Transcend - Scheduled Deliveries Export Feature

OVERVIEW

The Scheduled Deliveries Export feature allows users to export scheduled delivery data directly from the Operations --> Schedule page in Transcend. This feature enables users to generate a report of upcoming scheduled deliveries up to a selected date and have it delivered via email.

ACESSING THE FEATURE

1 – Navigate to Operations.

2 – Select Schedule from the left-hand menu.

3 – On the Asset Schedule page, click the Export Scheduled Deliveries button located in the top-right corner.

EXPORT CONFIGURATION

When the user clicks Export Scheduled Deliveries, a modal window appears with the following options:

1. Export Up to

        - Users can select a date to define how far into the future scheduled deliveries should be included in the export.

        - A date picker is provided for easy selection.

 2. CSV Format

        - Users can choose the format of the exported CSV file:

                    • North America

                    • Europe

3. Email

        - The user must provide an email address where the export file will be sent.

NOTE: The filters that are selected in the page (days to runout and units) are also taken into account in the exported file.

EXPORT PROCESS

• Once the user completes the configuration, they click Generate and Send. 

• The system processes the export in the background. 

• A notification message informs the user that the export may take a few minutes. 

• When ready, the system sends the generated CSV file as an email attachment to the specified address.

UI REFERENCE: ASSET SCHEDULE PAGE (EXPORT BUTTON LOCATION)

- Located in the top-right corner of the page as Export Scheduled Deliveries.

EXPORT MODAL

Includes:

• Date selector (Export up to) 
• CSV format options 
• Email input field 
• Action buttons: Generate and Send / Cancel