Checklist

Product setup

• Products are active.
• Products have correct product type.
• Units of measure are correct.
• Vendor records are available where purchasing is expected.
• Products that should not be planned are excluded or handled separately.

Inventory setup

• On-hand stock is reasonably accurate.
• Warehouse quantities are up to date.
• Inventory adjustments are posted where needed.
• Scrap, returns, and unusual movements are reviewed if they affect demand.

Purchase setup

• Vendor price lists are current.
• Vendor lead times are configured where possible.
• Open purchase orders are reviewed before confirming new RFQs.

Sales setup

• Sales history is available.
• Abnormal one-time sales are understood.
• Seasonal or campaign-driven products are reviewed manually.