Territory Module Forecasting Data Entry

To enter forecasting information from the Territory Module, follow the steps outlined below.

Entering data from the Territory Module will automatically filter, by the selected territory, the companies for which data may be entered. This is a good way to view all possible companies within a territory, and ensure that all forecasting is entered for all of these available companies.

1. Open the Territory Module by clicking on the "Territory" button on the left hand side list on the Switchboard.

2. Select the desired territory from the drop down list, to filter the available companies.

1. Data can only be viewed for individual product lines for review is the "All Territories" filter is used. It may not be viewed or entered on an individual company basis.

3. Select the "Company Sales" tab to view the sales tables for the selected territory.

4. Clock on the "Switch to 3 Year View" button to enter the forecasting screen.

1. Forecasting data can only be entered in the three year view of the sales table>

2. When displaying the three year view, the years displayed will be as follows, based upon the currently selected month and year:

1. Previous Year

2. Current Year

3. Upcoming Year

5. Once the three year view is displayed, users can input data for the desired product line in the proper month for the year to be forecast.

1. Data may be entered for each company and product line by changing from one entry to the next

1. Company and Product Lines may be changed by utilizing any of the following methods:

1. Select the desired product line from the drop down list located at the top of the three year view screen.

2. Click on the "Previous Rec" or "Next Rec" buttons to move from one product line to the next alphabetically by product line abbreviation.

1. When reaching the end of available product lines for one company, the program will automatically switch to the next available company and begin at the first product line for this company.

3. If data is entered in December for the desired year, and then the user presses enter, the program will automatically move the cursor to the "Next Rec" button. Pressing enter again will then advance to the next available product line, and place the cursor in the first month of the upcoming year budget field.

2. As data is entered for each individual month for a particular product line, a running total will be displayed at the bottom of the sales table.

6. Once information has been entered for all companies, the data must be posted to ensure that it is added to the sales tables for viewing by those designated by distribution of the sales password.

1. Users must use the "Post Invoices" report within the invoices module to post the budget figures.

1. Open the Invoices Module by clicking on the "Invoices" button in the Module Toolbar.

1. You will be prompted for the commission passeord to enter the Invoices Module.

2. Click on the "Reports" button to open a list of available reports.

3. Select the "Post Invoices to Company" report from the drop down list.

4. Select the desired year and month from the displayed window.

5. Click on "OK" to start the posting process.

1. Only the selected month for the selected year will be posted.

6. Repeat selecting all the months for which you wish to post information.

1. Each month/year combination must be individually selected and posted.

7. Once all months are posted, you may exit the Invoices Module by clicking on the "Close Form" button.

7. Once all data has been posted, it is viewable in the sales tables for each individual company, for the selected month and year.

8. Information is also viewable for all sales tables once posted.