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Import New Shipments

The Import Shipment function creates multiple new shipments at once from a pre-formatted spreadsheet, available from the main navigation where your permissions allow. Bulk entry uses a downloadable template so logistics teams can load high volumes consistently. Match dropdown values to Site Settings, validate the preview, then confirm and review the summary file for successes and errors.

Quick Check - Before You Start
  • You have create permission for shipments (required to use Import Shipment).
  • You will download the Import Template from the Import Shipment window for this upload.
  • Order Number, Style Number, Colour, and Size match live order/style data; dropdown fields match Site Settings.

Steps to Import

Step Description
1 Click the Import icon in the main navigation menu and select Import Shipment from the drop-down.
2 In the pop-up window, click the hyperlink to download the Import Template.
3 Open the template and fill in the required fields.
Note: Ensure values for drop-down fields match the options configured in Site Settings.
4 Return to the pop-up window, upload the completed file, and click Next.
5 Review the data in the preview window to ensure accuracy.
6 Click Yes to confirm and begin the import.
7 Once the import is complete, download the summary file. This file confirms which records were successful and provides error details for any that failed.
Example

  1. Upload Template Shipment Import 1

  2. Preview and Confirm Shipment Import 2

  3. Import Summary Shipment Import 3

Permissions Required

This function is only available to users with create permission. If you cannot access this feature, contact your system administrator.

Helpful information

  • Always Use a Fresh Template: Download a new import template for each bulk upload. This ensures you are using the latest version with the correct fields and formatting, preventing validation errors.
  • Review the Import Summary: After every import, download and check the summary file. It provides a clear record of successful uploads and highlights any errors, making it easier to troubleshoot and correct failed entries.
  • Prepare Your Data: Before filling out the template, ensure all required information (like Order Number, Style Number, and Colour) is accurate and matches the data in the system. This proactive step minimises import failures.

Troubleshooting

Why can I not open Import Shipment?

The function requires create permission for shipments.

Steps to resolve:

  1. Ask your administrator to confirm your role includes shipment create access.
  2. Sign out and back in after permission changes if the menu still hides the option.
Why do lines fail on Colour, Size, or order references?

Colour and Size must match options on the linked Style, and Order Number / Style Number must match real records.

Steps to resolve:

  1. Open the order and style in the system and copy Colour and Size exactly as configured.
  2. Confirm the Order Number exists and pairs with the Style Number you entered.
  3. Use the post-import summary file to see the specific error per row.
Validation errors mention Site Settings—what should I check?

Dropdown-driven shipment fields must match configured lists.

Steps to resolve:

  1. In Site Settings, verify Shipment Method, Origin, Destination, and Freight Status values you use in the file.
  2. Eliminate extra spaces and match spelling and casing exactly.
  3. Re-upload and review the summary for any remaining failures.