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S&OP / Demand Planning — Settings (how to use)

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Settings

Module: S&OP / Demand Planning

Where to open in admin

  1. Log in to Admin.
  2. Open sidebar menu S&OP / Demand Planning.
  3. Click Settings.
  4. Direct route (for admins): admin/demand_planning/demand_planning_settings

What this screen is for

Module configuration — defaults, sync, API, multi-company.

How to use — step by step

  1. Review each settings tab (general, sync, API, tax defaults).
  2. Set default accounts, prefixes, and approval rules.
  3. Enable BIXCRM sync options and map payment modes if shown.
  4. Save and test with one sample transaction.

Common buttons & actions

  • Save settings
  • Test sync
  • Create API key

Required permissions

Staff need the dp_settings feature with: view, edit.

Assign under Setup → Staff → Roles → Permissions.

Related guides

See the S&OP / Demand Planning overview for module-wide workflows, API, and setup.

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