Creating and Importing Same-Store Sales Calendars

You can create and import custom retail calendars to be used by the Same-Store Sales Report SuiteApp for referencing years, quarters, months, weeks, or days, to compare store sales in those periods.

To create a custom retail calendar, you must first enter calendar data in a CSV file that will be imported to NetSuite. The Same-Store Sales SuiteApp provides the CSV file for creating and entering calendar data for the calendar for the years you want to compare store sales.

Validations in Creating and Importing Calendars

In creating and importing calendars, the following validations and requirements must be met:

• Multiple calendars cannot be created at same time. Ongoing calendar creation must be finished before another can be created.

• The calendar must be in CSV file format. Ensure that you select a CSV file in calendar import.

• The calendar name must be unique.

• The CSV file must contain columns for the Date, Year, Quarter, Period, Week, and Day.

• Only one Primary calendar must be specified for a year.

• A calendar cannot be deleted while there is ongoing calendar creation or deletion.

• All calendar dates must be complete and have valid values and format:

  • A Date must be unique (no duplicate), and in the format: MM/DD/YYYY.

    Note:

    If other date formats are used, calendar import will fail. However, if you used the correct date format, but calendar import still failed, then you should check the date format in your account. Go to Setup > Company > Preferences > General Preferences and Home > Set Preferences, then ensure that the Date Format fields has MM/DD/YYYY defined for both.

  • Year must be a valid year.

  • The year in the calendar record must match the year in the CSV file.

  • Quarter can have a value from 1 to 4.

  • Period can have a value from 1 to 12.

  • Week can have a value from 1 to 5.

  • Day can have a value from 1 to 7.

To create and enter calendar data:

1. Go to Documents > File > File Cabinet.

2. Click SuiteApps.

3. Click Bundle 338212 and com.netsuite.samestoresales.

4. Open the following files:

   • Template Files > Custom Calendar Template.xlsx – Use this file as reference only to understand how calendar data must to be entered. This file has descriptions of the fields in the Custom Calendar CSV file, where you should enter dates to create the calendar.

   • CSV Files > Custom Calendar - CSV File - Sample Data.csv – Contains sample data for a year to guide you in creating the calendar CSV file.

   • CSV Files > Custom Calendar - CSV File.csv – This is the file you must download and use to enter data for the new calendar.

5. In the downloaded Custom Calendar - CSV File.csv, enter the dates and other details of the calendar you want to create. For example, the first date of the calendar is entered Day: 1, Week: 1, Period: 1, Quarter: 1, and the corresponding Year. The next date is Day: 2, Week: 1, Period: 1, and so on.

6. After entering calendar dates and details, save the CSV file in your local computer.

To import the calendar CSV file to your NetSuite account:

1. Go to Setup > Same-Store Sales > Calendar > New.

2. On the Calendar page, specify values in the following fields:

   • Calendar Name - Enter the name of the calendar. Calendar names must be unique to avoid duplicates.

   • Calendar Year - Specify the year for the calendar. The year must match the calendar year specified in the Year column of the CSV file that calendar data was entered.

   • Set as Primary Calendar for the Year – Check this box if you want to set the calendar as the Primary Calendar for the specified year. The Primary Calendar is used for the Same-Store Sales Report.

     Note:

     If you create multiple custom calendars for the same year, only one calendar can be set as Primary Calendar for that year. If there is an existing Primary Calendar for a certain year, setting the new calendar as Primary removes the setting for the existing Primary Calendar.

   • Calendar Dates Import File – Select the CSV file of the calendar you want to import and create.

3. Click Save to create the calendar record.

Repeat the steps to create and import the calendars of all the years that you want to compare store sales.

After a new calendar record is created, its import status is set to Complete. On the Calendar record page are following fields:

Field	Description
Period	Displays the total number of periods or months in the calendar.
Weeks	Displays the total number of weeks in the calendar.
Week Start	Displays the day of the week the calendar starts, based on the first date in the calendar.
Start Date	Displays the start date of the calendar, based on the first date in the calendar.
End Date	Displays the end date of the calendar, based on the last date in the calendar.

General Notices