Sales History
File name |
|
Importance | Required |
Description | Sales and returns transaction history |
Criteria | Ideally, provide 3 years of history plus the current month. For large data volumes, the 3 years can be a one-off extract, followed by monthly incremental updates. |
Columns (Transaction-Level Format)
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. Format: |
5 | Invoice/Issue Date | Date | Required | Date sold, issued to manufacturing / another location, or returned. Format: |
6 | Sales Quantity | Decimal | Required | Quantity sold (returns as negatives). Express in Netstock unit of measure. |
7 | Cost of Sales | Decimal | Preferred | Total value for the line based on inventory cost |
8 | Sales Value | Decimal | Preferred | Total value for the line based on selling price (including discounts) |
9 | Issues Quantity | Integer | If Applicable | Quantity issued from a warehouse to branches/stores. Express in Netstock unit of measure. |
10 | Transaction Details | Char | If Applicable | Reference for transaction (e.g., invoice number) |
Alternative Legacy Format (Monthly Summaries)
⚠️ Note: This format limits certain app features. Use only if transaction-level data is not available.
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 summarized period (e.g., |
4 | Sales Quantity | Integer | Required | Total sold in the period (returns as negatives). Express in Netstock unit of measure. |
5 | Cost of Sales | Decimal | Preferred | Total cost of items sold in the period (returns as negatives). |
6 | Sales Value | Decimal | Preferred | Total sale value in the period (incl. discounts; returns as negatives). |
7 | Issues Quantity | Integer | If Applicable | Total quantity issued from a warehouse to its branches/stores (returns as negatives). |
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