Ordering Profiles for Continuous and Periodic Review

Ordering Profiles describe when a planner reviews or places replenishment orders. They solve the difference between suppliers that can be ordered at any time and vendors that are reviewed on a fixed cycle.

Create a profile

1. Open Inventory > Niyu AI > Configuration > Ordering Profiles.
2. Enter a clear name, company, and optional Default Vendor or Default Warehouse for identification.
3. Choose the Ordering Method.
4. Configure its dates and preparation window.
5. Save and review Cadence Summary, Next Planned Order Date, and Following Review Date.
6. Open Planning Rules and link the profile to the intended product, category, vendor, and warehouse scope.

Order anytime (Continuous review)

Use continuous review when the business can order whenever the replenishment trigger is crossed. The recommendation protects lead-time demand and safety requirements using the existing continuous-review behavior.

Review on a schedule (Periodic review)

• Interval Count and Unit: define the repeat interval in days, weeks, or months.
• Anchor Date: establishes the recurring calendar.
• One-off Next Review Override: moves only the next review without replacing the recurring cadence.
• Preparation Window Days: opens the Prepare queue before the planned review date.

Periodic recommendations protect demand until supply from the following review can arrive. A 45-day lead time, a 30-day review interval, and 30 safety days therefore require 105 days of protection before considering available and incoming supply.

Manual next order date

Use manual scheduling for irregular vendor windows. Enter both Manual Next Review Date and Manual Following Review Date. The following date is required because the current order must cover demand until the next opportunity can arrive.

Action timing

• Expedite now: projected stockout occurs before the normal receipt can arrive.
• Due now: the planned review date is due.
• Prepare: the line is inside the preparation window.
• Scheduled later: the next review is outside the current action window.
• Covered: dated supply and stock cover the protection period.
• Horizon blocked or Setup required: dates or forecast coverage are insufficient for a trustworthy order.

Vendor Order Review

Open Inventory > Niyu AI > Workbench > Vendor Order Review to see consolidated dated purchasing grouped by vendor, profile, and review date. Use this for supplier or container-level preparation without changing the profile itself.

Common setup mistakes

• Creating a profile but not linking it through a Planning Rule.
• Using a vendor default as if it automatically scoped the profile.
• Leaving the Anchor Date empty for recurring review.
• Providing the next manual date but not the following date.
• Setting a protection period longer than the supported forecast horizon.
• Using Maximum Days of Stock below the minimum coverage required by cadence; the planner may raise effective target coverage and explain why.