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Reports

Company IDs that can open each report, and the SKU paste cap. Leave company IDs blank to hide a report from non-admins.

Admins always see every report. Max SKUs is the paste cap for that report. Default 1500.

Tools

Company IDs that can open each tool. Leave blank to hide it from non-admins. SQL Lab uses the same database connection. Non-admin queries are limited to those company IDs.

Admins always see every tool and can query any company. Ticking SQL Lab on a person lets them run it for the company IDs above.

People

Who can log in, their company IDs, and which reports and tools they can open. A new person starts with nothing ticked. Existing ticks stay until you press Save.

Email IDs Role
No people yet.

Select a person to view or change access. Saved ticks stay as they are until you save.

Run history

Lookups triggered across reports. Who ran them and how long they took.

Report User Date & time Duration SQL
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Open a card to store, edit, or disconnect.

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      SQL Lab
      SELECT COUNT(*)
      FROM sales_items

      No reports match that search.

      No reports are available for your company yet.

      Database
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      Query

      History
        SELECT only. 2 minute cap. Ctrl+Space completes.
        1
        
                    
                    
          Running Exporting… 0.0s

          Results

          Run a query to fill this table.
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          No rows yet.

          SQL Lab run

          
                

          SKU list

          One per line, or comma separated
          
                    
                  

          Max 1500 SKUs per lookup. Extra lines are ignored.

          Duplicates in paste
            Deleted products
              Not found

                Results

                Barcode SKU Item Bolton qty Alloc ECOM pick ECOM stor WH pick WH stor Prem pick Prem stor St Helens qty St Helens stor
                Paste SKUs and run lookup.

                SKU list

                One per line, or comma separated · optional filter
                
                          
                        

                Max 1500 SKUs if filtering. Leave empty for all products in range.

                0 sales

                  Duplicates in paste
                    Deleted products
                      Not found
                        Origin
                        Brand
                        Group
                        Category

                        Results

                        Product SKU Commodity Eliquid ml MAC Brand Group Category Origin Units sold Units value
                        Set filters and run lookup.

                        SKU list

                        One per line, or comma separated · optional filter
                        
                                  
                                

                        Max 1500 SKUs if filtering. Leave empty for all products in range.

                        0 sales

                          Duplicates in paste
                            Deleted products
                              Not found

                                Results

                                Origin wholesale.aquavape.co.uk
                                Brand All
                                Group All
                                Category All
                                Product SKU Commodity Eliquid ml MAC Brand Group Category Origin Units sold Units value Bolton qty Alloc On hand ECOM stor WH pick WH stor Prem pick Prem stor St Helens qty On hand ST HELENS ECOM PICK St Helens stor
                                Set filters and run lookup.

                                SKU list

                                Parent or size SKU · one per line, or comma separated
                                
                                          
                                        

                                Max 1500 SKUs per lookup. Extra lines are ignored.

                                Duplicates in paste
                                  Deleted products
                                    Not found

                                      Results

                                      Product ID Product SKU Product name Product deleted Size ID Size SKU Size name Size deleted
                                      Paste SKUs and run lookup.

                                      Contacts

                                      FED and Procuria tags only
                                      Searching…

                                      Type FED or Procuria, then press Search or Enter.

                                      Brand
                                      Group
                                      Category

                                      Results

                                      Order date Contact Brand Group Category Total Quantity Net Sales
                                      Select contacts and run lookup.
                                      Combined total 0 0.00

                                      SKU list

                                      
                                                
                                              

                                      Max 1500 if filtering. Leave empty for all.

                                      Duplicates in paste
                                        Deleted products
                                          Not on Orderspace
                                            Sort

                                            Results

                                            SKU Name Brand Group Category Tags Bolton Qty St Helens Qty Peterlee (P2R) Qty Bibby Qty Total Qty Orderspace Qty Bigcommerce Qty Difference
                                            Paste SKUs and run lookup.

                                            SKU list

                                            
                                                      
                                                    

                                            Max 1500 if filtering. Leave empty for all.

                                            Duplicates in paste
                                              Not on App
                                                Compare

                                                Results

                                                SKU Name Brand Group Category Tags Bolton Qty St Helens Qty Peterlee (P2R) Qty Bibby Qty Total Qty App Qty Bigcommerce Qty Difference
                                                Paste SKUs or leave empty for all products, then run lookup.

