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Bulk Upload

Click on BULK LOAD in ADD PRODUCTS page.


Download and open the bulk load template.


Enable Macros.
Fill in the template.
TIP: Problem Category and Problem Details must be selected from a drop-down menu.


Click on GENERATE CSV.
CSV file was generated and saved in the same location as the bulk load template.
Navigate back to the portal. Click on 2. UPLOAD CSV FILE.


Choose File to upload.

TIP: The csv file is saved with the time stamp in the same location as the bulk load template.

 


Click on IMPORT.


Review the units. You can add or remove lines manually.


Click on 3. LOAD DATA TO THE ORDER.


You will be navigated back to the REPAIR ORDERS tab and notified by email about the bulk load completion.


Observe Bulk Load Status and Number Of Lines fields.

To see the actual status, you need to click on REFRESH button.


Click on Bulk Load Status to be navigated to the correct screen. 

TIP: If the status is Completed, you will be taken to the review cart screen to proceed with the order.

If the status is Completed with Errors, you will be taken to the bulk load screen to resolve the errors.


Edit or dispute the units if necessary.


Proceed with submission of the cart.