Generate a forecast

Goal: create a new forecast run and open it for review. Where: Replenish Stock → Planning → Demand Forecast, then Generate Forecast.

You need permission to create a forecast (demand_forecast.create).

The screenshots use Demo Pharmacy. September and August runs are already on the list. This pass adds October cover — Block B & Block C.

Steps

1. On the Runs tab, click Generate Forecast.

Demo Pharmacy — click Generate Forecast. September cover is In Review; August cover is already PO Created.

2. Type a Run Name, or leave it blank to keep the suggested name. Example: October cover — Block B & Block C.
3. Read Generation Mode. It follows the warehouse mapping saved in Settings:
   • Standalone — demand is calculated directly for warehouses that are not fed from central stock.
   • Central allocation — central stock is split across the mapped warehouses by their share of sales.
   • Mixed — both of the above in one run.
4. Tick the warehouses this run should cover. For the demo, tick Demo Block B and Demo Block C. Demo Central is shown as the central warehouse when the mode uses it; you do not order it as its own store.

Demo — Mixed Mode because Block B is mapped to Demo Central and Block C is standalone. Buffer 1.25, 18 DIDs.

5. Click Generate Forecast.

The new run appears on Runs as Draft, with SKU count, units, and value filled in. Open it to review before anyone approves it.

Demo outcome — October cover is Draft, 48 SKUs, Rs 2,400,000. Open it before anyone approves it.

Demo outcome

Name	Status	Warehouses	SKUs	Value
October cover — Block B & Block C	Draft	Demo Block B, Demo Block C	48	Rs 2,400,000

Cover length (DIDs), buffer, and the X / Y / Z sales windows come from Settings, not from this form. Change those before you generate if this buy should use a different cover than the last run. See Run statuses and settings.