Customer needs

Upload Sales History from MS Excel format to integrate company-wide processes in one place.

Requirements

The Sales Uploading Tool should allow:

1. Upload and save Sales History from the source file in MS Excel format.
2. Provide settings and different options for data mapping and saving.
3. Match Items by item code.
4. Interactively inform users about uploading process results and give a possibility to match items manually.
5. Have a possibility to use uploaded sales history in custom reports and tools.

Solution

Prepared “Sales Uploading Tool“ extension that can be used both an additional and independent data source for different purposes. Customer can use uploaded data in custom reports and tools, i.e to get extended sale reports, estimate products demand, generate assembly builds, and many other places wherever you may need sales history.

Uploading a file involves the following steps:

• select date option: single date / date range / date in column
• fill file settings: MS Excel sheet’s name and first row for uploading
• fill column settings: match columns between uploading tool and source file

Settings will be saved automatically for the future. You can change settings at any time to upload files with different content.

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