                                                SKU list

                                                One per line, or comma separated
                                                
                                                          
                                                        

                                                Max 1500. Each pasted SKU is marked Parent SKU or Alternative SKU.

                                                Duplicates in paste
                                                  Not found

                                                    Results

                                                    Product SKU Alternative SKU Status
                                                    Paste SKUs, then run lookup.
                                                    Sort

                                                    Results

                                                    Bibby Storage only. Press Run lookup.
                                                    SKU Product Name Bibby Qty Bibby Storage
                                                    Press Run lookup to load Bibby stock.
                                                    Transfer Created At Received At Route Status SKUs
                                                    Press Run lookup to load Bibby transfers.
                                                    Search, then tick who to include
                                                    Searching…

                                                    No customers selected.

                                                    Origin
                                                    Sort

                                                    Results

                                                    Contact SKU Product Total Quantity Net Sales
                                                    Select customers and run lookup.
                                                    Combined total 0 0.00

                                                    How Sales by Customer works

                                                    Same shipped orders as Planufac Sales by Customer. Pick the customers, then switch SKU, Brand, Group, or Category.

                                                    • Orders are allocated, fully shipped, and not cancelled, credited, or consignment. Product lines only. Company 7.
                                                    • Total Quantity is units on those lines.
                                                    • Net Sales is the line value, same formula as Wholesale, so a brand or SKU split adds up. Planufac’s customer screen shows each order total once.
                                                    • Run lookup loads SKU, Brand, Group, and Category together. Switching pill uses that load. A new customer or date needs Run lookup again.
                                                    • Dates go out to 12 months, or a custom range up to 18 months.
                                                    • Origin starts with every origin ticked. None shows no rows.
                                                    • Sort starts at Net Sales, high to low. High → low and Low → high sit in that menu.
                                                    • Export CSV uses the last run. The header search filters the rows already on screen.
                                                    Price book
                                                    /
                                                    Category

                                                    Choose a price book, then Run lookup.

                                                    Brand

                                                    SKU Product Price MAC Tags
                                                    Pick a brand.
                                                    Name Brand Category Barcode Unit SKU Price Loyalty Qty Deleted
                                                    Choose a price book, then Run lookup.

                                                    SKU list

                                                    
                                                              
                                                            

                                                    Max 1500 SKUs if filtering. Leave empty for all.

                                                    Duplicates in paste
                                                      Deleted products
                                                        Not found
                                                          Account

                                                          Results

                                                          Account Contact SKU Name Brand Category Qty Value vs last month vs last year
                                                          Set filters and run lookup.

                                                          SKU list

                                                          Additional SKUs · one per line, or comma separated
                                                          
                                                                    
                                                                  

                                                          Max 1500 if filtering. Leave SKUs and tag empty for all parents. Extra lines are ignored.

                                                          Duplicates in paste
                                                            Deleted products
                                                              Not found

                                                                Results

                                                                Pasted SKU Name Variant SKU Additional SKU Tags
                                                                Paste additional SKUs or enter a tag, then run lookup.

                                                                SKU list

                                                                SKU or barcode · one per line, or comma separated
                                                                
                                                                          
                                                                        

                                                                Max 1500. Leave empty for all parent products. Extra lines are ignored.

                                                                Duplicates in paste
                                                                  Deleted products
                                                                    Not found

                                                                      Results

                                                                      Barcode SKU Additional SKU Item name Bolton Qty St Helens Qty Peterlee (P2R) Qty 3PL (P2R) Qty Bibby Qty Target Adjusted Incoming Days Ringfence Qty
                                                                      Paste SKUs or barcodes, then run lookup. Empty paste lists all parents.

                                                                      Results

                                                                      Paste a sales order number in the header, then click the order.
                                                                      Order Number Reference Order Date Due Date Origin Contact Name Status
                                                                      Paste a sales order number in the header search, then click the match. 3002839 or SO03002839.

                                                                      Stores

                                                                      Lincolnshire, SGN, and EGOTM. Head office is left out.

                                                                      Run lookup to load the stores.

                                                                      Account

                                                                      Details

                                                                      Invoice date. Shipped store orders only.
                                                                      Choose the invoice dates, then run lookup.

                                                                      Bolton stock value

                                                                      £0

                                                                      0 units on hand

                                                                      St Helens stock value

                                                                      £0

                                                                      0 units on hand

                                                                      Qty by category

                                                                      Units held at each site, grouped by product category.

