Every hour DirectScale will do a synchronization. This sync will take all submitted orders that haven’t been shipped yet and create a spreadsheet file that will be inside your SFTP site in:

└───From DirectScale
│   │
│   └───<Warehouse name>

What We’ll Cover

• Downloading and Editing the File
  • Columns Included in the File by Default
• Uploading the File
• Synchronizing the Shipment

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Downloading and Editing the File

1. Navigate to your FTP folder (From DirectScale > <Warehouse name>).

2. In the <Warehouse name> folder, locate the spreadsheet file that follows the following format: <warehouse name>yyyyMMdd.HHmm.xlsx. The file may also be a CSV file.

3. Open the spreadsheet and compare the contents with the records displayed on the Shipments page.

   Ensure the records on the spreadsheet contain correct data by:

   • Reviewing the information on the Shipments page.
   • Navigating to the specific order and reviewing the order’s Detail page.

4. Ensure the contents of the spreadsheet file only contain order packages with the statuses of “Submitted” or “Printed”.

   • All of the line items in the new file should contain correct data.
   • The header row should be bold and should have filters applied to it.

5. In the spreadsheet, edit several of the records by adding data to the DATESHIPPED, CARRIER, and TRACKINGNUMBER columns, and save the updated file to be uploaded to the FTP site.

   Keep the DATESHIPPED format the same (i.e., “01/01/0001 00:00:00”). For example, for Jan 25, 2018, at 12:30 pm, you would change the date to “01/25/2018 12:30:00”.

   If you uploaded a given record with a DATESHIPPED, the package would also be marked “Shipped” after synchronization.

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Columns Included in the File by Default

The following shows all of the default columns included in the file:

• ORDERNUMBER
• PACKAGEID
• VENDORREFERENCE
• DISTRIBUTERID
• ORDERDATETME
• SHIPMETHOD
• SHIPNAME
• SHIPADDRESS1
• SHIPADDRESS2
• SHIPCITY
• SHIPSTATE
• SHIPPOSTAL
• SHIPCOUNTRY
• SHIPPHONE
• SHIPEMAIL
• SHIPTOTALVALUE
• WEIGHT
• ORDERNOTES
• SKU
• QUANTITY
• VALUE
• CURRENCY
• LINENOTES
• DATESHIPPED
• CARRIER
• TRACKINGNUMBER

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Uploading the File

Once you update the spreadsheet file, place it inside the folder on the SFTP site:

home folder (/) 
│
└───To DirectScale
    │
    └───<Warehouse name>

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Synchronizing the Shipment

Admin: Corporate Office
Page: Inventory > Shipping
URL: [CLIENTID].corpadmin.directscale.com/Corporate/Inventory/Shipments
Permission: ViewShipping()

The sync that happens every hour will also check the folder above for any new spreadsheet files uploaded. Then the shipping status of the order will change in DirectScale’s database to “Shipped”. Only files CSV and XLSX files are processed. Other file types are ignored.

If the update is successful, the provided carrier/tracking info will update. It will no longer show up in Inventory > Shipping within Corporate Office.

Once a folder processes, it will get copied to either the archive or error folder (depending on whether the process was successful or not) inside To DirectScale/<Warehouse name>.

home folder (/) 
│
└───To DirectScale
│   │
│   └───<Warehouse name>
│       │---<upload .csv/.xlsx files to sync here>
│       │
│       └───archive
│       │
│       └───error

• If an error occurs while attempting to download one of the above file types, the file in question moves to the error folder.
• If successfully, the successfully-synced files show up in the archive folder.

To force the synchronization:

1. Click the Synchronize button on the Shipping page.

   

   Note: The Synchronize button will sync all warehouses regardless of which warehouse you currently have selected.

Read more: Understanding Ship Synchronization