This is a step-by-step guide on how to import your orders into MaxOptra using the prepared import file.
For import file upload templates, see Order Import File Guide.
For more information about how to make up an import file, about import file parameters and requirements, see Order Import File. Column Names and Requirements.
In the MaxOptra System, the orders can be imported. The orders are imported on a particular date which can be specified via the import dialog, within the import file or both. The following are the possible occurrences for importing orders:
When the date is specified both in the import dialog and in the import file (for each order), only the orders with corresponding dates are imported from the file.
When the date is specified in the import dialog only and is not specified within the file, the orders from the file are imported for the date specified in the dialog.
When the dates are specified in the import file only and are not specified in the dialog (the checkbox is unchecked), the orders from the file are imported each for its particular date.
The import procedure also allows you to remove existing orders. This can be used for such cases where the import file is used many times with some changes within it. For that particular date, to avoid duplicating of such orders with different statuses and various parameters the Remove existing orders option can be used.
The system can be configured so that the Remove existing orders and Import orders for following date fields can be hidden from the import dialog. In this case the default values for the current account are used.
Importing Orders on the Planning Screen
To import orders:
Navigate to the Planning screen. For details, see Unplanned Orders.
On the toolbar of the Unplanned order list, click the import icon
. The following dialog is displayed, where you can browse the import file or drop it directly from your computer:
OR
You can also drop the import file directly on the Unplanned orders section from your computer.
In the Select a file for import field, click the Browse button and select the file on your hard drive to import the order data from.
Select Remove existing orders if necessary.
Select Import orders for following date, if necessary. Fill out the date or alternatively select it using the pop-up calendar.
Click Import. As soon as the file import is over, you will see imported orders them in the Unplanned orders list.
Other Ways of Importing Orders
Under the Account Administrator role or Dispatcher role, go to the Orders tab. Click Add to open the import dialog.
When the import dialog is opened, the actions are the same as described above.
Terminating a Hanging Import Process
When an import process gets hung for some reason(for instance, when import is started at one DC by several Dispatchers simultaneously), there is now a button to terminate it. Note that by clicking the Terminate button, all import sessions will be terminated.
After the current hanging import sessions are terminated, you can try and import your file again.
