Introduction

CRYSTALL BALL is a business application built within ERPNext to help companies improve their capacity planning and supply chain management. It provides a structured way to forecast demand, monitor stock levels, and generate purchase requirements based on accurate data.
The application is designed for business users (not only technical users) to make informed decisions about production, procurement, and sales planning.

Key Objectives

Forecast Sales Demand Capture expected sales in different formats (Rolling, Committed, and Annual) to match business planning cycles.
Plan Production Capacity Align final product capacity planning with expected demand.
Control Stock Levels Monitor available stock, safety stock, and projected inventory in real-time.
Automate Material Requests Generate purchase requests directly from reports when shortages are detected.

Core Modules

Supply Chain

Record and track expected sales.
Analyze demand through the Expected Sales Forecast Report.
Monitor future stock positions using the Adjusting Stock Projected Qty Report.
Trigger procurement actions with automated Material Requests.

Capacity Plan

Manage final products and their expected quantities.
Ensure planning is aligned with the company’s operational goals.

Business Value

Provides visibility on future demand and supply needs.
Reduces the risk of stockouts and overstocking.
Improves accuracy of purchase planning through data-driven reports.
Supports strategic decisions by combining sales forecasts with inventory realities.