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Practitioner · Course 2: Capacity Planning · Lesson 5 of 5

Building a complete capacity plan for a new order before confirming its delivery date

Level: PractitionerTime: 45 minutesOrder used: A (the T-shirt) and B (the jeans)Tool: Capacity booking calculator
This lesson is for a merchandiser, production manager, or brand planner who must confirm a delivery date for a brand-new order. Line, week and quantity figures are teaching examples; the four-lesson method itself is the fixed academy content.
FactoryDelta Garments
Line 1 actual daily capacityabout 1,498 pieces (lesson 8.2.2)
Line 1 weekly capacityabout 8,988 pieces (lesson 8.2.3)
Combined utilisation, week 1about 63.4% (illustrative)
New order enquirySimilar in shape to Order A
Buyer askingCedar & Co.'s own domestic planning team
02Opening

This page explains how to carry a new order through the whole course's method, from a line's daily capacity to a confirmed, costed delivery date

This page is for anyone who has to give a buyer a real answer, not a guess, about when a new order can ship. Lessons 8.2.1 to 8.2.4 each gave one piece of the method: theoretical capacity, actual capacity, a shared booking sheet, and the cost of an overbooking. This lesson puts all four pieces together, for one new order. It mainly teaches a decision: whether a date can be confirmed as requested, confirmed with a costed adjustment, or must be a different date.

This matters most for a domestic Make to Stock planner like Cedar & Co.'s own team, updating expected stock delivery against its forecast rather than one buyer's fixed sailing date, though the same method applies equally to an export order.

Without running the full chain, a person can check one line in one week, see it fits, and confirm a date a different week on the same line would have shown as impossible. This lesson gives the method: identify every line and week a new order needs, calculate capacity, book alongside everything committed, check for overbooking, then confirm.

03Before you start

What you need, and what this lesson does not cover

You need: the four methods from lessons 8.2.1 to 8.2.4 — theoretical daily capacity, actual daily capacity, the multi-order booking sheet, and shortfall costing. You do not need to have run all four together on one order before.

By the end of this lesson you can:

  • identify which lines and weeks a new order would actually use before checking anything else;
  • run the full chain, theoretical capacity through overbooking cost, for every affected line and week;
  • confirm a requested delivery date only once every affected line and week has been checked, not just the first one;
  • confirm a costed adjustment, such as overtime, when one line or week shows a shortfall;
  • offer a different delivery date, with figures, when no adjustment closes a shortfall in time.

Not covered here: any one piece of the method in isolation — those are lessons 8.2.1 through 8.2.4 — and line balancing within a single line, which is the subject of Course 3.

04Key terms

Words you will meet in this lesson

TermMeaning
Booking sheetA shared record that lists which lines are committed to which orders, in which weeks, and how much of each line's capacity each commitment uses, so every booking can be checked against the same total.
OverbookingBooking more quantity onto a line or period than its actual daily capacity can produce, so the booked total exceeds what the line can deliver on time without added cost.
Capacity utilisationThe share of a factory's available capacity actually being used by confirmed orders, expressed as a percentage of its maximum output.
Theoretical daily capacityThe number of pieces a line could produce in a day if every available minute converted directly into output at the operation's SMV, before any efficiency loss is applied.
Make to Stock (MTS)Producing against the seller's own sales forecast, rather than a single confirmed buyer order.
05Teaching
The rule

Confirming a delivery date is the last step of a chain: calculate capacity, book alongside everything committed, check for overbooking, then confirm or adjust

Confirming a delivery date for a new order is the last step of a chain, not a separate guess. It requires calculating the relevant lines' actual daily capacity, booking the new order alongside everything already committed to those lines in the weeks it needs, checking whether any line becomes overbooked, and only then confirming a date that either fits cleanly or is adjusted, costed and communicated with the overtime, split or delay it needs.

8.2.1-8.2.2Actual capacity8.2.3Book on sheet8.2.4Check overbooking8.2.5Confirm or adjust
Confirming a date is the fourth step of a chain, never a stand-alone decision. Each earlier step's figures feed directly into the next; skipping one leaves the final confirmation resting on an incomplete check.
What you meet in real life

The same chain reaches a clean confirmation, a costed adjustment, or a different date, depending on what the checked lines and weeks show

A person who has only ever seen a new order fit cleanly should not assume every order reaches the same result. The chain does not change; what it finds at the end does.

