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".

  

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.

  

Item Sales Forecast Template Fields

Column Name	Data Type	Description
**ItemNumber	Text	Enter the item number for which you want to add the sales forecast.
**YearNumber	Text	Enter the year for which you want to add the forecast in the YYYY format.
**MonthNumber	Text	Enter the month of the year for which you want to add the sales forecast in the MM format.
**ForecastQtySales	Text	Enter the estimated quantity of sales for the item.
**ForecastAmountSales	Text	Enter the estimated amount of sales for the item within the specified timeframe.
ItemIdentifierCode	Text	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. - 1 will represent Item Number - 2 will represent Item UPC. - 3 will represent Item Barcode. - 4 will represent Alternate item number 1. - 5 will represent Alternate item number 2. - 6 will represent Alternate item number 3.
ImportError	Text	If there are any errors from an upload, they will be listed in this column.

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.

  
• After the file has been selected, click on Upload to start importing.

  
• 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).

  
• 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.