Forecasting Orders

When you run a Usage Summary report, Optimum Control tracks your actual usage per day. Optimum Control calculates inventory usage and can create a forecasted (projected) order based on this information.

 Before creating a forecasted order, make sure that you have entered your sales, purchases and run a Usage Summary report.

 

To Create a Forecasted Order

 

1. Click Orders    from the Button Bar.

2. Or from the Upper Menu, click Purchasing | Orders.

3. Select Forecast.

4. You can choose to Forecast By:
   Sales Volume (Recommended) - Based on a budgeted sales amount. Great for busy times of the year.
   Days - Enter in the amount of days you would like to forecast the order for. E.G. 3, 7, 14, 30 etc.

5. Select Adjust for current stock levels if you want the current qty on hand to be used against the forecasted order.
   E.G. You have 1 jar of pickles in stock. Based on pickle usage, the forecasted order knows that you should order 3 Jars of pickles. If you have selected to Adjust for current stock levels, it will include the one jar of pickles in stock and only put 2 jars on the forecasted order sheet.

6. Round to the nearest case - Select this option if you order by the case.

7. You can filter the order by selecting All Items, Key Items and/or All or one supplier.

8. If you only want to print out a forecasted order sheet to review, click Print. This will not save the order.

9. If you want to save the order, click Generate Order.

10. Review the order and make any adjustments if necessary.

11. When the order is complete, select Create to create the order.