...
Export has the option of:
Export Current Data
Export a templates based on current year
Export a template based on previous year.
The For Customer level only Import Format is as follows:
For Customer level onlyCustomer_ID
Forecast_Date (one record per accounting month)
Target_Sales_Value
Forecast_Sales_Value
For Customer/Product Level Import Format is as follows:
Customer_ID
Product_ID
Forecast_Date (one record per accounting month)
Forecast_Date
Target_Qty
Forecast_Qty
Sales_Price
Cost_Price
Please note:
The Target_Sales_Value and Forecast_Sales_Value are automatically calculated based on the Qty multiplies by the Sales_Price.
There is also a Delete All option that will clear and remove all records (use with care)