# Item Category Sales Forecast

### **Module Guide: Sales Forecast Item Category**

#### **Module Location**

#### Sales > Sales Forecasting > Sales Forecast Item Category

#### **Module Objective**

#### The **Sales Forecast Item Category** module serves as a tool to manage the master data used for grouping products into various categories and sub-categories. This categorization aims to simplify the process of creating and analyzing sales forecast reports.

### **1. Main View (Category Structure)**

#### The main page of this module displays all the product categories and sub-categories that have been created in a hierarchical structure format.

![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/Apuimage.png)

#### **View Explanation**

- #### **Tree View**: This display shows the parent-child relationship between categories, such as **1. KUKIS** as the main category and **1.1. KUKIS 300g** as its sub-category.
- #### **Navigation**:
    
    
    - #### To add a new main category, click the **<<< Add Category** link at the top.
    - #### To view or edit the contents of a category (for example, to see which products are in "KUKIS 300g"), click on the category name.

### **2. Category Detail Page**

#### After you click on one of the category names from the main page, you will be directed to a detail page that displays all the product items included in that category.

![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/NrOimage.png)

#### **View Explanation**

#### This page, for example for "KUKIS 300g", displays all product items such as "BK/Kukis Butter 300 gr", "BK/Kukis Coconut 300 gr", and others that are included in that category.

#### **Button Functions**

#### The buttons at the bottom of this page are the primary tools for managing the category's contents:

- #### **Add Subcategory**: To create a new sub-category under the category you are currently viewing. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/llFimage.png)
- #### **Delete Category**: To permanently delete this category. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/gowimage.png)
- #### **Add Item**: To add a new product to this category. This action will usually open a product search window. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/RQBimage.png)
- #### **Remove Item**: To remove a selected product (by checking the box on the left) from this category. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/7z2image.png)
- #### **Back**: To return to the Main View (Category Structure). ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/bWuimage.png)

### **Tips & Important Notes**

- #### The category structure you create here will become the basis for grouping items in the **Sales Forecast Report**.
- #### Ensure all products have been placed into their appropriate categories so that the forecast data becomes organized and easy to analyze.
- #### This is an important master data setup module and is typically managed by the **Sales Admin team** or the **master data team**.