'Read File' option to fill the items

 

Content was last updated in 06.22.07-00

Revision History

 

Assume a significantly large number of assets and products required on an event and are ready to fill in truck from the Warehouse.  

Instead of filling each and every individual asset/product in R2, the Warehouse Manager scans the assets and products. The scanner loads the asset and product details such as Asset / Product ID along with its quantity.

The scanner converts these product details into a CSV file and transfer to a computer. Now, the Warehouse Manager can open the CSV file and update the container ID against the product/ asset.

To update the same details in our application, we have a Read File feature. This feature is supported for both Orders and Transfer Orders 'Fill' operation.

Read File feature reads the data from the CSV file and marks the asset and product as Filled and updates the respective container ID against the asset/product.

 

Access points

 

 

Read File window

Figure 1.0: Read file

 

  1. Select File: Select the CSV file.

  2. Status: System displays the status at each step while reading the file.

  3. Auto Fill**: Select the checkbox to fill and add the item to the order which is not added previously.

  4. Auto Return**: Select the checkbox to return the added item on the order.

  5. Read File: Click the button to read the file after locating it.

  6. Close: Closes the 'Read File' pop-up.

 

  • **Auto Fill checkbox is not available when filling items on Transfer Out Orders.

  • Auto Return checkbox is not available when filling item on Transfer In/Out Orders.

  • While Batch filling,  Auto Fill / Auto Return option is not supported in 'Read File' window rather available in 'Batch Filling' window as shown in Figure 3.0**

 

 

CSV details

The CSV file contains the following details.

Table 1.0: CSV file details

Details

Description

Product/AssetID

Enter the valid Product ID or Asset ID.

Qty

Specify the quantity required to fill on the Order.

Container ID

Specify the container ID in which the item will be filled.

 

 

Exceptions

Once the file imported is completely processed, a message displays to indicate whether the import was success or there were any exceptions.

The exceptions are logged as 'Warehouse exceptions' and can be viewed later in time.

 

How to read the file using 'Order Fill' operation?

The sample workflow flow is explained for the Rental Order. The same can be followed to use the Read File feature for Transfer Orders also.

 

  1. Create an Order and add items/assets.

Figure 2.0: Order

 

  1. Ensure the CSV file is generated and the Container ID is updated.

In the below figure, the first column is Product ID/Asset ID, second is quantity, and the last is the Container ID.

Figure 2.1: CSV file

 

  1. Open 'Order Fill' window, and click Read file button.

Figure 2.2: Order Fill window

 

  1. In the 'Read File' pop-up, locate the CSV file and click Read File button.

Figure 2.3: Read file pop-up

 

 

  1. In the 'Read File' pop-up window, observe the status at this point, it shows as 'Ready to read items'. Also, a pop-up displays stating 'Do you want to load the data'. Click Yes so that file can be processed.

Figure 2.4: Ready to read items

 

When the file is processing, the status in the 'Read File' pop-up changes to 'Processing data'.

 

  1.  'If the file processed successfully, then a success message displays and the items gets filled and container ID is updated on the order as shown in Figure 2.6.

Once the file is processed, the status in the 'Read File' pop-up changes to 'Scanned items'.

Figure 2.5: File processed

 

Figure 2.6: Items filled

 

  1. If processed file has exceptions, then you will see the below pop-up.

Figure 2.7: Exceptions

 

  1. To view the details, click Details button.

Figure 2.8: Details pop-up

 

The same exceptions are logged in the 'View exceptions' as well.

Figure 2.9: View Exceptions

 

 

How to read the file using 'Batch Fill' operation?

Instead of opening each and every Order to read the file to fill the Items, 'Read File' option in 'Batch Fill' window helps in filling the items without opening the order and you can perform for multiple orders one after the other. Below is a glimpse of the same.

 

  1. Open 'Batch Fill' window.

  2. Enter the Order ID for which you want to fill the items.

'Auto Fill' and 'Auto Return' option is available in 'Batch Filling' window and you will not see in 'Read File' window. To use these options while filling, please select here itself.

Figure 3.0: Batch Filling window

 

  1. Click Read File option.

  2. In 'Read File' window, locate the file and click Read File button.

Figure 31: Read File window

 

  1. Click Yes to load the data.

  2. Once the file is processed successfully, you can proceed to enter the other Order ID in the Batch Filling window to fill the items.

If the processed file has exceptions, you will see the 'Exception' pop-up to view the details as you usually see when reading the file in 'Order Fill' window.