ordering forecast settings

Forecast Settings

To open the Forecasting window, click on the Forecasting tab, or type Alt + F.

Forecasting: - The order form has an optional feature which can produce orders based from your past sales history. Preparing orders from “Calc” can only be done after you have you have about a years worth of sales entered into the system. See Ordering

Year to Date, Back 30 Days, Back 6 months, Last Year These percentages are the amount of influence each of these parameters has on the overall forecast. Each parameter is a period of time relating to your sales history. Generally speaking you can start with the default settings and adjust parameters as necessary.

Overall Net result: The overall net result is the amount of increase built into the forecasting system. This may be changed by changing the parameters above.

Stock should Last This parameter is used to identify the longest length of time product should be allowed to sit before selling. Lower settings will make the forecasted order smaller. With frequent ordering this can be set from 30-90 days.

Days in Last Year Enter in the amount of sales history you have for last year.. After your first full year of sales this parameter should be set and left to 365.

Days off This Year This can be used to adjust the forecasting if you have taken a large amount of time off(month +). Enter the number of days you did not run your business in the last year.

To save your selections, click once on the O.K. button at the bottom of the screen. Any time you need to make adjustments or changes to the settings you should remember to click O.K. to save them. If you click cancel, you will be asked to abort changes. If you answer yes to this, with a single click, you will be returned to the location of the program you were in prior to going into settings and your changes/selections will not be saved. If you answer no, you will be returned to the settings screen.