Please note: This feature is only available in the advanced forecasting feature.
This functionality enables efficient bulk forecast modifications using a CSV file.
Navigate to Forecasts screen > Summary panel > Adjust items button.
Step 1: Download Items to a CSV File
Navigate to the multi-item manual forecast adjustment feature.
Filter the item list as needed.
Click "Download" to export the displayed items to a CSV file.
Step 2: Modify Forecasts in Spreadsheets
Open the downloaded CSV file (e.g., in Excel or Google Sheets).
The file contains the following monthly columns:
Hist: Sales history.
Computer: App-generated forecast.
Final: Current forecast (including manual adjustments).
Upload: Columns for forecast amendments (initially blank).
Enter desired forecast values in the corresponding "Upload" columns for the relevant months. Only modified months need to be populated.
To revert a manual forecast to the computer-generated forecast, copy the values from the "Computer" columns to the "Upload" columns.
Important: Retain Column A and all "Upload" columns (image below). Removing these will cause upload failure.
Save the modified CSV file.
Hint: The "Manual FC" column identifies manually adjusted forecasts.
Step 3: Upload CSV File
Click the "Upload" button.
Select "Choose file" and locate the saved CSV file.
The upload will start automatically.
Upon completion, a notification will indicate either a successful import or any processing errors.
Click "Reload now" to refresh the page with the updated forecasts.
Step 4: Apply Forecast Changes
Modified forecasts are not active until you click the "Apply" (tick) button.
To discard changes, click "Undo".
After reloading, adjusted forecasts will be highlighted in green.
Clicking "Apply" freezes all uploaded forecast changes.
Optionally, you can defrost uploaded forecasts that now match the computer forecast by selecting the provided checkbox, allowing future automatic adjustments. Deselect the checkbox to keep all uploaded forecasts frozen.
You can add a comment during this process. For record-keeping purposes, the comment will be applied to products with amended forecasts.
Step 5: Perform a Re-Process
A final data re-process is required for the forecast adjustments to impact ordering, classification, and status determination.
You may be interested in the following articles to learn more about each function of the advanced forecasting feature: