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The FLO Report is used to pull forward-looking forecast data, make vendor-side edits, and import those updates back into SOLYS.

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Pulling the FLO Report

  1. Go to Report Builder → Canned Reports.
  2. Select FLO Report and click Configure Report. FLO report screenshot 1
  3. Scroll down to choose your Timeframe and Product Set:
    • For future periods, click Additional Ranges and type NEXT to see all forward-looking timeframes.
    • For a saved FLO, we recommend a “Last X / Next 52” option. FLO report screenshot 2
    • For your Product Set, using a CIG ensures you’re forecasting only the items you need. FLO report screenshot 3
  4. Click Run in Background.
The more items in your forecast, the longer it will take to run. If it hasn’t completed within an hour, submit a support ticket.

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Editing the FLO

Once downloaded, you may edit the following fields only:
  • Sales Type
  • Comments
  • Vendor Fcst Sales
  • Vendor Projected Order Qty FLO report screenshot 4
Do not alter anything else. Do not change metric names, insert or delete rows or columns, or use special characters (except in the Comments field). Any of these changes will break the import.

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Importing the FLO

  1. Go to Data → Import Data.
  2. Select FLO Report Import.
  3. Click Choose Files, locate your saved FLO file, and click Execute Import.
  4. You’ll be taken to the Import Queue & Log. Refresh until your file shows SUCCESS. FLO report screenshot 5 Common reasons for a Failure status: non-numeric characters in forecast lines, changed headers or labels, or added/removed rows and columns.

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Support

Hours: Monday – Friday, 8AM – 4PM Email: support@gocrisp.com