Shipments Outbound - New Shipment

To transfer diamonds to a new recipient, you must create a new shipment which specifies the diamonds that you want to transfer from your inventory.

Only producers can create rough shipments. Only manufacturers can create polished shipments.

Create a new shipment

Before you start: Prepare a CSV file with the Tracr IDs of the diamonds you want to transfer. To avoid errors when you upload the file, name the column containing the Tracr IDs, tracr_id. Download transfer CSV template

1

Select New shipment

From the Shipments Outbound page, select New shipment to begin.

2

Choose integration type and upload CSV

In the New Shipment dialog box:

• Select the Integration type, either Rough or Polished.
• Either drag and drop your prepared CSV file onto the page or choose Select from device to browse for and select the file that you want to upload.
• Select Upload. Look for ‘CSV uploaded successfully' to confirm that Tracr has accepted the file.

3

Review the diamonds in the shipment

Review the list of diamonds imported from your CSV. Note that you cannot proceed with the shipment if it contains unavailable diamonds.

4

Remove unavailable diamonds

If any of the diamonds in the shipment are unavailable:

• Select Remove next to the unavailable diamond, or
• Select Remove all unavailable diamonds, then select Confirm.

5

Remove any available diamonds you don't want to ship

To exclude available diamonds from the shipment:

• Select Remove next to the diamond, or
• Select the diamonds to remove and then select Remove at the bottom of the page.

Then select Confirm.

6

Continue

Select Continue to proceed.

7

Name the shipment

Enter a name to identify the shipment.

8

Enter recipient API URL

Enter the recipient's Tracr API URL. For example: https://api.<tracr_instance_url>

9

Send shipment

Select Send shipment.

10

Confirm or cancel

Review the displayed shipment information.

• To confirm the shipment, select Confirm.
• To cancel the shipment, select Cancel.

You can cancel the shipment after sending until your recipient accepts the shipment.