Export orders from your order management system, and upload them to Onward.
Export as CSV:
Every system is a little different, so connect with your order management vendor to understand how to best export order information. The following are required for orders shipping through the Onward marketplace, but you may choose to add or omit some info if you're shipping through your own teams.
(Prefer to manually enter orders? See this article!)
- PO/Order Number
- Street Address
- City
- State
- Zip Code
- Consignee Name
- Consignee phone number
- Item
- Dimensions or Cubes
Not sure about exporting? No problem, fill in our template from the Import page, which will automatically include the required fields. Follow the instructions below to navigate to the template.
Import:
Select Import from the menu on the left.
Select Upload CSV.
Then drag and drop your file in the the upload window. From this screen you can also access the template.
Location Information:
Upon uploading, you'll be prompted to enter some basic information about the upload, including the pick up / return location and contact and freight type.
CSV Mapping (One Time Only):
The first time you upload, we'll need to make sure we're capturing all the information accurately. To do so, select the column headers from your file in the column on the right, to ensure they match up with the Onward version of that info. Click "Save as Template", then on all future uploads you'll be able to select the template from the dropdown, and have everything automatically matched.
Upload Complete:
If you see this screen, you have successfully mapped all the required columns and the orders are being created by our system for you to review.
Order Review:
You'll be directed to the order review screen, where you can review the orders that have been uploaded and make edits by clicking the gray information boxes.
Submit:
When creating orders for your own teams, be sure to click "Send to Internal" or "Send to OMS".When creating orders for Onward to connect to local teams, click "Send to Onward" or "Send to Marketplace."
Not sure which category you fall into? Let's discuss! Shoot us a message at sales@onwarddelivery.com.
If orders are submitted to the Onward marketplace, you'll be directed to a screen for reviewing and updating pricing. (See this article to learn more)
If orders are sent to your OMS for your internal teams, you will be asked if you want Onward’s system to text customers for their availability. If orders are already scheduled, hit submit without the toggle feature on.
