{"id":8893,"date":"2023-05-18T11:54:27","date_gmt":"2023-05-18T11:54:27","guid":{"rendered":"https:\/\/breadstack.com\/?p=8893"},"modified":"2023-06-30T14:28:04","modified_gmt":"2023-06-30T14:28:04","slug":"sales-and-operations-planning","status":"publish","type":"post","link":"https:\/\/breadstack.com\/insights\/e-commerce\/sales-and-operations-planning\/","title":{"rendered":"Guide to Sales and Operations Planning in 2023"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"8893\" class=\"elementor elementor-8893\" data-elementor-post-type=\"post\">\n\t\t\t\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-8d32190 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"8d32190\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-86af226\" data-id=\"86af226\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-3992899 elementor-widget elementor-widget-text-editor\" data-id=\"3992899\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Sales and operations planning (S&amp;OP) can be fundamental tools businesses use to assess the supply and demand of their operations.<\/p><p>One of the biggest challenges companies can face is not having transparency between departments, especially sales and operations.<\/p><p><strong>The S&amp;OP encourages conversions about short and long terms goals which creates a better focus for all departments<\/strong>.\u00a0 But how do you create you&#8217;re own sales and operation planning? We&#8217;ll give you the step by steps to get you started.<\/p><ul><li style=\"list-style-type: none;\"><ul><li><a href=\"#second-heading\">What is sales and operations planning?<\/a><\/li><li><a href=\"#third-heading\">Benefits of sales and operations planning<\/a><\/li><li><a href=\"#fourth-heading\">Step-by-step guide on sales and operation planning<\/a><\/li><li><a href=\"#fifth-heading\">The difficulty of sales and operations planning<\/a><\/li><li><a href=\"#sixth-heading\">Successful sales and operations planning<\/a><\/li><li><a href=\"#seventh-heading\">The value of S&amp;OP<\/a><\/li><\/ul><\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-79839c7 elementor-widget elementor-widget-image\" data-id=\"79839c7\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"640\" height=\"427\" src=\"https:\/\/breadstack.com\/wp-content\/uploads\/2022\/12\/shutterstock_1901427214-1024x683.jpg\" class=\"attachment-large size-large wp-image-8896\" alt=\"Benefits of sales and operations\" loading=\"lazy\" srcset=\"https:\/\/breadstack.com\/wp-content\/uploads\/2022\/12\/shutterstock_1901427214-1024x683.jpg 1024w, https:\/\/breadstack.com\/wp-content\/uploads\/2022\/12\/shutterstock_1901427214-300x200.jpg 300w, https:\/\/breadstack.com\/wp-content\/uploads\/2022\/12\/shutterstock_1901427214-768x512.jpg 768w, https:\/\/breadstack.com\/wp-content\/uploads\/2022\/12\/shutterstock_1901427214-1536x1024.jpg 1536w, https:\/\/breadstack.com\/wp-content\/uploads\/2022\/12\/shutterstock_1901427214-2048x1365.jpg 2048w\" sizes=\"(max-width: 640px) 100vw, 640px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0b16b70 elementor-widget elementor-widget-menu-anchor\" data-id=\"0b16b70\" data-element_type=\"widget\" data-widget_type=\"menu-anchor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div id=\"second-heading\" class=\"elementor-menu-anchor\"><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c7ce541 elementor-widget elementor-widget-heading\" data-id=\"c7ce541\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-large\">What is sales and operations planning?<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-52a9999 elementor-widget elementor-widget-text-editor\" data-id=\"52a9999\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Sales and operations planning is a process for primarily managing a business&#8217;s key competencies.\u00a0 In general terms, <strong>it\u2019s to align daily operations with a strategy for growth<\/strong>.<\/p><p>Sales and operations planning is also done in collaboration with marketing, manufacturing, and other employees.\u00a0<\/p><p>This process relies heavily on data. It\u2019s essential for all team members involved to have the necessary data points to evaluate business functions and overall planning.\u00a0<\/p><p>The planning that is achieved during these meets is usually to define short and long-term goals, evaluate sales performances and determine the budget for forecasting.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-56963fd elementor-widget elementor-widget-menu-anchor\" data-id=\"56963fd\" data-element_type=\"widget\" data-widget_type=\"menu-anchor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div id=\"third-heading\" class=\"elementor-menu-anchor\"><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-df9993c elementor-widget elementor-widget-heading\" data-id=\"df9993c\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-large\">Benefits of sales and operations planning<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9f672f7 elementor-widget elementor-widget-text-editor\" data-id=\"9f672f7\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>There are many benefits for small, medium and large companies to endure sales and operations planning.