If your business is a combo of wholesale and retail, you cannot forecast your sales based on combined sales history. Let's looks at an example:

You sell 100 units a month of a product and have a wholesales order of 600 units every 3 months. On average you sell 300 units a month - (3*100+600)/3. If you are replenishing merchandize for the next month you need either 100 units or 700 depending on whether you'll have a wholesale order. The average forecast would recommend you to purchase 200 units.

To make it more accurate Inventory Planner allows you to plan wholesale orders separately. To enable it go to Settings -> Forecasting and click at "Enable forecasting for wholesale customers".

Then you will see "Wholesales Order" menu on the left

When you create a wholesale order for a customer you can specify

  • the expected date of this order
  • the source warehouse
  • and optionally the frequency

Once this wholesale order is saved we consider "Lee John" as a wholesale customer and treat his past purchases separately. And it changes from the average forecast with wholesale orders

to projections that ignore them

Wholesales orders are taken into account in the replenishment based on the expected date

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