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Import - Shipping

Tyler Wright
Updated

This article shows DVU users how to create a shipping order from a CSV file. It’s a four-step process:

  1. Download the CSV template.

  2. Add rows of data.

  3. Import the file.

  4. Allocate inventory and create one or more shipping orders.

Downloading the template

  1. Go to Home > Import.

  2. Click the Import Type field and select Shipping Channel.

  3. Click Download Template. The file saves to the local device.

Adding data

Open the file and enter the required data. Add one row for each item. Save the file with a unique name.

Note Click here to view a sample file with one row of data.

The file has many data columns. The following are required columns:

  • Account ID

  • Customer description

  • Item code, UOM (e.g. EACH, CS), and Quantity

  • Warehouse ID

Note Click a link to learn how to find the Account ID and Warehouse ID.

Importing the file

  1. Open the Import page.

  2. Select the file on the local device.

  3. Click the Import button and then OK in the confirmation popup window.

DVU loads the data into the table but not into the system. If the data looks complete, click the Import button. DVU moves the data to the Shipping Channel. (next step)

Note The platform does not save data on the Import page or the Shipping Channel page.

Convert the file

The final step is to allocate inventory and move entries to the Shipping Orders page.

  1. Go to Home > Channels > Shipping Channel.

  2. Use the search icon to display files for the account, or click the Refresh icon.

  3. Check the icons in the Notice column.

Note A green check means the item can be allocated. A yellow triangle indicates an error, usually, the pickable quantity is not sufficient for the order. Go back to the DVU UI and adjust the quantity in the shipping order or the pickable quantity in the storage lcoation.

Allocating inventory

Select one or more rows (with a green check mark) and then click the Allocate button.

Tip Select all of the lines to batch move the items to the Shipping Orders page. DVU users can also select items individually or in smaller groups.

DVU moves each line from the Shipping Channel page to the Shipping Orders page. The Source/Channel reference is Import.

  • All information that comes from the Import function can be confirmed and edited in this step. Update and add shipping information as required.

Adjusting the display

By default, the Shipping Channel page shows each order as a separate table row. Optionally, click the By Order radio button to change the display: combine items with the same order number into one shipping order.

Troubleshooting

If the page displays an error message:

  1. Go back to the original CSV file, make changes, and save the file.

  2. Come back to the Import page and click Choose Import file. DVU removes the rows of table data on the screen.

  3. Import the updated CSV file.

Item code doesn't exist

DVU displays this error message when it cannot find an item code in the account.

Note DVU cannot create new item codes from a CSV file.

DVU users can:

  • verify the item code in the CSV file, or …

  • add the item to the account, and then try again to upload the CSV file.

Reimport

The Reimport button is a time-saving feature when working with a file that has many line items. Click the button to move all properly formatted items to the Shipping Channel page and download a new CSV file that contains the line items with errors. Repair the errors and then upload the file. If formatted accurately, DVU moves those files to the Shipping Channel page.

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