Create many credit orders from Excel at Orders → Credit Order → CSV Upload.
Orders → Credit Order → CSV Upload (/orders/create/credit/csv) is a three-step wizard: upload, review, create. Heading: Create bulk orders.
Who can open it: users granted CSV Upload.
Download Template builds an Excel file from this company’s rate setup (order columns, fuel, extra charges, payment type). Download Instructions saves the field glossary PDF. Check Video opens the training clip.
Accepts .csv, .xls, .xlsx, .xlsm, .xlsb, .ods. Max 50MB. Required columns include order date, AWB, client id, destination pincode, courier partner, service type, package type, travel mode, weights, and payment type.
The file goes to the cloud. You can leave and come back — the job keeps running. A page overlay shows progress.
Passed rows show a green banner and Continue with N Order(s). Failed rows show remarks. Download Error Report saves order-errors-<timestamp>.xlsx. Upload Again discards the job and returns to the drop zone.
Continue starts creation. Watch the overlay until the summary step. Successful rows become credit orders.
| Control | What it does |
|---|---|
| Download Template | Org-specific headers, including extra charges |
| Download Instructions | Field glossary PDF |
| Continue with N Order(s) | Only when at least one row passed |
| Download Error Report | Excel of failed rows and file-level errors |
| Upload Again | Drop the current job |
There is no Series picker on CSV upload — AWBs come from the sheet.