This article will cover filtering and generating the Material Forecast Report within FieldCentral.
Knowing how to utilize this report will make it easier for you to identify and order materials that are needed for upcoming, scheduled visits.
Once the user has logged in, click on the Main Menu and then select “Reports”.
Select the “Material Forecast” option.
From this page the user will be able to use the variety of filters provided in order to run their report as desired.
The date range can be specific dates or a certain number of previous days/weeks or months.
Users are able to add a “Crew” or “Distributor” column to the report if desired.
(Note: Distributor must be previously mapped to the material in order for this information to be available in the report).
Additionally, users can select to have the total calculated by crew or by a specific time period.
Once satisfied with the parameters, click the “Retrieve” button to populate the report within FieldCentral.
If the user would like to either print or export, they will click “Report”
For users who utilize Heritage as a distributor, they can select “Heritage Reorder Pad Import (CSV)” to download a report of forecasted materials which can then be used directly within the Heritage website to generate a shopping list (Review Heritage article for additional details).
Be sure to map your materials/parts to your distributors to get the most value out of your Material Forecast report!