Upload Orders Through the ERP Planner
Import spreadsheet-based orders, map columns, resolve machine values, preview the result, and commit the upload.
Goal
Bring external order data into the platform in a controlled, preview-first flow.
Before You Begin
Admins or planners who import data from ERP or spreadsheet exports.
- Roles: Admin, Manager
- Entry points:
/admin-panel/erp-uploads
Begin on the ERP Upload Planner page.
Preconditions
- The upload file is ready.
- The user understands which spreadsheet columns represent orders, products, dates, and machines.
Steps
Upload the spreadsheet file
Upload the spreadsheet file.
Map source columns to the platform fields
Map source columns to the platform fields.
Resolve machine values when the file uses external
Resolve machine values when the file uses external machine names or codes.
Review planner options and unit assumptions
Review planner options and unit assumptions.
Run the preview or dry run to inspect how rows will
Run the preview or dry run to inspect how rows will be interpreted.
Commit the upload once the preview looks correct
Commit the upload once the preview looks correct.
Decision Points
- Whether to reuse saved mappings or adjust them for the current file.
- Whether the preview is clean enough to commit or needs correction first.
Expected Result
The upload creates or updates platform records according to the reviewed mapping.
Common Problems and Edge Cases
- Missing required columns will block a useful preview.
- Machine names from the source file may need manual mapping before commit.
- Users may need to re-upload after correcting spreadsheet structure or data format issues.
Related Pages
Use these page links to move laterally through the platform and keep context as you go.
Last updated 3 weeks ago
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