- Reports
- Compliance/Shipping Reports
- ATS Healthcare Report
ATS Healthcare Report
For Canadian Wineries Only
The .CSV export from the ATS Healthcare Report is specifically formatted for ATS healthcare to batch update orders for shipping.
Report Setup: Learn what steps to take before running the report. Learn More >
Running The Report: Learn where to find the report and how to run it. Learn More >
ATS Healthcare CSV: Learn what columns are included in the ATS Healthcare Report. Learn More >
Importing ATS Healthcare CSV: Final steps before uploading the report Learn More >
Report Setup
To ensure the accuracy of all orders, we recommend taking additional setup steps for each of the following columns.
Webservices Account
For orders to be imported from Flamesoft, a webservices account needs to be setup for your winery. Please contact support@winedirect.com to get an account setup. This account information then needs to be provided to ATS Healthcare.
Weight
Take the time to make sure you've added weight as a detail on each of your products. Every time you create a new order, the report will calculate the total weight based on the weight you previously entered for each product.
Running The Report
- Go to Reports > Shipping > ATS Healthcare
- Select the date range (DD/MM/YYYY)
- Under Manage Filters, confirm that your report settings are accurate.
- You'll find All Types, as the default Order Type option, but can up updated to only include the Club Order Order Type if needed.
- Order Status will only pull Completed and Submitted orders
- Shipping status will only use Not Shipped and Sent to Fulfillment orders
For the most part, you will only need to filter orders that have not yet shipped. To find only the orders that are waiting to be shipped set your Shipping Status to Not Shipped.
- Clubs is an optional filter that allows you to select one or more clubs to include for the returned orders
NOTE: You are able to filter by club using the club option but the ATS Report does not have a column that displays each club name. If using, make sure to double check this filter.
- Preview your report with View or click Export to download in a .CSV format
ATS Healthcare CSV
Below is documentation for the columns available in the ATS Healthcare report and what data from WineDirect is used for each. (Definitions are only included for columns populated with WineDirect order information.)
To import into ATS Healthcare, file headers must match spelling and formatting to those displayed below and columns cannot be removed. For more information, see the ATS Healthcare Documentation PDF.
Mandatory rows are marked with a *
|
Column Name |
ATS Instructions |
WineDirect Report |
|
Docket * |
Enter your unique customer ID number. |
This column is left blank and must be manually populated by the winery. |
|---|---|---|
| Attention |
Special attention line. |
If there is one, the Company Name from the shipping address is populated. Otherwise, this column will be blank. |
| Name * |
Name of the recipient. |
The Shipping First and Last Name is populated. |
| Address * | Address line of the recipient. | The Shipping Address is populated. |
| Address1 |
Address line #2 - suite # etc of the recipient. |
The Shipping Address 2 is populated. |
| City * |
City of the recipient. |
The Shipping City is populated. |
| Province * |
Two letter province code of the recipient. |
The Shipping State is populated. |
| Country * |
Country code of the recipient. |
The Shipping Country is populated. |
|
Zip * |
Postal code of the recipient. |
The Shipping Postal Code is populated. |
| Phone * |
Phone number of the recipient.
|
The Shipping Phone Number is populated. |
| Email * |
Phone number of the purchaser. They will receive tracking notifications. |
The Billing Email is populated. |
| Send | 1 = send tracking information |
This column is set to 1 by default. |
| Pieces * |
How many package(s) are being shipped.
|
This column is populated 1 by default but may need to be manually updated if the order is being split into more than one package. |
| Weight * |
The weight of the package(s) being shipped. |
This column is calculated for you based on the Products Weight you have entered for each product and represents the total weight of all the products in the package. It is recommended that you enter all the weights for your products' so this column does not require manual intervention. If you have not done this, you will want to double check this column. |
| Instructions |
Any special instructions there may be for the order/package. |
The Order Notes are populated. |
| Service * |
The service level for the package(s) being sent.
|
This column is populated to GE - Ground Expedited by default but can be manually updated if necessary. |
| Accessorials |
HS (Heated Service) KC (Keep Cool) NS (no signature required) |
This column is left Blank by default but can be manually populated. |
| Ref |
A reference number for the shipped package(s)
|
The Order Number is populated. |
|
Description Of Goods |
A description of the goods in the package(s) being shipped. |
This column is populated to Wine by default but can be manually updated if necessary. |
| Vin65 * |
Column AO This lets ATS know the order came from WineDirect |
The Order Number is populated. |
Importing ATS Healthcare Report
- Ensure to update any columns manually (refer to the columns guide above)
- Re-save the file as XLS (Office 97 – 2003) format, not as XLSX.
- Login to your Flamesoft account.
- Follow the setup steps outlined by ATS Healthcare to batch upload the orders for shipping.
If you need additional help importing into ATS Healthcare / Flamesoft or for new accounts, contact the ATS support team by email at atshelp@ats.ca