Define the product requirements
Record lot and expiration information, storage requirements, and packaging constraints. Confirm which products can share a workflow and which need separate handling. These details shape the operating plan before capacity is considered.
Plan each channel
Direct-to-consumer orders and retail shipments have different requirements. Map unit picking, case configurations, minimum remaining shelf life, and delivery appointments. Keep the inventory allocation policy clear across those channels.
Review the plan as demand changes
Track availability, aged stock, and replenishment lead times together. Use upcoming promotions and wholesale commitments to review capacity and inventory placement before demand increases.