FORECAST CREATE

Forecast creation is the process of recording and managing customer demand predictions by entering key details like customer information, forecast numbers, item quantities, and expected dates. This helps businesses plan production, inventory, and resources efficiently. The system ensures accuracy by pulling data from master databases and allowing customization through additional fields and notes.

  1. Click on "Sales and Marketing".
  2. Click on "Create" under "Forecast".

STEPS TO CREATE

This will open a new tab with a form that requires user input.

Forecast Form

FORECAST FORM

  • Customer Name: Select the customer name from the dropdown menu. These names are sourced from the customer master database.
  • Customer Alias Name: Once a customer is selected, the alias name is automatically populated.
  • Customer Forecast Number: Enter the unique forecast number provided by the customer.
  • Request Receive Date: The system automatically selects the current date by default. The user can modify it by clicking on the calendar icon.
  • Quote Expect Date: The system sets the current date by default. Users can change it using the calendar icon.

Item

FORECAST ITEM

  • Item Number: Select the item number from the dropdown menu. These values are retrieved from the item master database.
  • Quantity: Enter the required quantity.

Adding Custom Fields

FORECAST ITEM ADD CUSTOM FIELDS

To include additional details:

  1. Open the Custom Fields tab.
  2. Select the desired custom fields from the dropdown menu.
  3. Click OK to confirm the selection.

Add: Click Add to include the information in the tabular form displayed below.

Notes

FORECAST NOTES

  • Category: Select the category of the note.
  • Note: Enter relevant notes.

Add: Click Add to append the information to the tabular column below.

Save: Click Save to store the entered details.