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S&OP / Demand Planning — How to Install

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How to Install — S&OP / Demand Planning

Module folder: modules/demand_planning/   Version: v1.0.0

Sales & Operations Planning and demand forecasting for Perfex CRM

Before you begin

  • Backup your database (Setup → Backup or your host backup tool).
  • Use a staff account with Modules / Settings access.
  • PHP version and Perfex CRM version should match the module README requirements when listed.
  • Keep the module folder name exactly demand_planning.

Step-by-step installation

  1. Upload the demand_planning folder into your CRM modules/ directory (FTP, cPanel, or Setup → Modules → Upload when available).
  2. Log in to Admin.
  3. Go to Setup → Modules.
  4. Find S&OP / Demand Planning and click Activate (or Upgrade if already installed).
  5. Wait for migrations/tables to finish — do not refresh mid-activation.
  6. Go to Setup → Staff → Roles and assign permissions for this module.
  7. Open S&OP / Demand Planning → Settings and save defaults.

Install notes from README

Installation

  1. Upload or place the module at modules/demand_planning/ (Perfex CRM root).
  2. Go to Setup → Modules → Activate S&OP / Demand Planning (v1.0.0).
  3. Schema migrations run on activation and on admin load until dp_db_version is 104.
  4. Assign permissions under Setup → Staff → Permissions (dp_reports includes Export; Settings controls API/webhooks).

Uninstall: From Setup → Modules, uninstall removes all dp_* tables and dp_* options. Export data first — this is irreversible.

After activation — configuration checklist

  1. Go to Setup → Modules and activate S&OP / Demand Planning.
  2. Database tables and options are created automatically (schema version 104).
  3. Assign permissions under Setup → Staff → Roles.
  4. Open Demand Planning → Settings and configure defaults.
  5. Perfex CRM 3.0+
  6. PHP 7.4+ (8.1+ recommended)
  7. MySQL 5.7+ / MariaDB 10.3+ (InnoDB)
  8. PHP extensions: mysqli, json, mbstring, curl, fileinfo

Official documentation — Installation

Installation

  1. Extract the ZIP and upload the demand_planning folder to modules/ in your Perfex CRM root.
  2. Go to Setup → Modules and activate S&OP / Demand Planning.
  3. Database tables and options are created automatically (schema version 104).
  4. Assign permissions under Setup → Staff → Roles.
  5. Open Demand Planning → Settings and configure defaults.

No core CRM files are modified.

Requirements

  • Perfex CRM 3.0+
  • PHP 7.4+ (8.1+ recommended)
  • MySQL 5.7+ / MariaDB 10.3+ (InnoDB)
  • PHP extensions: mysqli, json, mbstring, curl, fileinfo

Staff permissions (from module)

Assign under Setup → Staff → Roles. Each feature can expose different actions:

FeatureActions
Planning Dashboard
dp_dashboard		view
Planning Cycles
dp_cycles		view, create, edit, delete
Demand Forecasts
dp_forecasts		view, create, edit, delete, approve
Reports
dp_reports		view, export
Supply Plans
dp_supply		view, create, edit, delete, approve
S&OP Process
dp_sop		view, create, edit, delete, approve
Settings
dp_settings		view, edit

Verify installation (checklist)

  1. Setup → Modules shows S&OP / Demand Planning as Active.
  2. Admin sidebar shows the S&OP / Demand Planning menu for an admin user.
  3. Setup → Staff → Roles lists this module's permission groups.
  4. Opening S&OP / Demand Planning → Settings loads without PHP errors.
  5. Creating one sample record succeeds and appears in the list/table.
  6. (If used) Cron-dependent features have Perfex CRM cron enabled on the server.

After install — first actions

  1. Create master data required by this module.
  2. Create one sample record and walk it through approve/complete if applicable.
  3. Train staff using the Quick Start Guide.

Related: Features · Quick Start · FAQ · Version & Changelog

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