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Export Backlog SKU Data (Excel)

Overview​

This feature allows you to extract and summarize Backlog SKU data and export it as an Excel (XLSX) file.

Purpose​

By exporting Backlog SKUs in Excel format, you can organize the undelivered status by SKU, delivery date, or buyer to identify which targets to prioritize.

The exported data can be utilized as a basis for reviewing delivery plans or making inventory allocation decisions. It also helps in analyzing the status of Backlog SKUs to facilitate sales contributions.

Additionally, since the status of Backlog SKUs can be shared and stored as a file, members can continuously manage the information by referring to the same data.

Feature Description​

Data Export Type​

Select one of the following pre-defined formats for the exported data.

No template creation is required for the export.

  • Undelivered SKU List: Exports a list of Backlog SKUs.
  • Undelivered SKU List With Price: Exports a list of Backlog SKUs including prices.
  • Undelivered SKU Summary Sheet By SKU: Exports a summary of Backlog SKU quantities for each unique SKU. Different delivery dates are consolidated into a single SKU.
  • Undelivered SKU Summary Sheet By SKU With Price: Exports a summary of Backlog SKU quantities including prices for each unique SKU. Different delivery dates are consolidated into a single SKU.
  • Undelivered SKU Summary Sheet By SKU And Delivery Date: Exports a summary of Backlog SKU quantities for each combination of SKU and delivery date.
  • Undelivered SKU Summary Sheet By SKU And Delivery Date With Price: Exports a summary of Backlog SKU quantities including prices for each combination of SKU and delivery date.
  • SKU Based Undelivered SKU Summary Sheet with Buyer Columns: Exports a summary sheet by SKU with additional columns for Backlog SKU quantities per buyer.
  • SKU and Delivery Date Based Undelivered SKU Summary Sheet with Buyer Columns: Exports a summary sheet by SKU and delivery date with additional columns for Backlog SKU quantities per buyer.

Data Extraction Condition​

Specify the target currency and a date filter as the extraction conditions.

  • Target Currency:
    • If the Data Export Type is a With Price format, specify only one currency.
    • If it is not a With Price format, all currencies will be included.
    • The available currencies depend on the settings enabled in the Core Preferences.
  • Period: You can filter the export targets based on the delivery date of the Backlog SKUs.

Export Targets​

Specify the products and buyers to be included in the export.

If a product or buyer with no Backlog SKUs is specified, they will be automatically excluded from the export.

Instructions​

Navigating to the Operation Screen​

  1. Click the Data Export menu.
  2. Click the Delivery / Sales tab.
  3. Click the Data Export tab.
    *It is open by default.

How to Fill Out the Form​

Selecting the Data Export Type​

  1. Data Export Type Select one of the following formats from the dropdown menu for the data you wish to export:

    • Backlog SKU List
    • Backlog SKU List With Price
    • Backlog SKU Summary Sheet By SKU
    • Backlog SKU Summary Sheet By SKU With Price
    • Backlog SKU Summary Sheet By SKU And Delivery Date
    • Backlog SKU Summary Sheet By SKU And Delivery Date With Price
    • SKU Based Backlog SKU Summary Sheet with Buyer Columns
    • SKU and Delivery Date Based Backlog SKU Summary Sheet with Buyer Columns

Setting Data Extraction Condition​

  1. Target Currency
    If the Data Export Type is a With Price format, select one currency to be exported from the dropdown.
    If it is not a With Price format, currency selection is not performed.

  2. Date Range Filter
    Use the toggle button to specify whether to filter the export targets by the delivery date (scheduled delivery date) of the Backlog SKUs.

    • Enable Filter by delivery date within a specific period:
      • Filters the export targets by the delivery date (scheduled delivery date) of the Backlog SKUs.
      • Enter the start and end dates for the period.
      • Dates can be specified using the calendar icon.
    • Disable Filter by delivery date within a specific period:
      • Exports for all periods without filtering by the delivery date (scheduled delivery date) of the Backlog SKUs.

Specifying Export Targets​

  1. Select Target Buyers
    If the Data Export Type is any of the following items, the Select Target Buyers section will be displayed:

    • Backlog SKU List
    • Backlog SKU List With Price
    • SKU Based Backlog SKU Summary Sheet with Buyer Columns
    • SKU and Delivery Date Based Backlog SKU Summary Sheet with Buyer Columns

    Select the checkboxes for the buyers you wish to include in the data export as needed.

    • You can narrow down buyers by entering conditions in Search Buyers.
    • To select all buyers that match the search conditions, click Select All.
    • To uncheck all, click Remove All Selections.

  2. Select Target Products
    Select the checkboxes for the products you wish to include in the data export.

    • You can narrow down products by entering conditions in Search Products.
    • To select all products that match the search conditions, click Select All.
    • To uncheck all, click Remove All Selections.
    • Selecting products that do not have Backlog SKUs will not affect the exported content.

Downloading the Data Export File​

After confirming the entered details, click the Download button.

Upon successful processing, an Excel (XLSX) format file will be downloaded.

Important Notes​

Backlog SKUs Not Included in Export​

The following Backlog SKUs are not included in the export:

  • Backlog SKUs already applied to documents such as delivery notes or partner inventory transfer slips.
  • Archived Backlog SKUs.
  • Paid Backlog SKUs.