Creating Customer Address Books
A comma-separated, CSV file is required to be created prior to the commencement of the instructions below and stored in a specific file location to be referred to further along in the Delivery Address Book import process in ship@ease.
The first stage of this process is completed in the Shipping ~ Imports section.
File Definition
Select via the drop-down options Delivery Address Book.
Setting up the File Layout
The Data File Field Order section contains the mandatory fields ~ additional fields can be added from the Available Fields section by one of three ways:
- Add All >> ~ This will copy all of the Available fields into the Data File Field Order section to be added to the job import template.
- Add > ~ This allows individual fields to be added into the Data File Field Order section as required ~ Click on the required field and press the Add button.
- Click and Drag ~ Click and drag individual fields to be added into the Data File Field Order section as required.
Once the fields required for the Delivery Address Book have been selected, click on the Save button to save the changes to the template.
The order of the selected fields can be amended by either:
- Move Up or Move Down ~ Click on the required field and use the Move Up or Move Down buttons to relocate the field within the template.
- Click and Drag ~ Click and drag the required field to relocate the field within the template.
- Comma (,)
- Pipe (|)
- Colon (:)
- Semi-Colon (;)
- Tilde (~)
Once the file layout has been set up, to import the Delivery Address Book into ship@ease go to the Address Book section.