AI-Assisted Supply Planning Overview

GoldFinch AI helps supply chain teams understand planning results, identify inventory risks, and focus on decisions that need attention.

GoldFinch Supply Planning evaluates demand, supply, inventory, lead times, bills of material, planning parameters, and replenishment policies across items and warehouses. It generates recommended:

• Purchase Orders
• Work Orders
• Transfer Orders

GoldFinch AI adds clear, actionable analysis to these planning results. Instead of requiring planners to investigate thousands of records individually, it summarizes the supply plan's overall health and highlights key exceptions.

Questions GoldFinch AI Can Help Answer

Is the Supply Plan Complete?

GoldFinch AI evaluates whether projected customer demand can be fulfilled using:

• Available inventory
• Existing purchase, production, and transfer supply
• Recommended replenishment orders
• Component availability
• Multi-level bills of material

When a shortage remains, GoldFinch AI can help identify possible causes, such as missing components, incomplete planning parameters, missing vendors, or configuration issues.

Do We Have Enough Inventory?

GoldFinch AI helps planners distinguish among items that are:

• Covered by existing inventory
• Covered after recommended replenishment
• Still projected to be short

This lets the planning team focus on unresolved shortages instead of reviewing every item and warehouse combination.

Do We Have Too Much Inventory?

GoldFinch AI can identify potential excess inventory and highlight opportunities to improve working capital.

The analysis may identify:

• Overstocked items
• Excess quantities
• Slow-moving inventory
• Planning parameters that may require review

Results can be prioritized by business impact so planners can focus on the most significant opportunities.

Which Items May Run Out First?

GoldFinch AI can analyze projected inventory and identify items at risk of shortage.

Depending on the available planning data, the analysis may show:

• Items projected to run out
• Expected shortage dates
• Near-term inventory risks
• Shortages requiring immediate attention

This helps purchasing and production teams respond before shortages disrupt manufacturing or customer deliveries.

From Planning Data to Actionable Insight

GoldFinch combines its supply-planning engine with AI-assisted analysis:

1. GoldFinch Supply Planning evaluates demand, supply, inventory, and replenishment requirements.
2. GoldFinch AI analyzes the completed plan and identifies significant conditions.
3. It presents results as summaries, insights, and prioritized exceptions.
4. Planners review the findings and determine the appropriate business actions.

AI-generated information is intended to support planning decisions. Authorized users remain responsible for reviewing recommendations and approving resulting transactions.

Business Benefits

GoldFinch AI can help organizations:

• Understand the overall health of a Supply Plan
• Identify unresolved shortages
• Explain replenishment recommendations
• Detect planning and configuration exceptions
• Recognize inventory risks before they affect operations
• Identify opportunities to reduce excess inventory
• Prioritize the most important planning issues
• Spend less time investigating data
• Make faster, better-informed planning decisions

Built on Salesforce

GoldFinch AI presents supply-planning information within the Salesforce environment, allowing users to review insights alongside the operational records that support them.

Permissions, business rules, approval processes, and transaction controls continue to apply. AI-generated analysis does not automatically approve or execute replenishment decisions.

Availability

GoldFinch AI capabilities may vary by product edition, release, licensing, and customer configuration.

Contact GoldFinch Cloud Solutions to discuss how AI-assisted supply planning can support your purchasing, manufacturing, inventory, and customer-service operations.