Chapter 4b - Navigating RedClick Import Wizard

Transcription

1 Chapter Chapter 4b - Navigating RedClick Import Wizard 4b Click on an Import Name to display the template screen Click here to create a new template 2. Click on an existing template by clicking on the import name, or 3. Create a new template by clicking on the edit button to the right of the system default import name. Creating New Upload Templates 1. Click edit next to the system default template to create a new template for uploading multiple lodgements. The following screen will be displayed: RedClick User Guide v1.4 Page 55

2 2. Change the name at the top to an appropriate name for your new template. 3. Scroll down to the bottom of the page and click submit. A pop up box will appear informing you that changes cannot be made to the system default template and giving you the option to create a new template. 4. Click OK. Your new template will now be displayed as a template option in the template selection screen. RedClick User Guide v1.4 Page 56

3 Editing upload templates To edit a template click its edit button. An upload template determines the order in which RedClick reads your upload file. Delimiter Select a file type to import (CSV (comma delimited) is the most common). RedClick will require one of the delimiters identified in the pull down to be able to distinguish columns of data in the file being imported. Below the delimiter selection, the rest of the fields that RedClick uses to produce a label are displayed. The first column details the name of the field in question. The second column details where RedClick will look for the lodgement information. You are given the following options. Term Import column Value Run time option Function Meaning / Use This tells RedClick to search your spreadsheet for the required data from the specified column. This tells RedClick to use the value entered directly into the upload template and not to look in your spreadsheet for that fields data. This tells RedClick to prompt you to provide the information that is to be entered into this field whenever you attempt to upload a file. The information you provide will be entered into every lodgement present in the spreadsheet. This tells RedClick to enter a value based on the function selected. For example if the field is a date you can set the function to always fill the field with today s date. Use the listed fields to map RedClick to the desired layout of your spreadsheet. For more information on what each of the fields represent click on the blue question mark next to each system field. RedClick User Guide v1.4 Page 57

4 Once you are satisfied with your changes, click on the submit button at the bottom of the page. You will then return to the Import Wizard Screen. RedClick User Guide v1.4 Page 58

5 Mandatory upload fields When uploading a lodgement into RedClick a value must be supplied for the following fields as either a value or function within the upload template or as a value within the upload file. Name International default column Domestic default column Job type A A Account ID B B Service D D Date E E Ready time F F Closing time G G Collection country Q (must show New Zealand) Q Delivery address line 1 Z Z Delivery country AF AF (must show New Zealand) Contact name AH AH DOX/NDOX AN AN Type of export AQ Not applicable Non delivery instructions AW Not applicable Parcel group BA Not applicable No. of parcels BB BB Parcel weight BC BC Parcel description BH BH Unit quantity BK BK Unit value BL BL RedClick User Guide v1.4 Page 59

6 Printing Labels After an Upload Please note: If you wish to print labels for uploaded files the following should be considered: When uploading files, you need to include a senders reference for all items in the file you have just uploaded, or you cannot print the bookings from just that file. RedClick gives you the opportunity to print everything you have entered that day, for a range of consignment numbers, or for a specific reference. For more information on printing labels, please see the section on Print Labels in Chapter 5. Helpful Hints It is recommended that as many fields as possible, within the upload template, are set to either Value or Function, reducing the size and complexity of the upload file required. To use the default template for domestic services, it is required that the file uploaded has some data in the mandatory fields, even though they are not all required for domestic services. It is recommended that if the lodgements are domestic only, you create an upload template for domestic labels with fixed values in any fields that do not change between bookings e.g. Parcel description could be set to a value field with A being the hard coded value. This field would then not be required in the uploaded file. Likewise, Collection country and Destination country could be set to New Zealand. Import Rejects When you upload a file into RedClick to create bookings, RedClick provides you with a screen that tells you if the upload has been successful or if there are bookings that need amending before a label can be printed. Import Rejects allows you to see any attempted bookings from uploaded files that have failed and allows you to amend those bookings. Log into RedClick if you have not done so already. RedClick User Guide v1.4 Page 60

7 Click here to display the Import Rejects screen. 1. Click on the Import Rejects link under Order Management. The following page will appear, with the date and time of the import file and the number of rejected records. 2. Click on the Edit link next to the file whose rejected records you want to amend. All errored records for this import file will display as below RedClick User Guide v1.4 Page 61

8 Click on the record that you want to amend. The data fields and data entered for this record will be displayed as below There will be a comment at the top of the page indicating why the record failed when it was first imported. Move to the field you need to RedClick User Guide v1.4 Page 62

9 change, edit the data, then move to the bottom of the page and click Submit You will return to the list of errored records. To resubmit the record or records you have amended first select the tick box next to the record. Now click on arrow beside the Resubmit selected entries drop-down box near the top of the page. Alternatively, if you wish to delete any errored records, select Delete selected entries prior to clicking on the arrow beside this box. When re-submitting the errored booking, your browser will open the screen shown below, the Import Reject Status box, showing you if the booking has been successfully processed or if more amendments are required. Click Home to return to the main menu. Summary Shipping Report The Summary Shipping Report is an easy way for you to see all bookings you have made between specified dates and (for some NZ Post services)* the current delivery status of those bookings. Log into RedClick if you are not already. RedClick User Guide v1.4 Page 63

10 Click here to display the Shipping Summary screen. Click on the Shipping Summary report under Reports / Queries in the Main Menu. The Tracking Summary screen will open as per below: Select a date range (a maximum date range of 31 days is allowed unless another filter is also provided in the cost centre, postcode or reference fields in which case up t o2 years of data can be searched). Select your preferred sort criteria (reference, date entered, order date, or tracking date (i.e. last tracking event)). Now Click on Submit. A list of all bookings placed with the search parameters you have selected will be shown, as per below. The Status and Data fields will show the most recent update to tracking information for each booking. RedClick User Guide v1.4 Page 64

11 To see the detailed history of any particular booking, click on the number at the far left for the booking (in blue). A new window will open showing a tabbed view of information about that booking. Click on the Tracking tab to see a detailed history of tracking events for the booking selected*. For tracked services, there is also a link at the bottom of this page (in blue) to the NZ Post Tracking website. RedClick User Guide v1.4 Page 65

12 *NZ Post services that RedClick provides tracking information for include: International Express Courier (International Outbound) International Economy Courier (International Outbound) RedClick User Guide v1.4 Page 66