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 is no historical sales which AGR can create a forecast based on. If you want AGR to create order proposals with replenishment quantities, the user must create the demand manually.
There are three ways to create demand in AGR for new items:
Manually create one historical sale point in the previous month
Use the Plan option in the item card to manually insert demand
Connect a new item to an existing item to copy the sales history over to 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 had a stock transaction, or if the first stock transaction for an item in a location was within the last 3 months.
Until the New items start selling, there will be no sales forecast.
Creating Demand
Manually add one 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 one historic sale point, in the previous month, 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 instantly get a forecast based on the sales pattern of a similar item, see the Connected items article