Consolidations

Consolidations
After creating consolidation templates, you can use those templates to consolidate orders and create consolidation reports. A consolidation report contains the Excel sheet generated with the fields specified in the template. For more information on consolidation templates, please refer to “Consolidation templates“.

To view consolidations of a specific catalog, select the catalog from the Active Catalog dropdown list then click Consolidations from the left side menu, the following page appears:

Consolidations created for the selected catalog are listed. For each one, the consolidation status, file name, template name, status, and update date are displayed.

When the consolidation is first created, its status is “New”, then it moves to “In Progress” status. After some time and when the page is refreshed, the consolidation status changes to “Complete” and the file name appears which is the folder name in which the consolidation Excel file is stored. Also, the consolidation status could be “Complete without Data”, in this case, the folder is not created and the consolidation does not return any records.

The following sections discuss how to add a consolidation, view consolidation details, download the consolidation file, and rerun a consolidation.