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

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 Import File

Your order import file needs to have specific details that match your order information. Here's a list of the fields you'll need to consider:

Field

Type

Mandatory?

Description

order_reference

String

Yes

A unique identifier for each order.

warehouse_code

String

Yes

The code for the warehouse linked to the order. This must be an existing warehouse.

account_code

String

Yes

The account code that is creating the order. This must be an existing account.

supplier_code

String

No

The code for the supplier on the order. This must be an existing supplier.

carrier_code

String

No

The code for the order's carrier. This must be an existing carrier.

customer_code

String

Yes

The code for the customer linked to the order. This must be an existing customer.

expected_date_of_dispatch

String

Yes

The date when the order is expected to be sent out.

address 1 - 5

String

Yes

The lines for the order's delivery address (lines 1 to 5).

postcode

String

Yes

The postcode for the order's address.

notes

String

No

Any extra notes about the order.

load_reference

String

Yes/No

Required if you are using loads. This is the reference for the load connected to the order.

pick_reference

String

Yes/No

Required if you are using picking lists. This is the reference for the picking list connected to the order.

line_number

String

Yes

The line number for the order item.

product_code

String

Yes

The code for the product being added to the order. This must be an existing product.

quantity

String

Yes

The number of the product in the order.

2. Fill in the Mandatory Fields

You must provide information for all the fields marked as ""Yes"" in the 'Mandatory?' column. These include: order_reference, warehouse_code, account_code, customer_code, expected_date_of_dispatch, address 1 - 5, postcode, line_number, product_code, and quantity. You can leave optional fields like supplier_code, carrier_code, notes, load_reference, and pick_reference blank if they don't apply to your order.

3. Validate the Data

Make sure that all codes, such as warehouse_code, account_code, and product_code, already exist in the system. If codes don't match, the import will fail.

WARNING: Incorrect or missing data in mandatory fields will cause the import to fail.

4. Save and Upload the File

Once you have completed all the necessary fields, save your file. It must be in either CSV or Excel format. Then, upload this file to Clarus WMS using FTP.



FAQs

What happens if I don’t fill in a mandatory field?

The order import will fail if any mandatory fields are left blank or have incorrect information.

Can I include additional notes with the order?

Yes, you can use the notes field to add any extra information about the order. This field is optional.

Do I need a load_reference and pick_reference?

These references are only needed if your order uses loads or picking lists. If not, you can leave them empty.

What format should the import file be?

For a successful FTP upload, the file should be in CSV or Excel format.

Where can I find the template file for order imports?

A template file is usually provided at the bottom of the original support article. You can use this as a starting point for your order imports.


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