In this release, we have greatly enhanced the Partner Portal Import Booking File Load process.
On the Bookings tab of the Partner Portal, users will note that the ‘UPLOAD BOOKINGS’ button, has been split into two new buttons ‘UPLOAD IMPORT BOOKINGS’ and ‘UPLOAD EXPORT BOOKINGS’
The UPLOAD IMPORT BOOKINGS button opens a new ‘BOOKING FILE LOAD’ screen
This screen contains a mapping section, where users may map their own file to be loaded into the Partner Portal
Fields marked with * are mandatory, fields marked A – E are conditionally mandatory, if users specify one field in a group marked A – E e.g. one (B) field, then ALL (B) fields must be specified for the mapping.
The following field may contain multiple entries separated by ‘|’ symbols:
- Booking Orders – Order Number
- Products – Order Number
- Products – Line Number
- Products – Quantity Shipped
- Products – Order Container Number
- Products – Packing Instructions
Please refer to the Partner Portal user manual for detailed examples regarding the pipe separation functionality.
Mappings may be saved as templates, via the templates group. When a template is downloaded, each column with auto-populate an example entry, to indicate the value the column expects.
When the template file has been filled out as intended, it may be uploaded using the BROWSE and START IMPORT buttons.
If any errors are present, the user will be notified via the Import Log group, and may view the errors via the VIEW DETAILS button
If no errors are present, the user will be notified that the booking(s) have been successfully uploaded
Export Bookings may still be uploaded using the old load process now relabeled ‘UPLOAD EXPORT BOOKINGS’. Over the coming releases, the UPLOAD EXPORT BOOKINGS process will be merged into the new UPLOAD IMPORT BOOKINGS load process.