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Overview

The EDI Quality import lets a customer place stock on hold or release it from hold by uploading an EDI QALITY message to their SFTP account — no manual intervention in the web app is needed. It is designed for quality assurance (QA) workflows where a supplier holds stock while checks are carried out and releases it once they pass. Instead of asking your warehouse to hold and release stock by hand, the supplier sends the instruction as a file and Clarus actions it automatically. A typical QA flow looks like this:
1

Stock is received

The supplier sends a pre-advice, the warehouse completes the receipt, and a receipt confirmation is returned.
2

Stock is placed on hold

The supplier uploads a QALITY file with a hold instruction. Clarus places the matching stock on hold, keeping it out of allocation and picking while QA checks run.
3

Stock is released

Once checks pass, the supplier uploads a QALITY file with a release instruction. Clarus returns the matching stock to available.
This is a bespoke, per-customer interface. Clarus configures which uploaded files are treated as QALITY messages, based on the message type and the sender. Contact your implementation consultant to enable it for an account.

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How Clarus identifies the file

The file is recognised as a QALITY message from the UNH segment (message type QALITY) together with the sender configured for your account. When a matching file lands on your upload SFTP account, Clarus processes it automatically — you do not need to select a template each time.

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What each line does

Every stock line in the file is read independently. Clarus extracts the following from each line:

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Matching stock

Clarus finds stock to action by matching on three values together:
  • Product code — from the LIN segment
  • Batch — from the PIA+NB segment
  • Goods-in reference — from the RFF+DQ segment
If the product code in the file is shorter than 14 digits, Clarus pads it with leading zeros to 14 characters before matching — so codes such as 1001050012 still match a stored code of 00001001050012.

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Whole-batch hold and release

Clarus actions every stock line that matches the product code, batch, and goods-in reference — the entire batch on that receipt — regardless of the quantity shown in the file. The quantity field is not used to hold or release a partial amount.

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Hold and release instruction

The FTX segment decides the operation:
  • Hold (FTX value 1) — matching stock is set to On Hold. Held stock is excluded from allocation and picking.
  • Release (FTX value 0) — matching stock is returned to Available.
Each operation is recorded against the stock as a transaction, with a note showing it came from the imported file (for example, Placed on hold via import of <filename>).

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Example file

A QALITY hold message for one product batch looks like this:
Changing FTX+ACL+++1 to FTX+ACL+++0 turns the same file into a release instruction for that batch.

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Checking the result

After a file is processed, go to System Logs in the web app to see the outcome:
  • A success entry shows how many stock lines were held or released.
  • A failure entry shows an error for any line that could not be actioned, including the product code, batch, and receipt reference so you can trace it back to the file.
Each line is processed on its own, so one failing line does not stop the rest of the file from being actioned.

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Troubleshooting

Clarus logs a “not found” error when no stock matches the product code, batch, and goods-in reference together. Check that all three values in the file match a stock record on that receipt, and that the product code corresponds to a product in Clarus.
A release only applies to stock that is currently on hold. If the matching stock is already available, the release is rejected and an error is written to System Logs.
This is expected. The import holds or releases every matching line for the product code, batch, and receipt, regardless of the quantity in the file.
To upload the file, connect to your upload SFTP account as described in the SFTP Overview.