Job Card Excel Upload User Manual

Version: v.1.0.33
Prepared by: Issac
Date: July 29, 2025
ERP Name: Zealit ERP

Table of Contents

1.       Introduction

2.      Accessing the Bulk Excel Uploader Template

3.      Filling the Excel Template

o    Job Details Tab

o    Material Details Tab

o    Activity Details Tab

4.      Uploading the Completed Excel File

5.       Error Handling and Status File

6.      Troubleshooting

7.       FAQs

8.      Support

1. Introduction

The Job Card Excel Upload process enables bulk entry of job cards, including associated materials and activities, for efficient and accurate data management in Zealit ERP.

2. Accessing the Bulk Excel Uploader Template

·         Click the three-dot menu at the top right of the Job Card screen.

·         Download the Bulk Excel Uploader template.

3. Filling the Excel Template

A. Job Details Tab

·         Serial Number:

o    Enter a unique serial number for each job card you require. This must be unique for every job card and can be any number.

·         Job Number:

o    Leave this column empty. The job number is generated automatically after upload.

·         Other Data:

o    Fill in all additional job details as required (refer to column headers).

·         Truck Number, Driver, Vendor:

o    Enter values that exactly match those in the master data.

B. Material Details Tab

·         Serial Number:

o    Use the same serial number as in the Job Details tab to associate multiple materials with one job card.

·         Multiple Materials:

o    Repeat the serial number for all materials that belong to the same job card.

·         Product Information:

o    Use product details from the corresponding store purchase order, reports, or other sources.

o    Ensure the product name matches exactly with the master data.

·         Additional Data Columns:

o    No need to enter values for columns whose data is fetched from the selected store purchase order.

C. Activity Details Tab

·         Serial Number:

o    Use the serial number from the Job Details tab to link multiple activities to a single job card.

·         Activity Data:

o    Fill in all relevant activity information. These fields do not get auto-filled from the purchase order, so manual entry is required.

4. Uploading the Completed Excel File

·         Once the Excel file is generated and all necessary data is filled in, upload the file using the Bulk Upload option located in the three-dot menu on the Job Card landing page.

5. Error Handling and Status File

·         After the upload is complete, if there are any errors, the system will generate a status file.

·         This status file can be downloaded and will contain details of the errors encountered during the upload process.

·         Review the status file, correct any issues listed, and re-upload the corrected Excel file if required.

6. Troubleshooting

7. FAQs

·         Q: What happens if the job number column is filled?

System will ignore/overwrite the input; always leave this field empty.

·         Q: Can I add extra columns in the template?

Only use the columns in the provided template; do not add new ones.

·         Q: What if I need to enter new materials or vendors not in master data?

Update the master data first before uploading the job card.

·         Q: What should I do if my upload fails?

Download and review the status file for error details, make corrections, and upload again.

8. Support

For any technical assistance or guidance, contact:
helpdesk@aggrandizeventure.zohodesk.in

Use this manual as your guide for all Job Card Excel Upload operations. Ensure data accuracy, match master information, and promptly review any status files after uploading for smooth processing.