Skipping these steps will cause MAJOR issues with your sales files! Database Setup: Critical Steps for Sales Files Three steps you MUST follow for every sales file: Step 1: Remove commas from verbiage - NOT NUMBERS Remove apostrophes Step 2: Change ...
A not-so-common error is when you import sales twice; once as sales and a second time as non-revenue. Here's how to catch it: Click here for more Sales File Troubleshooting
There are four pieces of information needed for Pilot to correctly identify each product. They are: Product Code Product Name Quantity Sold Total Sales Value Video - How Pilot Sees Files ( Database Setup)