Access: Forecasts Module >> Sales planning
1/ Accessing sales planning
Go to the Forecasts module, then open the Sales planning tab.
💡 If you do not see this screen, please check that:
you have the required permissions
products are correctly added to your location’s assortment
2/ Selecting the location and date
Select the location
Choose the desired date or period (up to 15 days in advance)
The planning view will then automatically display:
future sales forecasts
or actual sales for past dates
3/ Reading sales forecasts by product
In the Products tab, you can view:
the quantities of products to prepare
the expected product mix for the day
💡 This view helps you anticipate production and adjust kitchen organization accordingly.
4/ Viewing recipe and ingredient requirements
Navigate to the Recipes or Ingredients tabs to see:
total volumes to be produced
required ingredient quantities
👉 This information is directly linked to the displayed sales forecasts.
5/ Adjusting a sales forecast (if authorized)
If you have the permission “Enter a sales forecast by product”:
Click directly on a product cell
Edit the daily forecast
💡 If time slots are set up for your location (e.g. lunch / dinner), you can also adjust the forecast by time slot.
⚠️ Editing a time slot automatically updates the daily forecast.
6/ Understanding saved forecasts
Forecasts automatically calculated by Inpulse are used as the base.
As soon as you modify a value, it becomes the priority forecast.
💡 A saved forecast appears:
in bold
with a highlighted cell
7/ Resetting forecasts if needed
If you have modified forecasts (especially by time slot), a “Reset forecasts” button appears.
👉 Clicking it allows you to return to:
automatic forecasts
the standard time slot breakdown
8/ Exporting the sales plan
You can export the sales plan:
to Excel
or to PDF
💡 When exporting to PDF, you can choose whether or not to include:
products
recipes
ingredients
⚠️ Key takeaways
Any forecast change directly impacts:
production volumes
ingredient requirements
displayed margin
Manually edited forecasts are always retained, even if other data changes