Purchasing manager to create purchase order by forecasting sales based on previous sales period.
Step 1 - Analyse previous sales
Create sales report in stock central. User can select a start and end date for the report. The report will show all sales between the start and end date of the report period.
New Field added to stock central Product Line items - Rate Of Sale (ROS) this calculates how many units are sold each day by dividing total sales (between start and end date) by the number of days (between start and end date) We can now see the ROS
Step 2 - forecast sales
New field added to report header - "Forecast Days" The user can enter the number of days they want to order stock for. eg. 7 days or 14 days or 30 days (user entered number). This would be entered above the report lines in the report filter section.
New column added in Stock central Product line items "Order Qty" (OQ) This is calculated by multiplying the ROS by OQ. This calculates how many units to order for each product.
Step 3 - filter and select products to create PO
The user can now filter and select products, then click the "Create PO" button to create a PO for the selected products. That will include the Order QTY based on the forecast.