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  1. Warehouse choice
    1. If you choose no warehouse - the system lists all warehouse as below
    2. If you choose all warehouses - you will get a summary view company wide (no warehouses)
    3. Or you can choose an individual warehouse
  2. Supplier is optional - but useful if planning for a purchase order.  Supplier factory limits products to those shipped from that factory (See settings at bottom).
  3. Category is product category - useful for planning across suppliers for a single category
  4. Date Range is the period that will be shown
  5. Display order is the Grouping of the results - you have different options to see the information in different ways.
  6. Recalculate Sales Data.  
    1. The sales data will recalculate every Sunday night.  However if you make some changes to sales orders or other changes and you then want the sales history data used by forecasting updated - use this button.
  7. Minimum Lead Days - forecasting will not consider any stock item that has a lead time below this value (on the SKU or if none there then on the supplier) as this will be managed through the daily purchase order screen

SKU's being replaced 

When a product is no longer to be purchased but still has stock (so cannot yet be made inactive) AND there is a clear replacement item that will be purchased as an alternative.

  1. Update the item being replaced to status RUNOUT
  2. Set the Replacement item
  3. The replacement item stock level and sell rate will include the items that it is replacing.

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View the SKU to see the relationship

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 Raw Sales Data - can update expected sell rates

Note

If a SKU has a status of Runout AND has a replacement SKU nominated - then the replacement SKU will he highlighted and will include sell rate history of any SKU's it is replacing.


Step two - view expected carton sales

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Enter the required details.  Note that if the write off can be claimed from a supplier then enter the % of the value you expect to be able to claim.

See Supplier Claims based on supplier funded promotions, Customer Returns, Stock Write offs for details of supplier claims.

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