This guide is intended for Duggal Visual Solutions general users specifically. Information herein may contain customizations and particulars specific to the Duggal aACE system. Click this link for the General aACE Software aACE 5 Knowledge Base.
There are three ways to import shipments into aACE. Duplicate to Import, Import Outgoing Shipments, and the preferred 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.
Step 2: Populate the Worksheet with Data to Import
Format and populate the necessary data. Notes on suggested best practices are below.
Shipment Level Fields
Shipment Title
Shipment Date
The Title and Date are listed in the Shipment List View and the Order's Shipments tab, so the Title should include identifying language:
Department Abbr
This should be the Shipping Department from which the shipment is to be sent.
This list of Departments will need to be updated when we go-live. Currently in the Dev System it looks like this:
Company Abbr
Contact Initials
The Company Abbr and Contact Initials can be left blank. These fields will be populated from the associated Order.
Company Location
Either the Company Location can be used to populate the Shipping Address fields, of the fields can be populated and the Company Location left blank.
Shipping Addr Title
Shipping Addr Line 1
Shipping Addr Line 2
Shipping Addr City
Shipping Addr State
Shipping Addr Postal Code
Shipping Addr Country
Phone
Courier Account Number
The Courier Account Number should only be populated if a thurd party number is to be used.
Courier Service
Duties Payer
Duties Payer Account Number
FOB
Courier Tracking Number
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.
Saturday Delivery
Yes or No
Value
Shipping Cost
Installation Value
Packing Value
The Value Fields may be populated if the user wishes to adjust the shipments value (for tax purposes) to something different than would be automatically calculated from the packing list.
Packing Requirements
The current drop-down list looks like this:
Shipment Description
Package Type
Package Length
Package Width
Package Height
Package Weight
Package IDs
Ref 01
Ref 02
Ref 03
Packing List Item Level Fields
Shipment Key
All Order Line Items per Shipment must share a common key number.
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 Shipment Level fields.
Order ID
This is the related Order for which you wish to create this Distribution and from which you are selecting the Order Item Line numbers.
Order Item Line
The Order Line Item Number you wish to ship
Shipment Item Quantity
The Quantity of the Order Line Items 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.
