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How to prepare your data for krunchbox with the Basic Template

The Basic Template has the minimum fields required to populate your krunchbox cube with your sales and stock data. And not all fields are compulsory! Easy peasy.

basic template data steps2

Step 1  Prepare your data following the format rules


Here is the data template you need to prepare.

The Unique Product Code refers to the product detail that identifies the item from all others.  Some retailers use barcodes, others use a product code. 

If your retailer data has results for different stores, there will be an identifier assigned to each store that differentiates it from other stores.  This may be a store code or a store number.  This should be placed in the Unique Store Code field.   

Important: If your data does not have any store detail, it is product results only, you will need to get the default store code from the krunchbox support team and populate this in the Unique Store Code field. 

The template has a number of fields for your results.  It is only necessary to populate one of the fields however, the more data you provide, the richer the analytical outcomes.  We recommend Sales Units and Sales $ as a minimum.

Sales Units (the total units sold for the week)
Sales $ (the value of the items sold for the week)
Closing Stock Units (the number of stock units at the end of the week)
Closing Stock $ (the value of the stock units at the end of the week)
Stock OnOrder Units (the number of units ordered but yet to arrive in store)
Stock InTransit Units (the number of units on way to stores yet to arrive)

 

General Rules

  • You cannot load content for a Retailer that has not been activated yet. Drop us an email and we will help you get an additional retailer setup.
  • Your results must contain product details so we know what to map the results to. These product details go into the Unique Product Code field. Generally, this is the number the retailer uses to identify your product.
  • If your data has multiple results for a product, they will be added together.
  • At least one result column needs to be populated (you can’t just load product or store details). So please make sure you include numerical data in one of the sales units. sales $’s. or stock fields
  • The data needs to be for a single week (not daily data) for one retailer by product. If your file is not, try contacting our team for some guidance.
  • Each retailer and week is loaded individually so your file must only contain one retailer and only one week of data.
  • If this is not the first time you have loaded data for a retailer, be sure to use the same Unique Product Codes as were used for all previous loads so your product results are grouped.
If your data does not contain store results
  • The Store Code column must still be populated. We can provide you with the code to include with your data. Please reach out to our team.
If your data data contains store results
  • Be sure to include the retailers store code. This will ensure your results are mapped correctly to the retailers store list with location details.
Formatting rules
  • Please do not change the format of the template i.e. column headers or column order as this will result in the file being rejected
  • File Formats accepted are CSV (Comma D), XLSX.
  • The first row must contain the header row as shown in the template and all subsequent rows must contain data. There should be no sub-total or total rows in the file.
  • Each row must contain results to be loaded. There should be no rows that contain summary data, logos or other non numeric data.
  • Your numbers should not be exponential formats.

And if you are having any problems at all, please reach out to our team.

Step 2 - Upload your data to krunchbox

 

new ui screen

  • Through your krunchbox portal > Admin > Partner data management
  • Review the accepted data template matches your document 
  • Next to the Retailer, ensure your have the Basic Template selected and browse for your file
  • Select from the calendar the retailer week
  • Upload the file

Once the file is uploaded, a verification process will occur.  If the file is successfully loaded, the Data Load Status will change to LOADED. If it is unsuccessful, it will be listed as ERROR and you will need to review your format and try again.

 

Step 3 - View your data in krunchbox 

Dashboards is a great place to start for summaries and exception reporting.

From the menu bar, select Dashboards

menu

Trouble shooting

  • If you are having trouble loading your data please reach out to our support team.  They may ask you to provide a copy of the file to load on your behalf.  Please be sure to use the naming convention (your company name)(retailername)(date_reference).xlsx for example YourCompanynameTarget20231208.xlsx where the date is YYYYMMDD and email to your krunchbox sales representative.