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S&OP / Demand Planning — Overview & module guide

Module: S&OP / Demand Planning v1.4.0

Sales & Operations Planning and demand forecasting for BIXCRM

Screen-by-screen guides (each tab explained)

Click a menu item below for step-by-step instructions on that S&OP / Demand Planning screen:

How to use in BIXCRM (daily operations)

Sign in to the admin area with a role that includes S&OP / Demand Planning permissions.
Open Demand Planning (sidebar) or search for S&OP / Demand Planning in the admin menu.
Start on the Dashboard (if available) to see open tasks, pending approvals, and KPIs.
Review Settings after upgrades — new options may need defaults for your company.
Create or import master data first; most modules block transactions until masters exist.
Run the main business flow (create → submit → approve → post/complete) using the screens listed in Admin menu below.
Use Reports / Analytics screens to reconcile stock, finance, compliance, or SLA metrics.
For integrations (API, EDI, gateways, tax), confirm credentials in Settings and monitor logs or webhook delivery screens.
Train staff with role-based access — give approvers approve permissions only, operators create/edit on their area.
If something fails overnight, check BIXCRM cron ran and open the module log / failed queue screen if present.

Admin menu — where to work

Open the S&OP / Demand Planning section in the admin sidebar. Screens your staff may use (depending on role):

Consensus Forecasts
Demand Forecasts
Demand Planning
Distributor Demand
Executive Dashboard
Exports
Forecast Accuracy
Forecast Item Groups
Historical Actuals
Inventory Gap
Planning Cycles
Planning Dashboard
Reports
Revenue vs Budget
S&OP Meetings
S&OP Process
Safety Stock
Scenarios
Settings
Statistical Forecast
Supply Plans
Webhooks

Detailed guide — features, workflows, API & FAQ

Current Version: 1.4.0 (Phase 5)

Phase 1 Features

Feature	Status
---------	--------
Planning cycles (weekly / monthly / quarterly)	Done
Auto-generated planning periods	Done
Item-level demand forecasts	Done
Draft → Submit → Approve workflow	Done
Planning dashboard with KPIs	Done

Phase 2 Features

Feature	Status
---------	--------
Historical actuals sync (invoices, estimates, sales orders)	Done
Statistical forecasting (moving avg, exponential, seasonal)	Done
Baseline vs manual override on forecast lines	Done
Forecast item groups + bulk generation	Done
MAPE / bias accuracy reporting	Done

Phase 3 Features

Feature	Status
---------	--------
Supply plans (production / purchase) with approval	Done
Inventory projection (on-hand + inbound − forecast)	Done
Inventory / Purchase / Manufacturing inbound hooks	Done
Safety stock min / max / reorder rules	Done
Gap analysis + draft supply plan generation	Done

Phase 4 Features

Feature	Status
---------	--------
Pre-S&OP and executive meetings + attendees	Done
Meeting action items with owners and due dates	Done
Sales / finance / ops consensus forecasts	Done
Best / base / worst scenario planning	Done
Executive dashboard (revenue, margin, capacity)	Done

Phase 5 Features (New)

Feature	Status
---------	--------
REST API for cycles, forecasts, supply plans, gaps, consensus	Done
Webhooks (`forecast.approved`, `cycle.closed`, plus S&OP events)	Done
CSV / S&OP pack exports	Done
Distributor sales-order demand signal vs forecast	Done
Accounting Pro revenue forecast vs income budget	Done

Quick Start (Phase 5)

Settings → API & Integrations → enable the API and generate a key
Create webhooks for forecast.approved / cycle.closed (HMAC header X-DP-Signature)
Exports → pick a cycle and download forecast / supply / consensus CSV or the S&OP pack
Distributor Demand → compare open + delivered sales orders with the forecast
Revenue vs Budget → compare forecast/consensus revenue with Accounting Pro income budgets
Close a cycle from the cycle form when the S&OP cadence is finished

