Overview

This article provides information related to various aspects of Demand Forecasts.

Information

• Creating a Demand Forecast
• Viewing a Demand Forecast
• Creating an order from the Demand Forecast
• Editing & Viewing the Demand Forecast Order
• Uploading Demand Forecast Orders
• Adding Direct Delivery Location to Demand Forecast Orders
• Sending Orders to Stakeholders
• Closing an Order
• Editing the Expected Delivery Date

Creating a Demand Forecast

1. On the sidebar go to Replenishment - Demand Forecast and then Demand Forecast.

2. Select the criteria in which you want to run the demand forecast based on. Click Submit when you are happy with the selections.

Viewing a Demand Forecast

1. On the sidebar go to Replenishment - Demand Forecast and then Demand Forecast Preview.

2. (a) To see the demand forecast at line level detail (Store / Item) select transactions from the options menu.
   (b) To see the forecast at the retailer level (Retailer / Item) select Retailer Item from the options menu.
   (c) To see forecast at Item level select Warehouse Demand Detail from the options menu.

Creating an order from the Demand Forecast

1. On the sidebar go to Replenishment - Demand Forecast and then Demand Forecast Preview.

2. Select Create Order from the drop-down.

3. Enter the Ship Date and Delivery Date for the order and press submit.

Editing & Viewing the Demand Forecast Order

1. On the sidebar go to Maintenance - Orders – Warehouse Orders and then Order Groups (Warehouse).

2. Select Item Detail from the drop-down.

3. To update Items individually select Edit in the drop-down on the line you want to edit.

4. Edit what you wish to be amended, all fields which are greyed out cannot be edited.

5. To update multiple items select Mass Update.

6. Using the available criteria, adjustments to Order Quantity can be made to all items, selected items, all items for a selected vendor, or items that meet entered order quantity criteria.

7. To edit multiple items via an upload, select Upload.

8. Upload the file with desired changes in the format required.

Uploading Demand Forecast Orders

1. On the sidebar go to Maintenance - Orders – Warehouse Orders and then Upload Warehouse Orders

2. Upload the file based on the criteria required as seen below.

3. The uploaded order will then be able to be found in Maintenance - Orders – Warehouse Orders and then Uploaded Warehouse Orders.

4. On the Order, on the dropdown select Create Options

5. Enter the Ship Date, Delivery Date and description for the order and press submit.

Adding Direct Delivery Location to Demand Forecast Orders

1. On the sidebar go to Maintenance - Orders – Warehouse Orders and then Order Groups (Warehouse).

2. On the order you want to change select Update Order Type on the dropdown.

3. On the drop-down under warehouse order type choose Direct Shipment, and update where you want the delivery location to be and press update.

Sending Orders to Stakeholders

1. On the sidebar go to Maintenance - Orders – Warehouse Orders and then Order Groups (Warehouse).

1. On the order you want to change select Update Order Type on the dropdown

2. On the line you wish to send to the stakeholder’s press send on the dropdown

3. In the next pop-up, click Submit to send the order.

Closing an Order

1. On the sidebar go to Maintenance - Orders – Warehouse Orders and then Order Groups (Warehouse).

2. On the order you wish to close select warehouse orders.

3. On the PO line you wish to close, on the drop down select Close order.
4. When the popup appears, press submit, and the order will be closed.

Editing the Expected Delivery Date

1. On the sidebar go to Maintenance - Orders – Warehouse Orders and then Order Groups (Warehouse).

1. On the order you wish to edit the date of select warehouse orders.

1. On the line you wish to change the expected delivery date select Edit from the option drop-down menu
2. Enter the new date in the popup that appears and click Update