PURPOSE

The purpose of this document is to provide instructions on how to import several orders at once, in ShipCaddie TWMS, using a CSV import template. These instructions will mainly be used by a ‘Company User’.

 

SCOPE

These instructions should be followed by ‘Company Users’ within the TWMS system.

 

     RESPONSIBILITY
  1. The Company users are responsible for managing their Company’s orders.
  2. ShipCaddie TWMS Implementations Team will establish, implement and maintain this procedure documentation.

 

REFERENCE

Video tutorial of this process can be found here. Video Tutorial

 

  1. IMPORTING ORDERS

              When a ‘company user’ is ready to import several new orders to the system, these are the steps they will                                follow.

       

  1. Navigate to the tabs at the left side of the screen. Select ‘Orders’ and ‘Import Orders’.
  2. In the new window you will see an option to download the csv template. See Figure 1
  3. Define where the import is coming from using the ‘Order Source’ dropdown menu.
  4. Specify where the import is going to be stored using the ‘Virtual Warehouse’ dropdown menu.
  5. Then Choose your file and ‘Import orders'

 



Graphical user interface, application Description automatically generated

Figure 1 – Download Link Highlighted