Workflows
How to create a Workflow Task to map and import Consignments from a Delimited File
The workflow task in MachShip allows you to define field mappings between MachShip fields and data fields from a selected file type such as CSV or XML. How to navigate to create a Workflow Task To navigate to Workflow Results select Admin and Other ...
How to create a Workflow Task to map and import an XML file
How to navigate to create a Workflow Task To navigate to Workflow Results select Admin and Other Options. Then select Workflow Task. From this page, you can create a new workflow task by clicking on the Create Workflow Task button at the top of the ...
How to create a Grouper Workflow Task
By default, when importing files into MachShip the system will create a new invoice entry, consignment note or pending consignment for each line on a CSV or unique set of tags in an XML. In some circumstances, multiple lines will need to be ...
How to test a Workflow
In order to ensure that your Workflow is mapping and grouping all fields correctly, it is important to test your workflow mapping. This testing is undertaken via the workflow test module in the Manage Workflows section of MachShip. How to navigate to ...
How to Create a Consignment or Carrier Invoice Importer Workflow (Create a Workflow)
MachShip provides users with the ability to map up well structured internal files, or specialised carrier invoice templates to import, in order to reconcile carrier invoice charges or create consignments. These customised mappings are known as ...
How to assign a Workflow to a Company
In order to enable a company to be able to use a workflow, it needs to be assigned to a company. This is completed through the Edit Company Page. How to navigate to the Edit Company Page Select Admin and View Companies. Search for the company you ...
How to check what workflows are assigned to your Company
There is the potential that a workflow may have been assigned to your company by the MachShip team, your freight provider or someone else in your business. Below we will outline how you can validate which workflows have been assigned to your company. ...
How to view Consignment and Invoice import results
Whenever a Consignment or Invoice is imported into MachShip it is passed through a workflow. Every workflow that is utilised in MachShip is recorded in the workflow results section. How to navigate to Workflow Results: To navigate to Workflow Results ...