Enquiry: Load Shipments from Spreadsheet, Mass Update, and Mass Send to CARM
The Enquiry screen supports loading shipments directly from a spreadsheet so you can quickly build a working list from identifiers (e.g., File Number, Transaction Number, Cargo Control Number). Once loaded, you can review results, apply Mass Update actions, and submit eligible shipments to CARM using Mass Send.
1. Load Shipments from a Spreadsheet
Purpose
Use this when you already have a spreadsheet of shipment identifiers and want those shipments to appear in the Enquiry results table.
Steps
Open the Enquiry screen.
In the Filters section, click add from spreadsheet.
Select the spreadsheet file.
Review the preview window showing your spreadsheet data.
Select the column that contains the shipment key.
Confirm the highlighted selected column.
Click OK.
The system searches for matching shipments and loads them into the Enquiry results table.
Spreadsheet import does not create shipments. It only locates and loads shipments that already exist in the system.
2. Selecting the Shipment Key Column
In the preview, choose which column represents the shipment identifier (shipment key). Valid keys include:
File Number
Transaction Number
Cargo Control Number
Previous Cargo Control Number
Customer Order Number
When you select a column:
The selected column is highlighted.
A pinned icon appears on the column header.
The system samples the first 10 values and checks for matches to existing shipments.
If the selected column does not look valid, a warning appears near the OK button. Typical scenarios:
No values are found in the selected column.
No sampled values match existing shipments.
Only some sampled values match existing shipments.
Warnings do not block you from proceeding; they help you confirm you chose the correct column.
3. After Shipments Are Loaded
When the import completes, the Enquiry table lists all matching shipments. A completion message summarizes the outcome, for example: Loaded 21 shipments using 21 Transaction Number values.
If no shipments match the selected keys, the Enquiry table shows no results.
4. Mass Update Loaded Shipments
After loading shipments into Enquiry, you can run the existing Mass Update Tool against the currently loaded list.
Steps
Load shipments into Enquiry using filters or spreadsheet import.
Click Mass Update Tool.
Select the desired mass update option.
Apply the update.
A progress indicator displays while the update runs. When finished, the screen shows the update results. Mass Update affects only the shipments currently loaded in the Enquiry results table.
Best practice: Use filters or a curated spreadsheet to precisely scope the shipments you intend to update.
5. Mass Send to CARM
Support users can submit the loaded shipments to CARM using Mass Send.
Steps
Load shipments into Enquiry.
Click Mass Send.
Original
Change
Review the files selected for transmission.
Confirm the send.
6. CARM Send Eligibility Rules
The Mass Send screen uses a checked table. The system automatically checks only files eligible for the selected send type.
Original
Eligible when the shipment has a CAD.
Change
Eligible when the shipment has a CAD, and the CAD version is 1 or higher.
Files that are not eligible remain unchecked and show a reason in the Status column. Example statuses:
Ready
CAD is required
CAD version must be 1 or higher
Only checked files are sent to CARM.
Review the pre-checked list before confirming to ensure only intended files are included.
7. Mass Send Results
After Mass Send completes, a results screen summarizes transmission outcomes, including:
How many files were sent
How many files were not sent
Per-file result
Reason for any file not sent
Successful rows are highlighted with the success color; errors or skipped files use the warning color. Example summary: Sent: 2 of 21 Not sent: 19
Operational Tips and Edge Cases
Data quality: Trim spaces and remove formatting (e.g., dashes, prefixes) in the spreadsheet to maximize matches.
Duplicates: If a key appears multiple times, the system de-duplicates results in the Enquiry table.
Multiple identifiers: If your sheet contains several identifier columns, select the one most consistently populated and precise (e.g., Transaction Number over Customer Order Number).
Large files: For very large spreadsheets, expect longer preview and matching times; consider splitting by identifier type.
FAQs
Use common spreadsheet formats such as CSV or XLSX, depending on your organization’s allowed file types. If a format is unsupported, export to CSV and retry.
Mixed identifiers may reduce match rates. Split the sheet by identifier type or add a dedicated column with a single, consistent key type, then import.
The completion message states the identifier type and the number of values used (e.g., “Loaded 21 shipments using 21 Transaction Number values.”).
They fail eligibility rules for the selected send type. Check the Status column for the specific reason (e.g., missing CAD or insufficient CAD version).
No. Mass Update only applies to the shipments currently loaded in the Enquiry results table.
Key Notes
Spreadsheet import does not create shipments.
The chosen spreadsheet column must contain identifiers that already exist in the system.
Mass Update applies only to the shipments loaded in Enquiry.
Mass Send submits only checked and eligible files.
For Change transmissions, the file must have a CAD version of at least 1
Below is the video for reference:
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