Import .csv Tracking Numbers

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Overview

• The Import Tracking Data screen synonymous with the Microsoft Access Form object or graphical user interface (GUI) is the interface where SEOM fields are mapped to fields in a text file in order to import  tracking information from an external shipping application or a drop-ship an order placed with a supplier for an item or items that are not normally stocked by the retailer; the supplier then ships the merchandise directly to the retailer's customer. The retailer never takes physical possession of the merchandise. vendor.

• To access this screen go to Main Menu > Settings > Shipping Functions > Import .csv Tracking Numbers.

• CSVs should not contain quotes or commas or you will encounter errors. If your data contains commas, the file must be saved as a tab-delimited file or you will encounter errors.

Description of the Screen

Import tracking for: Radio Buttons

Regular Orders

• indicates the tracking information being imported is related to normal orders (not drop-ship orders)

Drop-Ship POs  

• indicates that the tracking information being imported is related to drop-ship purchase orders created by SEOM

• selecting this radio button activates and selects the Drop-Ship PO abbreviation for Purchase Order Number radio button in the Link Field section of the screen

File to import from: Field

• enter the path and name of the text file from which the tracking information is imported or use the Folder button to navigate to its location and click Open

• the program inserts the name of the text file into this field attempts to map Minimum Advertised Price; applies to Consumer Goods categories and listed on Amazon Seller Central Market fields from the text file to corresponding fields in SEOM

Folder Button

• use this button to navigate to the location of the text file that contains the tracking information to be imported and click Open

• the program inserts the name of the text file into this field attempts to map fields from the text file to corresponding fields in SEOM

Field Delimiter Radio Buttons

Comma Delimited

• indicates the text file fields are separated by commas

Tab Delimited

• indicates the fields in the text file are separated by tabs

Other Field

• if the fields in the text file are separated by another character, enter it in this field

First row contains field names Check Box

• select this box if the text file contains a header record which reflects the names of the fields contained in the file

SEOM Field Drop-down Lists

• At a minimum, the Order # and Tracking Number fields are required to be mapped to their corresponding fields in the text file. All other fields are optional.

• If the Item Numbers field or the Drop-Ship PO Number field is mapped to a corresponding field in the text file, SEOM creates packing records for the items that have been shipped, as well as storing the tracking information for the shipment.

Order #

• the number that SEOM assigned to the order

Tracking Number

• the number assigned by the shipping carrier representing the shipment

Carrier

• the name of the shipping carrier that delivered the packages for a given order

Pickup Date

• the date upon which the package was received by the shipping carrier

Shipping Cost

• the total shipping cost of the package

Quantity Shipped

• the number of items that were shipped in a given package

Item Number

• the line item # of the product on the order

Packed By

• the name of the individual that gathered and boxed the items in the shipment

Serial Number

• the serial number that the merchant has assigned to the product

• SEOM does not enforce the use of unique serial numbers, it merely records the data

Notes

• this field may contain any additional information that is pertinent to the shipment

Default Carrier Drop-down List

• select the shipping carrier that delivered the packages

• this field can be set to a default value by using system parameter, TrackingDefaultCarrier

Link Field Radio Buttons

• choose one of these buttons to indicate which field is used to match the tracking information to the order

Order Number

• the number SEOM assigned to the order

Source Order Number

• the number the shopping cart an e-commerce software system that allows a retailer to sell products on the Web. In the context of Monsoon OMS, it refers to the settings that describe a merchant's web store to the program, allowing it communicate with the online shopping cart and import orders and other information system assigned to the order (numeric field)

Source Order ID

• an alphanumeric identification number assigned to an order by some shopping cart systems (text field)

Drop-Ship PO Number

• the number assigned to the drop-ship purchase order a purchase order that is sent from Monsoon OMS to the product's supplier (vendor) when it was created by SEOM

Test Data Button

• once the name and location of the text file is established and the fields have been mapped to SEOM fields, click this button to have the program check for potential data problems

Begin Import Button

• after the data has been tested, click this button to start the import process   

Using the Import Tracking Data Screen

1. Export tracking information from the shipping application to a text file (tab-delimited or comma-delimited), or obtain the text file from a drop-ship vendor. Be sure to note where you save this file on your computer.

2. Go to  Main Menu > Settings > Shipping Functions > Import .csv Tracking Numbers.

3. Select either the Regular Orders or Drop Ship POs radio button in the Import tracking for: section of the screen.

4. Manually type in the path to the file that contains the tracking data or click the Folder button to navigate to its location and click Open. The data from the text file is displayed at the bottom of the screen (up to 50 fields and 100 records or rows).

5. If the text file does NOT contain a header row, clear the box labeled First row contains field names.

6. Map the fields in the text file to the SEOM fields by making the appropriate selections in the drop-down lists.

7. Choose the appropriate shipping carrier from the Default Carrier drop-down list.

8. In the Link Field section, select the radio button that matches the most appropriate field found in the text file:

   • Order Number (SEOM #) - STRONGLY RECOMMENDED

   • Source Order Number (shopping cart order number -- numeric only)

   • Source Order ID (shopping cart order number -- alpha-numeric only)

   • Drop-Ship PO Number - this button is only active when the Import Tracking for: section is set to Drop-Ship POs

9. Click Test Data  to have the program check for nominal data errors. A message box appears with the results. If an error is detected, you may elect to view additional information about the error.

10. When satisfied with the data in the text file and the settings on this screen, click Begin Import to initiate the process of importing the tracking information into SEOM.

When the process has been completed the program provides a count of the new records that were added.

If item number information is included or the drop-ship purchase order number is included, the program creates packing records for the items contained in the text file.

The new tracking information can be seen at the Shipping and Tracking tab of the Process Orders screen. Main Menu >Process My Orders > View and Process My Orders > Shipping

Additional Information

Created: 6/17/12

Revised: 12/2/14

Published: 04/13/16