Forecast Activity Form

Forecast Activity Form

The Forecast Activity Form enables users to plan and record expected product demand for specific doctors across upcoming months. This helps in proactive planning, better inventory alignment, and improved sales visibility.

  1. From the Hello Screen, open the Forecast Activity Form and perform Check-In.

  2. Search and select the Doctor for whom the forecast is to be filled. Select the Start Month and add Remarks if required.

  3. Click Next to proceed to the Order Form.

  4. Select the Product from the list. Enter the Quantity (Unit Price will be auto-populated).

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  5. Select the Month for the forecast entry. Repeat the steps to add forecast for multiple months/products.



  6. Click Submit to complete and finish the task.



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