Preparing to Ship the Orders.

To Ship an order via sheet Import we use the same update process which you can read about in a previous guide here.

In this guide we will cover the key fields in this process and will touch upon other sheet templates for managing order shipments.

Shipping Fields.

When preparing your orders to ship via .csv you need to update these Key fields:

  1. Shipping Date - this is the date when the order has been shipped. If you want you can leave this field blank and the system will use the date of the upload as shipping date.
  2. Shipping Carrier - the name of the carrier that has been used to ship the items.
  3. Tracking Code - the tracking code for said carrier (do not put tracking links in here).
  4. Order Status - to properly mark an order as shipped you must change it's current status in the sheet to "dispatched".

Quick Note: The "Shipping Charge" field information is not displayed or used in the reports at the moment, but will be in the future.

Shipping orders via .csv/.tsv Import.

For the first run we always recommend doing a single order only, just to be sure you understood how everything works. Once you have the .csv or .tsv file ready, go back into your Order Page and Press on the Import button again.

This time in the pop-up window press on the Update button, then press on the Choose Sheet button and select your Import ready sheet from your computer.

It should look something like this.

If the Import button is not visible like in the example, simply scroll down and you will see it. Then press on the button.

After Upload.

Your sheet will now be uploaded into the system for checking, if it passes it will be processed and order will be created. All of this progress can be found in the Reports page.

Once there simply scroll down and you will see the Log area, that will show you the progress of your current and past Imports and Exports.

Orders that have finished exporting and are ready for download will look like this.

White the order import is processing it will look like this.

Order Import that has completed without any errors will look like this.

Order Import that has failed will show you that it has processed all the items and how many of them failed.

You can then click on the number of failed orders and it will bring up a screen explaining what went wrong.

Further Articles on this topic:

For general Import / Export rules read here.

On how to Export Orders read here.

On how to Import Orders - Overview read here.

How to Create Local Orders via .csv Import read here.

How to Update Local Orders via .csv Import read here.

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