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Community Edition Tutorial

This walkthrough uses Community 2026.09.22. In this version, reusable calendar profiles define bucket size and horizon; Demand and Supply execution profiles select a calendar by ID.

This cumulative tutorial starts with installation and builds a synthetic paper-industry scenario through Demand and Supply Planning. Follow the training modules in order: each page starts from the result of the previous one and guides the actions and validations needed to continue.

The application uses English control labels. Both languages provide the same original XLSX exports, with Portuguese scenario IDs and configured descriptions. Use those IDs literally when importing files and selecting records in the app. The English text explains the same scenario; it does not rename workbook data.

Course map

Preparation

# Training module Status Result
1 Installation and first login Available Community Edition installed and first login completed

Demand Planning

See the overview of this stage.

# Training module Status Result
2 Demand data loading Available Units, conversions, materials, locations, characteristics, and Sales loaded and checked
3 Demand Forecast Overview Available Relationship among the execution profile, cluster combinations, and statistical configuration understood
4 DFU clusters Available Two material clusters and Default Location Cluster covering the 12 fallback locations
5 Calendar and Demand execution profile Available Reusable monthly calendar linked to the Demand profile
6 Manual statistical configuration Available Two Holt-Winters configurations, top-down distribution, and retrospective December 2026 previews with actual error and both charts validated
7 Run the Demand Plan Available Functional execution, status, and persisted scenario
8 Configure the commercial collaboration view Available User, Central scope, key figures, and Save in batch
9 Collaborate on and adjust the Demand Plan Available Increases, decreases, and per-cell reconciliation
10 Review and export the Demand Plan Available Overview and complete XLSX download

Supply Chain Planning

See the overview of this stage.

# Training module Status Result
11 Load production and capacity data Available Resources, routing, operations, BOM, and version
12 Load the supply network Available Version, lanes, and material allowlists
13 Configure the inventory policy Available 5-day coverage for 10 finished goods at two DCs
14 Load initial inventory Available Opening snapshot and reconciliation
15 Configure the Supply execution profile Available Monthly calendar, heuristic, policy, capacity, and opening stock linked
16 Run the Supply Plan Available Integrated run completed and persisted with the expected references
17 Open, analyze, and export the Supply Plan Available Planning Book review, bottleneck drilldown, and four result extracts
18 Analyze the results in a worked example Available Reconcile the validated Plan 6, five native XLSX extracts, capacity and stock
18 Analyze the results in a worked example Available Reconcile the validated Plan 6, five native XLSX extracts, capacity and stock