Sales & Operations Planning

Every plan in one place. Every decision on the record.

GenXChains replaces fragmented spreadsheet planning with a single workflow-driven platform that aligns demand, supply, inventory and financial outcomes. Forecasts are generated, plans are submitted and approved, and every change is attributed — so the number your executives see has a traceable owner.

Role-based access for eight planning roles · REST API with OpenAPI & Postman collection

7Forecasting models with automatic selection
5Governed S&OP cycle steps with approval gates
10Planning modules on one data model
8Roles with granular permissions

The monthly cycle breaks in the same five places

Most planning organizations do not lack data. They lack one version of it, and a process that forces agreement before the month closes.

1

Data scattered across spreadsheets

Demand sits with sales, supply with operations, inventory with the warehouse. Reconciling them is the job, and it consumes the cycle.

2

Conflicting plan versions

Three teams arrive at the review with three numbers and no shared definition of which is current, or who changed what.

3

Slow, manual cycles

Weeks of preparation for a meeting whose decisions are recorded in slides, then lost before the next cycle begins.

4

Tradeoffs that can't be quantified

"What if demand runs 15% high?" is answered by intuition because building the alternative plan takes longer than the meeting.

5

Exceptions found too late

Stockouts, capacity constraints and KPI breaches surface after they have already cost something.

One workflow, one source of truth

GenXChains puts all four planning domains on a shared data model with role-based approvals and a complete audit trail.

A governed five-step cycle, not a shared folder

The S&OP cycle is modelled explicitly in the platform. Each step has an owner, a gate, and a recorded decision — so the process advances only when the prior step is genuinely complete.

Product review

Admins maintain products and categories; master data is agreed before planning starts.

Admin

Demand review

Statistical forecasts are generated, adjusted with judgement, then submitted for approval.

Demand planner

Supply review

Capacity and constraints are modelled and gap analysis is run against the approved demand plan.

Supply planner

Reconciliation

Inventory health is reviewed and finance runs scenarios to quantify the tradeoffs.

Inventory · Finance

Executive review

Leadership reviews KPIs, approves the final plan or scenario, and the decision is recorded.

Executive

Ten modules on one data model

Each module is a first-class part of the platform rather than a bolt-on report. They share the same products, periods and plan versions, so a change in one is visible in the rest.

D

Dashboard

Executive overview with summary KPIs, open alerts and current S&OP cycle status.

P

Products

Product and category master data — the shared vocabulary every other module plans against.

DP

Demand

Create, adjust, submit and approve demand plans with forecast, adjusted, consensus and actual quantities.

SP

Supply

Capacity and constraint modelling, lead times and cost per unit, with gap analysis against demand.

IN

Inventory

Inventory health, safety stock and reorder points, policy exceptions and recommendation runs.

FC

Forecasting

Seven models, automatic selection by history length, accuracy metrics and anomaly detection.

SC

Scenarios

What-if simulations with side-by-side comparison — including best-case and worst-case variants.

CY

S&OP Cycle

The five-step workflow with owners, gates and step advancement under governance.

KP

KPI

KPI dashboards with trends, targets and alerting when a metric moves off target.

AU

Audit

Every status transition and material change recorded with actor, entity and before/after values.

PS

Production scheduling

Agentic recommendations against the supply plan, with approval, revision and publish workflow.

IT

Integrations

Canonical event ingest with idempotency, replay, out-of-order detection and dead-letter handling.

Seven models, chosen for you — and explained

Forecasting is a strategy library, not a single black box. GenXChains selects a model based on how much history a product actually has, and reports the accuracy so a planner can disagree with evidence.

ModelBest suited toTypical use
Moving averageShort, noisy historyNew products and low-volume SKUs
Exponential smoothingLevel with mild trendStable repeat demand
EWMARecency-weighted seriesDemand that has recently shifted level
Seasonal naiveStrong, stable seasonalitySeasonal ranges with several cycles of history
ARIMAAutocorrelated seriesMedium history with structure worth modelling
ProphetTrend plus multiple seasonalitiesLong history with holidays and changepoints
LSTMNon-linear patternsLong history where simpler models underfit

Automatic model selection

The factory picks a strategy from the length and shape of the series, so planners are not asked to be statisticians to get a defensible baseline.

Anomaly detection

Outliers are flagged by index rather than silently smoothed, so a spike is a question for a planner instead of a distortion in next month's plan.

Accuracy on the record

Forecast runs are persisted with their diagnostics and audits, making model-versus-actual reviewable after the fact.

Agentic production scheduling that shows its reasoning

Scheduling recommendations are produced by a team of specialised agents, and every recommendation carries an explanation, an impact estimate and a revision history. Nothing reaches the floor without a human approving it.

PL

Planner

Proposes schedule changes against the current supply plan and production events.

CN

Constraint

Enforces capacity, lead-time and policy limits so proposals stay feasible.

OP

Optimization

Weighs objectives configured per site rather than applying one fixed cost function.

SI

Simulation

Runs the what-if before the change is published, and persists the run for later inspection.

