Export
- Expand Files on left navigation bar of Logicbroker
- Select Advanced Export
- In Profile section, select the profile AckImportFileV2 from the dropdown menu
- In Document Filter section, change Start Date and End Date to preferred date range
- In Output Format section, select XLSX format
- Click DOWNLOAD
The AckImportFileV2 filter defaults to include all order statuses less than 600. The status code 600 is “Ready to Invoice”, so this default filter will include all orders that have not fully shipped yet. This will allow you to see all orders available to provide new acknowledgements, including previously acknowledged ones should you need to update the ship date. Once the file is exported, you can remove the lines you don’t want to update.
Status Codes can be adjusted should you need to narrow your search down further. Example, if you only want to look at orders that have not been Acknowledged yet, you could change this filter to be Field = Status Code, Operator = is, Value = 150, and all orders in Ready to Acknowledged status will populate.
Here’s a list of the main Order Status Codes. These codes are also available in the Logicbroker Help Center.
- New = 0
- Submitted = 100
- Ready to Acknowledge = 150
- Acknowledged = 200
- Ready to Ship = 500
- Ready to Invoice = 600
- Complete = 1000
- Cancelled = 1100
Update the File
- Open the downloaded file
- Expand columns to read all headers. Columns should be formatted correctly upon export; however, if not, please adjust as needed.
- PartnerPO (column A) = our PO number
- AckLines.ItemIdentifier.SupplierSKU (column B) = model number
- AckLines.Quantity (column C) = In stock and ready to ship quantity
- Defaults to the original quantity ordered. If the order has partial shipped, adjust the quantity down based on what has already shipped (column I)
- Must be formatted as a number
- AckLines.QuantityBackordered (column D) = Quantity on backorder / cannot ship right away
- Must be formatted as number
- ScheduledShipDate (column E) = Estimated Ship Date
- Must be formatted as YYYY-MM-DD in text (Hint: Format column as text first)
- Must be entered on all AckLines.Quantity & AckLines.QuantityBackordered lines
- AckLines.QuantityCancelled (column F) = Quantity cancelled / cannot ship at all / discontinued
- Must be formatted as number
- If qty is entered, then a change reason code must be entered into column G
- AckLines.ChangeReason (column G) = Change reason code
- Also available in Logicbroker Help Center
- Change Reason is ONLY to be filled out when entering Qty Cancelled (column F). Do NOT use change reason 4 - instead of cancelling, mark the item as backordered with the most realistc Estimated Ship Date
Note: Review BBQGuys Cancellation Guidelines (located in BBQGuys Help Center) for who to notify when cancelling orders for any reason other than Customer Request.
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- SenderCompanyId (column H) = Your Logicbroker Company ID. Do not remove this value.
- ShippedQuantity (column I) = Quantity of this line item that has already shipped. This column is for reference only and will be removed prior to uploading
- If the line item’s ShippedQuantity equals the line item’s quantity on the order, then delete the row. Only enter information for line items that have not shipped completely.
- To ensure there are no system issues, the maximum number of lines to upload at once is 500 lines. Should you have more than 500 line items to update, please split your file into multiple spreadsheets to not exceed this maximum.
- Save file
Import
- Expand Files on left navigation bar of Logicbroker
- Select Advanced Import
- Select Acknowledgements
- Click CONTINUE
- Drag file into box or choose file name
- Click CONTINUE
- Click CONTINUE through the Map Columns and Validate Screens
- You may see this message at the top of the Validate screen. This message populates when you have moved quantities from the Quantity (column C) to either Backorder or Cancel. This is a standard warning to make sure your empty cell in column C is correct. If all is well, click CONTINUE.
- You’ll receive another message to confirm. Click Yes
- Once completed, you’ll receive confirmation of the acknowledgement documents created.
Alternate File Export Option
- From the search bar at the top right, enter the model number or Purchase Order numbers that you need to update; in place of search, you could also add a filter by date.
- If you search a single model number, narrow your search further by clicking on the Status you want (“Ready to Ship”, “Ready to Acknowledge”, etc.)
- To search multiple model numbers at once, enter a Pipe (vertical bar) “ | ” between each model number, and narrow your search further by clicking on the Status you want (“Ready to Ship”, “Ready to Acknowledge”, etc.)
- To search multiple purchase order at once, enter a Pipe (vertical bar) “ | ” between each PO number
- To export POs sent by a specific date, or date range, click the Filter button and select Date is [Preferred Date] and click Add. You can add multiple dates to this filter.
- Check the boxes on the left to select the orders
- Select Export in the top action bar
- Select AckImportFileV2 under the Export profile
- Select XLSX as the File type
- Click DOWNLOAD
- Follow the above Update File and Import steps
