Build your demand forecast review.

How to build your demand forecast review

1. 1

   Describe the job

   Keep stock forecasts connected to the period, assumptions and observations behind them.

2. 2

   Review the first version

   Choose how the stock controller records the SKU and how the inventory reviewer reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your demand forecast review

• Keep the SKU in context

  Keep SKU, period, forecast assumption, source observation, review owner and revision together so the next person can understand the request or record.

• When the next step needs a decision

  A forecast assumes a promotion that was cancelled. Preserve the original assumption, record the cancellation and create a reviewed revision.

• Keep revision visible

  Record the revised assumption before accepting a new forecast version.

• Choose what each person needs

  Give the stock controller a working view and the inventory reviewer a review view. Keep SKU and period attached to the decision as the work moves between them.