Shipment and modernization matching

Match warehouse shipments with the summary report

Upload the summary and warehouse Excel reports. If a Techtrade report and a modernization report are available, the application will show shipments, distribution, and direct deliveries.

01Summary report

Upload the summary Excel file. The recipient is taken from the "Document" column, the date from the date rows, and the products from the following rows.

↑ Upload report XLSX, XLSM and XLS are supported

02Warehouse report

Upload a separate Excel report with shipment orders. The application will recognize ERP columns, date, counterparty, article, product, quantity, price, and statuses.

↑ Upload warehouse report XLSX, XLSM and XLS are supported

03Techtrade report

Upload a separate Techtrade report. It is matched by SKU and shows shipments from the Techtrade warehouse to end recipients.

↑ Upload Techtrade report XLSX, XLSM and XLS are supported

04Commissioning acts register

Upload one or more registers in PDF, Word, or Excel. The application saves acts and products, then fills in the "Act of entry signed, paid" column.

↑ Upload act registers PDF, JPG, PNG, Word DOCX and Excel XLS/XLSX

05Address mapping table

Upload a table with recipients, addresses, and CS codes. It clarifies the recipient, address, and CS in the report. CS KR101 is not yet used.

↑ Upload address table XLSX, XLSM and XLS are supported

06Modernization report

Upload feedback from recipients regarding CS MK and MSh.

↑ Upload modernization report XLSX, XLSM and XLS are supported

07Uploaded summary report

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How matching works

First, Trilogic rows are matched by article. The modernization report is taken into account: if more is supplied via modernization than from the warehouse, the difference is considered a direct supply from the supplier.

08Find product

Add any number of products. For each, specify an article, name, or price — the result can be opened in a separate tab and exported to a separate Excel sheet.

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Results will appear here

Upload both Excel reports, specify the SKU or product code, and start the search. First, warehouse shipments will be found, then the quantity transferred by recipient.