\u00a0<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1c5621a elementor-widget elementor-widget-heading\" data-id=\"1c5621a\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h3 class=\"elementor-heading-title elementor-size-medium\">Improve inventory management <\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-652c862 elementor-widget elementor-widget-text-editor\" data-id=\"652c862\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Any business owner with inventory knows the exact struggles and stress of holding onto it. Too much inventory leads to problems and too little inventory can lead to bigger problems.\u00a0<\/p><p>Having sales and operation planning can <strong>help analyze inventory needs for short and long forecasting<\/strong>.\u00a0<\/p><p>Check out <a href=\"https:\/\/breadstack.com\/ecommerce-operations\/inventory-management\/\" target=\"_blank\" rel=\"noopener\">tips for inventory management<\/a> right now to make changes.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ccf8d69 elementor-widget elementor-widget-heading\" data-id=\"ccf8d69\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h3 class=\"elementor-heading-title elementor-size-medium\">Improve customer service <\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2b9032f elementor-widget elementor-widget-text-editor\" data-id=\"2b9032f\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Customer service may seem like a wavelength from sales and operations planning, but a good strategy in place will overall help your customer service team.\u00a0<\/span><\/p><p><span style=\"font-weight: 400;\"><strong>Customer service can very easily make or break a business<\/strong>. Having the necessary structure at the top and throughout an organization will lead to happy employees and happier customers.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a71c54c elementor-widget elementor-widget-heading\" data-id=\"a71c54c\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h3 class=\"elementor-heading-title elementor-size-medium\">Improve wait times<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-85ae75f elementor-widget elementor-widget-text-editor\" data-id=\"85ae75f\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Sales and operations planning will continually <strong>optimize your delivery structure<\/strong>. Amazon has made this almost a necessity for businesses that use to take a while to ship products, especially with the rise in same-day delivery or even next-day delivery.\u00a0<\/p><p>Ensuring you have the proper inventory and delivery structure in your plan is a great way to improve customer satisfaction.<\/p><p>Want to find out how to optimize delivery? Read our article &#8220;<a href=\"https:\/\/breadstack.com\/ecommerce-operations\/what-is-delivery-management\/\" target=\"_blank\" rel=\"noopener\">What is delivery management<\/a>&#8220;?<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-68cd72d elementor-widget elementor-widget-image\" data-id=\"68cd72d\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"640\" height=\"457\" src=\"https:\/\/breadstack.com\/wp-content\/uploads\/2022\/12\/shutterstock_2050546625-1024x731.jpg\" class=\"attachment-large size-large wp-image-8897\" alt=\"Communicating about the sales and operations planning\" loading=\"lazy\" srcset=\"https:\/\/breadstack.com\/wp-content\/uploads\/2022\/12\/shutterstock_2050546625-1024x731.jpg 1024w, https:\/\/breadstack.com\/wp-content\/uploads\/2022\/12\/shutterstock_2050546625-300x214.jpg 300w, https:\/\/breadstack.com\/wp-content\/uploads\/2022\/12\/shutterstock_2050546625-768x549.jpg 768w, https:\/\/breadstack.com\/wp-content\/uploads\/2022\/12\/shutterstock_2050546625-1536x1097.jpg 1536w, https:\/\/breadstack.com\/wp-content\/uploads\/2022\/12\/shutterstock_2050546625-2048x1463.jpg 2048w\" sizes=\"(max-width: 640px) 100vw, 640px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5bb8b39 elementor-widget elementor-widget-heading\" data-id=\"5bb8b39\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h3 class=\"elementor-heading-title elementor-size-medium\">Improve product quality <\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-206a094 elementor-widget elementor-widget-text-editor\" data-id=\"206a094\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Every department involved with your product can have valuable input on what\u2019s working from what&#8217;s not working. Marketing could tell you why something isn\u2019t selling, while customer service could give you exact customer feedback.<\/p><p>Sales and operations planning will <strong>continually work on improving a better quality product<\/strong>. A better product will directly relate to more savings, fewer returns, fewer refunds, and less time.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-578b262 elementor-widget elementor-widget-heading\" data-id=\"578b262\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h3 class=\"elementor-heading-title elementor-size-medium\">Improve profitability <\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e80ef74 elementor-widget elementor-widget-text-editor\" data-id=\"e80ef74\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span style=\"color: var( --e-global-color-text ); font-family: var( --e-global-typography-text-font-family ), Sans-serif; font-size: var( --e-global-typography-text-font-size ); font-weight: var( --e-global-typography-text-font-weight ); background-color: var(--bs-body-bg); text-align: var(--bs-body-text-align);\">Profitability is at the forefront of any successful business, after all a business needs to make money. The sales and operations planning should be making adjustments for better profitability.