Bulk Copying Sales Data
Learn the step-by-step process of copying a set of sales data into another period or sales type using Claret's 'Copy into a Sale Type' function.
Last updated
Learn the step-by-step process of copying a set of sales data into another period or sales type using Claret's 'Copy into a Sale Type' function.
Last updated
Sometimes, you may find you want to copy a set of sales data into another period, or into another sales type. For example:
When planning for the next financial year, you may wish to copy last year's actual sales data into the next year's forecast.
At the start of the financial year, you may wish to use the same set of numbers for Budget and Forecast (and then the forecast may be updated throughout the year).
You may wish to use last year's forecast numbers again for this year.
You may wish to create a 'Latest Estimate' and combine your sales to date with your future forecasts into a single Sale Type.
The 'Copy into a Sale Type' function can be used for scenarios such as these and many others.
To access this function, select the Options menu (ellipses) at the top of the 'Sales' page.
After selecting the function, the Copy modal will be displayed.
Here you will select the Sale Type you want to copy data from, and the sale type you would like to copy data to. Make selections as follows:
Choose 'Copy From' Sale Type - the Sale Type that you will be copying data from. For example, if you wish to copy last year's sales history, you would select the sale type that contains your actual sales history.
Start Date - the start date for the data you wish to copy.
End Date - the end date of the data you wish to copy
Once you have selected one 'Sale Type', you will see an option to select another Sale Type. You can select a second here if you wish to combine two or more sale types.
If you select more than one 'Copy From' Sale Type with overlapping start and end dates, any sales records which overlap will be added together in the 'Copy To' Sale Type.
Offset "from" Sales Type sell date - check this if you wish to copy the data to a different set of dates than the original dates in the data. For example, if you are copying the data from last year to this year, then you would want to offset the data by 12 months. However if you are copying this year's budget to this year's forecast then you would not want to offset the dates.
Timing Interval - the type of time by which you wish to offset the dates (eg months or years).
Number of Timing Intervals - the number of timing intervals - eg if you selected years as your interval, and you only want to copy from last year to this year, then you would select '1' as your number of timing intervals to indicate 1 year.
Choose 'Copy To' Sale Type - the Sale Type you wish to copy the data to. So if you are copying to your next year's forecast, you would select the sale type that is to contain your forecast data.
For example, if you wish to copy last financial year's history from April 1 to March 30 to this financial year's forecast, you would select the following:
When you make your selections, a summary of the 'From' data and resulting 'To' data is shown in an Overview before you confirm the Copy. If you have selected to offset dates you can also see the difference in the dates in the 'To' section.
ALL data in the 'To' table will be replaced by the data you are copying, not only data in the selected range. The copy function will first delete all data in the 'To' table and then copy in the data from the 'From' table.
Once you have confirmed the data to be copied, select 'Copy'. You can now look at the 'To' Sales Types on the Sales page and see the new data.
