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What this page is for

Sometimes you need the supply plan outside the app — to share with a colleague, review offline, or work the numbers in a spreadsheet. The Export supply plan button in the top bar (the download icon) does exactly that. This page explains how the export works and what ends up in the file.

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How it works

Export is a background job, not an instant download. When you click it, Spherecast starts building the file and shows a confirmation that the export has started. The finished file arrives shortly, and you are notified when it is ready — so you can keep planning while it runs. The export honors your current view. What you see on screen is what you get in the file, including:
Setting respectedEffect on the file
Active filtersAssignee, search, category, ABC, replenishable, groups, supplier — only the products currently shown.
GranularityDaily, weekly, or monthly buckets, as displayed.
Time horizonThe same span of future periods.
Visible metricsOnly the metric rows you have turned on.
Warehouse breakdownPer-warehouse rows, if that toggle is on.
Because of this, the cleanest way to control an export is to set up the grid first, then export.

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Step by step: export a focused plan

  1. Use Filter to narrow to the products you want (for example, one supplier, ABC = A).
  2. Use Display to set the granularity, time horizon, and the metrics you need as rows.
  3. Turn Warehouse breakdown on or off depending on the detail you want.
  4. Click the download icon (Export supply plan) in the top bar.
  5. Read the confirmation that the export has started, and keep working.
  6. When you are notified the file is ready, open it — it matches the view you set up.

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Example

You filter to Supplier = Northland Foods, set Weekly granularity over a 6-month horizon, and show the Available, Demand, and Supply rows. You click the download icon, see “Export started,” and a minute later get a file with exactly those products, buckets, and rows — ready to email to your buyer.

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Where to go next

Note: Point-in-time snapshots are a demand-plan feature — they are not part of the supply plan. Here what you get is this filtered export of your current view, not a saved snapshot.