Forecast QTO

Modified on Thu, 5 Jan, 2023 at 9:25 AM

Overview

Starting in Cloud Retailer version 2.10.7, we have added a new feature for Quantity to Order Forecasting.

The Forecast QTO tool can be found from the Report Menu by typing 'Forecast QTO' into the search pop-out.

Once you have navigated to the page, you will find a screen similar to this:

To complete QTO Forecast for a Single Product;

Select the location to Forecast.
Do not select a query filter from the dropdown
Set the desired Lookback period for Average Sales.
Set the desired Multiplier. Numbers greater than 1 will increase QTO, while fractions less than 1 will lower QTO. For example, to decrease your QTO by 50% of average sales set the multiplier to .5
Provide the Product code of the product you wish to forecast
Click Go

To complete QTO Forecast for a group of Products;

Select the location to Forecast.
Select a query filter from the dropdown. If you do not see any query filters, follow the steps in the next section to create one.
Set the desired Lookback period for Average Sales.
Set the desired Multiplier. Numbers greater than 1 will increase QTO, while fractions less than 1 will lower QTO. For example, to decrease your QTO by 50% of average sales set the multiplier to .5
Click Go

To Create a new Query Filter for the QTO Forecaster;

Navigate to the query filter creation page. You can do this from the QTO forecaster by clicking the link, OR you can go to the Admin > Query Filters popout.
Update the name of the query filter to reflect the Department or Category of products you will be defining (ie, Wine)
Select the desired filters (ie - Department equals Wine)
Click the Orange Magnifier and review the product search results.
Once you're happy with the result set, press Save to save the query filter.
Return to the QTO Forecaster and reload the page to refresh the list of filters.

We have prepared a video demonstrating the QTO Forecast tool. You can view it here;

15 minutes