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