\u00a0\u00a0<\/span><\/p><p><strong>Continuing to plan and make changes will optimize processes, cut back on unnecessary costs and evaluate processes to be aware<\/strong>.\u00a0<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e110890 elementor-widget elementor-widget-heading\" data-id=\"e110890\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h3 class=\"elementor-heading-title elementor-size-medium\">Improve transparency <\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-987e9ce elementor-widget elementor-widget-text-editor\" data-id=\"987e9ce\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\"><strong>Employees need to communicate with all departments<\/strong>. This becomes easier with small businesses, but as a business grows so does its departments and employee size.\u00a0<\/span><\/p><p><span style=\"font-weight: 400;\">It becomes harder for everyone to be aware of what each department is doing. The sales and operations planning guarantees to bring everyone up to speed so there is <a href=\"https:\/\/www.forbes.com\/sites\/mikekappel\/2019\/04\/03\/transparency-in-business-5-ways-to-build-trust\/?sh=32d7659f6149\" target=\"_blank\" rel=\"noopener\">transparency<\/a>.\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d901916 elementor-widget elementor-widget-menu-anchor\" data-id=\"d901916\" data-element_type=\"widget\" data-widget_type=\"menu-anchor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div id=\"fourth-heading\" class=\"elementor-menu-anchor\"><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-36ad424 elementor-widget elementor-widget-heading\" data-id=\"36ad424\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-large\">Step-by-step guide on sales and operation planning<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7086384 elementor-widget elementor-widget-text-editor\" data-id=\"7086384\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">The steps provided can be used as a guide. The sales and operation planning for your own business can follow its own structure. Each step can vary depending on the company and product.\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-93a40b6 elementor-widget elementor-widget-heading\" data-id=\"93a40b6\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h3 class=\"elementor-heading-title elementor-size-medium\">Forecasting<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3d22eba elementor-widget elementor-widget-text-editor\" data-id=\"3d22eba\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>The first step is forecasting, which is to <strong>gather all the data needed to properly forecast figure sales<\/strong>.&nbsp;<\/p><p>The data gathering will be different for each company, however, generally, cash flow, inventory, industry trends, and sales data are good data points to start with.&nbsp;<\/p><p>All of these data points can help you properly plan your sales and operations. It\u2019s important to have relevant and updated information as this could hinder your plan.&nbsp;<\/p><p>The more information available during these meetings will help the team make better business decisions.&nbsp;<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-fb03e29 elementor-widget elementor-widget-image\" data-id=\"fb03e29\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t<figure class=\"wp-caption\">\n\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"640\" height=\"334\" src=\"https:\/\/breadstack.com\/wp-content\/uploads\/2022\/12\/Screen-Shot-2022-09-14-at-3.24-1-1024x534.png\" class=\"attachment-large size-large wp-image-8898\" alt=\"\" loading=\"lazy\" srcset=\"https:\/\/breadstack.com\/wp-content\/uploads\/2022\/12\/Screen-Shot-2022-09-14-at-3.24-1-1024x534.png 1024w, https:\/\/breadstack.com\/wp-content\/uploads\/2022\/12\/Screen-Shot-2022-09-14-at-3.24-1-300x156.png 300w, https:\/\/breadstack.com\/wp-content\/uploads\/2022\/12\/Screen-Shot-2022-09-14-at-3.24-1-768x400.png 768w, https:\/\/breadstack.com\/wp-content\/uploads\/2022\/12\/Screen-Shot-2022-09-14-at-3.24-1-1536x801.png 1536w, https:\/\/breadstack.com\/wp-content\/uploads\/2022\/12\/Screen-Shot-2022-09-14-at-3.24-1-2048x1067.png 2048w\" sizes=\"(max-width: 640px) 100vw, 640px\" \/>\t\t\t\t\t\t\t\t\t\t\t<figcaption class=\"widget-image-caption wp-caption-text\">Use Breadstack for accurate reporting.<\/figcaption>\n\t\t\t\t\t\t\t\t\t\t<\/figure>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1a2e110 elementor-widget elementor-widget-heading\" data-id=\"1a2e110\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Demand planning <\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-87e8c9e elementor-widget elementor-widget-text-editor\" data-id=\"87e8c9e\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>The second step of the planning process is <strong>adjusting your demand based on step one<\/strong>, (forecasting). This is why forecasting is the crucial step &#8211; you need to have accurate data points available to adjust the demand from inventory numbers.