There are 2 methods of uploading data to the Data Collection module:
via File Upload as a CSV file;
through Manual Data Entry.
Data Collection reporting methods are defined in Warehouse settings at the warehouse level and can be changed by Internal Users.
When the Data Collection reporting method has been assigned as File Upload, the Guest User assigned to upload this data will need to prepare a .csv file based on the template available on the Warehouse page.
To upload data collection files:
Navigate to Data Collection > Click the Submit Data button
File Upload Wizard will display
If a Guest User is assigned to more than one Warehouse, other Warehouses are selectable from the dropdown.
A Guest User cannot perform any of these actions unless assigned to a Warehouse.
Month and Year fields are selectable dropdown options for the current and previous year (multiple months cannot be selected).
The measurement system is defined in Warehouse settings, but is visible to the user during submission.
If the Guest User is responsible for more than one Data Collection Template (e.g. transport and warehouse), these additional Data Collection Templates are selectable from the dropdown.
Each selected Data Collection Template can be downloaded by clicking the Download Template button or can be viewed by clicking on the Preview Template button. These templates are designed to assist in accurately filling out data for reporting and ensure that data is mapped properly according to customer requirements.
Please note: Distance is measured in Miles and Nautical miles, while weight is measured in Imperial tons for the Imperial measurement system. In the Metric measurement system, distance is measured in Kilometers and Nautical miles, while weight is measured in Metric tonnes.
Guest Users can Upload a file by selecting a CSV file from the computer or by drag & drop.
The Uploaded File will be validated to capture any empty field and each field will be validated against the Data Collection Template. Errors will be displayed if the validation does not pass.
The confirmation page appears when a file passes validation and is uploaded successfully.
Further reads: