Product's Purchasing Forecast
General
Information
This screen enables you to forecast your inventory needs for an
upcoming period of time based on your past sales of the
product.
Note:
Forecasting can be overwritten.
For
instance, if you forecast for a stock item monthly, then change the
forecast for weekly, the monthly forecast will be overwritten by
the weekly forecast.
See Also
Advanced Inventory
Module
How to Use the Screen
Creating a forecast
-
Press the AUTO FORECAST button.
The Product's
Purchasing Forecast Selection Criteria screen will be
displayed.
-
Select the FORECAST PERIOD, either
Monthly or Weekly, and select the FROM and TO dates.
-
Enter PROJECTED SALES % and select
BASED ON, choosing either the Same Period of Last Year or a specific date range for Month or Week
using the drop-down list.
-
Optionally, if you would like to
include products that do not have order history select INCLUDE
PRODUCTS WITH NO ORDER HISTORY.
-
Optionally, filter for the products
to auto forecast by selecting the Product(s) or Product Class(es)
in the PRODUCT INFORMATION section.
-
Press the PROCESS button.
You
will return to the Product's Purchasing Forecast screen with the
forecast information.
Note:
After the forecast has been processed,
pressing the REFRESH button will update the Units and Sales of this
Period.
To view forecasted products
-
Select the PRODUCT WITH FORECAST PERIOD as either Monthly or
Weekly.
-
Select the OF YEAR for the forecast.
-
Select the DISPLAY FORECAST WITH PERIOD OF.
Depending on the selection, if you
chose monthly or weekly, the dropdown menu will display the month
or the week respectively.
-
Optionally, use the SELECT PRODUCT to limit the products that
are displayed.
-
Press the VIEW/EDIT button to view the forecast for the
highlighted product.
-
Optionally, press the ADD NEW button to create a forecast for a
specific product.
-
Optionally, highlight a product and press the DELETE button to
remove the highlighted product from the forecast.
-
Optionally, press the PRINT button to print the AIM Inventory
Forecast Report.
Field Definitions
Product Information
PRODUCT - the stock number.
DESCRIPTION - the stock description.
Forecast
PERIOD - the month number (1-12) or week number (1-52)
YEAR - the year of the forecast
Sales History
UNITS - the number to units sold from the period based in the
PROJECTED SALES of the Auto Forecast button.
SALES - the amount from sales from the period based in the
PROJECTED SALES of the Auto Forecast button.
Sales of this Period
UNITS - the number of units sold in the Forecast Period of the
Auto Forecast button.
SALES - the amount from sales in the Forecast Period of the Auto
Forecast button.
Forecast
UNITS - the number of units
forecasted.
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