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Bulk Upload

CONTROL PLAN BULK UPLOAD​

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This screen lets you upload Control Plan or Control Item records in bulk using a system-generated Excel template, instead of creating them one at a time from the Control Plan screen.

1.1 Reach the Bulk Upload Screen​

From the main side menu, click on "Production & Quality", then go to "Masters", and finally choose "Bulk Upload".

1.2 Bulk Upload a Control Plan / Control Item File - Step-by-Step​

Step 1: Select the Type dropdown and choose either Control Plan or Control Item, depending on which records you want to upload.

Step 2: Click Download Template to download the Excel template for the selected type.

Step 3: Fill in the downloaded template with the required data, without changing the column headers, and save it.

Step 4: Upload the completed file using the upload box, which shows "Click to upload or drag and drop" with "XLSX file (Max. 3MB)" underneath — either click it to browse for the file, or drag and drop the .xlsx file directly onto it. Only .xlsx files up to 3MB are accepted. Once selected, the box shows the chosen file's name.

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The Openstock Date field on this screen applies only when uploading Opening Stock data; it does not appear for the Control Plan or Control Item types, since neither of these uploads requires an opening stock date.

Step 5: Click Validate & Upload to validate and upload the records.

  • If validation fails, the errors are displayed — correct the data in the Excel file and upload it again.
  • If validation succeeds, the Control Plan / Control Item records are created in the system.

Step 6: Click Clear at any point to remove the selected file and start over with a different file.

That's it! You've learned how to bulk upload Control Plan and Control Item records using the DMeX app. If you need help, contact the support team.