\u00a0<\/p><p><strong>Successful demand planning uses both external and internal factors to make better decisions<\/strong>. During this step, you can review how you plan to meet the demand. It could be through promotions or other cost modifications.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-76f7ee9 elementor-widget elementor-widget-heading\" data-id=\"76f7ee9\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h3 class=\"elementor-heading-title elementor-size-medium\">Supply planning <\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d84db5d elementor-widget elementor-widget-text-editor\" data-id=\"d84db5d\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">The next step is <strong>optimizing your supply chain needs<\/strong>. All departments are of value to you, here everyone from finance to the product team will have input on improving the supply chain.\u00a0<\/span><\/p><p><span style=\"font-weight: 400;\">Understanding all aspects of the supply chain for your business is essential to keeping things moving. This part of planning should outline current supply issues and structures and then work on ways of improving them.\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-14289a8 elementor-widget elementor-widget-heading\" data-id=\"14289a8\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h3 class=\"elementor-heading-title elementor-size-medium\">Pre-S&amp;OP meeting<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-fca97cc elementor-widget elementor-widget-text-editor\" data-id=\"fca97cc\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">All of the first 3 steps should essentially be done before the initial S&amp;OP meeting happen. All department heads or necessary team members should be involved at this point to create a structured meeting.\u00a0<\/span><\/p><p><span style=\"font-weight: 400;\"><strong>The S&amp;OP is a big undertaking ensuring a structure with dedicated talking points will only cause success<\/strong>.\u00a0<\/span><\/p><p><span style=\"font-weight: 400;\">The main purpose of this meeting is to create the sales and operations plan so it is ready for review. Having a leader speak from each department will allow for full transparency with each talking point.\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4e41bf5 elementor-widget elementor-widget-heading\" data-id=\"4e41bf5\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Executive S&amp;OP meeting<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c9f448a elementor-widget elementor-widget-text-editor\" data-id=\"c9f448a\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Once the pre-S&amp;OP meeting takes place the S&amp;OP executive meeting is the next step.\u00a0<\/span><\/p><p><span style=\"font-weight: 400;\"><strong>Everything that has been planned and thought out is now being overviewed in this meeting<\/strong> by the executives or if you are a smaller business most likely the owner and a few advisors.\u00a0<\/span><\/p><p><span style=\"font-weight: 400;\">If the executives reject the initial plan, you\u2019ll have to make the necessary revisions before moving forward to the execution of the plan.\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-419e518 elementor-widget elementor-widget-heading\" data-id=\"419e518\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">S&amp;OP finalization <\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2003ca9 elementor-widget elementor-widget-text-editor\" data-id=\"2003ca9\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>After everything has been gathered, planned and approved it\u2019s now time to implement the changes.<\/p><p><strong>Leaders need to delegate the tasks planned to meet the needs of the new sales and operation goal<\/strong>.&nbsp;<\/p><p>However, this isn\u2019t it for sales and operations planning. Monitoring supply and demand changes are critical to see if the plan in place is working.&nbsp;<\/p><p>By monitoring the changes you can correct issues before they negatively affect the business.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-30501ef elementor-widget elementor-widget-image\" data-id=\"30501ef\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t<figure class=\"wp-caption\">\n\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"640\" height=\"333\" src=\"https:\/\/breadstack.com\/wp-content\/uploads\/2022\/12\/Screen-Shot-2022-09-14-at-3.22-1.png\" class=\"attachment-large size-large wp-image-8900\" alt=\"\" loading=\"lazy\" srcset=\"https:\/\/breadstack.com\/wp-content\/uploads\/2022\/12\/Screen-Shot-2022-09-14-at-3.22-1.png 864w, https:\/\/breadstack.com\/wp-content\/uploads\/2022\/12\/Screen-Shot-2022-09-14-at-3.22-1-300x156.png 300w, https:\/\/breadstack.com\/wp-content\/uploads\/2022\/12\/Screen-Shot-2022-09-14-at-3.22-1-768x400.png 768w\" sizes=\"(max-width: 640px) 100vw, 640px\" \/>\t\t\t\t\t\t\t\t\t\t\t<figcaption class=\"widget-image-caption wp-caption-text\">Monitor operation progress on Breadstack<\/figcaption>\n\t\t\t\t\t\t\t\t\t\t<\/figure>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b6f4bdb elementor-widget elementor-widget-menu-anchor\" data-id=\"b6f4bdb\" data-element_type=\"widget\" data-widget_type=\"menu-anchor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div id=\"fifth-heading\" class=\"elementor-menu-anchor\"><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-332c0c2 elementor-widget