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Export has the option of:
Export Current Data
Export a templates based on current year
Export a template based on previous year.
For Customer level only Import Format is as follows :if you want separate Targets for each month.
Customer_ID
Forecast_Date (one record per accounting month)
Target_Sales_Value
Forecast_Sales_Value
For Customer level only Import Format is as follows if you want to enter one amount for the whole year and the import will automatically divide the amount across all 12 months.
Customer_ID
Forecast_Year
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)
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.
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