                                                                      Bolton St Helens

                                                                      Stock to send

                                                                      Free at St Helens, the target to hold, and how many to send from Bolton. Hover Target for that product’s lookback and cover.

                                                                      Filters

                                                                      Product

                                                                      Brand
                                                                      Group
                                                                      Category

                                                                      Location

                                                                      Bin location
                                                                      Isle

                                                                      Results

                                                                      Settings

                                                                      Transfer candidates

                                                                      Badges still follow Planufac targets. Save applies for everyone.

                                                                      Results

                                                                      All
                                                                      SKU Name Brand Group Category Bolton Qty St Helens Qty Peterlee (P2R) Qty 3PL (P2R) Qty Status
                                                                      Run lookup to load Bolton and St Helens stock.

                                                                      How Qty Compare works

                                                                      This report checks whether AQL stock in Planufac matches what buyers can order on Orderspace. Planufac is treated as the true quantity. Orderspace should follow it.

                                                                      What the numbers mean

                                                                      • Bolton Qty is Planufac stock at Bolton (location 12).
                                                                      • St Helens Qty is Planufac stock at St Helens (location 160).
                                                                      • Peterlee (P2R) Qty is free stock at Peterlee, location 283.
                                                                      • Bibby Qty is free stock at Bibby, location 287.
                                                                      • Total Qty is Bolton, St Helens, Peterlee (P2R), and Bibby added together.
                                                                      • Orderspace Qty is what is available to order on Orderspace.
                                                                      • Bigcommerce Qty is available stock on BigCommerce. A blank cell means that SKU is not on BigCommerce.
                                                                      • Difference is Bolton minus Orderspace. A plus number means Bolton has more than Orderspace. A minus number means Orderspace is showing more than we have.
                                                                      • Bolton stock target is always shown after Difference. It is the Planufac target at Bolton.
                                                                      • Packs is off until you turn it on. It adds Outer and Master. Those come from the size name when it says outer or master. A product with two outers shows both, smaller first. Otherwise the smaller pack is Outer.

                                                                      Which products are included

                                                                      • Company is AQL only (company 7).
                                                                      • Only parent products (Planufac type 1). Size variants are left out.
                                                                      • Deleted products are left out.
                                                                      • Active is the default. That run loads active Orderspace products only, and every run reads live Planufac and Orderspace qty. Open Inactive to load products switched off on Orderspace. All only filters the rows already loaded. Press Run lookup to load them. Variants with ordering switched off count as inactive.
                                                                      • Packs sits beside All / Active / Inactive. It is off until you turn it on. On adds Outer and Master after the Bolton stock target. If a product has two outers, both are listed, smaller first. Export CSV always includes the target, and includes Outer and Master only while Packs is on.
                                                                      • Leave the SKU list empty to run every parent. Or paste up to 1500 SKUs to check a shorter list.
                                                                      • Brand, Group, and Category are multi-select. All start ticked, which does not filter. Untick names to narrow the lookup. None leaves the table empty.

                                                                      What is kept out of the table

                                                                      • If a pasted SKU is not on Orderspace, it stays under Not on Orderspace. With Active selected, inactive and disabled variants do the same. Switch to Inactive or All and those rows come back into the table. Export CSV matches the rows on screen, including Difference.
                                                                      • Difference starts on All. Pick 20+ or higher to hide rows where Bolton and Orderspace are closer than that.

                                                                      Reading the results

                                                                      • Columns are SKU, Name, Brand, Group, Category, Tags, Bolton Qty, St Helens Qty, Peterlee (P2R) Qty, Bibby Qty, Total Qty, Orderspace Qty, Bigcommerce Qty, and Difference, then the Bolton stock target. Packs adds Outer and Master after that only while the switch is on.
                                                                      • Tags is shared. Include means the product must have every tag. Exclude hides a product that has any of those tags. A save applies to everyone on the next lookup.
                                                                      • The table starts sorted by highest Bolton Qty. Change Sort and Order if you need another view.
                                                                      • Click a cell and drag to copy, the same as the other reports. Export CSV downloads the rows the switch is showing. All adds a status column, Active or Inactive, so that file can be filtered in Excel.

                                                                      Tags

                                                                      How App Products works

                                                                      This report checks AQL stock in Planufac against what the app currently has available. St Helens is the quantity the app should follow.

