3 | Demand Forecasts | admin/demand_planning/demand_planning_forecasts | How to use |
| 4 | Statistical Forecast | admin/demand_planning/demand_planning_statistical | How to use |
| 5 | Historical Actuals | admin/demand_planning/demand_planning_actuals | How to use |
| 6 | Forecast Item Groups | admin/demand_planning/demand_planning_item_groups | How to use |
| 7 | Forecast Accuracy | admin/demand_planning/demand_planning_reports/accuracy | How to use |
| 8 | Supply Plans | admin/demand_planning/demand_planning_supply | How to use |
| 9 | Inventory Gap | admin/demand_planning/demand_planning_gaps | How to use |
| 10 | Safety Stock | admin/demand_planning/demand_planning_safety_stock | How to use |
| 11 | Executive Dashboard | admin/demand_planning/demand_planning_executive | How to use |
| 12 | S&OP Meetings | admin/demand_planning/demand_planning_meetings | How to use |
| 13 | Consensus Forecasts | admin/demand_planning/demand_planning_consensus | How to use |
| 14 | Scenarios | admin/demand_planning/demand_planning_scenarios | How to use |
| 15 | Exports | admin/demand_planning/demand_planning_exports | How to use |
| 16 | Distributor Demand | admin/demand_planning/demand_planning_reports/distributor_signal | How to use |
| 17 | Revenue vs Budget | admin/demand_planning/demand_planning_reports/budget | How to use |
| 18 | Webhooks | admin/demand_planning/demand_planning_webhooks | How to use |
| 19 | Settings | admin/demand_planning/demand_planning_settings | How to use |
Features & workflows from documentation
REST API
Base path: /demand_planning/demand_planning_api
Auth: X-DP-API-Key, Authorization: Bearer <key>, or ?api_key=
| Method | Path | Notes |
|---|---|---|
| -------- | ------ | -------- |
| GET | / | Catalog (no auth) |
| GET | /cycles, /cycle/{id} | Planning cycles + periods |
| GET | /forecasts, /forecast/{id} | Optional cycle_id, status, item_id |
| POST | /forecasts | Create draft forecast + lines |
| GET | /supply_plans, /supply_plan/{id} | Phase 3 |
| POST | /supply_plans | Create draft supply plan |
| GET | /gaps?cycle_id= | Inventory gap snapshot |
| GET | /consensus, /consensus/{id} | Phase 4 |
Integrations
| Module | Integration |
|---|---|
| -------- | ------------- |
| Perfex CRM Items / Invoices / Estimates | Historical actuals + item rate for revenue |
| Distributors / Wholesalers | Sales order actuals + live demand signal |
| Multi-Plant Management | Plant scope on forecasts, safety stock, consensus |
| Inventory Management | On-hand qty, reorder import, average cost for margin |
| Purchase Management | Open PO remaining qty as inbound |
| Manufacturing | Open work orders, BOM cost, workstation capacity |
| Accounting Pro | Income-account budget vs forecast/consensus revenue |
Hooks: dp_on_hand_qty, dp_inbound_qty, dp_after_gap_calculated, dp_after_forecast_approved, dp_after_cycle_closed, dp_after_supply_plan_approved, dp_after_meeting_completed, dp_after_consensus_approved, dp_after_scenario_run, dp_item_unit_price, dp_item_unit_cost, dp_capacity_utilization.
Webhooks: forecast.approved, cycle.closed, supply_plan.approved, consensus.approved, meeting.completed. Signed with X-DP-Signature: sha256=<hmac>.
Listing highlights
Item Title
S&OP / Demand Planning Module for Perfex CRM
Short Description (max ~160 chars)
Sales & Operations Planning and demand forecasting for Perfex CRM — by Nasbix Technologies.
