FAQs for "Uploading Parts in an Order"
1. How do I start the process of uploading parts to an order?
A: Navigate to the order creation page in the Isolocity system. After entering the basic order details like customer name and order date, locate the Upload Parts option. Clicking this allows you to upload a CSV file containing all parts for the order, ideal for large orders to save time and reduce errors.
2. What is the purpose of uploading parts via a CSV file?
A: Uploading via CSV streamlines adding multiple parts. By preparing a CSV with part numbers, quantities, and serial numbers, you can upload all details at once, reducing manual effort and minimizing errors.
3. How do I download the template required for uploading parts?
A: Click the Download Template button near the Upload Parts option. The template is pre-formatted with necessary columns for part numbers, quantities, serial numbers, and other required fields. Always use the latest template to avoid compatibility issues.
4. What should I include in the CSV file when uploading parts?
A: Include all required details for each part, such as part number, quantity, serial number (if applicable), lot numbers, or descriptions. Ensure all entries match the template format to prevent upload errors.
5. How do I ensure the CSV file is correctly formatted?
A: Use the system-provided template, verify columns match headers, and confirm all data types are correct. Ensure no mandatory fields are blank. Upload a test file first if unsure.
6. What happens if the CSV file does not upload correctly?
A: The system will show an error message indicating the issue (e.g., formatting, missing fields, or incorrect data type). Correct the file and re-upload. Persistent issues should be reported to technical support.
7. Can I edit parts individually after uploading them via CSV?
A: Yes, after uploading, you can review and edit each part in the order interface to adjust quantities, serial numbers, or other details.
8. How do I handle large orders with many parts?
A: Use the CSV upload method, organize data logically, and double-check accuracy. This reduces manual effort and prevents errors during upload.
9. What should I do if I need to add additional parts after the initial upload?
A: Either upload a new CSV containing only the additional parts or add them manually in the order interface. Save the order afterward to secure changes.
10. How do I verify that all parts were uploaded correctly?
A: Review the list of parts in the order interface, checking quantities, serial numbers, and other details. Correct any discrepancies by editing parts or re-uploading the CSV.
11. What should I do if parts are missing after the upload?
A: Check the CSV file for completeness and correct formatting, re-upload if necessary, or manually add missing parts. Review system error messages for guidance.
12. Can I upload multiple CSV files for the same order?
A: Yes, but upload one file at a time to ensure correct processing.
13. How do I manage errors encountered during the upload process?
A: Review error messages, correct the CSV file, and re-upload. Test small files first. Persistent issues should be reported to technical support.
14. Is there a limit to the number of parts that can be uploaded in one CSV file?
A: Limits depend on system capacity. If issues occur, break data into smaller files. Check system documentation or consult your administrator.
15. How do I confirm that the upload was successful?
A: The system will display a confirmation message and show the uploaded parts in the order interface. Verify all parts are correct before finalizing the order.
16. What should I do if I need to update the parts after the upload?
A: Manually edit parts in the order interface and review the order to ensure accuracy before proceeding.
17. Can I save the uploaded parts and continue later?
A: Yes, click Save Order to preserve progress and return later for further editing or review.
18. How do I handle duplicate parts after uploading?
A: Remove or consolidate duplicates in the order interface by adjusting quantities or deleting unnecessary entries. Review thoroughly to maintain order accuracy.
19. What is the benefit of using the template provided by the system?
A: The template ensures correct formatting, includes all required columns, and reduces errors, enabling smoother uploads.
20. Can I automate the upload process for recurring orders?
A: For recurring orders, consult a support agent to explore potential integrations for automation.
21. How do I ensure compliance with regulatory requirements when uploading parts?
A: Ensure all CSV data (e.g., lot numbers, serial numbers) is accurate and complete. Use validation features to verify compliance, especially in regulated industries like pharmaceuticals or food.
22. What should I do if I accidentally upload the wrong parts?
A: Delete incorrect parts in the interface or re-upload the correct CSV file. Act quickly to prevent delays or fulfillment issues.
23. How do I track the history of uploads for an order?
A: Use the system’s activity tracker or order history to view who uploaded parts, when, and any edits. This ensures transparency and accountability.
24. Can I include special instructions or notes with the uploaded parts?
A: No, do not add comments or notes in the CSV. Follow upload guidelines precisely for accurate processing.
25. What are the final steps after uploading all parts to an order?
A: Review the order for accuracy, make edits as needed, and finalize by clicking Create Order or Save Order. The order is then ready for shipment or production. Consider printing or exporting a copy for records.