Upload Manually

How to upload files manually.

Locating the File Upload Area

Files can be uploaded manually by navigating to Transactions>File Uploads and clicking on 'Upload File'. You can then drag and drop the file into the box area, or click inside it to select and upload from your computer:

Auto Commiting Files

There is an option to Auto commit uploaded invoices, by selecting this toggle in advance of loading a file, the bookings will be automatically submitted to the Buyer for review, provided there is no error in the file:

Once you select 'upload' you will receive an on screen notification that your file upload is in progress. For smaller files, you may find that once you close the notification box that your transactions are ready to review. For larger files, you can view the progress of your file submission immediately in Settings>Data Delivery. An email notification summarising the upload is sent upon completion of the load. These are configurable under the Notifications Settings page.

Manual Submission of Bookings

If Auto commit uploaded invoices has not been selected, once the transactions upload is complete they are displayed in the grid on the upload page. You can commit them to the Buyer by using the 'select all function' and then clicking the commit button on the bottom left:

Once you have selected 'commit' the transactions are then available in the bookings grid for review by both the Buyer and Seller.

Validating Errors

Transactions may be flagged in the Upload grid, requiring action before they can be committed. This is a validation step in which any missing or incorrect fields such as Partner name or Commercial link name can be manually updated before the transactions are submitted to the buyer.

The status column will show whether transactions match, or not. If there is no match then details of the issue will be shown in the Description column and the fields with missing data will be underlined in red. A warning exclamation mark and underlining will be used to highlight a possible duplicate booking.

You can apply a filter to view the transactions with warnings only.

Transactions with a 'Pending' Commercial Link Status

If a file is uploaded with records that have Commercial Links on 'pending' status, the Seller will be notified with a yellow warning tag with a hover over message detailing the CL status. The CL description field will also be highlighted. It is important to note that these records can be committed to the Buyer for review, however unless the CL is changed to 'Live' status by the CL owner prior to the end of the Buyer review period the transaction will be voided at cycle start. Sellers using automated file submission (FTP and email delivery methods) will receive email notification of the CL status.

Columns Available in the Upload Grid

Below is an overview of the Upload grid, with each column header, and a description of the content. As with other grids, you can use the 'columns' button to add and remove columns you find useful or not.

Column

Description

Checkbox selector

Gives the ability to select single or multiple records. Note - when the status is 'not Matched' the checkbox selector can be ticked, however a=items with this status cannot be committed.

Partner name

Buyer Name – pulled from Seller Invoice File through the ABTA number. Can be empty and edited by the user

Partner ID Type

The ID Type associated with the Buyer (ABTA, IATA, TIDS)

Partner ID

The ID associated with the Buyer

Booking Ref

Transaction Reference – pulled from the Seller Invoice file – non-editable

Lead Name

Lead passenger name – pulled from the Seller Invoice file – non-editable

Dep date

Booking departure date – pulled from the Seller Invoice file – non-editable