Where to find upload assets
| CodeCanyon field | File |
|---|---|
| ------------------ | ------ |
| Name | demand_planning_submission/copy/01_item_name.txt |
| HTML Description | demand_planning_submission/copy/02_description.html |
| How to Use | demand_planning_submission/copy/03_how_to_use.txt |
| Tags | demand_planning_submission/copy/04_tags.txt |
| Message to Reviewer | demand_planning_submission/copy/05_message_to_reviewer.txt |
| Form attributes | demand_planning_submission/copy/06_attributes_checklist.txt |
| Thumbnail 80×80 | demand_planning_submission/images/thumbnail_80x80.jpg |
| Preview 590×300 | demand_planning_submission/images/preview_590x300.jpg |
| Main ZIP | releases/codecanyon/demand_planning-v1.0.0-codecanyon.zip |
| Checklist | demand_planning_submission/UPLOAD_CHECKLIST.md |
Category
PHP Scripts > Add-ons > Perfex CRM
Official HTML documentation (feature sections)
How to Use
1. First setup
- Set default horizon (weekly / monthly / quarterly) and code prefixes in Settings.
- Choose which sources feed historical actuals (invoices, estimates, sales orders).
- Create a Planning Cycle (start date + period count).
- Sync Historical Actuals for items you will forecast.
- (Optional) Create Forecast Item Groups for product families.
2. Demand planning
- Create a demand forecast manually, or use Statistical Forecast.
- Review baseline vs override quantities on forecast lines.
- Submit → Approve (if approval is required in Settings).
- Check Forecast Accuracy (MAPE / bias) after actuals exist.
3. Supply alignment
- Create Supply Plans (production or purchase).
- Run Inventory Gap analysis (on-hand + inbound − forecast).
- Define Safety Stock min / max / reorder rules.
- Generate draft supply plans from gaps when short.
4. S&OP process
- Open the Executive Dashboard for revenue / margin / capacity.
- Schedule S&OP Meetings with attendees and action items.
- Build a Consensus Forecast (sales / finance / ops).
- Compare Scenarios (best / base / worst).
- Close the planning cycle when the cadence is finished.
5. Exports
Go to Exports, select a cycle, and download forecast / supply / consensus CSV or the full S&OP pack.
Features
| Area | What you get |
|---|---|
| Planning Cycles | Weekly / monthly / quarterly horizons + auto periods |
| Demand Forecasts | Item-level draft → submit → approve workflow |
| Statistical Engine | Moving average, exponential smoothing, seasonal |
| Historical Actuals | Sync from invoices, estimates, sales orders |
| Supply Plans | Production / purchase plans + approval |
| Inventory Gaps | Projection and replenishment suggestions |
| Safety Stock | Min / max / reorder by item |
| S&OP | Meetings, consensus, scenarios, executive dashboard |
| Integrations | REST API, webhooks, optional Nasbix companion modules |
Permissions
Assign under Setup → Staff → Roles:
dp_dashboard— Planning dashboarddp_cycles— Planning cycles (view / create / edit / delete)dp_forecasts— Forecasts + approvedp_reports— Reports + exportdp_supply— Supply plans, gaps, safety stockdp_sop— Executive / meetings / consensus / scenariosdp_settings— Settings, API, webhooks
API & Webhooks
REST API
Base path: /demand_planning/demand_planning_api
Auth: header X-DP-API-Key, or Authorization: Bearer <key>, or ?api_key=
Enable the API and generate a key under Settings.
Webhooks
Events: forecast.approved, cycle.closed, supply_plan.approved, consensus.approved, meeting.completed.
Signature header: X-DP-Signature: sha256=<hmac>
Cron
Use Perfex CRM’s main cron:
* * * * * php /path/to/perfex/index.php cron/index > /dev/null 2>&1
Uninstall
- Export any data you need to keep.
- Setup → Modules → Deactivate (optional).
- Click Uninstall.
All dp_* database tables and options are removed. Core Perfex CRM data is not touched. This cannot be undone.
Related: Quick Start · How to Install · FAQ & Tips · Version & Changelog