How do confirmed orders become a plan and the purchases behind it?
Turn confirmed orders into a plan the lines can run, and the purchase orders behind it.
Capacity on the schedule board, material requirements a planner reviews, and purchase orders connected to receiving — alongside your ERP.
Workflow 2 of 6 · Planning & Purchasing
- 1Sales & Orders
- 2Planning & Purchasing
- 3Inventory & Warehouse
- 4Production & Packaging
- 5Quality, Lab & Compliance
- 6Dispatch & Traceability
Alongside your ERP or accounting system
How it runs
Once orders exist, V5 helps you decide when to make them and what to buy. Calendars, capacity, sequencing and shifts sit on the schedule board; MRP, master production scheduling and planning scenarios turn demand into material requirements; purchase orders connect suppliers to receiving.
Step 1 of 5
Review demand
Review manufacturing demand and production requirements from the planning screens.
What changes
Plans Built on Current Data
Scheduling and MRP work from the demand, capacity and stock already recorded in V5.
Human-Reviewed Recommendations
Planning recommendations are proposals for a planner to check, not automatic commitments.
Supplier Records in Context
Supplier qualification and supplier documents stay connected to the materials you buy.
Detailed pages in Planning & Purchasing (4)
- Scheduling & capacitySchedule board, calendars, sequencing and shifts.
- MRP & master schedulingMaterial requirements, MPS and planning scenarios.
- MRP software overviewHow MRP fits regulated manufacturing.
- Approved supplier listSupplier qualification and document collection.
Related pages in other workflows
- PurchasingSupplier purchase orders connected to receiving.
- ReceivingWhere purchase orders meet the dock.
- Manufacturing costing (COGS)Standard vs actual cost per batch, lot and SKU.
- Safety data sheetsKeep SDS evidence alongside materials and formulas.
- Supplier documentsControlled documents, including supplier records.
- Supplier quality overviewQualification and monitoring of suppliers.
Current limits
- Planning results depend on current capacity and demand data.
- MRP recommendations require review against stock, lead times and configured constraints.
- Supplier communications depend on configured outbound delivery.
Questions
- Does V5 forecast demand with AI?
- AI demand and yield forecasting is listed as coming soon. Today, MRP and scheduling plan from recorded demand, stock and capacity, and a planner reviews the result.
- Do purchase orders have to live in V5?
- V5 can create and manage supplier purchase orders and receiving. If your ERP already owns purchasing, the integration decides which system is the record; this is agreed during setup.
- Where are supplier SDS and certificates kept?
- Supplier documents are controlled records connected to supplier qualification. Your own finished-product safety data sheets are authored in V5's SDS workflow.
Free Working Guides
Practical checklists for this workflow, downloaded in your browser.
UltimateFree guide
Production Scheduling & Capacity Worksheet
Work out what your lines can really take in a week, then check each order against capacity, shifts and changeovers before you promise a date.
Free guide · 4 pagesUltimateFree guide
MRP Run Review Checklist
What to check before you trust an MRP run: inputs, the netting behind each suggestion, and the review before anything becomes a purchase order.
Free guide · 3 pagesUltimateFree guide
Supplier Approval Document Checklist
The documents and decisions behind approving a supplier, keeping it approved, and knowing which materials it is approved for.
Free guide · 3 pages