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Bulk Import
Module: Cold Chain Management
Where to open in admin
- Log in to Admin.
- Open sidebar menu Cold Chain Management.
- Click Bulk Import.
- Direct route (for admins):
admin/cold_chain/cold_chain_iot_import
What this screen is for
Bulk load master or transactional data from file.
How to use — step by step
- Download sample CSV template if provided.
- Fill required columns and validate codes match masters.
- Upload file and map columns.
- Review validation errors, fix file, and re-import.
Common buttons & actions
- Download template
- Upload
- Validate
Required permissions
Staff need the ccm_iot_import feature with: view, create.
Assign under Setup → Staff → Roles → Permissions. After changing roles, ask the user to log out and log in again.
Field tips from module language strings
- Upload a CSV file with columns: device_code, temperature, humidity (optional), recorded_at (optional), notes (optional).
Before you start
- Make sure your role can view this screen (and create/edit if you will change data).
- Complete module Settings and any required master data first.
- If this screen depends on other CRM data (customers, items, invoices, staff), create those records first.
What good looks like
After you finish on Bulk Import, you should see the record in the list with the expected status, and any linked stock/finance/message impact should match what you entered. If something looks wrong, open the record again and check required fields, then retry.
Tips & best practices
- Use clear codes/names so teammates can search later.
- Prefer filters (status, date, warehouse, assignee) before exporting large lists.
- Do not delete posted/historical records unless your process allows it — use cancel, reverse, or adjust instead.
- When stuck, compare a working sample record field-by-field with the one that fails.
Troubleshooting this screen
- Blank page / access denied — permission missing or session expired; re-login and check Roles.
- Cannot save — required field empty, invalid date, or master record not selected.
- Numbers look wrong — wrong warehouse/period filter, or related document not posted yet.
- Button missing — your role lacks create/edit/approve/export for this feature.