Minimum Version Required: 25.01
Pre-Conditions
OrderIQ is installed and scheduled
Understanding of customer delivery schedules
Steps
How Forecast Timing Works:
1. Weekly Forecast Cycle:
Forecasts are generated weekly, typically early in the week (Saturday night)
The forecast week runs Monday to Sunday
Predictions are based on the customer's next scheduled stop date
2. Data Synchronization:
Historical data is synced before forecasts run
This includes: stops, calendars, customer/product combinations, prices, sales, weather, and POS data
The sync process uses data from the previous week unless running a full import
3. When Suggestions Appear:
Suggestions appear for the upcoming week's scheduled stops
If a customer has a stop scheduled for Wednesday, the suggestion will be available starting Monday of that week
Suggestions update as forecasts complete processing
4. Stop Date Splitting:
If a customer has multiple stops in a week, the forecast is split across those stops
The SplitSequence indicates which stop (1st, 2nd, 3rd)
The split follows the OrderSize configuration
Fields And Definitions
Forecast Date: The Monday of the week being forecast
Sync Start Time: Start time for data synchronization (typically ForecastDate - 7 days)
Next Scheduled Date: Customer's next scheduled stop date
Week Date: The week (Monday) the forecast applies to
Date: The specific stop date within that week
Best Practices
Ensure routes and stops are configured correctly before the forecast runs
Changes to stop schedules after forecasts run may not be reflected until the next forecast cycle
If a customer's stop moves to a different day, the suggestion will follow the new stop date
For customers with Product Groups on stops, suggestions respect those groupings
Run data imports if significant historical corrections were made