This guide shows you how to upload Sales Out figures in the Sales Tables in effectmanager.
This guide is only of relevance if you have the promotion module in effectmanager.
The advantage of uploading sales out to effectmanager is that it gives you the possibility to evaluate the expected sales out vs. actual sales out on promotions in order to improve the forecast accuracy. Sales Out are normally exported from your customers' data warehouse and uploaded through effectmanager web POS upload.
If you need a guide that shows you how to upload POS data in effectmanager, please see our guide How to upload POS data on effectmanager
But if you do not have the possibility to download POS data but get sales out in another way, then you can upload sales out through Sales Tables in settings.
You can also correct Sales Out for a single product or chain in effectmanager, please see our guide How to maintain sales figures in effectmanager
🔴OBS! Sales uploaded through Sales Tables are only visible in your promotion cube. These Sales figures will not be visible in your POS cube.
Importing Sales Out
You can maintain Sales Out per Product or Sales Out per Chain. Go to settings in effectmanager, in the sidebar menu press Sales per Product or Sales per Chain.
Both Sales per Product and Sales per Chain are set up with the same Export file.
In the top window, you see your Consumer Units and Units, and in the bottom window is a sales table.
👍Pro-tip: Sales Out is 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.
- Sales Out
- 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 Sales 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 Sales Out.
4. When you have filled out your Sales file save it and import it to effectmanager.
In the sales tables window, press Import.
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 Sales In is 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