What can differThe shapes you meetWhy it matters
A new order that fits cleanlyWhen the full chain shows utilisation staying under 100% on every line and week the order needs, the factory can confirm the requested date without any adjustment.The best outcome, but only provable by actually running the chain, not by assuming it.
A new order needing a costed adjustmentWhen the chain shows a shortfall on one line in one week, the factory can still confirm the date if it also confirms the adjustment and its cost, rather than confirming the date alone.A date confirmed without its adjustment is a promise the factory cannot actually keep.
A new order needing a different dateWhen no adjustment closes the shortfall in time, the factory must offer a later delivery window instead, using the same figures to show by how much the date needs to move.The chain's figures justify the new date; it is not a guess either.
Export order versus domestic order confirmationConfirming a new export order for a buyer like Northline Apparel commits the factory to a fixed sailing date inside a schedule like Order A's own 16-week timeline; confirming new domestic Make to Stock production for Cedar & Co. instead updates Cedar & Co.'s own expected stock delivery against its forecast.The same capacity method applies either way; only what is at stake if the date slips changes.
The case we follow

Sara at Northline Apparel enquires about a new order similar in shape to Order A; Mona now runs the full chain before answering, and the same method updates Cedar & Co.'s own stock plan

Sara at Northline Apparel enquires about a new order similar in shape to Order A, asking whether Delta Garments can deliver it in a stated window; Mona now has to run the full chain of lessons 8.2.1 to 8.2.4 before answering, using Line 1 and Line 2 illustratively as before. The same chain, run for Cedar & Co.'s own domestic planning team instead, updates Cedar & Co.'s expected stock delivery against its forecast rather than a single buyer's fixed sailing date.

FactWhat it tells Mona
The new order would use Line 1 and Line 2 across more than one weekEvery one of those lines and weeks must be checked, not a sample
Line 1 and Line 2 both show spare capacity in the first week checked (illustrative)A clean result for one week only, not yet proof for the whole order
Mona has not yet checked every later week the order would also needThe chain is incomplete until every affected week is checked
Cedar & Co.'s own domestic run uses the identical methodThe chain does not change between an export enquiry and a domestic forecast update
The worked number

Line 1's combined utilisation for the first week of the new order, drawing together the course's earlier worked numbers

This example is illustrative, not a claimed fixed academy fact, drawing together the course's earlier worked numbers: Line 1's actual daily capacity is about 1,498 pieces (lesson 8.2.2), giving a weekly capacity of about 8,988 pieces over 6 working days (lesson 8.2.3). With Order A's own 4,800 pieces and the new enquiry's 900 pieces already booked, combined utilisation is about 63.4%, comfortably under 100%, so this illustrative new order fits inside Line 1's remaining capacity for that week without any overtime or delay.

5,700 ÷ 8,988 = 63.4%

Line 1's combined utilisation for week 1: everything booked to Line 1 that week, divided by its actual weekly capacity.

Week 1 ≈ 63.4% — cleanweeks 2+?A clean week 1 says nothing about week 2 or week 3, which the new order would also need on the same lines.
A clean first week is not proof for the whole order. Every later week the new order would also use on Line 1 and Line 2 still has to be checked before any date is confirmed.
The method

How to build a complete capacity plan for a new order before confirming its delivery date

  1. Identify which lines and weeks the new order would use.
  2. Calculate each relevant line's actual daily and weekly capacity (lessons 8.2.1 and 8.2.2).
  3. Add the new order's quantity to everything already booked to those lines in those weeks on the booking sheet (lesson 8.2.3).
  4. Check utilisation on every affected line and week, and calculate the shortfall and its cost wherever utilisation would exceed 100% (lesson 8.2.4).
  5. Confirm the requested date only if every affected line and week fits, or otherwise confirm a costed adjustment or a different date, and record the decision and its figures before replying to the buyer.
The trap

Running the capacity check for only one line or one week in isolation, then confirming a date without checking every other line and week the order actually needs

A common mistake is running the capacity check for a new order against only one line or one week in isolation, then confirming a date without also checking every other line and week the same order would actually use across its whole production window. This can hide an overbooking that only appears in a later week the check never reached.

06In plain words

Confirming a delivery date for a new order is not one guess; it is the end result of four smaller checks done in order. First, work out how many pieces the relevant lines can actually make each day and each week. Then add the new order to everything already booked to those lines in the weeks it needs. Check whether any line, in any of those weeks, ends up promised more than it can deliver. If everything fits, confirm the date. If one week falls short, confirm the date together with the paid overtime, split, or delay that closes the gap. If nothing closes the gap in time, offer a different date instead, backed by the same figures.