elementor-widget-heading\" data-id=\"332c0c2\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-large\">The difficulty of sales and operations planning<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7bf3bfe elementor-widget elementor-widget-text-editor\" data-id=\"7bf3bfe\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">S&amp;OP offers numerous benefits, it also comes with several challenges. Some of the common challenges of sales and perations planning include:<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e87141e elementor-widget elementor-widget-heading\" data-id=\"e87141e\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h3 class=\"elementor-heading-title elementor-size-medium\">Data Accuracy and quality<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c23e4fa elementor-widget elementor-widget-text-editor\" data-id=\"c23e4fa\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">\u00a0<\/span><b>S&amp;OP relies heavily on accurate and reliable data from various sources<\/b><span style=\"font-weight: 400;\">, including sales, marketing, production, and supply chain. <\/span><\/p><p><span style=\"font-weight: 400;\">Inaccurate or incomplete data can lead to flawed forecasts and ineffective decision-making.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5268743 elementor-widget elementor-widget-heading\" data-id=\"5268743\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h3 class=\"elementor-heading-title elementor-size-medium\">Collaboration and communication<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5e2ac05 elementor-widget elementor-widget-text-editor\" data-id=\"5e2ac05\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Misalignment, lack of trust, and poor communication can hinder the S&amp;OP process, making it difficult to achieve consensus and make informed decisions. <\/span><b>Everyone needs to be on the same page<\/b><span style=\"font-weight: 400;\">.\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f9cfbfa elementor-widget elementor-widget-heading\" data-id=\"f9cfbfa\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h3 class=\"elementor-heading-title elementor-size-medium\">Demand and supply variability<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-932af57 elementor-widget elementor-widget-text-editor\" data-id=\"932af57\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Fluctuations in customer demand, seasonality, market trends, and supply chain disruptions can introduce significant variability into the S&amp;OP process. <\/span><\/p>\n<p><b>Balancing demand and supply, especially in industries with long lead times or complex supply chains, can be challenging<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-abd7f55 elementor-widget elementor-widget-menu-anchor\" data-id=\"abd7f55\" data-element_type=\"widget\" data-widget_type=\"menu-anchor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div id=\"sixth-heading\" class=\"elementor-menu-anchor\"><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-cc00af7 elementor-widget elementor-widget-heading\" data-id=\"cc00af7\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-large\">Successful sales and operations planning<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-257f2b7 elementor-widget elementor-widget-heading\" data-id=\"257f2b7\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h3 class=\"elementor-heading-title elementor-size-medium\">Have a guide for S&OP<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3eb6c2a elementor-widget elementor-widget-text-editor\" data-id=\"3eb6c2a\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\"><strong>A successful sales and operations plan means following a process from start to finish<\/strong>. Without a plan, it\u2019s easy to get sidetracked or go completely off-topic for the sales and operations plan.\u00a0<\/span><\/p><p><span style=\"font-weight: 400;\">Using a template, guide or even this article can ensure things stay on track throughout the whole process.\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1d4dd19 elementor-widget elementor-widget-heading\" data-id=\"1d4dd19\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h3 class=\"elementor-heading-title elementor-size-medium\">One person should run the planning <\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5a64333 elementor-widget elementor-widget-text-editor\" data-id=\"5a64333\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">If your business currently has a good <a href=\"https:\/\/www.coursera.org\/articles\/what-is-project-manager\" target=\"_blank\" rel=\"noopener\">project manager<\/a>, you\u2019ll know they&#8217;re worth their weight in gold. They can effectively get a project going from start to finish, on time, and on budget.\u00a0<\/span><\/p><p><span style=\"font-weight: 400;\">Having someone a part of the sales and operations planning like a project manager can be <strong>ensuring everything is completed on time with all the right information needed<\/strong>.\u00a0<\/span><\/p><p><span style=\"font-weight: 400;\">That one person for S&amp;OP planning could be HR, a team lead, or an executive.