planr

About

The planr package is for Supply Chain Management.
The goal is to provide some functions to perform quickly some classic operations in the scope of Demand and Supply Planning or to run the S&OP (Sales & Operations Planning) process.

There are currently 3 groups of functions :

Calculation & Analysis of projected inventories : light_proj_inv() / proj_inv() / const_dmd()
Calculation of Replenishment Plan (also called DRP) : drp()
Breakdown of Monthly Demand into Weekly Buckets : month_to_week()

To learn how to use those functions : refer to the section Get Started.

Installation

To install the CRAN version:

#install.packages("planr")
library(planr)

To install the latest development version from GitHub:

library(devtools)
#install_github("nguyennico/planr")

library(planr)

Get started

This section introduces the different functions of the package planr through :

a simple demo on a few items
an application on a product portfolio

Then, in the 3rd section we can find some examples of shiny apps using this package.

The goal of the planr package is to provide some functions for the activity of Demand & Supply Planning and S&OP (Sales & Operations Planning) process.

A few functions to calculate projected inventories and coverages, and more :

Projected Inventories & Coverages

The 1st, basic (light) function : light_proj_inv()

Allows to calculate quickly the projected inventories and coverages:
- for a SKU
- a group of SKUs
- at an aggregated level (a Product Family for example)
To use it :
- A simple demo
- Portfolio Calculation

Calculated Projected Inventories using light_proj_inv()

Calculation & Analysis

The 2nd function : proj_inv()

Allows to calculate the projected inventories and coverages
- and also to analyze the projected values based on some parameters (targeted stocks min & Max).
Useful to filter the data later on and spot which SKU is below the safety stock or in an overstock situation.
- We easily can identify when it will be in this situation
- and how much, compared to those thresholds
To use it :
- A simple demo
- Portfolio Calculation

Calculated Projected Inventories using proj_inv()

The 3rd function : const_dmd()

Allows to calculate the projected inventories and coverages, as well as the Constrained Demand, which is the Demand which can be delivered, considering the actual projected inventories.
Useful to provide to a customer (or a receiving entity) the actual Demand which can be fulfilled, and then to calculate the impact on their side.
- For example if an Entity 1 supplies and Entity 2 : the Constrained Demand of the Entity 1 becomes the possible Supply Plan to the Entity 2. We then can calculate the expected projected inventories of the Entity 2.
- Another usage can be to manage some Allocations : we capture in the initial Demand the full potential of Sales, and based on the projected inventories, we get the Constrained Demand.
To use it : here a demo

Calculated Projected Inventories and Constrained Demand using const_dmd()

Replenishment Plan

A function to calculate a Replenishment Plan (also called DRP : Distribution Requirement Planning).

The 4th function : drp()

Based on some parameters (safety stocks, frequency of supply, minimum order quantity) allows to calculate a Replenishment Plan for an entity, for example at a Distributor level, and Affiliate, a Regional Distribution Center,…
Also useful in the scope of the S&OP (Sales & Operations Planning) process, to calculate a theoretical, unconstrained, Replenishment Plan.
To use it :
- a simple demo
- Portfolio calculation

Calculated Projected Inventories and Replenishment Plan using drp()

Conversion Monthly to Weekly Bucket

The 5th function : month_to_week()

Allows to convert a Demand initially in Monthly buckets into Weekly buckets.
- By default, it assumes that the Demand is evenly distributed for each week (i.e. 25% of the Demand for each week of the month).
We often generate monthly sales forecasts, and want to express this quantity into weekly bucket, to use it later on for the calculation of weekly projected inventories or a DRP for example.
To use it : RPubs - Transformation of Monthly Demand into Weekly Demand