> For the complete documentation index, see [llms.txt](https://docs.xorosoft.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.xorosoft.com/xoroerp-1/utilities/data-imports/upload-sales-forecast.md).

# Upload Sales Forecast

A Sales Forecast involves establishing a projection or goal for the sales of an item within a specific year and under a designated month. It outlines the estimated quantity and value for the item that is expected to be sold during the specified time period.

You can either individually set the Sales Forecast for the Items from the Item module or Batch Upload from the “**Upload Item Sales Forecast”** module using the steps mentioned below:

* Download the latest CSV template from the “**Upload Batch Upload Sales Forecast**” module.
* Copy the forecast information into the CSV template.
* Upload the CSV template into Xoro.

### Downloading the CSV template

* Go to the **"Upload Item Sales Forecast"** module using the search menu.
* Click on "**Download Template".**

  <figure><img src="/files/dCaQO16SQlcZoDmkkzC1" alt=""><figcaption></figcaption></figure>

### **Copying the information into the template**

Once you’ve downloaded the template file, you can copy your data using any spreadsheet software. There are columns that you must complete and others that are optional. Mandatory fields are marked with a double asterisk (\*\*) prefix.

* The file must be a CSV (Comma-separated values) file. The name of your file must end with csv.
* Make sure you don’t change any column headings from row 1 in the template; these are needed for the file to import correctly.

  <figure><img src="/files/2WJsvr2OjsiWoXqq6S5V" alt=""><figcaption></figcaption></figure>

#### Item Sales Forecast Template Fields

<table><thead><tr><th width="227">Column Name</th><th width="116.33333333333331">Data Type</th><th>Description</th></tr></thead><tbody><tr><td>**ItemNumber</td><td>Text</td><td>Enter the item number for which you want to add the sales forecast.</td></tr><tr><td>**YearNumber</td><td>Text</td><td>Enter the year for which you want to add the forecast in the YYYY format.</td></tr><tr><td>**MonthNumber</td><td>Text</td><td>Enter the month of the year for which you want to add the sales forecast in the MM format.</td></tr><tr><td>**ForecastQtySales</td><td>Text</td><td>Enter the estimated quantity of sales for the item.</td></tr><tr><td>**ForecastAmountSales</td><td>Text</td><td>Enter the estimated amount of sales for the item within the specified timeframe.</td></tr><tr><td>ItemIdentifierCode</td><td>Text</td><td>Enter the item identifier code here. The item identifier code column specifies, how the item number field value of the file will be used to match the item in the system. Below are the valid identifier codes to be used in the upload inventory.<br>- 1 will represent Item Number<br>- 2 will represent Item UPC.<br>- 3 will represent Item Barcode.<br>- 4 will represent Alternate item number 1.<br>- 5 will represent Alternate item number 2.<br>- 6 will represent Alternate item number 3.</td></tr><tr><td>ImportError</td><td>Text</td><td>If there are any errors from an upload, they will be listed in this column.</td></tr></tbody></table>

### Uploading the template

Once you have filled out the CSV file with your data, you can follow the steps below to upload it into Xoro:

* Click **Browse** to select the saved CSV template file.

  <figure><img src="/files/Uu131l2i0qSwOnPryEzs" alt=""><figcaption></figcaption></figure>
* After the file has been selected, click on **Upload** to start importing.

  <figure><img src="/files/uaPVzD1YbYbMRCrVeqLx" alt=""><figcaption></figcaption></figure>
* While the import is in progress, the summary of the progress will be displayed at the bottom of the screen with the progress bar.
* After the import has been completed, the result will be displayed with a message for success or error (if any).

  <figure><img src="/files/bCSEG3Wo5zSOtusEWM1K" alt=""><figcaption></figcaption></figure>
* Sales Forecast will only get uploaded into the system if there are no errors in the file. If there are errors in the file, you can download the error file, fix the errors in the **original file,** and upload it back into Xoro.


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