Import a Distribution List

There are three ways to import shipments into aACE: Duplicate to Import, Import Outgoing Shipments [inactive: do not use], and the method described below Import Packing Lists.

Importing Packing Lists allows you to import multiple shipment items (connected to order line items) into multiple shipments. The import process follows the same three step process as for other areas of aACE. 

Step 1: Download the Template Worksheet

A distribution list of addresses can be imported into an aACE Order by Selecting Actions>Import Packing Lists  in the Shipping Module's List View.

Clicking the Step 1 button will download the excel workbook template.

The headers in the template include the below.

 The fields in the import file include the Shipment level fields [highlighted in blue below], located in the upper area of the Shipment window), and the Packing List level fields [highlighted in green below](located in the Packing List portal of the Shipment window).

Shipment Level fields

Packing List Level Fields

Step 2: Populate the Worksheet with Data to Import

Format and populate the necessary data. Notes on suggested best practices for each field are below.

Shipment Level Fields

The Title and Date are listed in the Shipment List View and the Order's Shipments tab, so the Title should include identifying language:

This should be the Shipping Department from which the shipment is to be sent.

The Company Abbr and Contact Initials can be left blank. These fields will be populated from the associated Order. When importing Distributions, it is better to clear the Order's Ship To Contact before importing.

Either the Company Location can be used (and the shipping address fields left blank) to populate the Shipping Address, or the below fields can be populated (and the Company Location left blank).

The Courier Account Number should only be populated if a third party number is to be used.

If the shipment is already sent and this is simply recording what has already been actually completed, the tracking number can be imported by entering it here.

Yes or No

The Value Fields may be populated if the user wishes to adjust the shipment's value (for tax purposes) to something different than would be automatically calculated from the imported packing list.

The current drop-down list looks like this:

Packing List Item Level Fields

All Order Line Items per Shipment must share a common key number.

IMPORTANT: When populating the template, starting from the top, the first row encountered with a new Shipment Key will be the one aACE uses to populate the above [highlighted in blue] Shipment level fields. The rows below this first row can have blanks for all Shipment level fields.

This is the related Order for which you wish to create this Distribution and from which you are selecting the Order Item Line numbers.

The Order Line Item Number you wish to ship

The Quantity of the Order Line Item you wish to ship

Step 3: Import the Worksheet

Once the data is populated in the template, the worksheet can be imported by again selecting Actions>Import Packing Lists  in the Shipping Module's List View.

Next, select the Step 3 button.

A prompt will appear to select the template file and worksheet, if there are multiple worksheets in the excel file.

Once the file is selected, the mapping of fields needs to be set. 

1. Make sure to "Use as Field Names" row 1. 

2. Make sure Matching Names is selected. 

3. Review the Source and Target fields. If all looks ok, select the Import button. If something looks off, refer to the article Importing Records, or contact an administrator.

Once imported, you will see the imported Shipments in the List View.