Data Interface Requirements - Sales History

Written by Ruvisha Pillay

Updated over 6 months ago

Sales History

File name	sales.csv
Importance	Required
Description	Sales and returns transaction history
Criteria	Ideally 3 years of sales history plus the current month (to provide a solid basis for forecasting). For large volumes of data, the 3 years of history can be provided as a one off extract, and thereafter just the last month and current month of sales on an ongoing basis.

Columns

Pos. Name	Type	Importance	Description
1. Item Code	Char	Required	Product / SKU code
2. Location	Char	Required	Warehouse / branch code
3. Customer Code	Char	If Applicable	The customer code
4. Order Date	Date	Required	Date the order was taken YYYY/MM/DD FORMAT
5. Invoice/Issue Date	Date	Required	Date the item was sold, issued to manufacturing / another location or returned YYYY/MM/DD FORMAT
6. Sales Quantity	Decimal	Required	Quantity sold Express in terms of the "Netstock unit of measure." NET returns should be expressed as negatives
7. Cost of Sales	Decimal	Preferred	Total value for the transaction line based on inventory cost
8. Sales Value	Decimal	Preferred	Total value for the transaction line based on actual selling price (including any discounts)
9. Issues Quantity	Integer	If Applicable	Quantity issued from a warehouse to its branches/stores Express in terms of the "Netstock unit of measure"
10. Transaction Details	Char	If Applicable	Optional field to provide a value that helps to identify the transaction (e.g. invoice number)

Alternative legacy format

If individual sales transactions cannot be provided, sales can be summarised by month for each item at each location instead.

Note: This format limits certain features in the app.

Pos. Name	Type	Importance	Description
1. Item Code	Char	Required	Product / SKU code
2. Location	Char	Required	Warehouse / branch code
3. Period	Date	Required	First day of the period that the summarised sales are for YYYY/MM/DD FORMAT For Standard calendar months, use YYYY/MM/01
4. Sales Quantity	Integer	Required	Total quantity sold for the period (minus returns) Express in terms of the "Netstock unit of measure." NET returns should be expressed as negatives
5. Cost of Sales	Decimal	Preferred	Total value of the quantity sold at cost Express in terms of the "Netstock unit of measure." NET returns should be expressed as negatives
6. Sales Value	Decimal	Preferred	Total value of the quantity sold at sale price (incl. discounts) Express in terms of the "Netstock unit of measure." NET returns should be expressed as negatives
7. Issues Quantity	Integer	If Applicable	Total quantity issued from a warehouse to its branches/stores Express in terms of the "Netstock unit of measure." NET returns should be expressed as negatives