In the Warehouse Module, Excel upload is used to handle warehouse updates in bulk when the warehouse does not work directly in Claimlane. This setup is typically used with external warehouse partners or 3PLs that operate in their own systems and workflows.
For each stage, Claimlane provides an Excel export containing the tickets that require warehouse action. This file can be shared with the external warehouse partner, who processes the items in their own workflow. The updated Excel is then uploaded back into Claimlane through the configured stage. Claimlane reads the file and automatically updates the tickets, moves them to the next status, and can trigger additional actions such as customer notifications. This gives the retailer or supplier visibility into warehouse activity without requiring the external partner to log into Claimlane.
This approach allows external warehouses to continue using their existing processes while Claimlane stays in sync and keeps tickets and customer communication up to date.