Create a new projection
A projection is an estimate for future inventory. After creating a projection you can then allocate the projected items onto master orders or sales orders.
Scenario Example: Occasionally growers may want to sell inventory that does not yet exist in their physical inventory. For example a tree grower may want to take orders for different caliper sizes before the items have been graded and entered into inventory. The grower would use the projection feature to estimate the yields for each caliper size and then sell against those estimates. Later the grower will caliper the trees and replace the projected quantities with the actual counts.
- Navigate to
Inventory, then
Inventory Adjustments.
- Click on
Projection, then click the Add Projections tab.
- Use the search bars to find the correct plants and click on the item when you find it.
- Enter the amount projected in the "Projection" column.
- Review the Ready Date for the items projected, add any comments, and select if the item will be included "On Availability" or not.
- Hit Enter to complete the projection.
Learn more about projections: