Plan the day with the planner queue

The planner queue is the web workspace that turns signals — low stock, pending orders, OCR documents, and draft invoices — into owned work items. Instead of chasing the same information across inventory, invoices, and OCR screens, the planner gives one list with a priority, a status, and a next action.

What a work item is

A planner work item has a type, a priority, and a status:

Type	What it represents
ORDER	An order that needs to be placed
PURCHASE	A purchase that needs to be received or confirmed
PRODUCE	Work that needs to be produced
LINE_UP	Items that need to be lined up for a delivery or dispatch
DISPATCH	A dispatch that needs to be completed

Statuses move the work forward: TO_ORDER → ORDERED → INBOUND → TO_PRODUCE → LINE_UP → READY_TO_DISPATCH → DISPATCHED, plus BLOCKED and CANCELLED for exceptions. Priorities are LOW, MEDIUM, HIGH, and URGENT.

A work item can be created manually or linked to a source such as a draft invoice (DRAFT_INVOICE), a purchase, a challan, or an OCR document. Linked items keep the context so you can jump from the planner to the source record.

The three views

• Today — work items that are due or relevant to today's operation.
• Overdue — items that have passed their expected completion and need attention first.
• All / status views — every item, or items filtered by status (To order, Ordered, and so on).

The summary strip shows the counts that matter: total items, today, overdue, to order, and ordered — so a manager can see at a glance whether the day is under control.

Using the planner

1. Open Planner from the workspace.
2. Review the overdue view first — blocked or past-due items are where the day's risk hides.
3. Open an item to see its type, priority, source link (draft invoice, OCR document, or purchase), and current status.
4. Move the item to its next status when the work is done (TO_ORDER → ORDERED, ORDERED → INBOUND, and so on).
5. For OCR-linked items, confirm the reviewed supplier invoice in the OCR flow so the item can progress.
6. Use Today as the working list and keep it short — an item that is neither advancing nor blocked should be cancelled or rescheduled.

Good habits

• Clear blocked items. An item stuck in BLOCKED hides real risk; either unblock it or record why it is stuck.
• Keep priorities honest. URGENT should mean today-or-the-business-feels-it, not "I looked at this recently".
• Link the source. A work item without a source link is harder to act on; create it from the draft invoice, OCR document, or purchase when possible.
• Review at day close. The planner is part of the closing routine: what was ordered, received, and dispatched should match what the day actually did.

Role access

The planner is a manager and owner surface. Cashiers see the counter workflow; planning and fulfilment status belong to the team that runs stock and operations.