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Supply Plan

The Supply Plan is where you manage replenishment orders—both system-recommended and user-created. It’s your action center for keeping inventory at optimal levels.

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Accessing the Supply Plan

Navigate to Inventory → Supply Plan tab.

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Understanding the Supply Plan

The Supply Plan shows all scheduled replenishment orders:
  • System Recommendations - Orders Tether suggests based on forecasts
  • User-Created Orders - Orders you’ve manually added
  • Draft Transactions - Orders in preparation

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Order Types

TypeIconDescription
Purchase Order📦Order from a supplier
Transfer Order🔄Move inventory between warehouses
Production Order🏭Internal manufacturing

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Viewing Scheduled Orders

The Supply Plan displays orders in a table format:
ColumnDescription
Order DateWhen the order should be placed
TypePurchase, Transfer, or Production
SourceSupplier or source warehouse
DestinationDestination warehouse
Alert LevelUrgency (Urgent, Important, Normal)
StatusScheduled, Draft, In Progress
Line ItemsNumber of SKUs in the order
TotalOrder value (if applicable)

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Order Sources

Orders are marked by their creation source:
BadgeMeaning
SystemGenerated by Tether’s recommendation engine
UserManually created by a user

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System Recommendations

Tether continuously analyzes your inventory and demand to recommend optimal orders.

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How Recommendations Work

The recommendation engine considers:
  1. Current Inventory - Stock levels across warehouses
  2. Demand Forecast - Projected consumption
  3. Lead Times - Supplier and transfer times
  4. Safety Stock - Target buffer levels
  5. Order Constraints - Minimum quantities, lot sizes

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Viewing Recommendation Details

Click on a recommended order to see:
  • SKU Details - What to order and quantities
  • Timing Logic - Why this date was chosen
  • Impact Analysis - How this order affects inventory
  • Alternative Options - Other suppliers or timing

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Working with Orders

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Adding Orders to Supply Plan

For system recommendations:
1

Review the Recommendation

Click on a recommended order to see details
2

Verify Details

Check quantities, timing, and supplier selection
3

Add to Plan

Click Add to Supply Plan to accept the recommendation
4

Order Added

The order moves to your active supply plan

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Creating Drafts from Recommendations

Convert a recommendation directly to a transaction:
1

Select the Order

Click on the scheduled order
2

Click Create Draft

Select Create Draft Transaction
3

Review Draft

The draft opens with pre-filled details
4

Submit When Ready

Submit the draft to begin processing

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Bulk Actions

Work with multiple orders at once:
1

Select Orders

Use checkboxes to select multiple orders
2

Choose Bulk Action

Options include:
  • Add All to Plan - Accept multiple recommendations
  • Remove from Plan - Remove selected orders
  • Create Drafts - Convert all to transaction drafts
  • Delete - Remove orders entirely
3

Confirm

Review and confirm the bulk action

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Modifying Orders

Before an order becomes a submitted transaction, you can modify it: Adjust Quantities:
  1. Open the order details
  2. Edit line item quantities
  3. Save changes
Change Timing:
  1. Open the order
  2. Modify the order date
  3. Save
Add/Remove SKUs:
  1. Open line items
  2. Add new SKUs or remove existing ones
  3. Save changes

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Removing Orders

To remove an order from your supply plan:
  1. Select the order
  2. Click Remove from Plan or Delete
  3. Confirm the action
Removing system recommendations means Tether will regenerate them if the need still exists. If you want to suppress a recommendation, consider adjusting safety stock or forecast settings.

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Filtering the Supply Plan

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By Order Type

Show only specific order types:
  • Purchase Orders
  • Transfer Orders
  • Production Orders

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By Alert Level

Focus on urgency:
  • Urgent - Requires immediate action
  • Important - Should be addressed soon
  • Normal - Standard planning

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By Warehouse

Filter by destination warehouse to see orders for specific locations.

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By Date Range

View orders within a specific time window:
  • Next 7 days
  • Next 30 days
  • Custom date range

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Alert Levels Explained

LevelCriteriaRecommended Action
UrgentStockout within lead timePlace order immediately
ImportantSafety stock breach expectedOrder within 1-2 days
NormalRoutine replenishmentOrder per normal schedule

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Order Timeline

Understanding order timing: 
Today → Order Date → Ship Date → Receive Date
         ↓            ↓           ↓
    Place order   Leaves      Arrives at
    with supplier  supplier   warehouse

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Lead Time Components

ComponentDescription
Supplier Lead TimeTime from order to shipment
Transit TimeShipping duration
Processing TimeReceiving and stocking
Total Lead TimeSum of all components

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Reconciling the Supply Plan

Periodically review your supply plan:
1

Review All Orders

Check that all scheduled orders are still needed
2

Update Outdated Items

Modify orders with changed requirements
3

Remove Obsolete Orders

Delete orders that are no longer needed
4

Accept New Recommendations

Add valuable system recommendations

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Integration with Transactions

When you create a draft from the supply plan:
  1. Draft Created - Transaction is created in Draft status
  2. Editable - You can still modify details
  3. Submit - Submit to begin order processing
  4. In Progress - Order is being fulfilled
  5. Completed - Inventory is received
See Transactions for more on the transaction lifecycle.

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Best Practices

Check the supply plan at least daily:
  • New urgent recommendations
  • Orders approaching their order date
  • Changes in demand affecting plans
Don’t let urgent orders sit:
  • Process within 24 hours
  • If you can’t order, investigate why
  • Adjust settings if recommendations are wrong
Consider combining orders:
  • Multiple SKUs from same supplier
  • Orders shipping to same warehouse
  • Orders with similar timing
Double-check recommendations:
  • Are quantities reasonable?
  • Is the supplier correct?
  • Does timing make sense?

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Troubleshooting

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No Recommendations Showing

Possible causes:
  • No inventory issues projected
  • Settings not configured (suppliers, lead times)
  • Forecast data missing
Solutions:
  1. Check inventory alerts on Overview tab
  2. Verify supplier capabilities are configured
  3. Ensure demand forecasts exist

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Recommendations Seem Wrong

Possible causes:
  • Incorrect lead times
  • Forecast is inaccurate
  • Safety stock settings off
Solutions:
  1. Verify supplier lead times
  2. Review demand forecast accuracy
  3. Adjust safety stock thresholds

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Next Steps

Inventory Dashboard

Monitor inventory health

Transactions

Manage purchase and transfer orders

Supply Simulation

Model what-if scenarios

Suppliers

Configure supplier settings