Appending Missing or Lost Sales to History
DemandCaster Advanced Planning provides a means to edit history via the algorithm tab in the Forecast section. This approach is helpful when making changes to history on a case by case or aggregate basis.
When there are a lot of changes required to accommodate missing or lost sales history due to stock-outs or other events, doing so via a mass file is easier. This article describes the process of prepping an excel file of missing sales history. Once the file is ready, please create a support ticket with a request to append the file to your daily sales history upload.
Prepare Missing / Lost Sales History File
The most expediant approach is to provide a file of the lost demand data in the same format as the customer orders file. You can download a copy of the customer orders from the data upload page.
Each line should be a weekly demand value for a SKU, Customer, and Location where the sales history is missing and should be populated.
| Sales Order Number | Status | Order Date | Customer Code | Item Code | Original Order Quantity | Original Due Date | Ship Date | Ship Quantity | Sales Price | Cost | Location Code |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Value 1 |
Value 2 |
Default to Due Date | Customer code for the missing demand |
Item code for the missing demand | Quantity of the missing demand to be appended | Date of the missing demand to be appended | Leave blank | Leave blank | Leave blank or populate sales price | Leave blank or populate with cost | Location code of the ship from for the missing demand |
This data will be used for forecasting purposes only. Please ensure the forecasting is setup to use "Due Date and Due Quantity" in the "Forecast Settings" within System Settings.
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