This article describes the Sales Forecasting workflow in WMS.
Sales Forecasting is a separate WMS add-on module. Please get in touch with Datapel Sales ph 1300 132 082 or email firstname.lastname@example.org for more information.
To plan Sales Forecast go to Tools ➡ Forecast Worksheet (please note this option is only available after module activation)
Sales Worksheet will Open as per below.
To Edit/Update forecast, you can select Send to Excel, and after data update, import back into WMS.
From here, you can select Items or manage all items, sort items by Suppliers or show all Suppliers.
To Edit Sales forecast:
Add forecast data by double-clicking on the forecast line and adding Sales qty.
Data display options:
Select to show Forecast data only
Select to show CLOSED Orders data only
Select both options