Getting Started Guide
Welcome to our SaaS functionality. At Datup we are very excited that you have decided to try our product! We are sure that besides liking it, we are going to help your company to make a more accurate planning for your supply chain.
Platform Login
To use the functionality, just follow these steps:
1. Log in to the platform at welcome.datup.ai
2. Create your username and password
3. Create your project
Load Data
4. Upload your historical order or sales order data. It can be a .csv file or it can be a direct connection to the database. To guarantee the best result your file should have a minimum history of one year with a daily granularity.
CSV or XLSX file
This file is usually downloaded from your ERP. You can upload the data to our platform with as many fields or columns as the file contains, but remember that as a minimum you must have these 4 columns or fields:
Remember that you can add more fields than the minimum required. Normally the ERP gives you many more fields. It is not necessary to remove them.
- Date of order or sale order
- The item or SKU
- The amount ordered
- The sales value (can be in unit or total value).
Remember that you can add more fields than the minimum required. Normally the ERP gives you many more fields. It is not necessary to remove them.
Example files
If you would like to see a sample file to guide you, you can download a sample order file and review the structure that the data should ideally have:
Excel format: SampleDataBikePartsXLSX
CSV format: SampleDataBikePartsCSV
DIRECT DATABASE CONNECTION
To connect directly to a database you must.
Mapping Fields
5. Map your data fields to the field names used by the platform:
- SKU or Item: Refers to the reference of the item sold or ordered. It can be a unique product name, or an alphanumeric code.
- Date: Transaction date of the sales order or purchase order.
- Quantity: Number of units sold or ordered for that reference on the specific date.
- Sales: Total sales value of the item or SKU on the specific date.
6. Once you have uploaded the data you will see on the screen the name of the file you uploaded, the number of items and the upload status.
7. When the status of the file changes to "Synchronised" click on "Start Forecasting".
See Results
8. When the results are ready we will notify you by email. Log back into the platform and access your results. These will be in two formats:
- Downloadable data cube: XLSX file with your results. To see an example of this cube and what the fields mean, click on this article: How-To: Interpreting and Using Results Cubes.
- Dashboard: Graphical results of your process, where you can filter items, categories, rankings, error measures.
