By logging a Delivery, you document the physical transit of your goods between locations and connect those movements to your commercial trade documents. Accurately adding deliveries is essential for building a complete chain of custody.
Manually Add Deliveries
1. Initiate New Entry: Navigate to Deliveries on the main left-hand menu and click the black + Add new button located in the top right corner of the screen. An Add delivery side panel will slide out.
2. Fill out the Main Information: Provide the core logistical and commercial details for the shipment:
ID: Enter the unique internal tracking or shipment number.
Purchase order(s): Click the dropdown to link this physical shipment to its corresponding commercial document. This is optional.
From: Select the dispatch facility where the items originated (e.g., Factory ABC).
To: Select the destination facility receiving the items (e.g., Warehouse ABC).
3. Assign the Supply Chain: Next, you can map this delivery to a predefined static supply chain route in case there's no detailed delivery record from the upstream. This is optional.
Click the Supply chain dropdown to select an existing route from your database.
Notes: If the necessary route doesn't exist yet, you don't need to exit the page! Click the small + (plus) icon directly above the dropdown to open the Add supply chain wizard. Here, you can build the route by adding locations (the locations need to be linked first to show connection in the supply chain tab), giving it a Name, and clicking Save. Then you can go back to the Delivery tab and select the newly created supply chain from the dropdown list.
To learn more about Supply Chain, please check out our Supply Chains collection.
4. Set Status and Dates: Log the current state of the transit:
Status: Click the dropdown to mark the shipment as Pending, In progress, or Delivered.
Sent and Delivered: Use the calendar fields to log the exact dates of dispatch and arrival. (Note: These fields are optional).
Trader(s): If a third-party organisation performed the trade on your behalf, select them here.
5. Save the Delivery: Once all details are complete, click the black Save button in the top right corner. A green Delivery created confirmation will appear in the bottom left corner, and the completed details panel will load for your review.
Import Deliveries via CSV
If you need to upload a large list of Deliveries, you can use the CSV import tool to save time.
Access the Import Tool: On the main Deliveries page, hover over the downward-pointing arrow immediately to the right of the + Add new button. Select Import via CSV from the dropdown menu.
Download the Sample Template: An Import Deliveries window will pop up. Before uploading, it is highly recommended to click the blue Download sample CSV link. This provides you with a pre-formatted spreadsheet ensuring your data is structured exactly how the system requires.
Upload Your Data: Once your CSV file is filled out and ready:
Click the green Choose file button to browse your computer and select the file.
Alternatively, you can drag and drop your completed CSV file directly into the designated area in the window.
The system will automatically proceed to the Map tab. Review the mapping to ensure your spreadsheet columns align correctly with the designated system fields (for example, mapping your "Country Code" column to the "Country Code" system field). Click Next when you are ready.
In the Validate tab, review your rows to ensure the data is ready to import and check if there are any errors or skipped rows. Click the Validate button at the bottom of the screen, followed by Import records.
The system will process the data in the Import tab. Once finished, a summary will display the number of successfully imported records and any failures.
You can view the status and details of your import in the Admin area: Imported information. If the upload is successful, the data will be automatically populated in your main Deliveries page.
