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Using forecast demand

Enhance inventory planning with Katana’s demand forecasting, using manual and automatic inputs.

Taago Kilter avatar
Written by Taago Kilter
Updated over a week ago

Katana uses demand forecasting to leverage both historical sales data and manual adjustments to accurately predict future demand.

This functionality supports effective inventory and purchasing strategies, accommodating seasonal variations and sales events. Users can customize forecasts to align with their specific business needs, ensuring optimal stock levels and planning precision.

Maybe your product has a big demand during summer or you see a spike in sales during Black Friday week, or you want to launch a new product without sales history? You can manually set the initial forecasts to help the system better understand your demand.

Editing a forecast

To edit an automatic forecast, make sure the Activate forecast demand toggle on the Plan screen is enabled.

Activate forecast demand toggle

From the Plan screen, if you click on an item to open the detail view, you'll see a weekly overview of its demand and supply, including the automatically calculated forecast.

Detail view of an item from the Plan screen

  1. To edit a week's forecasted demand, select the cell and enter the forecast quantity for the selected week.

    In the example below, we've increased the forecast across four weeks to ensure June's higher expected demand is fully covered.

    GIF showing the forecast demand being manually changed

  2. You can click on the edit icon to see an automatically calculated forecast.

  3. Edit a forecasted week to override the calculated number. If you want to return to the system's automatic forecast, just delete the number you entered.

    Editing a forecasted week

Similar to an automatically created forecast, a manually entered forecast will suggest timing and quantities for replenishment orders.

Creating a new product's forecast

If you're launching a new product without demand history, you can manually input a forecast for a few weeks and then let the automatic forecast take over once there's enough real demand to predict future trends.

Alternatively, you could manually create a longer-term forecast to maintain control and prevent the automatic system from adjusting your predictions.

Add forecast for a newly added product

To see how your manually entered forecast affects future inventory levels, check the recalculated In stock values for the upcoming weeks. If you notice an increase in negative numbers, this indicates how much more you need to replenish during these periods to be sure you don't run out of stock.

Note: Calculations will sometimes have a slight delay. The temporary warning message is to reassure you the numbers will soon be corrected.

Your feedback is invaluable. Let us know your thoughts on this article or anything in Katana you'd like to see improved: [email protected]

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