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
- Quote
- 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:
- Clear all deliveries – this will remove all previously entered deliveries and replace with the deliveries contained in the csv
- 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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