Forecast Period Form Page - maple-dev-team/docs GitHub Wiki

Objective

Create or edit Forecast Period, and upload of sales data and stock count after the Forecast Period is created.

Create/Edit Forecast Period

Inputs

  • Start Date: date when the Forecast Period starts.*
    • Rules:
      1. Start Date must be a Monday.
      2. Start can't coincide with the date ranges of Forecast Periods previously created.
      3. Field is disabled for edition after the Forecast Period is created.

*Required field

Fields

  • End Date: date when the Forecast Period ends.
    • Rules: Field automatically calculated by adding 6 days to the Start Date selected.

Actions

  • Back to List: returns to Forecast Periods page.
  • Start Forecast Plan: Create a new Forecast Period with the information inputted.

Sales Tab

Inputs

  • Template Locations: list of the locations that will be included on the downloaded Template file.
    • Rules: Allow multiple locations to be selected.

Actions

  • Download Template: downloads a template spreadsheet with the columns that need to be present on the upload file. The columns are of the template file change according to the list of locations selected at the Template Locations field.
    • Rules: Button active when at least one location is selected.
  • Upload file: validates and saves the information present on the file selected. The information uploaded will overwrite the information previously uploaded for the same Forecast Period.
    • Rules: File must be a spreadsheet.
    • Upload Validation Rules: file row information will be saved if the following rules are fulfilled
      1. Row must have the Sku column filled.
      2. Row Sku must exist on the system.
      3. Columns names other than Sku must be Location names that exist on the system (columns represent the sales qty on the location with the same name of the column name).

Sales Section

Description

This section displays the information saved from the file uploaded.

Table Columns
  • Product: full name of the product.
  • Location Columns: product sales qty on the location with the same name as the column.
  • Total: sum of the product sales qty of all locations.
Table Filters

The table can be filtered by the following product fields:

  • SKU
  • Product Name
  • Brand
  • Flavor
  • Variant
  • Size
  • Strength
Actions
  • Export: export the table data (all pages) filtered by the filters currently selected.

Sales Summary Section

Description

This section displays a summary of the information saved from the file uploaded.

Table Columns
  • Location: location name.
  • # SKU: number of distinct skus uploaded for the location.
  • Total Qty: sum of the sales qty of all the products for the location.

Stock Tab

Inputs

  • Stock Count Date: date of the Live Stock Count that will be uploaded.
    • Rules:
      1. Field is only displayed after the First Stock Count is uploaded.
      2. Date must be a date between the Start date and End date of the Forecast Period selected.
  • Template Locations: list of the locations that will be included on the downloaded Template file.
    • Rules: Allow multiple locations to be selected.
  • Stock Warning Qty:
    • Rules:
      1. Must be greater than 0
      2. Precision up to 2 decimal places
      3. Value saved automatically when changed

Actions

  • Download Template: downloads a template spreadsheet with the columns that need to be present on the upload file. The columns are of the template file change according to the list of locations selected at the Template Locations field.
    • Rules: Button active when at least one location is selected.
  • Upload First Stock Count: validates and saves the information present on the file selected as the First Stock Count. The information uploaded will overwrite the First Stock Count information previously uploaded for the same Forecast Period.
    • Rules: File must be a spreadsheet.
    • Upload Validation Rules: file row information will be saved if the following rules are fulfilled
      1. Row must have the Sku column filled.
      2. Row Sku must exist on the system.
      3. Columns names other than Sku must be Location names that exist on the system (columns represent the sales qty on the location with the same name of the column name).
  • Upload Live Stock Count: validates and saves the information present on the file selected with the Stock Count Date selected. The information uploaded will overwrite the information previously uploaded for the same Forecast Period with the same Stock Count Date as the date selected.
    • Rules:
      1. File must be a spreadsheet.
      2. Button is only displayed after the First Stock Count is uploaded.
      3. Button active only after the Stock Count Date is selected.
    • Upload Validation Rules: file row information will be saved if the following rules are fulfilled
      1. Row must have the Sku column filled.
      2. Row Sku must exist on the system.
      3. Columns names other than Sku must be Location names that exist on the system (columns represent the sales qty on the location with the same name of the column name).

Stock Section

Description

This section displays the information saved from the file uploaded for the Stock Count tab selected.

Table Columns
  • Product: full name of the product.
  • Location Columns: product stock qty on the location with the same name as the column.*
  • Total: sum of the product stock qty of all locations.*

*Table cell backgroud color will change to yellow if the stock qty on the cell is less or equal to the Stock Warning Qty.

Table Filters

The table can be filtered by the following fields:

  • SKU
  • Product Name
  • Brand
  • Flavor
  • Variant
  • Size
  • Strength
  • Only SKUs with Warning: when marked displays rows that has at least one location with stock qty less or equal to the Stock Warning Qty.
Actions
  • Export: export the table data (all pages) filtered by the filters currently selected.

Stock Summary Section

Description

This section displays a summary of the information saved from the file uploaded for the Stock Count tab selected.

Table Columns
  • Location: location name.
  • # SKU: number of distinct skus uploaded for the location.
  • # SKU with 0 Stock: number of distinct skus uploaded for the location with stock qty 0.
  • # SKU with Stock Warning: number of distinct skus uploaded for the location with stock qty less or equal to the Stock Warning Qty.
  • Total Qty: sum of the stock qty of all the products for the location.

Flow

Forecast Period Form Process

Upload Data Process

Upload Data Process

Upload Live Count Process

Upload Live Count Process