Quick Summary: Plan, forecast, and manage multi-location performance by mastering regional consolidations, forecasting modes, and classifications.
Understanding Regions
📌 Regions Explained: When to Use Them (and When Not To)
Learn what a region represents, when aggregation improves forecast accuracy, and when redistribution or supplier visibility makes regional planning unsuitable.
📌 Regional Consolidations Explained
Understand how regional consolidations combine multiple locations into a single planning entity and how this affects stock, excess, and replenishment decisions.
📌 Regional Forecasting Options (Sum, Disaggregate, Recalculate) Explained
Explore how different forecasting modes change behavior at the region level — whether forecasts are summed from branches, recalculated centrally, or disaggregated back down.
Regional Configuration
📌 Primary Location in Regional Consolidations Explained
See how the primary location defines supplier, MOQ, and lead-time rules for the region, and how its policies drive the consolidated view.
📌 Classification for Regions Explained
Learn how classification behaves when a region has or lacks a primary location, how stocking indicators are inherited, and how to manually override classifications when needed.
📌 Region Creation Options Explained (Field Reference)
Reference every setup field and setting available when creating a region, including order-creation permissions, redistribution flags, and executive dashboard display options.
Regional Operations
📌 How To: Create, Configure & Maintain Regions
Follow a complete step-by-step workflow to create a region, link locations, assign a primary location, choose forecasting modes, and maintain or delete regions as business needs evolve.
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