Welcome to SKU University, Your How-To Resource Center!
Below are links to help you in all phases of forecasting and navigating through the SAFIO Solutions app.
If you do not find the answers you’re looking for below, please submit a SAFIO Support ticket using the buttons below or by emailing SAFIO Support.
App Tips and Tricks
- July 2023
Actionable Insights Dashboard
Comparatives
Login Error - December 2022
Forecast Rollup Report
Forecast Locking
Automatic BOM Forecasting
SAFIO Application
- Training Manual
- Dictionary of Terms
- Copy & Paste Feature
- Filter Instructions
- Changing the Forecast Based on Alerts
- Entering Product Information
- Forecast Uploads
- NEW! Bill of Materials Forecasting
Video | PDF - NEW! Forecast Locking for Users | for Admins
Reporting (Analytics & Dashboards)
SAFIO Solutions Blog
Case Studies
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SAFIO App Release Notes
2024 Q3
3.4.7 | Enhancements & Maintenance | 7/29/2024
- Forecast Editor > By Account: added a sku forecasts filter box
- Forecast Editor > By Sku > Planner Forecasts: fixed Last Updated By not getting updated with Future Year edits
- Internal Purchase Orders: fixed the listing of all open orders for the selected vendor
- Internal Purchase Orders: fixed Revised Estimated Receipt Date functionality
2024 Q2
3.4.6 | Maintenance | 5/1/2024
- Internal Purchase Orders: fixed the ability to add > 1 sku to a PO
2024 Q1
3.4.5 | Maintenance | 2/21/2024
- Main Page – fixed sku’s date reviewed value to reflect the actual last date reviewed (date was previously getting removed nightly)
- Main Page – fixed Vendor Override to retain any user updates
- Forecast Editor > Bulk Downloads/Uploads – implemented multiple fixes:
- revisited 3.4.1; fixed additional use cases for Bulk Uploads & Forecast Overrides interaction
- removed Last Year columns from Bulk Downloads template
2023 Q4
3.4.4 | New Feature Enhancements | 12/19/2023
- Clean up & fixes for v3.4.3 improvements
3.4.3 | New Feature Enhancements | 11/13/2023
- Navigation improvements – allow clients with multiple but separate divisions to navigate between their divisions’ datasets
3.4.2 | Performance & Maintenance | 11/3/2023
- Database maintenance (internal)
2023 Q3
3.4.1 | Maintenance | 9/29/2023
- Forecast Editor > Bulk Downloads/Uploads – fixed an issue where, under certain circumstances, Bulk Uploads caused the forecast override on a sku to get reset
- Forecast Editor – fixed issue where, under limited circumstances, forecasts were being duplicated
2022 Q4
3.3.3 | New Feature Enhancements | 12/19/2022
- Forecast Editor > By Account – added ability to Forecast by “Group” – an aggregate of multiple account/class pairs.
3.3.2 | Performance & Maintenance | 11/28/2022
- Main Page > Trend Scenario > Trailing Weeks – fixed dropdowns to maintain their state (if updated) throughout the user session, even after Forecast Editor edits
2022 Q3
3.3.1 | Performance & Maintenance | 9/19/2022
- Backend infrastructure improvements, for better performance
- Forecast Editor & Main page Worksheet – Fixed issue of filter getting cleared when a Forecast Editor edit is made
- Forecast Editor & Main page Worksheet – Fixed navigation numbers from skipping when navigating through skus
3.2.25 | Maintenance | 9/7/2022
- Forecast Editor > Planner Forecasts > SkuStatus – restored value to pull from SkuStatus attribute
- Forecast Editor > Planner & Account Forecasts (Sku Curve type) – fixed future year editing thru the Flow box; values entered now spread to the current year selected
- Forecast Editor > YTD & TTL – restored values back to the proper calculation (changed with 3.2.24)
3.2.24 | New Feature Enhancements | 9/6/2022
- Forecast Editor > Bill of Materials Forecasting – added visibility to parent & child forecasts and shipments
- Main Page > Trend Scenario > Visual Reports – added link to the Forecast Rollup standard report
- Forecast Editor > Planner & Account Forecast Totals – added a line above Shipments, to visually separate the data being added to totals
- Forecast Editor > Planner & Account Forecast Totals – “Totals” lines are now bold, depending on which forecast is being used
3.2.23 | Maintenance | 8/18/2022
- Forecast Editor > Planner Forecasts > SkuStatus – fixed value to pull from SkuStatus attribute
- Forecast Editor > Planner & Account Forecasts (Sku Curve type) – fixed editing thru the Flow box; values entered now spread to the current year selected
- Forecast Editor > YTD & TTL – adjusted values
3.2.21 | Maintenance | 7/14/2022
- Forecast Editor > By Account tab > Add New Sku – when creating a Sku Curve forecast, TTLs were not spreading in realtime, nor upon saving (though values filled in when page was refreshed). This has been fixed to update in realtime.
