Sidekick has recently released support for sending orders programmatically (via a mechanism called an "API").
This means that you do not need to download a file and upload into the Sidekick web portal. That step is handled electronically.
If you are interested in this feature the first step is to contact your Sidekick Customer support representative and ask for the API feature to be enabled.
Once you receive confirmation from Sidekick the API has been enabled, go to your Sidekick web portal and navigate to your Profile. Near the bottom you should see a section titled similar to "API" or "Integration" and there will be an alphanumeric value that looks like
b7d35652-2c08-4b9f-8d35-84ea730a68e6
(that is not the correct value, it will just look similar to that). Copy that value and contact help@vinosmith.com and include that value in your request.
Once the feature is enabled you can send orders via API.
How to Send Orders to Sidekick via the API
You start from the same Pending Deliveries screen. Select the orders and from the With Selected action dropdown choose Sidekick: Send Orders via API.
This will transmit the orders to Sidekick using the same Excel document you are currently using, just electronically.
Sidekick requires 10 to 15 minutes to process the file. You will receive an email notification from Sidekick after Sidekick has processed the file. Please allow this time for Sidekick to process the orders.
If there are any errors during Sidekick processing you will be notified via email. Monitor your email and you will receive a notification from Sidekick. If all order(s) in the batch were successfully received and processed by Sidekick then go back to the Pending Deliveries screen and mark them as Processed, just like you do now.
If Sidekick indicates one or more orders were not processed, select just those orders and perform the current Sidekick: Download Orders Export .
You will then need to upload this file (like you do now) into the web portal. During this upload flow directly into Sidekick you will be prompted to resolve the issues.