When uploading orders into Stream, it’s important to ensure that the columns and fields on your upload file are configured correctly to ensure the data is properly processed when the upload is performed.
Please use the table below to ensure your data is entered into the correct fields, in the correct format, to ensure your orders are uploaded successfully.
Order Upload Columns
| Column Name | Required | Description | Format | Character Limit |
|---|---|---|---|---|
| Order_No | Yes | Unique order number | Text | 17 |
| Cust_Ord_No | No | Customer order number | Text | 35 |
| Order_Date | Recommended | The date on which the order is placed | Date (DD/MM/YYYY) | N/A |
| Retailer | No | The business partner for whom the order is being undertaken | Text | 17 |
| Service_Lv | No | The service level being requested. | Text (Must match an option in Settings > Orders > Service Levels) | |
| Del_Name | Recommended | The name of the customer | Text | 35 |
| Del_Addr_1 | No | Delivery address line 1 – building number/name, street | Text | 35 |
| Del_Addr_2 | No | Delivery address line 2 | Text | 35 |
| Del_Addr_3 | No | Delivery address line 3 | Text | 35 |
| Del_Town | No | Delivery town | Text | 35 |
| Del_County | No | Delivery county | Text | 35 |
| Postal_Code | Yes | Delivery postcode | Text | 17 |
| Ctry_Code | Yes | Country code. A list of 2-character country codes can be found here. | Text | 2 |
| Lat | No | Delivery address Latitude | Number (To 6 decimal places) | |
| Long | No | Delivery address Longitude | Number (To 6 decimal places) | |
| Contact_Tel_1 | No | Customer contact telephone number 1 | Phone | 35 |
| Contact_Tel_2 | No | Customer contact telephone number 2 | Phone | 35 |
| Contact_Tel_Mob | No | Customer contact mobile number to which SMS updates will be sent | Phone | 35 |
| Contact_Email | No | Customer contact email address to which email updates will be sent | 70 | |
| Order_Notes | No | Notes against the order shown on Order Details | Text | 140 |
| Driver_Notes | No | Notes against the order shown to the driver on the mobile app | Text | 140 |
| Assembly | No | Indicates if Assembly is required for this order. If left blank, will be treated as No. If blank or No, and Assy_Time has a value, then this will be set to Yes in the upload. | Yes/No | |
| Assy_Time | No | The time required for assembly of all items | HH:MM | N/A |
| Unload_Time | No | The time required to unload all items | HH:MM | N/A |
| Delivery_Method | Recommended | The depot vehicles undertaking the collection/delivery. | Text (Must match a Delivery Method ID, found in Depots > Delivery Method) | 35 |
| Package_id | No | The unique barcode of the package being shipped. If unique package barcodes are being used, each line must have a quantity of one with each package having its own line item | Text | 35 |
| Item_Code | No | The Product code associated with the item on this line. If left blank it will default to ‘MISC’ for “Miscellaneous”. If not blank, and the code does not already exist on the Product Master file, then it will be added to the Product Master file by the Upload process. | Text | 17 |
| Item_Desc | No | The description of the item being ordered on this line. If left blank, and the item code is in the Product Master file, then the description will default from the Product Master. | Text | 35 |
| Item_Qty | Yes | The number of items being ordered for this item line | 99999 | 5 |
| Item_Wgt | No | The total weight of the items on this line. | 99999.99 (Entered in KG, to two decimal places.) | 7 |
| Item_Cube | No | The total cubic measurement of the line item on this line. | 99999.999 (Entered in cubic metres, to three decimal places.) | 8 |
| Item_Stock_Locn | Recommended | The depot at which the stock will be located for this line. | Text (Must match a Stock Location ID, found in Depots > Depot Details.) | 35 |
| Item_Onhand_Date | Recommended | The earliest date on which the delivery can take place for this line. Alongside a Stock_Location used to determine when an item line and delivery/collection is live to be visible in planning. | DD/MM/YYYY | N/A |
| Required_Date | No | The date delivery/collection is needed to be made.Can be provided without (From / To) times to represent a full day. | DD/MM/YYYY | N/A |
| Required_Time_F | No | The time (From) delivery/collection is needed to be made. Required_Time_F and Required_Time_T are used together to define a time slot | HH:MM | N/A |
| Required_Time_T | No | The time (To) delivery/collection is needed to be made. Required_Time_F and Required_Time_T are used together to define a time slot. | HH:MM | N/A |
| Route_Info | No | Add route information to help you filter orders in the Unplanned section. For example, you could use a route ID and stop sequence to help you filter specific routes/stops, such as ‘R1:23’. | Text (Example: R1 is the Route ID and 23 is the stop sequence.) | 17 |
Warning
Adding information in the incorrect format may cause your file upload to fail, or cause issues with your data when it is uploaded, so please ensure the data is formatted correctly before uploading.
