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How to: Ingest Grocery Management System (GMS) orders into DigThisData

← How To
  1. Download orders from the GMS portal in CSV format
    • In Tangentia GMS, click on the left "Quick Tasks" option and select "Order Extract"
    • Save the file to a location you are familiar with
  2. Under Operations → Data Management → Import Data Files, click the file input field and select the CSV file from the location you saved it to
  3. DigThisData will inform you of a successful/failed import
  4. Navigate to Sales → Order Management → Open Orders to review all imported GMS Pre-Orders
Please note: Uploading duplicate data will NOT create duplicate orders. Any orders re-uploaded will simply be ignored. If an entire CSV file contains duplicates, no orders will be created. It is safe to upload a file that has a combination of new and previously ingested data - only updates (delivery dates, confirmed status, etc) to those orders will be saved.

Order Creation dates and Requested Date are set to the Order Date provided in the CSV file if no Expected Delivery Date is set. If an Expected Delivery Date is set, it will be used as the Requested Date.

Additionally, GMS orders ingested through the system will generated a standard DTD Bill of Lading allowing you to batch export your files for logistics.
  1. Select the desired orders by clicking on the individual checkboxes to the left of each order.
  2. Once at least one order is selected, the blue Packing Slip button will enable in the left options panel.
  3. Click on the Packing Slip button and download the single multi-page PDF file containing all bill of ladings for the selected orders.
Please note: you are required to have your Distributor Number configured in DigThisData under Account Settings → Billing Details.

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