Overview
When new items are created in the ERP system, they are transferred to AGR during the overnight job.
When new products are introduced, there are no historical sales on which AGR can create a Forecast and therefore demand must be estimated to ensure an order quantity is calculated in order proposals.
There are three ways to create demand in AGR for new items. You can:
Manually adjust two historical sales points in last month
Use the Sales Plan data series in Plans to manually input some demand
Connect a new item to an existing item to create a fake history for the new item
Finding New items in AGR
Go to Items, open View Settings and filter to New Items = Yes.
Depending on your settings in Inventory Insights, the 'New items' filter will return items that have never sold or have a first sale date within a given period
New items will display no Forecast in the item card.
Creating Demand
Manually adjust two historical sales points to create a forecast
In the Item Card/Chart, click on the edit sales history button (pencil icon) and the sale history bars widen. Drag up at least two historical sales points by clicking on the small sales bar and holding down the left mouse key.
Alternatively, adjust the Sale data in the Item Card/Grid. Manually adjusted sales will be presented with a solid green bar in the left of the adjusted cell.
Create a Sales plan
To create demand in the item card/Plan tab, enter sales in the Sales Plan data series by month, week or day and then view the data, shown in the Forecast Override data series in the item card/Chart tab.
Connect Items
To give a new item a sales history, donated from a similar item, such that a forecast can be calculated, see the Connected items article