Upload Data Forecast

Module Guide: Upload Data Forecast

Module Location

Sales > Sales Forecasting > Upload Data Forecast

Module Objective

The Upload Data Forecast module serves as a tool to upload or import sales forecast data in bulk into the system. This process uses a file in CSV (Comma-Separated Values) format, which allows for the efficient input of large amounts of data, especially for data that comes from external parties like distributors.

1. Main View and Parameters

The main page of this module is a simple form for performing the file upload process.

Here is an explanation for each parameter:

Upload File Format (Important!)

To ensure the data can be uploaded successfully, your file must be in CSV format and have 4 columns with the following exact order and names:

2. Steps to Upload Forecast Data

Step 1: Prepare and Select the File

Prepare your forecast data in a CSV file according to the instructions above. Then, on the module page, click the Choose File button to find and select that file from your computer.

Step 2: Start the Upload Process

After the file is selected, click the Upload Report button in the bottom-left section to start the process of uploading the data into the system.

Step 3: Verification

After the upload process is complete, you must verify that the data has been entered correctly. Open the Sales Forecast or Distributor Sales Forecast module to see the data you just uploaded.

Tips & Important Notes