Applicable Product: Shipper, Transporter
Applicable Module: All accounts that have the Manage module enabled will be able to access the Data Manager and add materials.
Material Categories refer to the group/collection of Materials that have been aggregated together for either similarity in characteristics or operational requirements. For example, an FMCG company that sells dairy foods may have several product lines but would ideally categorize them as cheese, yogurt, milk etc as each of product categories would have handling characteristics that are unique and will need to be processed and transported accordingly.
Accessing Material Categories in Pando
To access the list of all material categories in Pando, go to > Data Manager and select material categories from the drop down. This brings up the list of all material categories that are currently available on your Pando account.
Creating a material category in Pando
Pando enables shippers to create materials in one of the following ways:
To create a material category individually, click the Add button and provide relevant details. Once you’ve added the relevant details, click . This creates the Material category record.
To understand details about all fields that are covered under material, check the Field glossary at the end of the article.
You can create material categories in bulk by uploading them in an .xlsx file. Click the UPLOAD dropdown and download the Sample format file. This file contains all the fields— mandatory and optional— in the format that needs to be uploaded. Add the fields values to this file and upload it back to Pando by clicking Bulk Upload and selecting the updated file.
Once the upload is completed, you will be presented with the Success notification that indicates the completion of the operation and the number of records that have been created and the ones that have been rejected.
To identify the files that have failed and to understand the reason behind their failure, click . This downloads the rejection list. The rejection list file contains the reason for rejection of a record. Fix the reason behind the import failure and upload the file back to Pando to finish uploading all material into Pando.