Plans

The Plans page is the starting point for retail work. A retail plan brings together the products you plan to sell or make during a date range, their ingredients, the work needed to prepare them, and the buying information that follows from those choices.

Plans support retail planning and production. They are not a checkout, point-of-sale, or customer-order entry page.

Use the list to compare plan names, date ranges, Est. Sales, tags, and assignees. Est. Sales is a plan summary based on its products. It is not a customer order total and does not replace the selling price of an individual product.

Open a plan to work through Details, Tasks, Recipes, Insights, Order, Build, and, where available, History. Use New Plan to start work, a template when an existing setup is a useful starting point, or a row action to duplicate, make a template from, or delete a plan.

See Find and organize retail plans, Create a retail plan, and Duplicate a retail plan.

In this section

• Find and organize retail plans

• Create a retail plan

• Create a plan template from a retail plan

• Duplicate a retail plan

• Delete a retail plan