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The user can establish purchase forecast group to monitor the product Brands activities for purchasing activities. Below are available actions for the user from “Purchase Forecast Group” view:

Samooha icon2  Create, edit and delete purchase forecast group

Samooha icon2  View and search for the purchase forecast group details

Purchase Forecast Group

 

Field Name
Description
Mandatory Information
Forecast Group Name A name for the Forecast Group

Y
Group Code Assign a code to the Group

Y
Sub Group Allowed Check the box, if sub group allowed

N
Sub Group Of Select the sub Group

N
Description Self-explanatory

N
Fiscal Calendar Self-explanatory

 _
Name Self-explanatory

_
From Date Self-explanatory

_
Till Date Self-explanatory

_
Warehouse Self-explanatory

_
Currency Self-explanatory

_
Grand Total Self-explanatory

_

 

Create New Purchase Forecast Group

1. Click “Create New” button at the right side of screen

Purchase Forecast Group create

2. Fill up the information on the form on the right side of the screen

3. Optional: User is allows to create sub group under selected main purchase forecast group.

Purchase Forecast Group main

Purchase Forecast Group sub

4. Click “Save” button at the right side of screen when done.

purchase forecast group save

 

Update Purchase Forecast Group Details

1. Double click on group to be updated, it will bring up the selected group details on the right side of the screen

2. Click “Save” button at the bottom right side of the screen when done with the updates

 

Delete Purchase Forecast Group

1. Double click on group to be deleted, it will bring up the selected group on the right side of the screen

2. Click on “Delete” button at the right side of screen

3. Click on “Yes” button on the pop-up window to confirm group deletion

Purchase Forecast Group delete

 

View and Search for Purchase Forecast Group Details

1. Enter search parameter to filter the result, i.e. type in the group name in the search textfield box at the bottom left of the screen.

Purchase Forecast Group search

2. Double click on group to view, it will bring up the selected group details on the right side of the screen

 

Assigned Purchase Forecast Groups

1. Click the “Unassigned Customers” at the list of Purchase Forecast Group

2. Right click on the mouse on a partner in the “Assigned Forecasts” table, select “Move to Forecast Group”  and click “OK” after the selection.