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📄Purchase Forecast Report

This article covers an overview of the Purchase Forecast Report which allows for comparing previous Period Sales Volumes, current Product Margins, and selectable Forecast Date Periods.

Overview

This report allows for comparing previous Period Sales Volumes, current Product Margins, and selectable Forecast Date Periods.  

It also provides forecasts for 'potential' future Product price savings/margin improvement that might arise from switching Supplier(s) and/or moving Purchase dates.

Note: This report is available from v4.7+.

 

Prerequisites

  • To access Purchase Forecast Report Settings, the applicable Operator Privileges will need to be enabled 
    • Other Reports: "Allow Analysis Reports" Flag
    • Operator Maintenance 'Reporting' Tab

 

Accessing Purchase Forecast Report

      • Complete the following steps:
        1. From the side menu, Select "Analysis Reports" to expand the list of Available Reports
        2. Select the Purchase Forecast Report 
        3. A new Purchase Forecast Report Window will open

      Reporting View options

      "_Standard" View

      The Standard View of the Purchase Forecast Report includes the following data columns by default:

      Column Heading

      Description

      Product Name

      This column displays the Bepoz Product Name

      Item Volume

      This column displays the Product Size/Volume

      Qty On Hand

      This column displays the Qty on Hand

      Current Supplier

      This column displays the current Preferred Supplier for the Product in the Bepoz database

      Current CostEx

      This column displays the Current Cost of Goods value for the Product in the Bepoz database

      Sold Qty

      This column displays the Qty of Product sold for the selected period (Display Period

      Sold Per Day

      This column displays the Qty of Product sold per day

      Days on Hand

      This column displays the Number of days, the product has been on Hand without being sold

      Suggested Supplier

      This column displays the Suggested Supplier determined based on the 'Preferred Purchasing Policy' set in Venue Settings

      CostEx

      This column displays the Cost of Good value for the Product for the Suggested Supplier from the Agreed Supplier Price book

      Potential Saving

      This column displays the Value in dollar(s) if the Venue chooses to change suppliers (Future CostEx - Current CostEx)

       

      • Operators can also have an option to select the following:

        • Forecast DateFrom: This will allow operators to filter the Supplier Agreed Price book records (Start Date) and will display data from the forecast date selected

        • Forecast DateTo: This will allow operators to filter the Suppler Agreed Price book records (End Date) and will display data up to the forecast date selected

        • Set Preferred Supplier:  This will allow operators to set Preferred Supplier for a Product based on the new Purchasing Forecast report