EX

Exception

Detects machine-down and out-of-order events and raises them for triage with severity.

XP

Explanation

States why a recommendation was made, in language a scheduler can challenge.

Inventory policy that updates when reality does

Safety stock and reorder points are treated as decisions with owners and evidence, not as constants someone set two years ago.

  • Policy exceptions surface SKUs whose current parameters no longer match observed demand or lead-time variability
  • Recommendation runs generate proposed parameter changes in a reviewable batch rather than silently rewriting policy
  • Health and alerts flag stockout and overstock risk before the cycle review, not after
  • Parameter tuning keeps the reasoning attached to the change, so the next planner inherits context

Why this matters in the cycle

Inventory is where demand error and supply constraint actually collide. When policy is stale, the S&OP plan is agreed against buffers that no longer reflect the business — and the gap shows up as expedites and write-offs rather than as a planning decision.

GenXChains puts inventory review inside the reconciliation step, so buffers are re-agreed in the same cycle that sets demand and supply.

Connected to the systems that already hold your data

GenXChains is a planning layer, not a replacement for your ERP or WMS. It ingests master data, inventory positions and demand actuals, and publishes agreed plans back.

Epicor Kinetic

Documented integration blueprint covering master data, inventory and demand actuals.

SAP

Mapped against the same canonical data-source matrix used across ERP integrations.

Oracle

Ingest and publish paths follow one integration contract rather than per-system bespoke code.

REST API

OpenAPI schema plus a maintained Postman collection and environment for direct integration.

Built for reliable ingest, not best-effort sync

Events carry idempotency keys, so a retried delivery does not double-count. Out-of-order events are detected against a reorder grace window and marked for triage instead of quietly rewriting state. Failed events retain retry budget and dead-letter context, and any event can be replayed.

Eight roles, and a record of who decided what

Access is scoped to the job. Approvals are gates rather than formalities, and the audit log is written as part of the transaction — not reconstructed afterwards.

Executive

Reviews KPIs, approves plans and scenarios, makes the final call.

S&OP coordinator

Runs the cycle, assigns owners and advances the steps.

Demand planner

Generates forecasts, adjusts demand plans, submits for approval.

Supply planner

Builds supply plans, manages capacity and runs gap analysis.

Inventory manager

Owns inventory health, safety stock and reorder policy.

Finance analyst

Runs scenarios and quantifies financial impact.

Admin

Manages users, products and categories.

Viewer

Read-only visibility for stakeholders who consume rather than plan.

Enforced at the database

Business rules are backed by check constraints and unique business keys, so invalid state is rejected by the store, not only by the UI.

Schema under migration control

Every schema change ships as a reviewed migration, making environments reproducible and upgrades auditable.

Production safety checks

The application refuses to start in production with a default signing key or an unmanaged schema.

Start with one planning cycle. Expand when it holds.

Priced per planning seat. Viewers are unlimited on every plan — the people who consume the plan should never be a reason not to adopt it.

Pilot

One product family, one cycle, to prove the process before committing.

Free · 30 days
  • Up to 5 planning seats
  • Demand, supply and inventory modules
  • Statistical forecasting models
  • Unlimited viewers
Start a pilot

Enterprise

Multi-site planning with ERP integration and agentic scheduling.

Custom
  • Everything in Planning
  • Agentic AI production scheduling
  • Epicor Kinetic, SAP and Oracle integration
  • Inventory optimization runs
  • Full audit export and retention controls
  • Named support and onboarding
Talk to us

Frequently asked

Do we have to replace our ERP?

No. GenXChains is a planning layer that sits above your systems of record. It ingests master data, inventory positions and demand actuals, and publishes the agreed plan back. Integration blueprints exist for Epicor Kinetic, SAP and Oracle, and everything is reachable over a documented REST API.

How much history do we need before forecasting is useful?

Less than you would need for a single-model tool. Model selection is driven by series length, so short-history products get a moving average or exponential smoothing while long-history products get ARIMA, Prophet or LSTM. You get a defensible baseline on day one and better models as history accumulates.

Can the AI change a schedule on its own?

No. Agentic recommendations enter a pending-approval state and require a human to approve, reject or publish them. Every recommendation carries an explanation and an impact estimate, revisions are chained, and published schedules are snapshotted for replay.

What happens when two planners edit the same plan?

Plans carry an explicit version and a unique business key across product, period, region and channel. The database rejects conflicting versions rather than accepting a silent overwrite, and the audit log records who changed what.

How are approvals actually enforced?

Status transitions are constrained — a plan moves through draft, submitted and approved, and invalid transitions are rejected. Permissions are scoped by role, so submitting and approving are genuinely different rights held by different people.

Can we run it in our own environment?

Yes. GenXChains is a containerized FastAPI backend with a React front end and a PostgreSQL database, with schema changes shipped as reviewed migrations. It runs in your cloud or on your own cluster.

Run one cycle in GenXChains

Bring a single product family and one month of history. We will stand up the cycle, generate the baseline forecast, and show you the gap analysis against your current plan.