The six plan types
Restock
Replenishment orders to suppliers for low-stock items.
Rebalance
Transfer inventory between your own shops.
Markdown
Price-reduction campaigns on slow-moving stock.
Pre-season
Collection-level ordering before the season, with scenarios.
Supplier return
Return-to-vendor shipments with credit tracking.
Supplier exchange
Bilateral exchanges — return some items, receive others.
What they share
All plan types follow the same backbone, documented once in Plan lifecycle & approvals:- A status lifecycle (e.g. Draft → Validated → …) and item statuses (To review / Ready for order).
- Business-rule gating when you add items or change status — rules can block or warn.
- An approval workflow for plans whose value exceeds a configured threshold.
- An immutable activity / audit log of every change.
At a glance
| Plan | Purpose | Item structure | Approval gate |
|---|---|---|---|
| Restock | Replenish from suppliers | variant × size × shop | Yes |
| Rebalance | Move stock between shops | variant × size | No |
| Markdown | Discount slow movers | variant × size × shop | No |
| Pre-season | Pre-season ordering | variant × size | Yes |
| Supplier return | Return to vendor | variant × size | Yes |
| Supplier exchange | Return + receive | variant × size × side | Yes |
Items can be added manually or generated by AI recommendations and workflows. See
Plan lifecycle & approvals for how rules, approvals,
and the audit trail work across every type.