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.

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.

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 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

• Choose 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.

• Offset "from" Sales Type sell dates - 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.

So, 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:

Or if you wanted to copy this year's budget to this year's forecast, you would select the following:

When you make your selections, the number of rows that will be copied across is shown, along with the number of rows in the 'To' table that will be replaced.

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' table in the Sales view and see the new data.