How to register inventory for a shipping order using a CSV file?

Use this option to add bulk inventory shipments from a single client/warehouse to a shipping order.

Key Requirements:

• User must have access to the source account and warehouse.
• "Edit Shipping Orders" permission enabled.
• Shipping order must be in Open status.
• Import from CSV permission enabled under shipping orders.

Steps:

1. From the main menu, navigate to Shipping Orders.
2. Locate the target shipping order.
3. Click in the Edit column.
4. Click Edit orders with CSV to open a new window.
5. Click on Download CSV template
6. Open the CSV and populate mandatory fields for each part number.
   • For CSV guidelines, see this article.
7. Optional fields can also be populated:
8. Save the CSV file.
9. Return to the system and select .
10. Locate and select your saved CSV file.
11. Click
12. Upon successful import, shipping lines will update with CSV data. Example: CSV specifying 50 units of part Transitor BJT450 5V from label LBL-0000rc85.
13. For invalid CSV data, the system will provide feedback. See: How to Identify CSV Import Errors

Related Articles:

• Shipping line management
• How to create multiple shipping orders using a CSV?
• How to Identify CSV Import Errors
• Reference for the CSV data of an shipping order inventory