Bulk Uploading Existing Order Dollar Caps

You can uploading an existing order dollar caps for your tenants and warehouses. A template has been provided for you to complete to make this process easier. Download the template first. Once the template is filled with your data, it can be uploaded to .wms.

  1. Log in to .wms webUI.

  2. Click Settings on the top navigation bar then select WMSAccess Order Dollar Cap Management from the drop-down menu.

    The WMSAccess Order Dollar Cap Management page displays.

  3. Click Bulk Upload.

    The Bulk Upload Caps dialog box displays.

  4. Click Download Template.

  5. Save the downloaded template to your computer.

  1. Open the template in a program like Microsoft Excel, then import or enter the information listed in the template.

  2. Make sure to save the file as a CSV file so that it can be uploaded to .wms.

  1. Return to the Bulk Upload Caps dialog box.

  2. Select the appropriate Tenant from the drop-down list.

  3. In the File field, click Choose File to select the save CSV file template that you completed with all the information about ordering caps for this tenant. Click Open.

  4. Once the file is visible in the File field, click Upload.

  1. Once the file has been uploaded, return to the WMSAccess Order Dollar Cap Management page.

  2. Select the Tenant from the drop-down list.

    The information displayed in the data table should match that of the CSV file template.

See also