Data Import Guide
The Smart Replenishment Plan requires data to be imported in a specific format to ensure accurate and effective optimization. The input data must be prepared in an Excel file, using a standardized template that consists of nine sheets. Each sheet serves a specific purpose and contains key data for the planning process.
You can download the sample template Excel file here to get started. This guide provides detailed descriptions of each sheet and its columns, ensuring your data is correctly formatted.
Overview of Sheets
The Excel file contains the following sheets:
- Parameters
- Sites
- Products
- Demand Plan
- BOH Inventory
- On Route Inventory
- Inventory Target
- Purchasing Policy
- Transportation Policy
1. Parameters
This sheet sets the overall configuration for the planning process.
| Column Name | Description |
|---|---|
| Parameter Name | The name of the parameter (e.g., "Planning Horizon" or "Planning Frequency"). |
| Parameter Value | The value associated with the parameter. |
For Planning Horizon, it should be a number representing the total number of periods (e.g., 12, 52).
For Planning Frequency, valid values are:
- M: Month
- W-SUN: Week (Sunday as the first day)
- W-MON: Week (Monday as the first day)
2. Sites
This sheet contains information about the distribution centers (DCs) and stores.
| Column Name | Description |
|---|---|
| Site Name | Name of the site (e.g., "Main Warehouse," "Downtown Store") |
| Site Type | The type of site, either WAREHOUSE or SALES_CHANNEL |
| Region | The region to which the site belongs, used for replenishment planning (e.g., "North," "South") |
| Latitude | Latitude for mapping purposes |
| Longitude | Longitude for mapping purposes |
Important Notes:
- Only sites with the type WAREHOUSE will be used for supply planning.
- Only sites with the type SALES_CHANNEL will be considered for demand planning.
3. Products
This sheet includes the list of products involved in the replenishment plan.
| Column Name | Description |
|---|---|
| Product Name | Name of the product (e.g., "Milk 1L," "Orange Juice 500ml") |
4. Demand Plan
This sheet contains the expected demand for each product at each site.
| Column Name | Description |
|---|---|
| Site Name | The name of the site where demand occurs (must be a SALES_CHANNEL site) |
| Product Name | The name of the product for which demand is forecasted |
| Date | The specific date of demand (format: YYYY-MM-DD, e.g., 2024-09-20) |
| Forecasted Demand | The expected demand for the product at the site on that date |
Important Note:
- Demand should only be defined for SALES_CHANNEL sites.
5. BOH Inventory
This sheet records the beginning on-hand (BOH) inventory at each site for each product.
| Column Name | Description |
|---|---|
| Site Name | The name of the site (can be either WAREHOUSE or SALES_CHANNEL) |
| Product Name | The name of the product |
| BOH Quantity | The quantity of the product available at the start of the planning period |
6. On Route Inventory
This sheet captures inventory that is currently in transit to each site.
| Column Name | Description |
|---|---|
| Site Name | The name of the destination site |
| Product Name | The name of the product |
| Quantity | The quantity of product in transit |
| Expected Arrival Date | The date when the inventory is expected to arrive (format: YYYY-MM-DD) |
7. Inventory Target
This sheet defines the target inventory levels for each product at each warehouse.
| Column Name | Description |
|---|---|
| Site Name | The name of the WAREHOUSE site |
| Product Name | The name of the product |
| Target Stock Cover | The desired inventory cover in terms of the number of periods (e.g., 2 means stock should cover 2 periods) |
| Service Level | The target service level percentage (e.g., 95%) |
| Demand Variance | Expected demand variance for the product at this site |
| Supply Portion | The portion of supply responsibility when there are multiple warehouses in the same region (e.g., 0.6 if responsible for 60%) |
Important Note:
- This sheet should only include WAREHOUSE sites.
8. Purchasing Policy
This sheet defines purchasing policies for each warehouse and product combination.
| Column Name | Description |
|---|---|
| Site Name | The name of the WAREHOUSE site |
| Product Name | The name of the product |
| Supplier Name | The name of the supplier |
| Lead Time | The lead time to receive the product, expressed in the same unit as the planning frequency defined in Parameters |
| Unit Cost | The cost per unit when purchasing from this supplier |
9. Transportation Policy
This sheet outlines the transportation options between sites.
| Column Name | Description |
|---|---|
| Origin Site Name | The name of the site where inventory is sourced from |
| Destination Site Name | The name of the site where inventory is sent |
| Transportation Mode | The mode of transportation (e.g., Road, Rail, Air) |
| Cost Per Unit | The transportation cost per unit |
| Transit Time | The number of periods required for transportation, in the same unit as the planning frequency defined in Parameters |