Import Shipment Tracking Number to Elliott through CSV File
It has been suggested that Elliott should support importing of shipment tracking number for sales order through CSV File. The CSV file should contain the following fields:
Order# String Sample 123456 (pad leading zero if numeric)
Package# String Sample 1
Tracking# String Sample 1Z92752E0300860395
Weight String Sample 1.00
Freight Amount String Sample 15.23
Ship Via String Sample UPS Ground
Ship Date/Time String Sample 8/23/2017 1:00:00PM
Reference String Sample 123456789
Not all fields need to be provided. Only the Order# and Tracking# is necessary. If the Package# is not provided, then it is assume 1. If the weight is not provided, then it won't be written to note, same for freight. If Ship Via is not provided, then we look up the ship via description of the order. If Ship Date/Time not provided, we use the current system date/time. Reference is to update Note Subject. It can be blank.
We need to prevent duplicate note. Therefore, if there are multiple records for the same sales order, then we may need to add 1 second to time until no duplicate value.
The import screen shall prompt for:
CSV File Pathy & Name:
Does Import File Has A Header Row?
Note Type: (Blank Allow)
The above value will be saved and used for the next session default.
This feature will be released in the next 8.5 update.