Accessing the bulk order upload feature

http://merchant.eservicesgroup.com/marketing/product_merchant/order_uploader



Uploading your bulk order file

http://merchant.eservicesgroup.com/marketing/product_merchant/validate_upload_orders


  1. CSV's are immediately processed through a set of validation rules (if a rule fails, an error code is triggered), and an order summary of the result is given under the file upload history
    • summary includes what is validated, failed and rejected; corresponding files of each are available for download which also includes the error codes
    • rejected orders (due to invalid MerchantId and PlatformOrderId) must be corrected in the csv format and reuploaded
    • failed orders can also be edited in a validation ui
  2. Failed and Rejected files will contain error codes and a list of what the codes mean can be found at http://helpdesk.eservicesgroup.com/support/solutions/articles/6000192726-csv-order-upload-error-codes; users will need to reference this if wishing to work with the csv format

Once you’ve clicked to upload your file, the portal will redirect back to the previous screen at http://merchant.eservicesgroup.com/marketing/product_merchant/order_uploader



The File Upload History

http://merchant.eservicesgroup.com/marketing/product_merchant/order_uploader


This is a snapshot reflecting summary results for the csv file upload – these numbers will NOT change, even if any revisions or re-uploads are made to the orders.



Validate orders

http://merchant.eservicesgroup.com/marketing/product_merchant/validateorders


  1. Order level information (eg. consignee information) now relies only on ItemNumber 1, and will be displayed on the UI; info provided for other lines in the same order will be displayed as "-"
  2. Order fields that need to be addressed are highlighted by a red box border
  3. A ToolTips feature shows the corresponding error message when hovering over an error field
  4. Auto-save feature is added for edited fields (but does not for deleted/blank fields) - works when moving away from an edited field
  5. Auto-save does not trigger re-validation
  6. Blank/deleted fields are auto-saved for certain optional fields ie. DeliveryCompany, DeliveryAddress2, DeliveryPostalCode (dependant on country), DeliveryTelCountryCode, and DeliveryTelAreaCode.
  7. Blank/deleted fields can be saved by clicking on "Save Order(s)"
  8. Ticking off checkboxes will automatically select all the order lines for the same order
  9. "Save Order(s)" also re-validates the selected orders, but does not submit the order(s) to fulfilment;  “Save Order(s)”can be used to apply all corrective actions but hold off on submitting the order to fulfillment
  10. "Submit and Fulfill Order(s)" works the same as "Save Order(s)" but also send the order(s) to fulfillment; if there are still errors present, the UI will continue to detect and display these
  11. Only line edits to the information can be made (order line deletions or additions aren't available)
  12. Whole orders can be deleted using "Delete Order(s)"
  13. Option to change number of viewable entries to scroll through, minimizing need to navigate to another page