How to bulk upload a seven day repeating pattern to forecasted sales volumes

Go to Roster Settings via Company Settings
Navigate to Forecasted Sales Volumes
Click on Bulk Upload
Download the template
Open it and fill out the template
1. In the first column, add the roster abbreviation
2. In the second column, add the roster name
3. In the third column, fill out the date in the format dd-mm-yyyy
4. In the fourth column, add the amount that should correspond to the date
If you want to repeat a seven day pattern:
1. Set up columns A, B and C as normal
2. For column D, establish the amount pattern you want to repeat in cells D2 to D8
3. Then in cell D9, Type =D2
4. Press Enter.
5. Select cell D2 and drag its fill handle down as far as needed.
Similarly select Cells A2 - C8 and drag their fill handle down as far as needed
On the system, select Upload Excel, upload the file and then submit.
The forecasted sales figures will now be in the roster you selected.

Related Guides:

While you can choose to upload sales figures to multiple rosters at the one time, it is recommended that you stick to one roster at a time to ensure uploads are correct.