Crisp uses your sales order history data to generate your unique forecasts. Crisp looks at a few key indicators of demand, such as order date and quantity purchased, to predict future demand for your products.
Review the information below to learn how to make your data compatible with Crisp.
Before you start
- You will need to export your sales order history data from your ERP or accounting software in order to get started. Crisp accepts Excel (.xls or .xlsx) and CSV (.csv) files. Crisp cannot ingest highly formatted reports so raw order data is best!
- Your experience with Crisp will depend on the data that you give it. More than one year of sales order history data for each product that you want to forecast for is highly recommended. You can learn more about maximizing your forecast accuracy here.
- Want to get started quickly? Enter your data into this template!
Required data
Crisp looks for 7 specific column headers within your data to identify if your data has what it needs in order to start forecasting. Once the column headers have been identified, Crisp checks to see if the data is formatted in a compatible way.
If you use a custom sales report, all you need to do is label the relevant data with these 7 column headers and format your data to match the specifications outlined below.
The following columns are required. Crisp cannot forecast without all of these columns.
|
Column name |
Description |
Example |
|---|---|---|
|
order_id |
A unique identifier of a single sales order |
|
|
ordered_at_datetime |
Date and, optionally, time of the order |
Must be in the format *Do not include AM/PM or seconds in this column |
|
customer_id |
A unique identifier for the customer |
*IDs should be unique for each customer name. |
|
customer_name |
The name of the customer |
|
|
product_id |
A unique identifier for the product |
*IDs should be unique for each product name. |
|
product_name |
The name of the product |
|
|
requested_quantity |
The quantity of product requested |
|
Optional data
In addition to the required data, Crisp supports several optional fields of data, such as quantity delivered and order status. By providing this optional data, Crisp can improve the fidelity of your forecast.
If this optional data is available to you, label the relevant data with the column headers and format your data to match the specifications outlined below.
|
Column name |
Description |
Example |
|---|---|---|
|
delivered_quantity |
The quantity of product actually delivered. Including this allows us to consider when unfulfilled orders spill over into a later period. |
|
|
product_gtin |
The GTIN / UPC code of the product. Including this allows us link your data to your partners' data more easily. |
|
|
requested_delivery_date |
The date that the requested quantity ideally was to be delivered. Crisp will prefer this date over order date when considering true demand. |
|
|
unit_net_weight |
The net weight of the product (not including packaging), ideally in kilograms. Including this this allows us to roll up sales and forecasts for multiple products. |
|
|
order_status |
The status of the order. Including this allows us to update and cancel existing orders. |
|
|
unit_of_measure |
The unit of measure of the product |
|
|
product_group_name |
This is the name of the group that your product may belong to. For example, if the product is Honeycrisp Apple, the product group name may be Apple. |
|
|
product_group_id |
Identifier of a product group |
|
|
product_group_name_2 |
This is the name of another group, or a sub-category, that your product may belong to. For example, if the product is Honeycrisp Apple, the product group name may be Apple, and Product Group Name 2 may be Fruit. |
|
|
product_group_id_2 |
Identifier of another product group, related to Product Group Name 2 |
|
|
product_group_name_3 |
This is the name of another group, or a sub-category, that your product may belong to. For example, if the product is Honeycrisp Apple, the product group name may be Apple, and Product Group Name 2 may be Fruit, and Product Group Name 3 may be Fresh. |
|
|
product_group_id_3 |
Identifier of another product group, related to Product Group Name 3 |
|
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