How do I do a standard pre-receipt import in Clarus WMS?

How do I do a standard pre-receipt import in Clarus WMS?

Pre-Receipt Import Feature

The Standard Pre-Receipt Import feature in Clarus WMS allows you to quickly add pre-receipts to the system by uploading a spreadsheet. This guide explains the required fields and the process for a successful import.


Step-by-Step Guide

1. Prepare the Spreadsheet

Create a spreadsheet containing the pre-receipt information. Below are the fields you may need to include:

FieldTypeMandatory?Description
Receipt ReferenceStringYesCustomer reference identifying the receipt.
Warehouse CodeStringYesUnique code identifying the warehouse.
Account CodeStringYesUnique code identifying the account.
Supplier CodeStringNoUnique code identifying the supplier.
Expected Date of ReceiptStringYesCustom date showing when the receipt is expected to be received.
NotesStringNoCustom field for any extra information.
Item QuantityStringYesThe quantity of items per storage unit.
Storage Unit QuantityStringYesThe quantity of storage units items are placed on.
Datetime 1-5StringNoDatetime 1 is for the sell by date. The rest of the fields can be anything. (These would be separate fields: datetime2, datetime3, etc.)
String 1-5StringNoString 1 is for the batch number. The rest of the fields can be anything. (These would be separate fields: string2, string3, etc.)
Alt Line NumberStringNoCustom field for an alternate line number for any external systems.
Alt Line ReferenceStringNoCustom field for an alternate line reference for any external systems.
Alt Line NoteStringNoCustom field for any notes on external systems.

2. Fill in the required fields

The fields receipt_reference, warehouse_code, account_code, expected_date_of_receipt, item_quantity, and storage_unit_quantity are all mandatory. You must fill in these fields for every pre-receipt line.

supplier_code, notes, datetime1-5, string1-5, alt_line_number, alt_line_reference, and alt_line_note are optional fields. Filling these in will help you add more information and improve tracking.


3. Save and Upload the Spreadsheet

Once your spreadsheet is complete:

1. Save it as a .csv file.

2. Use the import functionality in Clarus WMS to upload the file.



FAQs

What happens if I miss mandatory fields?

If any mandatory fields are missing information, the file will not import correctly, and the pre-receipt will not be created.

Can I update existing pre-receipts using this import?

No, this import feature is only for creating new pre-receipts. It cannot be used to update existing ones.

What format should the import file be?

The import file must be in .csv format.

Where can I find the template file?

A link to download the template file is available at the bottom of the import article. You can use this as a starting point for your product imports.


    • Related Articles

    • How do I do a Standard Product Import in Clarus WMS?

      Quickly add multiple products to Clarus WMS by uploading a spreadsheet. The Standard Product Import feature in Clarus WMS lets you add many products at once by uploading a spreadsheet. This guide will help you understand what information you need and ...

    • How do I perform a standard order import via SFTP in Clarus WMS?

      Standard Order Import via SFTP This feature lets you quickly add orders to the system using SFTP, which is a secure way to transfer files. You'll use your unique Clarus WMS address to do this efficiently. Step-by-Step Guide 1. Prepare the Order ...

    • Standard Role in Clarus WMS

      Standard User Permissions in Clarus WMS Standard users have wide-ranging access to Clarus WMS, allowing them to view and manage various system features. This guide explains what standard users can do within the platform. Step-by-Step Guide 1. Access ...

    • How do I manage mixed pallets in Clarus WMS?

      How to Handle Mixed Pallets You can now create or receive mixed pallets in Clarus WMS using the group numbers feature. This lets you assign different stock lines to a single storage unit reference, whether for the same or different products. ...

    • What are the pre-requisites for shipments in Clarus WMS?

      Shipping Setup Guide To prepare your system for shipments, you need to configure storage units, product weights, and carriers. This guide will walk you through the essential steps to ensure everything is set up correctly for smooth shipping ...