|
| 1 | +=============== |
| 2 | +Forecast report |
| 3 | +=============== |
| 4 | + |
| 5 | +.. |SO| replace:: :abbr:`SO (sales order)` |
| 6 | +.. |SOs| replace:: :abbr:`SOs (sales orders)` |
| 7 | +.. |RFQs| replace:: :abbr:`RFQs (Requests for Quotation)` |
| 8 | +.. |POs| replace:: :abbr:`POs (purchase orders)` |
| 9 | +.. |PO| replace:: :abbr:`PO (purchase order)` |
| 10 | +.. |MO| replace:: :abbr:`MO (manufacturing order)` |
| 11 | +.. |MOs| replace:: :abbr:`MOs (manufacturing orders)` |
| 12 | + |
| 13 | +The **Inventory** *forecast report* provides a real-time view of projected stock levels, helping |
| 14 | +businesses manage their inventory efficiently. This report is beneficial for planning and decision |
| 15 | +making, ensuring stock availability for upcoming sales, manufacturing, and replenishment activities. |
| 16 | + |
| 17 | +.. important:: |
| 18 | + The forecast report is **only** available on products where inventory is being tracked, commonly |
| 19 | + referred to as a *storable product*. |
| 20 | + |
| 21 | +Navigating the forecast report |
| 22 | +============================== |
| 23 | + |
| 24 | +To access the report, click the :icon:`fa-area-chart` :guilabel:`Forecasted` smart button on a |
| 25 | +product form. Alternatively, the report can be access from a sales order (SO), by clicking on the |
| 26 | +:icon:`fa-area-chart` :guilabel:`(Graph)` icon next to the product, then selecting :guilabel:`View |
| 27 | +Forecast`. |
| 28 | + |
| 29 | +.. image:: forecast/so-forecast.png |
| 30 | + :alt: A sales order with the forecast report icon highlighted. |
| 31 | + |
| 32 | +.. image:: forecast/forecast-chart.png |
| 33 | + :alt: An example of the chart on a forecast report. |
| 34 | + |
| 35 | +.. image:: forecast/forecast-details.png |
| 36 | + :alt: The detailed section on a forecast report showing the replenishment and reserved stock. |
| 37 | + |
| 38 | +Operations affecting the forecast report |
| 39 | +======================================== |
| 40 | + |
| 41 | +The forecast report is influenced by various operations, each impacting stock levels differently. |
| 42 | + |
| 43 | +Requests for Quotation (RFQs) do not immediately impact the forecast report, as the products are not |
| 44 | +confirmed for replenishment. |
| 45 | + |
| 46 | +Purchase orders (POs), however, do affect the report as the products are expected to arrive after |
| 47 | +the |PO| has been confirmed. |
| 48 | + |
| 49 | +Confirmed |SOs| decrease the forecasted stock, adjusting the report based on the scheduled delivery |
| 50 | +date. |
| 51 | + |
| 52 | +Confirmed manufacturing orders (MOs) |
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