Capture demand
Track prospects, quotes, upcoming work, and production candidates before they become jobs.
Opening CatOps…
From quote to schedule
Planning turns scattered customer requests and production intent into an operating queue. It gives managers a place to see what is quoting, what is blocked, what is ready, and what the floor should expect.
Operational depth
Planning is designed for beverage teams that need to connect quotes, prospects, accepted work, inventory readiness, and production scheduling before a run reaches the floor.
The planning workspace keeps demand, material risk, readiness blockers, draft schedules, published schedules, and follow-up tasks in one operational view.
For co-packers and production managers, that means fewer surprises between the customer conversation, the material check, and the work that appears on the production plan.
What is included
Workflow
Track prospects, quotes, upcoming work, and production candidates before they become jobs.
See material, readiness, approval, and follow-up issues before they hit the floor.
Arrange draft schedule blocks and publish a production plan the team can use.
Use readiness changes and quote status to update the plan without losing the history.
Why it matters
Connects sales intent to operations without prematurely creating production orders
Shows operational risk before a customer promise is made
Gives leadership a planning view that is grounded in actual CatOps records