                                                                      What the numbers mean

                                                                      • Bolton Qty is Planufac stock at Bolton (location 12).
                                                                      • St Helens Qty is Planufac stock at St Helens (location 160).
                                                                      • Peterlee (P2R) Qty is free stock at Peterlee, location 283.
                                                                      • Bibby Qty is free stock at Bibby, location 287.
                                                                      • Total Qty is Bolton, St Helens, Peterlee (P2R), and Bibby added together.
                                                                      • App Qty is available stock from the app inventory API. Only active, non-deleted app SKUs are included.
                                                                      • Bigcommerce Qty is available stock on BigCommerce. A blank cell means that SKU is not on BigCommerce. Compare treats a blank as zero.
                                                                      • Compare opens two dropdowns. Pick the first location, then the one it is compared with. It starts as St Helens with App Qty. The location you pick in one dropdown is not offered in the other.
                                                                      • Difference is Compare minus with. A plus number means the first quantity is higher.
                                                                      • Difference Only sits by Results, the same switch as Lincolnshire’s All. It is off until you turn it on. On hides rows where the two quantities match.
                                                                      • The St Helens stock target is always shown after Difference. It is the Planufac target at St Helens.
                                                                      • Packs sits beside Difference Only. It is off until you turn it on. On adds Outer and Master. Those come from the size name when it says outer or master. A product with two outers shows both, smaller first. Otherwise the smaller pack is Outer. Export CSV always includes the target, and includes Outer and Master only while Packs is on.
                                                                      • A row with any difference is tinted red so the product is easy to spot.

                                                                      Which products are included

                                                                      • Company is AQL only (company 7).
                                                                      • Only parent products (Planufac type 1). Size variants are left out.
                                                                      • Deleted products are left out.
                                                                      • Only SKUs the app returns are listed.
                                                                      • Leave the SKU list empty to run every matching parent. Or paste up to 1500 SKUs.
                                                                      • Brand, group, and category are multi-select. Brand and group start with all ticked. Category starts with RAW MATERIALS unticked.

                                                                      What is kept out of the table

                                                                      • If a pasted Planufac parent is not on the app, it is listed on the left under Not on App.
                                                                      • Difference starts on 20+. Rows where the two quantities are closer than 20 stay hidden until you pick All.

                                                                      Reading the results

                                                                      • Columns are SKU, Name, Brand, Group, Category, Tags, Bolton Qty, St Helens Qty, Peterlee (P2R) Qty, Bibby Qty, Total Qty, App Qty, Bigcommerce Qty, and Difference, then the St Helens stock target. Packs adds Outer and Master after that only while the switch is on.
                                                                      • Tags has its own saved list. Type a tag and press Enter or comma to turn it into a chip, then start the next one. Include means the product must have every tag. Exclude hides a product that has any of those tags. A save applies to everyone on the next lookup.
                                                                      • The table starts sorted by highest Bolton Qty. Change Sort and Order if you need another view.

                                                                      Tags

                                                                      Include
                                                                      Exclude

                                                                      How Customer Sold works

                                                                      This report shows what FED and Procuria customers bought — how many units, and how much in net sales.

                                                                      1. Find customers

                                                                      • On the left, type FED or Procuria, then press Search or Enter. Typing on its own will not search.
                                                                      • The first search can take a moment. After that, the other tag is ready straight away.
                                                                      • Tick the customers you want. Use the tick next to the tag name to select everyone in that list.
                                                                      • You can then search the other tag. The first list stays on the page, folded up, so you can mix customers from both.
                                                                      • Open a folded list with the arrow to see everyone in that tag — not only the people you already ticked — so you can add more.
                                                                      • Untick everyone in a tag if you want that list to go away.

                                                                      2. Set the date and product filters

                                                                      • Date — last 1 month, last 2 months, or your own dates. A custom range cannot be longer than 2 months.
                                                                      • Brand, Group, Category — leave these on All, or narrow the products you want to see.

                                                                      3. Run lookup

                                                                      • Press Run lookup. Everyone you have ticked is combined into one table.
                                                                      • The Combined total row at the bottom adds up quantity and net sales for the whole selection.
                                                                      • Use Export CSV if you want the table in a spreadsheet.
                                                                      • Clear wipes the lists and the table so you can start again.

