UiPath Documentation
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Supply Chain & Retail Solutions user guide
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Customer orders dataset

Customer orders dataset containing historical customer order-level sales data per product-location, used by Inventory Management to understand demand patterns.

The customer orders dataset contains historical customer order-level sales data for each product and location. This dataset represents actual customer demand and is used by the inventory management solution to understand demand patterns over time.

If customer order data is not available at order-line level, an aggregated sales dataset can be provided instead.

Purpose​

The solution uses customer order data to analyze demand volatility at the product and location level. This analysis is used to calculate inventory parameters and support replenishment and stock optimization recommendations.

During presales, this dataset is also used to assess historical inventory performance and understand the factors influencing demand and service levels.

Required fields​

About the Constraint column: every field listed must be provided in your data. Non-null means its value cannot be null; Nullable means the value may be sent as null (or left blank in your source). Primary key, Unique, and Foreign key describe the field's role in the data model; a Primary key is always non-null.

FieldDescriptionTypeConstraint
order_idUnique identifier for each order.stringPrimary key
order_line_idUnique identifier for each line in the order. Can be the same as order_id if each order contains only one item.stringPrimary key
order_dateDate and time the order was placed.datetimeNon-null
product_idUnique identifier for the ordered product.stringNon-null
location_idIdentifier of the location where the order was fulfilled.stringNon-null
customer_idUnique identifier for the ordering customer. Enables presales analysis at a customer level.stringNullable
ordered_unitsQuantity ordered by the customer.floatNon-null
shipped_unitsQuantity actually shipped to the customer. Used to support fill-rate and service-level analysis.floatNullable
ordered_valueRevenue value of the ordered quantity. Should correspond to the value of ordered_units.floatNon-null
shipped_valueRevenue value of the shipped quantity. Should correspond to the value of shipped_units.floatNullable
requested_ship_dateDate by which the order must be shipped to meet the customer's requested delivery date. Enables analysis of historical OTIF service levels.datetimeNon-null
expected_ship_dateDate the order was planned to be shipped.datetimeNon-null
actual_ship_dateDate the order was actually shipped.datetimeNullable
statusCurrent status of the order (for example, finished, cancelled, complete). Allows cancelled or incomplete orders to be excluded.stringNullable

Usage notes​

  • Historical data should ideally cover up to two years, where available, to support accurate demand analysis.
  • The dataset should reflect actual customer demand, not forecasts.
  • Consistent identifiers (product_id, location_id) must align with the corresponding Products and Locations datasets.
  • If orders can be partially fulfilled, both ordered and shipped quantities should be provided to support service-level analysis.
  • Purpose​
  • Required fields​
  • Usage notes​

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