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Step C: Establish Product Average & Set Seasonal Profile If Needed

Description:  How to Establish Product Average & Set Seasonal Profile if Needed

This step will show you how to get to a product’s History screen to set an appropriate monthly average and check if a seasonal profile is needed.  
 
1. Starting from the Suggested Order Detail screen click on the All Items button to bring up all the products for this supplier. 
                                                                                                              

2. You are now on the Products on Suggested Order screen as pictured below. Right click on the first product and select Start List w/History from the options.  This combination will take you to the Product History screen for the first product and allow you to press Enter  or click on the Next button to advance to the next product. 
 
If you do not utilize the Start List capability, then you will have to come back to the Products on Suggested Order screen each time you want to work with a different product’s history.  
        
 

        

3. You are now on the Product History screen as shown below.  Locate the Average field and determine if this is an appropriate average
to start with.  If not, you can type a new value into this field [our example is using a 13 4-weekly forecast interval].
 
You can also choose to recalculate the average.  To do this, click on the Edit History button.  


 


4. If you pressed Edit History button, you will see a message telling you how many periods were used to give the current average at the bottom of the page.  

Example: The screen below tells us that the last 39 periods were used to give the current average.

 
 
                                                       

5. While in Edit History mode you can change the values currently appearing for each period of history and see how this will affect the Average. 
 
You are also able to change how many of the previous periods are used to calculate the Average.  To do this, use your cursor to mark which period you want to start taking the history from. Then press Enter and you will be able to see what the Average will be if you start taking history from this period forward.



6. If you like these changes and want to keep the Average that is being displayed, click the Save button at the bottom right of the screen.  If you do not want to keep the changes, click the Cancel button.  
 
After clicking either the Save button or the Cancel button you will no longer be in Edit History mode.
 

7. Any changes made that will affect the Average will be documented in the Product Forecast Changes Log.  To view this log and any changes that have been made, click on the Changes Log button on the Product History screen. See screen below: 
 


8.  The History Changes Log screen Page 1 of 3 appears as pictured above. Page 1 of 3 will give you a full description of any changes that occurred such as: Date of change, Type of change, Average Before the change, Average After the change, Difference of the Before and After Average, and a Description of the change.  
 
                                                                                
9. Click on Page 1 of 3 to advance to Page 2 of 3 as shown below.  

Page 2 of 3 shows you the Before and After picture of the Deviation %, Profile, User status, and System status.  
 


10. Click on Page 2 of 3 to advance to Page 3 of 3 as shown below.  Screen 3 of 3 shows you the Time the changes were made as well as
the User ID, Name, Workstation, and Program associated with the changes.  

 


11. To exit the History Changes Log, click on the Close button in the lower right side of your screen and you will return to the Product History screen.  
                                                                          

12.  Now that you are back on the Product History screen, you need to ask if a seasonal profile should be assigned. To do a quick check, click the Seasonality Analyzer button. 
         

Example: Our product below has failed to be seasonal in our quick check. If it had come back positive that this product is most
likely seasonal, we would follow the instructions in this link: How to Assign a Seasonal Profile.




13. You also need to decide if this product should be placed into Manual Status so the system does not try to replenish it.  Two examples of when to use this feature would be for display racks OR products the supplier no longer has available.  
 
To give a product Manual status, click the drop down window next to User Status and select Manual.  See example below:  
                                                                   


14. After you are finished reviewing this product’s information, click on the Next button to advance to the next product or press Enter to advance to the next product.  
 
Reminder: After you click the Start List button to look through products, you can click on the Next button or select Enter to advance to the next product or click on the Previous button to go back to the previous product.


15. Once you have advanced through every product’s history you will return back to the Products on Suggested Order screen.
Click on your Close button or the Back Arrow one time and you will return to the Suggested Order Detail screen.  You are now ready to go onto Step D: Establish order cycle.