                                                                      What the columns mean

                                                                      • Order date — the day the order was placed, so you can compare before, during, and after a promotion.
                                                                      • Contact — the customer.
                                                                      • Brand, Group, Category — the type of product they bought.
                                                                      • Total Quantity — how many units were sold on that date.
                                                                      • Net Sales — the sales value, without VAT.

                                                                      Tip: use the arrow on a tag to fold a long list, and scroll the left box if there are lots of names.

                                                                      How Account Sales works

                                                                      This report shows what we sold into customer accounts: how many units, and how much they were worth.

                                                                      The numbers at the top

                                                                      • Units is how many items went into the selected accounts in the date range.
                                                                      • Value is the net sales of those items, without VAT.
                                                                      • vs last month compares this range with the same number of days just before it.
                                                                      • vs last year compares this range with the same dates last year.

                                                                      The three tabs

                                                                      • Account is the contact category. Only contacts assigned to that category are included — not name matches.
                                                                      • By account only lists accounts with qty greater than 0. Expand an account to see contacts; it starts collapsed. No sales shows 0.
                                                                      • Best sellers is the brands, product categories, and SKUs that sold the most.
                                                                      • Slow is the brands, product categories, and SKUs that sold the least, plus items that dropped against last month.

                                                                      The table

                                                                      • Each row is a SKU sold to a contact in the selected account, in this date range. Rows with qty 0 are omitted.
                                                                      • Contact is the customer assigned to that account category.
                                                                      • Category is the product category, not the account name.
                                                                      • Leave the SKU list empty to include everything sold into the accounts. Paste SKUs to narrow it.
                                                                      • Click a cell and drag to copy. Export CSV if you want the table in a spreadsheet.

                                                                      How Parent or Alternative works

                                                                      Paste a list of SKUs. Each one is checked against company 7. A match on the product SKU is a Parent SKU. A match on an additional SKU is an Alternative SKU.

                                                                      Columns

                                                                      • Product is the Planufac name and variant.
                                                                      • SKU is the parent product SKU. If the paste was an alternative, this is the product it belongs to.
                                                                      • Alternative SKU is the additional SKU. On a parent row it lists every additional SKU on that product.
                                                                      • Status is Parent SKU, Alternative SKU, or Not found.

                                                                      Rows

                                                                      • Order by SKU list keeps every pasted line in place, including repeats. A repeated code reuses the same main SKU. A code that does not exist stays on that line with SKU and Alternative SKU left empty.
                                                                      • A red row is a deleted product. Status still says whether the code was the parent or an alternative.
                                                                      • Grey rows were not on a product or an additional SKU.

                                                                      How Bibby works

                                                                      This report is Bibby Storage only. It reads company 7, location 287, bin location Bibby Storage. It does not include Bolton, St Helens, Peterlee, prices, or any other site. Single products only. Size variants are left out.

                                                                      Columns

                                                                      • SKU is the Planufac product SKU.
                                                                      • Product Name is the name and variant.
                                                                      • Bibby Qty is free stock at Bibby. It is the location total, shown once.
                                                                      • Bibby Storage is the bin code on Bibby Storage. A product in more than one bin lists them together.

                                                                      Rows

                                                                      • A row is a live single product (type 1) with free stock at Bibby, or a bin on Bibby Storage.
                                                                      • Size variants are left out. Deleted products are left out.
                                                                      • Press Run lookup to load the list. Opening the report does not run it.
                                                                      • Clear empties the table. CSV, under Export, downloads the rows on screen, including a search filter.

                                                                      Transfer

                                                                      • Transfer lists stock transfers where Bibby is the from location or the to location.
                                                                      • Status shows Allocated and Received. Each stays grey until that step is done, then turns green.
                                                                      • Open a transfer to see each SKU, product name, and quantity on that order.
                                                                      • Export opens Pack List and CSV. Pack List stays off until at least one transfer is selected, then prints only those transfers. The sheet says TRANSFER ORDER above the number, and any transfer notes sit full width under it. Each line shows a scannable barcode, the description, and the quantity.
                                                                      • CSV keeps one row per SKU line and includes the barcode.

                                                                      How Alternative SKUs works

                                                                      Paste additional / alternative SKUs and this report finds the main SKU plus name, variant, every additional SKU, and tags. Leave both SKU list and tag empty to list every parent.

