How to use the Bulk Quote Report
If you need to quote consignments on a large scale, MachShip has the capability to accept an upload of the data and return a list of route options.
Note: When creating a Bulk Quote Report, please ensure you are NOT impersonating any of your child companies.
How to run the Bulk Quote Report
Step 1. Select the Bulk Quote Report:
Navigate to the Reports then select Bulk Quote Report.
The Bulk Quote Report modal will come up.
Step 2: Setup the Bulk Quote Template.
To access the template select the Template Download link.
The download will appear like below:
The template will have all of the headings that MachShip will need to import the Bulk Quote Report. (If you are unable to download the template, copy and paste the table below into Excel.)
The headings that are in bold are the required fields. When filling this table out, you can either enter in:
Total Quantity, Total Volume, Total Weight
Company Abbreviation | Reference | Date | Time | From Name | From Suburb | From Postcode | To Name | To Suburb | To Postcode | Total Quantity | Total Volume | Total Weight |
Acme_Corp |
|
|
|
| DERRIMUT | 3026 |
| ASHBURTON | 3147 | 1 | 0.01188 | 5 |
Acme_Corp |
|
|
|
| DERRIMUT | 3026 |
| BOX HILL | 3128 | 1 | 0.01188 | 5 |
Acme_Corp |
|
|
|
| DERRIMUT | 3026 |
| PARKDALE | 3195 | 1 | 0.01188 | 5 |
OR
Item Name, Item Type, Length, Width, Height, Weight and Quantity
If your quote has multiple sets of dimensions, you'll need to add the measurement columns right after each other. You can have as many columns as you need. Please see the table below for an example.
Company Abbreviation | Reference | Date | Time | From Name | From Suburb | From Postcode | To Name | To Suburb | To Postcode | Total Quantity | Total Volume | Total Weight | Item Name | Item Type | Length cm | Width cm | Height cm | Weight kg | Quantity | Item Name | Item Type | Length cm | Width cm | Height cm | Weight kg | Quantity |
Acme_Corp |
|
|
|
| DERRIMUT | 3026 |
| ASHBURTON | 3147 |
|
|
| Paper | Carton | 30 | 30 | 23 | 16 | 1 | Book | Bag | 20 | 20 | 15 | 2 | 1 |
Acme_Corp |
|
|
|
| DERRIMUT | 3026 |
| BOX HILL | 3128 |
|
|
| Paper | Carton | 30 | 30 | 20 | 8 | 1 | Book | Bag | 20 | 20 | 15 | 2 | 1 |
Acme_Corp |
|
|
|
| DERRIMUT | 3026 |
| PARKDALE | 3195 |
|
|
| Paper | Carton | 33 | 22 | 15 | 18 | 1 | Book | Bag | 25 | 20 | 15 | 2 | 1 |
Note: You cannot enter both.
Save the report as a CSV.
Step 3: Add the file.
Click on Add Files and search for your report. Once you have found your file, select it and click open.
Once you have selected your file, click on Upload to load the report into MachShip.
When the file has successfully uploaded, there will be a green File was uploaded Successfully prompt that will come up in the top right-hand corner of the screen.
Enter in the email address you would like the report to go to. If there are a few emails put a semicolon(;) in between each email address. Then click on Generate Bulk Quote Report.
If you would like your Cost price showing, switch the Show Cost Price flag to Yes.
This report will run in the background and every 5 minutes it will quote a batch of 20 routes.
Limit each report to 1500 lines, this should take 15 - 20 minutes.
Please aim to run these reports between the hours of 9 am and 4 pm.
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