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How do I adjust forecasts at an item (item-location) level?
How do I adjust forecasts at an item (item-location) level?
Judi Zietsman avatar
Written by Judi Zietsman
Updated over 4 months ago

To adjust a forecast at an item-location level, navigate to the item Inquiry screen. You can do this by drilling into an item from any screen, or by searching for the item on the Search bar.

Once on the Inquiry screen, navigate to the “Forecast” tab towards the lower part of the screen. Click on the pencil icon to access the order adjustment screen.

Select the months for which you would like to adjust the forecast.

  • Click “+” to increase the selected forecast by the specified value

  • Click “-” to decrease the selected forecast by the specified value

  • Click “+” to set the selected forecast equal to the specified value

You may also choose to use the slider, to either increase or decrease the forecast for all selected months by a percentage. As you move the slider, the olive portion of the graph will develop a second line, which will move in line with your slider, so you can immediately see the effect of your change on your original graph.

Once you are comfortable with the change, you can then “Apply” the forecast. On an item level, the forecast automatically gets frozen once a change is made, so there is no need to select the “Freeze” button at this stage. However, if you would not like a frozen forecast in place, you may select “Defrost.”

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