Skip to content
English
Contact us
  • There are no suggestions because the search field is empty.

22 | 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. This provides forecasts for 'potential' future Product price savings/margin improvement that might arise from switching Supplier(s) and/or moving Purchase dates. NB: This report is available from v4.7+.

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.

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

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

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