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

Menu Structure

Menu Item	Purpose
-----------	---------
Planning Dashboard	KPIs and quick actions
Planning Cycles	Horizon and period setup
Demand Forecasts	Manual and generated forecasts
Statistical Forecast	Auto-generate from history
Historical Actuals	Sync and view sales actuals
Forecast Item Groups	Product family groupings
Forecast Accuracy	MAPE / bias reports
Supply Plans	Planned production / purchase
Inventory Gap	Projection and replenishment suggestions
Safety Stock	Min / max / reorder thresholds
Executive Dashboard	S&OP financial and capacity view
S&OP Meetings	Cadence meetings and actions
Consensus Forecasts	Sales / finance / ops number
Scenarios	Best / base / worst cases
Exports	Forecast, supply, consensus, S&OP pack
Distributor Demand	Sales-order signal vs forecast
Revenue vs Budget	Forecast/consensus vs income budget
Webhooks	Outbound event endpoints
Settings	Module configuration

Database Tables (Phase 1–5)

Table	Purpose
-------	---------
`dp_planning_cycles`	Planning horizon master
`dp_planning_periods`	Time buckets within a cycle
`dp_demand_forecasts`	Forecast header (+ method, MAPE, bias)
`dp_demand_forecast_lines`	Period qty (+ baseline_qty)
`dp_historical_actuals`	Synced sales history by item/period
`dp_item_groups`	Forecast product families
`dp_item_group_items`	Items in each group
`dp_forecast_accuracy`	Per-period accuracy metrics
`dp_supply_plans`	Planned production / purchase headers
`dp_supply_plan_lines`	Period planned qty
`dp_safety_stock`	Min / max / reorder by item / plant
`dp_inventory_gaps`	Projection snapshot
`dp_sop_meetings`	Pre-S&OP / executive meetings
`dp_sop_attendees`	Meeting attendees and roles
`dp_sop_actions`	Meeting decisions with owners
`dp_consensus_forecasts`	Consensus header
`dp_consensus_forecast_lines`	Sales / finance / ops / consensus qty
`dp_scenarios`	Scenario factors
`dp_scenario_results`	Run snapshot (revenue, margin, coverage)
`dp_webhooks`	Outbound webhook endpoints
`dp_webhook_deliveries`	Delivery log
`dp_logs`	Audit trail

Integrations

Module	Integration
--------	-------------
BIXCRM 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>.

Roadmap

See [docs/ROADMAP.md](docs/ROADMAP.md) — Phase 5 complete.

DB Version

Check option dp_db_version — expected 104 after Phase 5.

Features

Sales & Operations Planning and demand forecasting for BIXCRM

See README.md in the module folder for the complete feature list.

Permissions

Granular staff capabilities are registered on activation. Assign them under Setup → Staff → Roles for the S&OP / Demand Planning capability group.

Typical capabilities include view, create, edit, delete, plus module-specific actions (approve, export, settings, API access).

Cron Jobs

Background tasks (if enabled) run through BIXCRM's main cron. Example crontab (every 5 minutes):

* * * * * php /path/to/bixcrm/index.php cron/index > /dev/null 2>&1

Check module settings for scheduled jobs (alerts, sync, reports, retention).

After activation — configuration checklist

Go to Setup → Modules and activate S&OP / Demand Planning.
If prompted, click Upgrade Database or reload admin — migrations run automatically.
Assign permissions under Setup → Staff → Roles.
Open the module menu and configure settings.
BIXCRM 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:

Feature	Actions
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

One-time setup (first time only)

Setup → Modules → activate S&OP / Demand Planning.
Setup → Staff → Roles → assign S&OP / Demand Planning permissions (view, create, edit, delete, approve, export, settings as needed).
Open S&OP / Demand Planning → Settings and complete company defaults, prefixes, integrations, and notification options.
Create master data (warehouses, products, templates, accounts, routes, etc.) before processing live transactions.
Enable BIXCRM cron (php /path/to/bixcrm/index.php cron/index) for sync, retries, alerts, and scheduled jobs.
Optionally enable REST API / webhooks in module settings if you integrate external systems.

BIXCRM Knowledge Base — usage guide generated from module README and documentation.

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