What is the difference between Forecasted PLU Build-To's (or Forecasted Product Mix) and Forecasted Case Yields?

Forecasted PLU Build-To's and Forecasted Case Yields are two options provided to calculate the forecasted theoretical usage of inventory items. The forecasted theoretical usage in turn is used to calculate the suggested ordering build-to's for purchase orders.

Forecasted PLU Build-To's

The forecasted PLU build to's, also known as Forecasted Product Mix, is generated through the Forecasting page and is calculated based on the number of units sold in the selected trend weeks (controls for which are available in the Forecasting settings).

Forecasted PLU Build-To's can be selected as the default calculation method for individual inventory items by placing a checkmark against the control on the Inventory Item Information page.

Forecasted Case Yields

The case yield (also known as sales yield) is a comparison of the item usage to sales for the period. Case yields are calculated by dividing sales by the amount of inventory used for the same period (the inventory used is calculated using past physical counts and purchases made during the period). The controls for calculating case yields are available in the Sales Yield Worksheet settings.

Forecasted case yields is calculated by dividing the forecasted sales by the case yield for the inventory item.

For inventory items that have the Use Forecasted PLU Build-To's disabled on the Inventory Item Information page, the case yields will be used to calculate theoretical usage.