Forecasting

The Forecasting Dashboard

FlexotiumPOS generates forward-looking predictions for four areas of your business. Navigate to AI → Forecasting to open the dashboard. You'll see four forecast panels, each covering a different operational horizon.

The Four Forecast Types

Stock Forecast

Shows predicted stock levels for each product over the next 7, 14, and 30 days, based on historical sales velocity. Products where projected stock will reach zero before the next expected delivery are highlighted in red.

How to act: Click a highlighted product to see the suggested reorder quantity and the earliest date you should place the order to avoid a stockout. You can convert the suggestion directly into a draft Purchase Order with one click.

Sales Forecast

Projects your expected revenue and transaction volume for the next 7 and 30 days, broken down by day of week and product category. Compares the forecast to the same period in prior weeks/months.

How to act: Use the sales forecast to plan cashier scheduling — if the AI predicts a 40% higher transaction volume on Saturday, you know to roster an extra person. You can also use it to time promotions.

Purchasing Forecast

Aggregates the stock reorder suggestions across all products into a single recommended purchasing plan. Groups suggestions by supplier so you can consolidate orders and reduce delivery fees.

How to act: Review the plan and click Generate Purchase Orders to create draft POs for all suggested reorders in one action. Each draft goes to the Manager's review queue before being sent to suppliers.

Risk Forecast

Flags upcoming risks: products approaching expiry, suppliers with a history of late deliveries, automations that have recently failed, and invoices not yet approved past their due date.

How to act: Each risk item shows a severity level (Low / Medium / High) and a recommended action. High severity items also appear in the Review Queue.

Reading Confidence Scores

Like the Copilot, each forecast shows a confidence score. Forecasts improve over time as FlexotiumPOS accumulates more of your business data. In the first 30 days, stock and sales forecasts will have Medium confidence; after 90 days of trading data, most will reach High confidence.

Scheduling a Weekly Forecast Email

You can receive a summary of all four forecasts by email every Monday morning.

1. Go to AI → Forecasting → Settings
2. Enable Weekly Forecast Digest
3. Enter up to 3 email addresses to receive the digest
4. Choose your preferred delivery time
5. Click Save

Acting on a Reorder Suggestion Step by Step

1. Open AI → Forecasting → Stock Forecast
2. Click a product shown with a stockout warning
3. Review the suggested reorder quantity — adjust if needed
4. Click Create Draft PO
5. The draft PO appears in Purchasing → Purchase Orders with status Draft
6. Your manager can review and send it from there

Next Steps

The next lesson covers Automations — where you can turn forecasting signals into automatic actions, such as creating a purchase order the moment stock drops below your reorder point.