Raw Material Forecast Report
- Click on “Reports” on the left side navigation bar and locate the Raw Material Forecast Report and click View.
- The report will default to a 30 day date range for the forecast end date, but you can manually change that if you desire.
- You can then filter the report to show “All” batches on the calendar or just “Scheduled” batches, you can also select to filter the report to show All raw materials on the forecast, what materials will go Below your set threshold, or what materials will go into Negative/unassigned inventory if not ordered.
- Once your desired filters are set you can “Export” the report to download a CSV file of the generated materials and amounts. (We recommend exporting the report before clicking “Generate Purchase Orders” so you can view how much each item you’ll need to order quickly).
- Click the “Generate Purchase Orders” button to be brought to your order-generating screen.
- Next to the item generated by the report you’ll want to ensure you enter the following information: Vendor, Item, Amount, UOM, Purchase UOM and Qty.
- If you’ve added your preferred ordering method to your items via your ingredient database then your preferred ordering method information will populate Amount Per Unit, UOM and Purchase UOM.
- When your vendor, raw material item and qty are entered correctly, click the “Generate” button towards the bottom of the screen to create your Purchase Orders. You will then see each PO created as a draft separated by the vendor. Ta-Da! From that point, you can go through your standard PO process.
Below is a video walkthrough of the Raw Material Forecast Tool:
To learn more about Purchase Orders, click here.