For necessary background, please pre-read Understanding Forecast Adjustments & Freezing before proceeding with this article.
Purpose
This guide explains how to manually adjust a forecast for a single item when system-generated values need refinement. Item-level adjustments are ideal for targeted corrections, such as promotions, customer changes, or items nearing end of life.
Step 1: Open the Forecast Tab
Navigate to Inquiry > Forecast tab.
Familiarize yourself with the available data:
• Sales history for past performance.
• System forecast (gold line) and any adjusted forecast values.
Step 2: Analyze the Forecast Information
Compare month-to-date sales to the current forecast.
On the Forecast tab, click the “i” icon on the current month to view month-to-date sales, stock on hand, and demand values.
This helps you see whether current sales trends are tracking above or below the forecast curve.
Check for stockouts that could explain low or missing sales.
Red bars on the sales history chart indicate periods where demand existed but no stock was available (stockout).
Gray bars indicate months where the item had no stock at all.
If these appear during low-sales periods, the shortfall likely stems from stock unavailability rather than forecast error.
Drill into monthly detail for deeper analysis.
Click the “>” icon beside the month you want to investigate.
This expands that month’s detailed data and activates the sub-tabs below the chart:
Chart: Displays daily sales, closing stock and model value.
Calendar: In calendar format, see a daily breakdown of sales, returns, and customer information.
Customers: View which customers contributed to the month’s sales.
List: Review imported sales transactions. There may be more than one per day; these are aggregated into daily totals in the Chart and Calendar tabs.
Identify patterns that need intervention.
Look for months where actual sales consistently exceed or fall below forecast values.
Persistent differences indicate the forecast method may no longer match current demand patterns.
Step 3: Make the Adjustment
Click Amend Forecast.
Select the months to adjust.
• To select a range, click the first month, hold Ctrl, and click the last month.Choose your adjustment method:
• Percentage slider to scale forecasts up or down.
• Plus/Minus controls to add or subtract units.
• Direct entry to overwrite with a specific number.Click Apply New Forecast.
⚠️Note: When you make an item-level adjustment, the forecast is automatically frozen, even if you do not click Apply or if you navigate away using your browser’s back button. Adjust with care.
Below are the images of the Demand panel, before and after the forecast has been amended:
Before (left): The average monthly forecast is 7.7k.
After (right): The average monthly forecast increases to 8.5k, and a snowflake appears to the right of the value, showing that the forecast has been amended and frozen.
If you open the Forecast tab again, you will see small red ❄️ icons next to the forecast values for the months where changes were made. These icons indicate that those months now have frozen forecasts in place.
Step 4: Add a Comment
Go to the Comments tab.
Record why the adjustment was made. Example:
“Adjusted forecast upward by 25% to reflect promotion starting next month.”This provides visibility for other users and supports audit tracking during future reviews.
Step 5: Sense-Check the Impact
Review the Order Recommendation panel to confirm that the new forecast values have flowed through to ROQs.
⚠️ Watchouts
Scope of Adjustment: Do not adjust the entire year unless necessary. Only the Cover Forward period (Lead Time + Safety Stock + Replenishment Cycle) affects current replenishment.
Frozen Forecasts: Avoid overriding frozen forecasts without checking why they were frozen initially. Confirm the reason before making any edits.
💡 Tips
Spot Issues Early: Use month-to-date checks to identify exceptions and act before stockouts occur.
Prioritize by Variance: Combine adjustments with variance panels to focus on items where interventions add the most value.
Keep Notes Short: Enter concise, specific comments to streamline monthly reviews.
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