                                                                      SKU list

                                                                      • Paste one additional SKU per line, or separate with commas.
                                                                      • Main SKUs also match, if those are in the list.
                                                                      • Each pasted SKU gets its own row, so you can map alt → main.
                                                                      • Leave the list empty for a full run. Pasted SKU stays blank on those rows.

                                                                      Tag filter

                                                                      • The tag box sits above Results. Type a fragment such as p2r ka.
                                                                      • It matches anywhere inside the product tags.
                                                                      • You can run with SKUs only, tag only, both, or neither. Both means the pasted SKUs that also have that tag. Neither lists every parent.

                                                                      Columns

                                                                      • Pasted SKU is the alternative you looked up. Blank on a full run.
                                                                      • SKU is the main Planufac SKU.
                                                                      • Additional SKU is every extra SKU on that product.

                                                                      Exclude orders

                                                                      Paste order numbers, one per line. Their units come out of the target.

                                                                      How Live Free Qty works

                                                                      Paste SKUs or barcodes and see live free qty at Bolton, St Helens, Peterlee (P2R), 3PL (P2R), and Bibby. Free qty is what is available now, not allocated.

                                                                      SKU list

                                                                      • Paste one SKU or barcode per line, or separate with commas.
                                                                      • Additional SKUs also match.
                                                                      • Leave the list empty to list every parent product.

                                                                      Filters

                                                                      • Brand, group, and category are multi-select. The lists reload each time you open the report.
                                                                      • Brand and group start with all ticked. Category starts with RAW MATERIALS unticked.
                                                                      • Sort defaults to Bolton Qty, high to low.

                                                                      Columns

                                                                      • Additional SKU — other SKUs on the product, same list as Alternative SKUs.
                                                                      • Bolton Qty — free qty at Bolton.
                                                                      • St Helens Qty — free qty at St Helens.
                                                                      • Peterlee (P2R) Qty, 3PL (P2R) Qty, and Bibby Qty — free qty at those warehouses.
                                                                      • Target is off until you switch it on. It adds the Planufac target for the whole company. Export CSV includes it only while the switch is on.
                                                                      • Exclude orders keeps a shared list of order numbers. While that list has numbers, Adjusted is the target with those orders taken out. Days uses that quieter daily sales figure for the products on those orders. Clear the list and Adjusted goes away.
                                                                      • Incoming is off until you switch it on. It adds incoming stock across all locations. Export CSV includes it only while the switch is on.
                                                                      • Days is off until you switch it on. It is company free stock plus incoming plus ringfence, divided by daily sales, rounded to a whole day. The cell shows a dash when daily sales is zero. Export CSV includes it only while the switch is on.
                                                                      • Ringfence is off until you switch it on. It adds Ringfence Qty, the incoming transfer qty at Ring Fenced Stock, and Export CSV includes that column only while the switch is on.

                                                                      Transfer import

                                                                      Tick SKUs and type qty. Qty is pre-filled to the Settings maximum threshold, packed as whole masters first then outers. Download is sku,qty for Planufac Create Transfer.

                                                                      0 selected · 0 units
                                                                      SKU Name Bolton St Helens TR Qty Target Master Outer
                                                                      Qty cannot exceed stock at the from warehouse. Bins on the slip come from these two.

                                                                      Lookback and cover

                                                                      Target is Planufac’s reorder figure for that warehouse. It is rebuilt once a day. When St Helens target is 0, this column shows the zero-target seed instead: that percent of Bolton’s full target.

                                                                      • Lookback is how far back sales are counted for that product. Common windows are 30, 60, 90 or 180 days. It is set on the product, so it is not the same for every SKU.
                                                                      • Cover is how many days of stock the target should hold: stock days plus lead time. Example: 30 stock + 7 lead = 37 days of cover.
                                                                      • Send is target minus free at St Helens. Hover a Target number to see that product’s lookback and cover.

                                                                      How St Helens Replen works

                                                                      This report compares Bolton and St Helens parent stock, including products that still have quantity at St Helens, so status filters can work.

