This guide shows you how to upload returned sales-volumes in effectmanager.
This guide is only of relevance if you have the promotion module in effectmanager.
The advantage of uploading returned volumes to effectmanager is that it gives you a clear picture of how much volume is returned for each product on each promotion. Returned Volumes can help improve your evaluation of Sales In volumes for promotions in order to improve the forecast accuracy. Returned Volumes are normally exported from your ERP system or other planning tools.
If you need a guide that shows you how to import Returned Volumes from your ERP system, please see our guide How to automatically import Returned Volumes from your ERP system
Uploading Returned Volumes
You can maintain Returned Volumes per Product or Returned Volumes per Chain. Go to settings in effectmanager, in the sidebar menu press Sales per Product or Sales per Chain.
You can also correct Returned Volumes for a single product or chain in effectmanager, please see our guide How to maintain sales figures in effectmanager
Both Sales per Product and Sales per Chain are set up with the same Export file.
In the example, we will use Sales per Product. In the top window, you see your Consumer Units and Units, and in the bottom window is a sales table.
👍Pro-tip: Returned Volumes are maintained on Consumer Units and is imported to promotions on Consumer Units
1. In the sales tables window, select the following and finish by pressing Export.
- Returned Volumes
- Period
- Level of the export (Daily, Weekly, Monthly, Yearly)
2. In a pop-up window, select the Chain(s) and Product Group(s) you wish to export, finish by pressing Export.
If nothing is selected, effectmanager will export all chains and all product groups.
NB! The volume file is exported on a chain and product level.
👍Pro-Tip: If you check off Select Only Active you will only see active products with active chains in the file.
If a product is still active but deactivated on the Retail Chain, it will not be in the export file.
3. In the Excel file, the first three lines will indicate the type of export, the exported period, and what level.
NB! Do not make corrections to these fields.
When importing the sales file, column J and onward must be filled out with your Returned Volumes.
4. When you have filled out your volume file save it and import it to effectmanager.
In the sales tables window, press Import.
NB! As the files in both Sales Table windows are identical, you can import it in the sales table of your choice.
5. In the pop-up window, find your file by pressing Browse and then press Upload.
A new pop-up informs you that the import has started.
6. When the import has completed, you will receive an email notification.
Your Returned Volumes are now imported to effectmanager. When you import a new Sales file, we recommend that you update the affected promotions with the newest sales figures.
If you need a guide that shows you how to import the latest sales figures to your promotions, please see our guide How to update promotions Sales Figures
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