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Multiple Location Forecasting

Distributor steps for forecasting several locations at once in Encompass: compact view, set forecast methods and purchase units per location, then save. Requires v26.08+ and Forecast By set to Location.

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Written by Bailey Naas-Thornton

Minimum Version Required: 26.08

Pre-Conditions

The forecasting view must be configured with Forecast By set to Location. This is set from the Forecast Filters section.

Steps


Steps/General Instructions:
To manage forecasting configurations and purchasing rules on a per-location basis, use the following workflows:

When opening the forecast dashboard and needing to view forecast for multiple locations at one time, there are options to:

  1. Compact the view so each product has 1 set of data

  2. Aggregate sales/forecast data based on the location filter

  3. Easily set forecast configurations for multiple locations

Configuring Settings for All Locations on the Page:

  1. Locate the main forecast header on the page.

  2. Click the overflow menu button (three-dot icon) to open the global location settings dialog.

  3. Modify settings such as forecast percentage, forecast method, sales or trend timeframes, model product, and backorder exclusions for all displayed locations.

  4. Select Forecast, Clear Out Forecasted Sales, or Zero Out Forecasted Sales.

  5. Click confirm in the confirmation dialog to update the records for all products and locations listed on the page.

Configuring Forecast Methods for a Specific Product:

  1. Find the specific product row on the main page.

  2. Click the overflow menu button next to the Forecasted Sales row header to open the product forecast settings dialog.

  3. Modify the forecast settings for each location. To view or hide detailed historical trend metrics, click the + (expand) or - (collapse) buttons next to the trends

  4. Choose the appropriate action (Forecast, Clear, or Zero Out) to recalculate the forecasted sales.

Configuring Purchase Units for a Specific Product:

  1. Find the specific product row on the main page.

  2. Click the overflow menu button next to the Estimated Order row header to open the purchase units dialog.

  3. Select the preferred purchasing unit (e.g., Case, Layer, Pallet) for each location and save the dialog settings.

Applying and Committing Updates:

  • After saving settings in any configuration dialog, they will be updated for that session. However, you must click Save or Refresh Data on the main forecasting page to save these properties to the inventory records.

Fields And Definitions


Fields And Definitions:

  • Purchase By Unit: The default ordering unit configured for a specific product at a particular location. Orders placed or calculated will automatically round up to match this increment (e.g., Case, Layer, Pallet).

  • Forecast Method / Monthly Forecast Method: The statistical formula or model used to calculate future sales predictions for a specific location.

  • Exclude Backorder: A toggle that, when enabled, excludes backordered items from historical calculations so they do not artificially skew the generated forecast.

  • Forecast Percent (%): An adjustment rate applied to the calculated forecast to manually scale predictions up or down.

  • Sales Period / Trend Period (By Week or Month): The specified historical timeframe used as the baseline for analyzing sales trends.

  • Model Forecast Product: A reference product assigned to a location to serve as a forecast guide when historical data for the primary product is unavailable or limited.

Best Practices

  • Commit Your Changes: Always click Save or Refresh Data on the main forecasting page after closing configuration popups. If you reload the page or navigate away before doing so, your changes will not be saved to the database.

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