The Upload Batch feature lets you quickly assign multiple existing orders to picking batches using a CSV spreadsheet. This is useful when you need to process many orders at once and want to organise them into batches efficiently.
Downloading and populating a spreadsheet
To bulk upload orders into batches using a CSV spreadsheet:
Important: Client names must match exactly (case-insensitive), and order numbers must exist in the system for the specified client.
Navigate to Picking & Packing then click Manage Batches.
Click the Upload Batch button in the top-right toolbar.
On the Upload Batch page, click Download Template to get the CSV template file.
Once downloaded, open the file and populate the required information.
The CSV file must contain the following columns -
Order Number - The order number to add to the batch (Required).
Client - Client name (Optional).
Batch Reference - The batch reference to assign (Required).
Click Save after populating the spreadsheet.
Tip: If the batch reference doesn't exist, a new batch will be created automatically. Orders with the same batch reference will be grouped together into the same batch.
How to upload a spreadsheet
Once you've populated the spreadsheet with the orders you want to assign to batches:
Navigate to Picking & Packing then click Manage Batches.
Click the Upload Batch button.
Click Choose File and select your populated CSV spreadsheet.
Click Upload to process the file.
The system will display the upload results, showing:
Row Number – The row in the CSV file.
Result – Whether the operation was successful (True/False).
Message – Success confirmation or error details.
Upload validation
The system performs the following validations:
File size: Maximum 5MB.
File type: Only CSV files are accepted.
Client validation: The client name must exist in the system.
Order validation: The order number must exist for the specified client.
Understanding the results
After uploading, you'll see a detailed results table showing the outcome for each row in your CSV file.
Success messages
"Success! - Batch [BatchReference] created with [X] order(s)" – Indicates the batch was created successfully.
Error messages
"Error! - CSV file is empty or invalid" – The file contains no data rows.
"Error! - Order Number is required" – A row is missing the OrderNumber value.
"Error! - Client [ClientName] not found for Order Number: [OrderNumber]" – The specified client doesn't exist in the system.
"Error! - Order Number [OrderNumber] not found for Client [ClientName]" – The order doesn't exist for that client.
"Error! - No valid orders found for batch [BatchReference]" – All orders in the batch group had errors.
"Error! - Failed to create batch [BatchReference]: [ErrorDetails]" – The batch creation failed.
"File size exceeds maximum allowed size of 5MB" – The uploaded file is too large.
"Only CSV files are allowed" – The file is not a CSV file.