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How to create a plan?
Sophia avatar
Written by Sophia
Updated over a month ago

With the Plan Feature, you can use pre-made templates or create your custom plan! Below is a list of available templates:

Black Friday & Cyber Monday 2024

Christmas 2024

Q1 2025

Halloween 2024

Valentine’s Day 2025

You can also request a new template if none of these fit your needs.

Steps to Create a Plan:

  1. First select your template or create your own plan!

  2. Then Click the "Start Planning" button on the Demand & Supply Planning Page.

2. In the "Customize Plan" section:

  • Define the Date Range

    If you select a pre-made template, the date range is already set. For example, the Q1 2025 Plan will have a date range from January to March 2025.

3. Define Your Demand Forecasting Strategy

  • Use Fabrikatör AI Algorithm: Utilize the built-in AI to generate your demand forecast. (Feature not available yet; launching soon!)

  • Set Your Growth Rate Compared to Last Year: Manually set a growth rate for your demand plan based on last year sales performance. You can input positive, negative, or zero growth rates.

4. Add Products to Your Plan:

  • Select specific products to include in your plan.

  • You can filter products by Supplier, Shopify Tags, or Product Type.

5. Create Your Plan:

  • After configuring all plan details, click “Create a Plan.” You are now ready to view your Demand Plan!

ℹ️ You can create a plan for up to the next 15 months from today.

Additionally, you can always create a new plan directly from the Demand Plan Screen.

Frequently Asked Questions about Plan Creation

Can I create more than one plan?
Yes, you can create multiple plans. There is currently no limitation on the number of plans you can create.


To proceed to the next video and explore how to edit your Demand Plan, please visit the article on editing demand plans.

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