Accessed via Sales Maintenance from the Utilities Menu.
Sales Forecasts are set on a Salesman by Salesman bases. On entry the Forecast year and Salesman must be entered. Once entered the annual Sales Forecast by Product Range / Group can be added which can then be split down between the Financial Periods by various methods.
1 - Lists all Product Range and Groups with their total annual forecast.
2 - Shows the monthly Sales Forecast breakdown.
3 - List the automated Split Code options. These are used to breakdown the annual forecast into months.
REVISE - Amend the Annual Value and Split code. Access to the monthly breakdown is available.
MAINT. SPLIT - Access the Split options from where new Splits can be added or existing ones chosen.
REV. MONTHS - Amend the Monthly breakdown month by month. Any changes made will be reflected in the annual forecast.
GO TO - Find a Product Range / Group.
Adding and Amending Split Codes
Once MAINT. SPLIT is selected the Split Code grid is activated. The options available are as follows:
ADD - Add a new Split Code. First the Split Code name must be entered, the monthly percentage split is now available. The default is 8.33% split over all 12 months, these can then be amended month by month but the total percentage must always equal 100.
REVISE - Amend the monthly % split for the highlighted Split code.
DELETE - Remove the highlighted Split code.
GOTO - Find a Split code.