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Suggested Ordering: Sales Yield Worksheet

To set up the Sales Yield Worksheet:

  1. 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.

  2. 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.

    1. 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.

    2. 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.

    3. 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.

  3. Select between using past count periods and a custom period in Determine Yields based on:

  4. 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.