Create and import transport orders as an Excel file

If several transport orders are to be created or updated, the data can be collected and imported in an Excel spreadsheet.

The Excel spreadsheet must use the Nexeed Transport Management template.

Prerequisite

Transport management administrator or Transport management logistics planner role

Procedure

  1. In the Material flow > Transport orders menu, call up the Overview tab.
  2. In the header, use to open the Open TO_Template.csv dialog box.
  3. Save the file in *.csv format to the desired location.

    The Excel file template for importing transport orders is downloaded and appears in the user-specific download folder.

  4. Enter and save the details of the transport orders in the Excel spreadsheet.
  5. To import the Excel spreadsheet containing the transport orders into the list of transport orders, click on in the header.

    The Upload file dialog box opens.

  6. Select the completed template with the required transport orders (*.csv).

    The CSV import summary dialog window appears.

  7. Close the summary with OK.

The transport orders are automatically created or updated and appear in the Transport orders list.