07Quick check
  • A delivery date is confirmed only after theoretical capacity, actual capacity, the booking sheet, and overbooking checks have all been run.
  • Every line and week the new order would use must be checked, not just the first or the easiest one.
  • A clean result on one line in one week does not prove the whole order fits; a different week on the same line can still overbook.
  • A shortfall on one line or week does not block confirmation by itself; it requires a costed adjustment confirmed alongside the date.
  • When no adjustment closes a shortfall in time, the honest answer is a different date, backed by the same figures.
  • The identical method applies whether the enquiry is an export order or a domestic Make to Stock forecast update.
08Workplace scenario

Sara asks Mona for a confirmed delivery date for a new order similar to Order A, and Mona has to decide whether to run the full chain first

Sara asks Mona for a confirmed delivery date for a new order similar to Order A, and Mona has to decide whether to answer immediately from memory or run the full capacity plan across every line and week the order would need first.

  • The new order would use Line 1 and Line 2 across more than one week, following the same weekly booking pattern shown in lessons 8.2.3 and 8.2.4.
  • Line 1 and Line 2 both show spare capacity in the first week checked (illustrative, from the worked number above).
  • Mona has not yet checked every later week the new order would also need on the same lines.

Sara's request:

"Mona, can you confirm delivery for the new order? The first week looks fine on your sheet, so I assume the rest works too."

Is it enough for Mona to confirm the new order's delivery date once the first week she checks shows spare capacity on both lines?

Show decision

No. Mona must run the same check across every week the new order would use those lines, not stop at the first week that happens to show spare capacity.

First, this lesson's method requires checking every relevant line and week, not a sample of them.

Second, a single clean week (about 63.4% utilisation, illustrative) says nothing about a different week the order would also need.

Mona confirms a date only once the whole chain, across every affected line and week, has been checked.

09What it costs

The cost of confirming a date after checking only one week when the order also needs several later weeks

Confirming a date after checking only one week, when the new order also needs several later weeks on the same lines, risks discovering an overbooking (lesson 8.2.4) only once production is already running on the confirmed promise.

712 × 0.15 = 106.80

The same overtime cost calculated in lesson 8.2.4 for a 712-piece shortfall, now falling on a date already promised to the buyer rather than one still open to adjustment.

The cost of that late discovery is the same overtime or missed-date cost already calculated in lesson 8.2.4, made worse because it now falls on a date already promised to the buyer rather than one still open to adjustment before anything was confirmed.

10Working template

Capacity booking calculator: all three sheets used together

This lesson uses all three sheets of the course's Capacity booking calculator together: enter the new order's requirement into "Line Daily Capacity" and "Multi-Order Booking Sheet" for every week it needs, then check "Overbooking Consequences" for every line and week before confirming a date. Record the final decision, and its figures, on the sheet itself before replying to the buyer. Download link: the course tool, `templates/T08-C02-capacity-booking-calculator.xlsx`.

Download the Capacity booking calculator (Excel)

11Check yourself

1. What is the last step before confirming a new order's delivery date, according to this lesson's method?

2. Why is checking only the first week of a multi-week order not enough to confirm its delivery date?

3. A new order fits cleanly on Line 1 in week 1 but would overbook Line 2 in week 3. What should the factory do?

12Glossary
ENARFRTRMeaning
Booking sheetورقة الحجزFiche de réservationRezervasyon tablosuA shared record that lists which lines are committed to which orders, in which weeks, and how much of each line's capacity each commitment uses, so every booking can be checked against the same total.
Overbookingالحجز الزائدSurréservationAşırı rezervasyonBooking more quantity onto a line or period than its actual daily capacity can produce, so the booked total exceeds what the line can deliver on time without added cost.
Capacity utilisationمعدل استغلال الطاقة الإنتاجيةTaux d'utilisation de la capacitéKapasite kullanım oranıThe share of a factory's available capacity actually being used by confirmed orders, expressed as a percentage of its maximum output.
Theoretical daily capacityالطاقة اليومية النظريةCapacité journalière théoriqueTeorik günlük kapasiteThe number of pieces a line could produce in a day if every available minute converted directly into output at the operation's SMV, before any efficiency loss is applied.
Make to Stock (MTS)إنتاج حسب المخزونFabrication sur stockStoğa üretimProducing against the seller's own sales forecast, rather than a single confirmed buyer order.
13Next

Course 3: Line Balancing — Lesson 8.3.1

This course's method now lets you confirm a delivery date with figures, not guesswork. Course 3 turns to a related question inside a single line: how work is balanced across operations so no single step slows every step after it. Back to the course map

14Ladder

RecognizeName the four steps a delivery-date confirmation runs through, in order.
ConnectSee why a clean result on one line and week is not proof for the whole order.
CompareTell a date confirmed after the full chain from one confirmed after checking only part of it.
DecideRun every step of the method, across every affected line and week, before confirming a new order's delivery date.