Supply Plan Data Import
A step-by-step guide to efficiently upload supply plan data across multiple items or locations.
When entering Supply Plan data, there is sometimes a need to load large amounts of data at once, across multiple items or items and locations. To do this efficiently, the Supply Plan Import function can be used.
Navigate to the Supply Plans page
Go to the navigation sidebar.
Click on the "Settings" menu item.
Click on the "Transactional Data" menu item.
Click on "Supply Plans".
Start the Import wizard
Go to the " Options" button (the ellipses) in the top-right of the page and click on it.
Click on "Import"
The "Import Supply Plan Data" wizard will now open
Supply Plan data can be loaded in a csv or xlsx format.
There are 5 key steps in loading the data.
1. Choose
Select the file that contains the Supply Plan data to be loaded. The file can be dragged into the green-bordered box, or select 'Browse your device' to browse to the file to be uploaded.
The key requirements for the file are that it be in .csv or .xlsx format, with a row for each item or item@location (depending on the category of the Supply Type) and the time interval combination that you wish to load supply plan data for.
Note: Supply Plan data can be loaded at either the item level or item@location level. Which you should use will depend on the Supply Type you are importing supply plans against. See Supply Types for further details.
Within the file to be loaded, the following data elements (columns) are required:
item - The item the supply plan relates to
location (optional) - This is required if the supply type you are loading data for has a category of 'items-locations'.
date - The date the supply plan relates to
quantity - The quantity/amount in the plan
supply_type - The Supply Type that you wish to load the data against. For instance - if you wish to load the data against your 'Make Plan' supply type, then you would have a column containing that for each line item.
timing_interval - The Timing Interval that the sale relates to (eg, monthly supply plan, daily supply plan). Options are 'day', 'week', 'month', 'quarter', 'year'
uom - The unit of measure for the supply plan. Options are 'ton', 'gallon', 'Liter', 'Barrel', 9LE Case', 'Kilogram'
The following example file can be used as a base if required.
2. Upload
Once the file has been selected, it will begin uploading automatically, and the upload indicator will be displayed.
3. Map
After the file has been uploaded, the mapping screen will be displayed. Here, you can map the columns in your uploaded file to the Supply Plan fields in Claret. Each core Supply Plan data element is displayed on the right, and the fields in the loaded file are available for you to select on the left.
To map the fields, you can now select the file column from the drop down next to each field.
Make sure you scroll down to map all fields
Once the required fields have been mapped, select 'Continue' to validate.
4. Validate
The data is then validated against the Supply Plan import rules. The next step will depend on how many rows with errors are found during validation.
Less than 100 rows with errors
If there are less than 100 rows with validation errors in the imported file, then any data that does not meet the validation rules will be displayed in a table and highlighted in red.
In this example, you can see the UOM can not be found in Claret (because it should be Gallon rather than Gallons) and one of the items cannot be found.
To resolve the errors, the data can be edited inline by clicking in the required cell. (Note: if there are a large number of validation issues you may wish to resolve them in the base file and re-upload.) Or, in the case of an error like the above, where an item cannot be found, you may need to go back and set up or check Items or Item@Locations in Claret.
Once a change has been made, the data can be validated again by selecting the 'Validate' button in the bottom right. Rows that now pass will be removed from the view.
Once all data passes validation, the 'Import' button will be enabled.
Select 'Import' and the data will import and now be available to view in Claret.
More than 100 rows with errors
If there are more than 100 rows in the file with errors, then an error file will be available for you to download. You can download this by clicking 'Download Errors File' and you will then be able to see the errors within the rows that had validation issues.
If there are rows that passed validation, you will be given the option to continue importing these rows.
Selecting 'Continue with Import' will then enable the Import button at the bottom of the screen and you can click this to import the rows without errors.
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