Order files

To goal of order files is to perform a mass upload of a number transport orders. To perform this upload you must comply with the template attached. First of all it is important to use the template as given below. Do not change the first part (OrderLine_) of the name of the file. This way PhiRater is able to identify the type of your file. For uploading these files we refer to the File Uploads section.

The .CSV file consists of different columns:

1. Order_number: unique order number which is used to link transport orders & invoices
2. order_date: the date this order was handled by your carrier (i.e. pickup; this is relevant to determine the fuel additional)
3. Location: give up the loading location of your transport.
4. Category: the category to which your order line refers
5. Mode: the transport mode to which your order line refers
6. Country: the country to which your order line refers
7. ZIP: the zip / postal code to which your order line refers
8. Address: additional address information; not mandatorry
9. unit: you'll have to change the title of this column to the base unit in which you upload your file

! If you upload your order file without a carrier indication PhiRater will choose the cheapest option per line. If you want to do an upload with a predefined carrier just add 'carrier' as a column title and add the corresponding name of the carrier per line.

Once your file is uploaded you'll be redirected to the 'Orders' screen. On this screen you'll see:

1. Uploaded: date and time you performed your upload
2. Name: the name you gave to your file
3. Type: in this case will always be order lines
4. Size: the size of the file

As always you'll have the possibility to get more information (blue info sign). A new screen will pop in on the right hand of your screen. By clicking the red trash bin a pop up will appear asking you confirm to delete the order files.

We will discuss the actions to take after pressing the blue info button. PhiRater will load your file and will confirm this by adding the 'Name' and 'Uploaded' fields. Next you're able to process the file:

1. Consolidate: automatically PhiRater will run through all lines and check for consolidation possibilities. The consolidation key is custom made; in case you have any questions do not hesitate completing the Help form in PhiRater
2. Once you've pressed 'Consolidate' PhiRater announces batch file is queued. Whenever the processing is ready, a pop up will appear with the results. Depending on the outcome:
• Red line: an error occured. Details can be requested by clicking on the red information button. More information will be shown.
• Yellow line: succesful upload. You can find some more details by clicking the yellow information button. More information will be shown.
• In case PhiRater was not able to process all files, you can click on the 'Errors and Warnings' button. An Excel file will open indicating where processing went wrong. If you want to reload these lines you'll have to edit them in Excel and re-upload the file.
• The results of this action are shown in the 'Pending Request' screen
3. If succesful the 'Create TO's' button will appear. By clicking this the applicable rate will be linked to the orders. The results are shown in the Transport Order screen.
• Again a message will appear the batch file has been queued. PhiRater is now processing the file
• If succesfull a green information button is shown which you can click to get the success report
• If not succesfull a yellow information button will appear. By clicking this you'll get an insight in what went wrong. If you want to redo your work start by step 1 again after editing your Excel file.
4. When the processing was succesfull you'll see that in the left screen some extra small blue buttons appeared:
• Small van: by clicking this you'll be redirected to the 'Transport Order screen'. You'll get an overview of your actions
• List sign: you'll be redirected to the 'Pending Request' screen. If you've already created Transport Orders this screen will be empty; if not you'll see the pending requests.

A short and visual manual can be downloaded here.

For further actions you're being redirected to the Price Search section.