\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-eaff8fd elementor-widget elementor-widget-heading\" data-id=\"eaff8fd\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h3 class=\"elementor-heading-title elementor-size-medium\">Always keep records<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ed162b5 elementor-widget elementor-widget-text-editor\" data-id=\"ed162b5\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Sales and operations planning is an ongoing process. If a business continually does planning, each year you\u2019ll improve.\u00a0<\/span><\/p><p><span style=\"font-weight: 400;\"><strong>Maintaining these records will allow all team members to see what has worked and what businesses have tried<\/strong>. Another part of maintaining records is seeing the implementation of the plan and monitoring the impact.\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4fd33ef elementor-widget elementor-widget-heading\" data-id=\"4fd33ef\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Simplicity is key<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7164af6 elementor-widget elementor-widget-text-editor\" data-id=\"7164af6\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\"><strong>The S&amp;OP has one main goal and it\u2019s to align daily operations with a strategy for growth<\/strong>. All discussions, questions and input should come back to them.\u00a0<\/span><\/p><p><span style=\"font-weight: 400;\">Companies that introduce an S&amp;OP may overcomplicate things. We did mention more data can be better, but that\u2019s only if it relates to the S&amp;OP.\u00a0<\/span><\/p><p><span style=\"font-weight: 400;\">Even meeting around the plan can be simplified. They should relate only to the plan to continue transparency.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5dc45f8 elementor-widget elementor-widget-image\" data-id=\"5dc45f8\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t<figure class=\"wp-caption\">\n\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"640\" height=\"333\" src=\"https:\/\/breadstack.com\/wp-content\/uploads\/2022\/12\/Screen-Shot-2022-09-14-at-3.39-1-1024x533.png\" class=\"attachment-large size-large wp-image-8901\" alt=\"\" loading=\"lazy\" srcset=\"https:\/\/breadstack.com\/wp-content\/uploads\/2022\/12\/Screen-Shot-2022-09-14-at-3.39-1-1024x533.png 1024w, https:\/\/breadstack.com\/wp-content\/uploads\/2022\/12\/Screen-Shot-2022-09-14-at-3.39-1-300x156.png 300w, https:\/\/breadstack.com\/wp-content\/uploads\/2022\/12\/Screen-Shot-2022-09-14-at-3.39-1-768x400.png 768w, https:\/\/breadstack.com\/wp-content\/uploads\/2022\/12\/Screen-Shot-2022-09-14-at-3.39-1-1536x799.png 1536w, https:\/\/breadstack.com\/wp-content\/uploads\/2022\/12\/Screen-Shot-2022-09-14-at-3.39-1-2048x1066.png 2048w\" sizes=\"(max-width: 640px) 100vw, 640px\" \/>\t\t\t\t\t\t\t\t\t\t\t<figcaption class=\"widget-image-caption wp-caption-text\">Stay on top of your operations with Breadstack.<\/figcaption>\n\t\t\t\t\t\t\t\t\t\t<\/figure>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6fffc32 elementor-widget elementor-widget-menu-anchor\" data-id=\"6fffc32\" data-element_type=\"widget\" data-widget_type=\"menu-anchor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div id=\"seventh-heading\" class=\"elementor-menu-anchor\"><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-460303c elementor-widget elementor-widget-heading\" data-id=\"460303c\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-large\">The value of S&amp;OP<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7d89645 elementor-widget elementor-widget-text-editor\" data-id=\"7d89645\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>The S&amp;OP is a great way to <strong>improve the supply and demand of a company<\/strong> while ensuring everyone is on the same page with all short and long terms goals.<\/p><p>Getting started with your own plan may seem like a challenge, but the first step is getting the right data.<\/p><p><strong>Breadstack&#8217;s unified commerce platform offers real-time data across all departments so you can have complete transparency<\/strong> of what&#8217;s happening in your business.<\/p><p>Monitor sales teams, customer service reps, operational tasks, inventory control and so much more.<\/p><p>Breadstack is giving businesses the tools to succeed with an all-in-one client solution. If you&#8217;re ready to optimize your business, check out a demo with us. Sign up <a href=\"https:\/\/breadstack.com\/contact\/\" target=\"_blank\" rel=\"noopener\">here<\/a>!<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Sales and operations planning (S&amp;OP) can be fundamental tools businesses use to assess the supply and demand of their operations. One of the biggest challenges companies can face is not having transparency between departments, especially sales and operations. The S&amp;OP encourages conversions about short and long terms goals which creates a better focus for all [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":8895,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[32],"tags":[34],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v20.5 (Yoast SEO v20.5) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Guide to Sales and Operations Planning in 2023 | Breadstack Dispensary eCommerce Software<\/title>\n<meta name=\"description\" content=\"Sales and operation planning is a process to align daily operations with a strategy for growth. 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