
Suggested Ordering: Sales Yield Worksheet
To set up the Sales Yield Worksheet:
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Use the filters at the top of the page to select the Area* and Store for which you want to set up the sales yield worksheet.
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In the Item Defaults section:
The figures entered in the Item Defaults section will be applied to all inventory items. You can later customize the parameters for individual items.
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Enter the percentage of extra inventory you'd like to order (over that calculated as sufficient to meet the requirement until the next delivery) in Buffer Percent.
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Enter the minimum decimal value at which figures will be rounded up (as the PO can contain only whole numbers) in Round Up At.
If you prefer to play it safe and round up at any decimal value, set the Round Up At to 0.0001.
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Enter the percentage difference, between the case yield calculated for the present period and the case yield of the previous period, at which you want to be warned in Warning Percent*.
The Warning Percent field is displayed only if the Show Case Yield Variance control is set to Yes.
Click here to learn how to change the Show Case Yield Variance control in Inventory Case Yield Warning settings.
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Select between using past count periods and a custom period in Determine Yields based on:
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Past count periods - will calculate the sales yield based on the last X inventory periods, where X is the figure that you need to enter. This option also lets you select whether you want to automatically update the calculated yields after a new inventory count is closed.
When using this option it is recommended to set the Past count periods to a minimum of 4, and opt for Auto update yields after inventory counts are closed.
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Select custom period - allows you to select the period(s) to use in the calculation of the yield.
Select this option only if you are aware that the last count periods are not a good representation for the yield.
The custom period selected here will remain the same for all future calculations as well. If you don't want to use the exact same period next time, you will have to change this setting before placing the next order that uses suggested ordering or generating a Stock Level Assessment report.
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Click on the Update button to save the settings.
Clicking on the Update button overrides any settings filled in the Edit Items by Sub-Category section.