Overview

Creating an order using a CSV File will allow for bulk orders to be entered. This involves downloading a CSV file from your company’s POS or WMS and uploading it into the OneRail platform. This is generally completed at the end of day for future deliveries--next day or later.

Instructions

Using your company’s point of sale, inventory or warehouse management system:

1. Export the delivery order to a CSV file according to your company’s processes and procedures.
   • The order must be in the correct CSV Template.
   • The correct CSV Template is found on the Orders page. This template will have been discussed and formatted at initial implementation.

From the Orders tab:

1. Select Upload CSV File.
2. Click or drag file to this area to upload. Either drag the orders file into the area or select the orders file from your computer.
3. Select Import.
4. Select View Progress for upload progress and errors.

Order Entry – Viewing CSV Progress & Errors

After the “Upload is successfully completed” pop-up page:

1. Select View Progress after successful upload.
2. Or, from the Organization page, select File Uploads.
3. View orders that uploaded successfully or failed. Failed uploads can be due to incorrect address, invalid order number or incorrect information in the template.
4. Select next to Failed or Partial for more information why it partially or completely failed.
5. Check your store’s point of sale or warehouse management system for each Failed order’s errors. Correct and export/upload the entire CSV file again or enter the order manually. A second upload will error duplicates and successfully import corrected orders.

Creating a Delivery Order - CSV (Downloadable PDF)