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Suggested Ordering: Sales Yield Worksheet

To change the parameters for individual items:

  1. Click on the name of the sub-category that contains the inventory item(s) for which you want to change the controls, or click on the View Worksheet button to view all the inventory items.

  2. In the window that pops-up:

    1. Change the Adjust To% to adjust the theoretical case yield Used interchangably with sales yield, case yield is a comparison of the item usage to sales for the period. for each of the items, if required.

    2. Enter the minimum decimal value at which the calculated figure will be rounded up (as the PO Purchase Order can contain only whole numbers) in Round Up At for each of the inventory items, as required.

      To apply the same value to all the inventory items in the list, enter the figure in the Round Up At box that's located in the header of the table.

    3. Enter the percentage of extra inventory you'd like to order (over that calculated as sufficient to meet the requirement until the next delivery) for each of the inventory items in Buffer %.

      To apply the same value to all the inventory items in the list, enter the figure in the Buffer % box that's located in the header of the table.

    4. Enter the percentage difference, between the case yield Used interchangably with sales yield, case yield is a comparison of the item usage to sales for the period. calculated for the present period and the case yield Used interchangably with sales yield, case yield is a comparison of the item usage to sales for the period. of the previous period, at which you want to be warned for each inventory item in Warning %*.

      To apply the same value to all the inventory items in the list, enter the figure in the Warning %* box that's located in the header of the table.

    5. Place a checkmark in the Ignore Warning %* column for an inventory item if you don't want to be warned of the difference in case yield Used interchangably with sales yield, case yield is a comparison of the item usage to sales for the period. since the last period for the item.

      To ignore the warning for all the inventory items in the list, place a checkmark in the Ignore Warning %* box that's located in the header of the table.

    6. Click on the Update Worksheet button.

    7. Click on the OK button in the confirmation pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..

Do not click on the Update button to save the custom settings. The Update button will override all custom settings with the item defaults.