Inventory Product Forecasting involves setting estimated quantities of product to be sold during a given time frame. The forecasted quantities are used during the course of the season to help project where possible inventory risk may lie (not having enough, or having too much left over).
What you'll find:
I want to see an example (with screen shots) of Inventory Forecasting.
I'm looking for the Inventory Forecasting data export/import.
Product forecasts are made in the Manage Forecasts window.
To create the product forecasting template:
* indicates
a required field
Navigate
to Inventory > Manage > Product Forecasts.
The Manage Product Forecasts window opens.
Select the Fiscal Year* of the forecast.
Choose
the Location*
of the forecast.
Selecting <All Locations> allows you to enter a forecast for
all locations of company, or you can specify a forecast for each location.
(optional) Select a Product, Product Type, product Characteristic, or Manufacturer to shorten the list of products returned.
Tip
You may find it easier to work with one location and/or one product type at a time.
Click Retrieve Forecasts to bring up the list of products that match the selection criteria.
The Many rows returned window opens if the selection criteria will return more than 150 rows of location/product combinations.
Click Yes to see all the rows and continue.
Click No to go back and change the criteria.
The product forecasts can be specified per annum or per period.
To set an annual forecast, type a quantity in the first column: Annual Amount.
Select
a Distribution Behaviour: All
into first period, Evenly, or
All into last period.
The quantity typed in the Annual Amount column will be allocated between
periods as you have chosen.
To
specify forecasts per period, type a quantity in any of the period
columns.
The Annual Amount will be the calculated total of the period quantities.
To set forecasts for a different location or a different group of products, click Start Over and change the filter criteria.
Note
The Start Over
button works a little differently here.
Instead of undoing all your hard work to get the location/product
filter criteria setup just right, it leaves what you've already
selected. This makes it easy to switch just the location or just
the product type and continue forecasting.
When
you're done, Save the changes.
You can also Export the forecasts to
an Excel spreadsheet. Don't forget to save
the export file where it is accessible outside of agrē.
The Inventory Forecast Position report shows the inventory forecast position of your inventory.