Import Orders

Along with the manual creation of orders, the possibility of importing orders is supported as well. Import is performed using either CSV files in UTF-8 coding or XLSX files. These types of file may contain several orders simultaneously. For an optimal system performance the amount of orders in a file should not exceed 100.

Importing Dialog

To import orders, choose 'Planning' section in the left panel and click 'Import Orders' item below. Afterwards, the importing dialog appears in the right panel. This dialog provides the possibility to attach a file containing orders and create a template which can be used for this file as a header in the table of orders. For an imported file to be correctly recognized by the system, its template should possess the same sequence of parameters as an attached file. Though template creation and usage is a helpful feature, it is considered to be optional on this stage. After attaching a file, click 'Import'.

Note that the proper file import requires each order to contain both address /coordinates and delivery interval (from – to) information.

Table of Orders

All the orders a file contains are placed in the table of orders. A file may also contain names for orders' columns. In this case the names appear in the first line of the table. To avoid errors, it is necessary to hide this line (indicate the corresponding flag in the bottom of the table).

If a proper template hasn't been created in the importing dialog, then it is necessary to indicate a name for each column in the header of the table (choose from dropdown lists). Sequence of names indicated in the header can be saved as a template for the further usage in the importing dialog. To do so, click the corresponding button in the bottom of the table (left corner).

If the sequence of columns, their number or names in the imported file differ from the parameters set in the header, then it is necessary to edit the header of the table correspondingly.

Table Editing

To edit any field of the table, click it and make necessary changes. These changes can be saved or canceled using either a keyboard (<enter>, <esc>) or the corresponding buttons in the bottom of the table (right corner). Moreover, changes are saved automatically upon switching to another field.

A multiple editing feature is also supported in the table of orders. To use multiple editing, indicate flags in the lines where similar information should be provided. Afterwards, edit any field of the table. As a result, identical changes are applied to the corresponding fields of the chosen lines.

If a mistake is made upon editing the table, move a step back by clicking 'Undo' in the bottom of the table (left corner). Up to 5 steps are saved in the system.

Buttons in the bottom of the table (from left to right):

  • Add template — to save a current header of the table as a template.
  • Undo — to move a step back in case of editing mistakes (up to 5 steps).
  • Cancel — to cancel orders' import.
  • Save — to save imported orders (saved orders are moved to the 'Planning' section).

The date and time format and the separator for the imported files are indicated in the 'Settings' section. In order import to be implemented correctly, the date and time format should be the same in the imported file, the application settings and the user settings in the monitoring system. The separator used in the file and in the application's settings should coincide as well.

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