Welcome to Isolocity's Support

How do I start the process of uploading parts to an order?

• To begin uploading parts to an order, first navigate to the order creation page within the Isolocity system. After entering the basic order details such as customer name and order date, locate the "Upload Parts" option, which is typically found on the same page. Clicking this option will allow you to upload a CSV file that contains all the parts you wish to include in the order. This method is especially useful for large orders where manually entering each part would be time-consuming and prone to errors.

What is the purpose of uploading parts via a CSV file?

• Uploading parts via a CSV file is designed to streamline the process of adding multiple parts to an order. By preparing a CSV file in advance, you can enter all the necessary details, such as part numbers, quantities, and serial numbers, in a single document. This file can then be uploaded to the system in one step, reducing the manual effort required and minimizing the risk of data entry errors. This method is ideal for orders that involve a large number of parts or complex configurations, as it ensures that all details are accurately captured and processed.

How do I download the template required for uploading parts?

• The Isolocity system provides a specific template that must be used when uploading parts via a CSV file. To download this template, click on the "Download Template" button located near the "Upload Parts" option in the order creation interface. The template is a pre-formatted CSV file that includes the necessary columns for part numbers, quantities, serial numbers, and other required fields. Using this template ensures that your data is correctly formatted for the system to process it without errors. Always use the latest template provided by the system to avoid compatibility issues.

What should I include in the CSV file when uploading parts?

• The CSV file should include detailed information about each part you wish to add to the order. The template typically requires columns for the part number, quantity, serial number (if applicable), and any other relevant data such as lot numbers or descriptions. It’s important to ensure that each entry is accurate and that the data matches the format specified in the template. This attention to detail is crucial for preventing errors during the upload process and for ensuring that the order is fulfilled correctly.

How do I ensure the CSV file is correctly formatted?

• To ensure the CSV file is correctly formatted, start by using the template provided by the Isolocity system. Double-check that each column in the file matches the template’s headers and that all data is entered in the correct format. For example, make sure that numeric fields like quantities are formatted as numbers, not text. Additionally, avoid leaving any mandatory fields blank, as this can cause the upload to fail. If you’re unsure about the formatting, try uploading a test file first to verify that the system accepts it without issues.

What happens if the CSV file does not upload correctly?

• If the CSV file does not upload correctly, the system will typically provide an error message indicating what went wrong. Common issues include incorrect formatting, missing required fields, or data that doesn’t match the expected input type (e.g., text instead of numbers). To resolve these issues, review the error message carefully, correct the file as needed, and attempt the upload again. It’s also a good idea to re-download the template and re-enter the data if persistent errors occur. If the problem continues, contact technical support for assistance.

Can I edit parts individually after uploading them via CSV?

• Yes, once the parts have been uploaded via the CSV file, you can review and edit each part individually in the order creation interface. This allows you to make any necessary adjustments, such as correcting quantities, changing serial numbers, or adding additional details that were not included in the CSV file. Editing parts after upload ensures that the final order reflects the most accurate and up-to-date information, which is essential for inventory management and customer satisfaction.

How do I handle large orders with many parts?

• For large orders involving many parts, using the CSV upload method is highly recommended. This approach allows you to prepare all the necessary data in advance and upload it in a single step, significantly reducing the time and effort required to create the order. When preparing the CSV file, it’s important to organize the data logically, such as grouping similar parts together, to make the upload process smoother. Additionally, double-check all data before uploading to avoid errors that could complicate order fulfillment.

What should I do if I need to add additional parts after the initial upload?

• If you need to add additional parts after the initial upload, you can either upload a new CSV file with the additional parts or manually add them through the order creation interface. If using a new CSV file, ensure it only contains the new parts to avoid duplicating items already uploaded. Manually adding parts allows for more flexibility and can be quicker for small additions. Regardless of the method, make sure to save the order after adding the new parts to secure the changes in the system.

How do I verify that all parts were uploaded correctly?

• After uploading the parts, it’s crucial to review the list of parts displayed in the order creation interface. Check that all parts have been correctly added with the appropriate quantities, serial numbers, and other details. This review helps catch any errors or omissions that may have occurred during the upload process. If any discrepancies are found, you can either edit the parts directly or correct the CSV file and re-upload it. Ensuring accuracy at this stage is vital for smooth order processing and fulfillment.

What should I do if parts are missing after the upload?

• If any parts are missing after the upload, first check the CSV file to ensure that all parts were included and formatted correctly. If the file appears correct, try re-uploading it to see if the issue resolves. If the problem persists, you may need to manually add the missing parts to the order. It’s also a good idea to review any error messages provided by the system, as these can offer clues about why certain parts were not uploaded. Addressing missing parts promptly is essential to avoid delays in order fulfillment.

Can I upload multiple CSV files for the same order?

• Please load the files one file at a time to ensure they are processed correctly.