                                                                      What the numbers mean

                                                                      • Bolton Qty is Planufac stock at Bolton (location 12).
                                                                      • St Helens Qty is Planufac stock at St Helens (location 160). Zero and negative quantities stay in the list, and quantities above 0 are included too.
                                                                      • Peterlee (P2R) Qty and 3PL (P2R) Qty are free qty at those warehouses (locations 283 and 286). Status still uses Bolton and St Helens only.
                                                                      • Stock value is Planufac inventory.value at that warehouse, the same figure as Inventory by location.
                                                                      • Status uses each site’s reorder threshold (products_thresholds for location 12 and 160): Healthy, Bolton low, St Helens low, St Helens OOS, Transfer candidate.
                                                                      • Settings — Min = 1-week keep at each site (both under = no transfer). Max = fill the other site when the sender is over its 30-day target. Under-target fill = fill the other site when the sender is short of 30 days. Cover = must be able to get the other site to that % without dropping the sender under 1 week (0 = off). Min send = at least that many outers (no outer = skip, 0 = off). St Helens zero target = when St Helens has no target, send this % of Bolton’s full target. It starts at 25. Lower it if that moves too much. Bolton → St Helens only. 0 = off. Save applies for everyone.
                                                                      • Bin columns stay hidden until you press Show bins.

                                                                      Cards above the table

                                                                      • The totals sit above Qty by category. Saved SKUs is on the left of Transfer candidates. Press it to highlight the shared list, switch to St Helens → Bolton, select Transfer candidates, and select all bin locations. Press Run lookup yourself. Press the card again to clear it and run without that list. Transfer candidates, Both sites low, St Helens stockouts, and In transfer filter the table when you click them.
                                                                      • Stock to send lists those lines as from-warehouse qty, destination free, target, and send (fill to the maximum when the from warehouse is above target, or under-target fill when it is below).

                                                                      Export

                                                                      • Report CSV is the full results table.
                                                                      • Transfer import opens a sheet: pick Bolton → St Helens or St Helens → Bolton, tick SKUs, type qty, then download sku,qty for Planufac Create Transfer, or print a picking slip with a short barcode before the name.

                                                                      Which products are included

                                                                      • Company is AQL only (company 7). Parent products only. Deleted products are left out.
                                                                      • Switch Bolton → St Helens or St Helens → Bolton at the top. Transfer candidates, Send, and In transfer follow that direction. A SKU is only a transfer candidate if it has a bin at both warehouses. St Helens bins with no Bolton bin means it is stored only at St Helens — it is not a St Helens → Bolton candidate. Leave Bolton bins ticked; this is not the bin filter.
                                                                      • Upload SKUs accepts CSV or Excel. If a column named sku exists, that column is used no matter where it sits.
                                                                      • Group and Category are multi-select. RAW MATERIALS starts unticked.

                                                                      St Helens Replen release notes V1

                                                                      How Order Fulfil works

                                                                      Type a sales order number in the header search and press Enter. The order lists like Sales, then expand it to see whether Bolton can fulfil each line.

                                                                      Order number

                                                                      • Either form works: 3002839 or SO03002839.
                                                                      • Company is AQL only (company 7).

                                                                      Lines

                                                                      • SKU and Product are separate columns. Product is name and variant, same as Planufac.
                                                                      • Qty to ship is remaining qty (ordered minus shipped and credited).
                                                                      • Bolton Qty is free qty at Bolton. If the order ships from Bolton and it is short, needs x is the gap. Negative stock is 0.
                                                                      • St Helens qty is free qty at St Helens. send x = can move today. after TR send x = wait for stock arriving at this order’s warehouse, then send. Transfers going the other way do not count. insufficient = still short including inbound transfers.
                                                                      • In Transfer is split by direction: → Bolton (arriving) and → SH (gone to St Helens).
                                                                      • Order Ready means Bolton can pick every line. Not Ready means at least one line needs a transfer or is short.
                                                                      • Row colour: green pickable at Bolton, amber can transfer from St Helens today, yellow waiting on inbound TR, red short.

                                                                      Download transfer

                                                                      • Opens a sheet of SKUs that need stock from St Helens. Confirm qty, then download sku,qty for Planufac Create Transfer, St Helens → Bolton.
                                                                      • Qty is the shortfall, capped at St Helens free qty. The button stays off when the order is Ready — nothing to transfer.

                                                                      Download transfer

                                                                      St Helens → Bolton. Includes short and waiting-TR lines as well as sendable stock. Tick SKUs and confirm qty. Download is sku,qty for Planufac Create Transfer.

                                                                      0 selected · 0 units
                                                                      SKU Name Bolton St Helens In Transfer Status Qty
                                                                      Qty cannot exceed stock at St Helens. Negative warehouse qty is treated as 0.