- Forecast Editor > Locking – added visual reminders of locking for non-Admin roles, including:
- locked months greyed out upon forecast edit
- added messaging to forecast save confirmation popup, noting that locking is in place
- added messaging to forecast upload save confirmation popup, noting that locking is in place
- Forecast Editor > Planner & Account Forecasts (Sku Curve type) – Flow box does not retain any previously entered data after it spreads to the curve
- Forecast Editor > Planner Forecasts > SkuStatus – fixed value to pull from SkuStatus attribute (rolled back as it caused other issues)
3.2.19 | Performance & Maintenance | 7/11/2022
- Forecast Editor > Downloads/Uploads – added loading modal for better user communication
- Forecast Editor – fixed year scrolling issue & flow type display issues
2022 Q2
3.2.18 | New Feature Enhancements | 6/24/2022
- Forecast Editor > Forecast Locking – expanded functionality, including the ability to lock by Sales Rep, Account or Sku Attribute
- Forecast Editor > Downloads/Uploads – improved functionality to eliminate time outs on Manual and Sku Curve uploads
- Import process improvements (internal)
3.2.16 | Performance & Maintenance | 4/19/2022
- Forecast Editor – continued page load speed improvements
- BOM (Bill of Materials) – fixed regressions (not displaying data, unable to add a BOM component)
3.2.14 | Performance | 4/11/2022
- Forecast Editor – continued page load speed improvements
3.2.13 | Maintenance | 4/7/2022
- Forecast Editor > By Account – fixed app intermittently not saving data updates
- Forecast Editor > By Account – fixed top navigation loading twice
3.2.12 | Maintenance | 4/5/2022
- Shopify process improvements
3.2.11 | Maintenance | 4/1/2022
- Act/Est BOH – corrected 1st of month calculations
2022 Q1
3.2.10 | Performance | 3/31/2022
- Forecast Editor – improved page loading time
3.2.9 | Maintenance | 3/30/2022
- External Purchase Order Receipts – Records should not be dependent on PO Number
- Forecast Editor > By Account – Add Sku dropdown should not show hidden skus
3.2.8 | Maintenance | 3/18/2022
- Vendor import file – when no vendor name is provided, the database should insert a default, rather than fail the record
- Product import file – an error shouldn’t be generated when skus are sent with empty attribute options
3.2.7 | Performance & Maintenance | 3/9/2022
- Shopify process improvements
- Forecast Editor > By Sku – TY/LY Shipments Account totals should only include the accounts added for that sku
3.2.5 | New Feature Enhancements | 3/4/2022
- Forecast Locking – ability for admins to lock in forecasts for the current, past and future months
- Forecast Editor > By SKU – updated SKU selection box and functionality to mimic the main page
- Expand Forecast Override – option to immediately apply forecast overrides to all new forecasts
3.2.4 | Maintenance | 3/2/2022
- Fixed error when importing forecasts
3.2.3 | Performance & Maintenance | 2/21/2022
- Shopify process improvements
- Trend Scenario – Trailing Weeks Shipments adjustment
- Forecast Editor – auto-update Sell Price, Last Updated & Comment fields on save
3.2.2 | Enhancements & Maintenance | 2/9/2022
- External Purchase Orders – allow users to have multiple line items with different estimated receipt dates per line
- Made app version more visible to users
- Fixed SKUs not showing in app if no vendor associated
3.2.1 | Enhancements & Maintenance | 2/8/2022
- Forecast Uploads – bulk download, edit & upload Manual Account Forecasts, SKU Curve Account Forecasts & Planner Projected Forecasts
- Internal Purchase Orders – ability to record a received/cancelled/ returned date & show it in Change History
- SKU Filter Box – highlight currently filtered fields in gray