Deliveries - Upload Shipping Information on Quote and Job Details

Deliveries - Upload Shipping Information on Quote and Job Details

Introduction

Often job can require multiple deliveries. These can be added manually but they can also be done in bulk via a csv upload.
The upload can be completed at both a
  1. Quote
  2. Job level.

Quote

On the quotes ‘Order Details’ page, the ‘Shipping’ sections contains an ‘Export/Import’ button:


Click the button to open the import modal:


To export a base csv, click the ‘Export’ option:


The downloaded csv will contain the default address linked to the delivery:


This can now be edited to suit and imported:


Back in the quote modal, ‘Choose file’ to import:


Select your csv file and click ’Verify’:


The file will be check for any input errors. If no errors are found, you will see a confirmation modal on the side. You have the option to:
  1. Clear all deliveries – this will remove all previously entered deliveries and replace with the deliveries contained in the csv
  2. Keep existing deliveries - this will retain all previously entered deliveries and add the deliveries contained in the csv


On confirmation you will see a success import confirmation. Click to view deliveries:


This will then go back to the standard Shipping’ view showing the multiple deliveries:


These deliveries can be individually edited if required


Job

The same can also be done at the job level. The job may be accepted with just a single address as the bulk list may be finalised once the job is in production.
From the jobs ‘Dispatch’ tab, click the ‘edit’ option against the address:


The ‘Export/Import’ modal is available here:


At a ‘Job’ level, one additional column is available, ‘Delivery Expected Date’:




This allows you to set the date shown below against each delivery:



CSV Field Details

For help on filling out the import csv, click on the ‘Help’ option for column requirement details:


Error Handling

If the verification process finds any issues in the csv data, the will display in red outlining the issue found:



When the total quantity of items in the CSV exceeds that actual job quantity the import will error:



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