How Do I Create a File in an FTP Account When Each Load Drop is Dispatched?

How Do I Create a File in an FTP Account When Each Load Drop is Dispatched?

Automatically Create Files on Load Drop Dispatch

This guide explains how to use the automation feature in Clarus WMS to automatically create files in a specified SFTP account every time a load drop is dispatched. This is ideal for generating dynamic files with specific event details.


Step-by-Step Guide

1. Create Your Automation

Go to the automations section in Clarus WMS and begin creating a new automation. Set the automation to activate when a load drop is dispatched. Then, enter the desired File Name, choose the FTP User account for the file upload, and select the relevant Document Category (e.g., dispatch).


2. Upload a Template File

In the Template File box, upload the template that will be used to create the file. This template can be in common formats such as CSV or TXT. This template will automatically include data from the dispatched load drop, making the file dynamic.


3. Use Dynamic Data in the Template

You can add dynamic data to your template using placeholders. The main data objects available are:

load_drop: This allows you to access information about the load drop, such as its ID or destination.

dispatch_transactions: This provides details about the transactions linked to the load drop dispatch.

For example, to display the postcode of the load drop's address, you would use: {{load_drop.address.postcode}}

To list the product code for each dispatch transaction, use this code:

{% for transaction in dispatch_transactions %}
{{transaction.product.code}}
{% endfor %}

AlertREMEMBER: Refer to the Liquid templates documentation for more detailed guidance on using dynamic data.


4. Finalise and Save the Automation

Carefully check that all the fields in your automation setup are correct, including the file name, FTP user, and template data. Once you are satisfied, save the automation. It will then automatically create files when load drops are dispatched, using your chosen template and dynamic information.


FAQs

What file formats can be used for the template?

Common formats such as CSV and TXT are supported.

What is dynamic data?

Dynamic data refers to placeholders within the template that will be filled with relevant event-specific information when the automation runs.

Can I specify multiple FTP users?

No, the automation allows you to specify one FTP user per automation setup.

What happens if the load drop does not meet the criteria?

The file will not be created unless the specific criteria for the load drop dispatch event are met.

Can I modify the file name dynamically?

Yes, you can use dynamic data to include event-specific information in the file name.


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