diff --git a/docs/ADMIN_GUIDE.md b/docs/ADMIN_GUIDE.md index 9ea9910..1463762 100644 --- a/docs/ADMIN_GUIDE.md +++ b/docs/ADMIN_GUIDE.md @@ -1,6 +1,6 @@ # Canteen Admin Panel — User Guide -> Administrative interface for managing customers, locations, users, geofences, settings, and Cantaloupe data sync. Designed for desktop but mobile-responsive (screenshots from Pixel 9a). +> Administrative interface for managing customers, locations, users, geofences, settings, and Excel data imports. Designed for desktop but mobile-responsive with a hamburger menu on phones (screenshots from Pixel 9a). ## Table of Contents @@ -125,21 +125,19 @@ Manage these lookup tables: --- -## 7. Cantaloupe Data Sync +## 7. Excel Import -Navigate to **🔄 Sync** in the sidebar. +Navigate to **📥 Import** in the sidebar. -![Cantaloupe Sync](images/p9a_admin_sync.png) - -The Cantaloupe Sync page lets you import asset data from the Cantaloupe vending management system. +The Import page lets you upload asset data from Excel files (Cantaloupe exports or other structured spreadsheets). ### How it Works -1. **Sync Now** button — Downloads the latest Excel export from Cantaloupe and creates a pending import batch -2. **Upload Excel File** — Manually upload a Cantaloupe Excel export file +1. Click **📤 Upload Excel** and select your `.xlsx` or `.xls` file +2. The system parses the file, maps columns, and creates a **pending import batch** 3. **Review Changes** — Each batch shows new, changed, and removed assets with field-level diffs 4. **Approve** — Apply the changes to live data -5. **Reject** — Discard the batch +5. **Reject** — Discard the batch if the data looks wrong ### Import History @@ -171,12 +169,12 @@ Available at the bottom of the sidebar: ## 9. Tips & Troubleshooting -### Cantaloupe Sync Fails +### Import Fails -1. Check the credentials in the Cantaloupe downloader config -2. The server must have network access to mycantaloupe.com -3. Check the error message in the sync batch detail view -4. Try the **Upload Excel File** option as a fallback +1. Make sure your Excel file has a header row and at least one data row +2. The system maps columns by keyword matching — check that column headers contain recognizable terms like "Asset ID", "Name", etc. +3. Check the error message displayed after upload +4. Try exporting from Cantaloupe to Excel first, then upload the file manually ### Admin Panel Not Loading