Available soon in the following languages:
Release Type: Core Feature
Applicable Role: Sales Manager (Zonal / National)
Module: Carry Forward
Objective: Take final action on unfulfilled or partially fulfilled demand by either rescheduling it to a future date or cancelling it.
Feature Overview
What is the Carry Forward page?
The Carry Forward page is the final decision layer for all demand that could not be fulfilled due to capacity constraints.
This includes:
- Fully unfulfilled beats
- Partially fulfilled beats
- Leftover SKU quantities after adjustment
No demand moves forward in the system without a final decision on this page.
Where does Carry Forward data come from?
Demand appears on this page only after:
- Demand is adjusted on Sales Demand Adjust page
- Available Supply Capping capacity is exhausted or limited
Why This Page Exists
Earlier problems:
- Carry forward was manual
- Demand had to be cancelled and recreated
- No visibility on what was actually carried forward
- High dependency on tech support / google sheets
This page:
- Makes carry forward explicit
- Eliminates re-creation of demand
- Enables controlled rescheduling
- Keeps a clean audit trail
Who Can Use This Feature?
| Role | Access |
|---|---|
| Sales Manager (Zonal / National) | Full Access |
| Sales Executive / Officers / Regional Manager | View Only |
| Supply / Warehouse | View Only |
Only manager-level Sales profiles can take Carry Forward decisions.
Key Concepts
What Appears on Carry Forward Page?
- Full beats with zero supply
- Partial beats (remaining SKUs)
This is only leftover demand, not fresh demand.
Date Logic
- Original demand was planned for Plus-2
- Carry forward allows you to:
- Move demand to future fulfillment dates
- Or cancel it entirely
Step-by-Step: How to Use Carry Forward Page
Step 1: Login & Navigate
- Open https://
oms.eggoz.in - Login using Mobile No & OTP
- Switch to Sales Manager profile
- Open Carry Forward page
Step 2: Page Overview
You will see:
- Zone-wise list of carry-forward eligible beats
- Beat ID / Beat name
- SKU-wise remaining quantities
- Original fulfillment date
Image 1.0
Step 3: Review & Choose Action (Core Decision)
For every beat, Sales Manager must choose one action:
Option 1: Approve Carry Forward
Use when:
- Demand is still valid
- Capacity may be available on a later date
Steps:
- Click Approve
- Select new fulfillment date
- Confirm action
Image 2.1
Option 2: Cancel / Lapse Demand
Use when:
- Demand is no longer required
- Retailer cancelled the order
- PO Expired
Steps:
- Click Cancel
- Confirm cancellation
Image 2.2
Step 5: Confirm Final Actions
- Once action is taken:
- Approved demand moves to new planning date
- Cancelled demand is permanently cancelled and moved to rejected tab
These actions are irreversible.
What Happens After Carry Forward?
| Action Taken | System Outcome |
|---|---|
| Approved | Demand moves to new date → re-enters planning cycle |
| Cancelled | Demand removed from system |
| No action | Demand remains blocked |
Using the Date Filter
- Date filter available at top-right
- Use to:
- Review carry forward from previous days
- Plan future carry forward dates
System Rules & Validations
- Carry Forward is mandatory for leftover demand
- Partial quantities must also be handled
- Demand cannot auto-move without approval
- Zone-wise constraints apply
- Once approved, demand re-enters the system as planned demand (editable in Trip Management)
Process Impact
| Earlier | Now |
|---|---|
| Manual cancellation | Structured decisions |
| Re-creation of demand | Direct rescheduling |
| Manual Excel Sheet | Automated system generated |
| Tech dependency | Sales-owned decisions |
Support & Escalation
Contact Tech-Support for:
- Carry forward visibility issues
- Date selection problems
- Demand stuck in carry forward
- Access issues