How do I manage errors encountered during the upload process?

• If errors occur during the upload process, the system will usually display error messages detailing what went wrong. Common errors include incorrect data formats, missing required fields, or mismatched headers in the CSV file. To manage these errors, carefully review the error messages, correct the issues in the CSV file, and attempt the upload again. It may be helpful to upload a small test file first to ensure that the formatting is correct before proceeding with the full file. Persistent errors should be reported to technical support for further investigation.

Is there a limit to the number of parts that can be uploaded in one CSV file?

• The limit on the number of parts that can be uploaded in a single CSV file depends on the system’s capacity and configuration. In most cases, systems are designed to handle large volumes of data, but it’s important to check with your administrator or consult the system’s documentation for any specific limitations. If you encounter issues with large uploads, consider breaking the data into smaller files and uploading them sequentially. Understanding the system’s limits helps prevent errors and ensures a smooth upload process.

How do I confirm that the upload was successful?

• After uploading the CSV file, the system will typically display a confirmation message indicating that the upload was successful. Additionally, the uploaded parts will appear in the order creation interface, allowing you to review and verify that all parts were added correctly. If any parts are missing or incorrect, you can make adjustments before finalizing the order. A successful upload ensures that the order contains all the necessary parts, properly organized and ready for the next steps in the fulfillment process.

What should I do if I need to update the parts after the upload?

• If you need to update the parts after the initial upload, you can manually edit the parts in the order creation interface. After making the necessary updates, review the entire order to confirm that all parts are accurate and complete. Timely updates are important to ensure that the order is processed correctly and meets the customer’s requirements.

Can I save the uploaded parts and continue later?

• Yes, most systems allow you to save the order after uploading parts and return to it later for further editing or review. This feature is particularly useful if you need to gather additional information or if the order is being prepared in stages. To save your progress, click the "Save Order" button in the order creation interface. When you’re ready to continue, you can reopen the order and pick up where you left off. Saving your work regularly helps prevent data loss and ensures that the order is completed accurately.

How do I handle duplicate parts after uploading?

• If duplicate parts are identified after uploading, you can remove or consolidate them in the order creation interface. This might involve adjusting quantities or deleting unnecessary duplicates. It’s important to review the order thoroughly for duplicates, as they can lead to over-ordering or confusion during the fulfillment process. Addressing duplicates promptly helps maintain the accuracy of the order and ensures that inventory levels are correctly managed.

What is the benefit of using the template provided by the system?

• Using the template provided by the system ensures that your CSV file is correctly formatted for the upload process. The template includes the required columns and headers, reducing the risk of errors related to data structure. By following the template, you can be confident that the system will recognize and process the data as intended, leading to a smoother and more efficient upload experience. Templates are particularly valuable for standardizing data entry across multiple orders or users.

Can I automate the upload process for recurring orders?

• If recurring orders are a requirement for you, its best to have a discussion with a support agent to see if there are any types of Integrations that could be helpful for you.

How do I ensure compliance with regulatory requirements when uploading parts?

• To ensure compliance with regulatory requirements, make sure that all data entered in the CSV file, such as lot numbers and serial numbers, is accurate and complete. This is especially important in industries such as pharmaceuticals or food production, where traceability is crucial. Use the system’s validation features to check that all necessary information is included and correctly formatted. Compliance with regulations not only helps avoid legal issues but also ensures that your customers receive safe and reliable products.

What should I do if I accidentally upload the wrong parts?

• If you accidentally upload the wrong parts, you can either delete them from the order in the order creation interface or re-upload the correct parts using a new CSV file. It’s important to act quickly to correct any mistakes before the order is finalized, as errors can lead to delays or issues with fulfillment. Reviewing the order carefully after each upload helps catch mistakes early and ensures that the final order is accurate.

How do I track the history of uploads for an order?

• The system’s activity tracker or order history feature may allow you to track the history of uploads and changes made to an order. This includes details such as who uploaded the parts, when the upload occurred, and any subsequent edits. Tracking the history of uploads provides transparency and accountability, allowing you to review past actions and ensure that the order is managed correctly. This feature is particularly useful for auditing purposes or resolving disputes.

Can I include special instructions or notes with the uploaded parts?

• In order to ensure the accuracy and efficiency of the load please do not add additional comments or notes in the csv. It is very important to follow the guidelines you have been provided for the Uploads, to ensure accuracy and proper processing of the file.

What are the final steps after uploading all parts to an order?

• After uploading all parts to an order, review the entire order for accuracy, including quantities, serial numbers, and any special instructions. Make any necessary edits, and then finalize the order by clicking the "Create Order" or "Save Order" button. Once finalized, the order will be ready for the next stages of processing, such as shipment or production. It’s also a good idea to print or export a copy of the order for your records or to share with other departments involved in the fulfillment process.