Sales Forecast

Steps to Create Sales Forecast

1. Go to Workflow > Sales Forecast

2. Click New  > and Input below details

• Customer

• Contact

• Reference (select from dropdown which month forecast is it for)

• Forecast Date (Select month end date for Forecast)

• Date - change date to month the  1st  day of the Forecast month 

3. Select Product required by client from Items selection dropdowns.This will be in the Products category.Input Tonnage required
Once added specify the Unit price to be used

4. Convert Item to Estimate and then Change Status of Forecast from Planning to Forecast. This is what then reserves the BOM's  on the Item Costing 

Users can have a quick view of the Inventory required on each Sales Forecast by going to View > Inventory

But for the overall view where there is accumulated  Totals for all of the Active Sales Forecast transactions users go to the Inventory module > Menu > Views Replenishment. This is where Production function begins for Raw Material planning