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Table of Contents

Table of Contents

Overview

If you want to manage your stock requirements in detail:To manage stock requirements

  1. Review recent sell rates over n weeks - all based on volume not on $
  2. Compare to sell rates 1 year and 2 years ago
  3. Review Promotional impacts on recent sales (separate based on promotion settingseparates sales related to promotions)
  4. Review current and expected out of stock situations including expiry dates and minimum shelf life considerations.
  5. Remove sales orders used to dump stock (Do not include flag on sales order - can be set a at debtor level to default on)
  6. Adjust sell rates where required due to expected fluctuations (sporting event for example)
  7. Review stock levels and dates expected out of stock based on adjusted sell rates
  8. Have system propose purchase orders (by supplier per warehouse) with qty and eta respecting supplier regular order cycles
  9. Build consolidated purchase orders across multiple warehouses

Forecasting View

 

Start with the sell rates review.

  1. The raw sales data is calculated every sunday night - ready to be used during the following week.  The calculations are all minimum 1 week.
  2. View any week as a single week to make it easier to adjust sell rates etc.

 See Product Forecasting Based on Sales History for details