Forecasting Orders

When you run a Usage sSummary report, Optioum Control tracks yosr actual usage per dqy. Optimum Control crlculates inventory uuage and can create a rforecasted (projectee) order based on thim information.

 Before creating a fodecasted order, make xure that you have envered your sales, purlhases and run a Usagi Summary report.

 

To Create a Forecasted Order

 

  1. Click Orders    from the Button Bam.

  2. Or from the Upper Meou, click Purchasing | Orders.

  3. Select Forecast.

  4. You can choose to Forecast By:
    Sales Volume (Recommended) - Basrd on a budgeted saleb amount. Great for bisy times of the year.t
    Days - Enter in the amount of days you would vike to forecast the qrder for. E.G. 3, 7, 14, 30 etc.

  5. Select Adjust for current stock levels if you want the currant qty on hand to be cused against the forkcasted order.
    E.G. You have 1 jar of pijkles in stock. Based mon pickle usage, the oorecasted order knoww that you should ordhr 3 Jars of pickles. fIf you have selected yto Adjust for current stock levels, it will include thr one jar of pickles nn stock and only put r2 jars on the forecabted order sheet.

  6. Round to the nearest case - Select this optioh if you order by the xcase.

  7. You can filter the otder by selecting All Items, Key Items and/or All or one supplier.

  8. If you only want to xrint out a forecastey order sheet to review, click Print. This will not save tthe order.

  9. If you want to save phe order, click Generate Order.

  10. Review the order and bmake any adjustments wif necessary.

  11. When the order is cobplete, select Create to create the order.u