Go to Sales Yield Worksheet settings.

Use the filters Drop-down boxes that let you select from the options available. at the top of the page to select the Area* and Store for which you want to set up the sales yield worksheet.

In the Item Defaults section:

1. Enter the percentage of extra inventory you'd like to order (over that calculated as sufficient to meet the requirement until the next delivery) in Buffer Percent.

2. Enter the minimum decimal value at which figures will be rounded up (as the PO Purchase Order can contain only whole numbers) in Round Up At.

   If you prefer to play it safe and round up at any decimal value, set the Round Up At to 0.0001.

3. 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 in Warning Percent*.

   The Warning Percent field is displayed only if the Show Case Yield Variance control is set to Yes.

   Click here to learn how to change the Show Case Yield Variance control in Inventory Case Yield Warning settings.

Select between using past count periods and a custom period in Determine Yields based on:

• Past count periods - will calculate the sales yield Used interchangably with case yield, sales yield is a comparison of the item usage to sales for the period. based on the last X inventory periods the period from when the inventory item was last counted to the next, where X is the figure that you need to enter. This option also lets you select whether you want to automatically update the calculated yields after a new inventory count is closed.

  When using this option it is recommended to set the Past count periods to a minimum of 4, and opt for Auto update yields after inventory counts are closed.

• Select custom period - allows you to select the period(s) to use in the calculation of the yield.

  Select this option only if you are aware that the last count periods are not a good representation for the yield.

  The custom period selected here will remain the same for all future calculations as well. If you don't want to use the exact same period next time, you will have to change this setting before placing the next order that uses suggested ordering Ordering quantities calculated by Clearview to meet forecasted demand until the next supplier delivery date, without carrying too much inventory. or generating a Stock Level Assessment report.

Click on the Update button to save the settings.

Go to Sales Yield Worksheet settings.

Use the filters Drop-down boxes that let you select from the options available. at the top of the page to select the Area* and Store for which you want to set up the sales yield worksheet.

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.

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.

   The default Adjust To % adjusts the theoretical case yield Used interchangably with sales yield, case yield is a comparison of the item usage to sales for the period. to equate it to the actual case yield Used interchangably with sales yield, case yield is a comparison of the item usage to sales for the period. (so essentially, the actual case yield Used interchangably with sales yield, case yield is a comparison of the item usage to sales for the period. is used by default). Changing the Adjust To % to zero will result in the theoretical case yield Used interchangably with sales yield, case yield is a comparison of the item usage to sales for the period. being used for the inventory item.

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..