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Data formats and Excel template

AInventory uses Excel (.xlsx) as the universal data interchange format: every module with table views supports exporting to Excel, and demand history data can be loaded via an Excel template.

Export

Every module with a table view includes the "Download Excel" button. The exported data varies by module:

ModuleExported content
ForecastForecast values per SKU, period, phase, and version.
KPIsAccuracy metrics (MAPE, RMSE, BIAS, etc.) per SKU, version, and phase.
FVABaseline vs adjusted-phase values and Forecast Value Added per SKU.
InventorySimulator results (safety stock, ROP, target stock, status-light state) and optimization parameters per SKU.
History logsComplete change logs (user, timestamp, field, previous value, new value).

Bulk upload (upload template)

To load or update demand history in bulk:

  1. Download the current template from the upload screen (button "Download template"). The template already includes the required columns and the tenant's existing SKUs.
  2. Fill in or edit the data in Excel.
  3. Upload the edited file using the "Upload Excel" button.

Once processed, the upload is recorded in the change history with the origin "Bulk upload", including the user and timestamp.

Column structure and validation rules

TODO: exact template column structure — available sources do not detail column names or the expected format per field.

TODO: template validation rules — sources do not specify which errors are reported or how invalid rows are handled.