Forecasting and candidate screening

Use sales history for planning and run an authorized candidate check.

Who this guide is for: owners and managers. Before making changes, make sure the correct establishment is selected.

Before you begin

• Sign in to the appropriate workspace and check the establishment name at the top of the page.
• Prepare the information you will enter. Payment and integration settings also require the provider's connection details.
• If an option is missing, check your plan and your role's permissions.

Setup steps

1. Open Forecasting. Select the establishment, period and category.
2. Review historical data. Consider promotions, holidays and unavailable items when assessing the result.
3. Save the requirements. Use the forecast for purchasing or production.
4. Obtain consent before screening an employee. Enter only verified information and submit the request.

Check the result

The forecast covers the selected period. Screening results are available only to authorized users and remain separated by establishment.

Troubleshooting

• Refresh the page and select the establishment again. Some data is only shown for the selected establishment.
• Check required fields, phone number format, dates and numeric values. Save errors appear on the right below the header.
• Do not create a duplicate just because a response is slow. Open the list first and check whether the record has already been created.