New on the Shelf: Manage Ship-To Forecasts in Cases

📦️ Manage Ship-To Forecasts in Cases

With Confido’s latest update to forecasting, demand planning teams can now manage ship-to forecasts directly in cases. No more switching between views. Whether it's order adjustments, pipefills, or direct order customers, you have the flexibility to edit in cases or units.

• Direct editing in cases: Make updates to forecasts directly in the cases view

• Smart case configuration handling: When case configurations change (e.g., a product switching from 12-count to 6-count cases), the system automatically references pricing data to reflect the conversions

• Automatic rounding: Cases are rounded to the nearest whole number for clean, practical forecasting

✨ Updates That Just Make Life Easier ✨ 

• Added the transaction type in audit logs

• Gross margins visible within the Trade Summary table

• Additional filtering rules incorporated into the product ERP sync

• Number of lookback weeks as a parameter for apportioning in stats forecasting

• Now support assigning and displaying multiple owners per account owner type

We're excited to share a major update to how you view and process deductions in Confido.

Why This Matters

Before, all deductions appeared in a flat view, regardless of their status or a user’s role, making it difficult to answer simple questions like, "Where are my deductions?"

Now, with Confido’s Deduction Lifecycle, track deductions through every stage and quickly identify what requires your attention. 🔎 

What's New

Enhanced Table & Filters

• Dedicated views organized by lifecycle stage and approval status

• Filters for lifecycle stage and approval status for quick searching

• See deductions awaiting your review or track your previously approved deductions

Improved Workflows

• Role-based visibility and permissioning ensures users see only relevant deductions and fields

• Clear blocking indicators when approval is required before clearing

• Configurable approval requirements

• Dispute status visible as tags and filters, and can occur at any lifecycle stage

Defined Lifecycle Stages

• Pending: Payment and deduction unapplied, and nothing posted to GL or clearing account

• Clearing: Deduction posted to clearing account, awaiting reconciliation to specific P&L account

• Cleared: Deduction posted to final P&L account

• Archived: Deduction archived in Confido

🎥 Upcoming Webinars

Missed past webinars or want a second look? Watch them here!

🎆 That’s a Wrap — See You in 2026!

Thank you for joining us this year. We’re excited to continue sharing the latest & greatest at Confido with you all in the new year. Happy holidays to all!