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.
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|
||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.