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Outbound Order Process

Ian Cheng
Updated

Outbound Order Process

This page allow users to manage their outbound orders. Please review the article "OMS Setup Workflow " for OMS Setup Workflow

Please review the article "Order Operation Related FAQ" for FAQ

 

Click the below blue shortcut button for quick access.

Index:

 

Create Orders

Manually

Search Path: Order - [New Order]

Click "New Order"

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Fill in the required information and select available options (Please see the below notes)

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Notes:

  • Recipient Information 
    • Select the existing recipient address from the dropdown list 
      3.png
  • Ship From Information
    • Select the Ship From Information from the drop-down list or click "+ Other Address" to add a new address
    • 4.png
  • Order Summary Information
    • * Order Number 
      • Input self-defined order number or select "Autogenerated" 
    • * Order Date  
      • Select Order Date 
    • Paid Date
      • Select paid date if payment status is "Paid"
    • Ship By 
      • Select the desired ship-by date if this applies
    • Delivery By
      • Select the desired delivery by date if this applies
    • * Payment Status
      • Pending Payment 
        • Payment not paid 
      • Paid
        • Payment paid in full
      • Partially Paid
        • Payment partially paid 
      • Refunded
        • Payment refunded in full
      • Partially Refunded
        • Payment partially refunded
    • Shipping Paid 
      • Input the paid shipping amount 
    • Tax Paid
      • Input the paid tax amount
    • Total Paid
      • Input the total paid amount

 

Input the SKU to search  (Please see the below notes)

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Notes:

  • Input the SKU of the product, input the unit price, and quantity, click "Add Items" to add more items in this order
  • To add a new item, please review the article "Product Management"

 

Click "Save Order" to create the order

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Import Template 

Search Path: Order - [Import]

Click "Import"

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Click "Sample Template" to download the template

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Open the template and review the “Import Requirements" before fill in the template (Please see the below notes)

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Notes:

The SKU can be 

  • Listing SKU (SKU List on Stores)
  • PMS SKU (SKU on "Product")

Import Requirement

1. The fields mark in red are the required field.
2. If there are 8 orders in the template and 2 orders failed, and 6 orders are successful, the successful orders can be still process in the system
3. Default value: Country=US,Payment Status = Paid
4, When Status = Partially Paid or Paid, Total Paid is a required field

 

Click "Add File" to upload the template or drop the file in the area when completed the template

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Review the import result and select "Confirm"

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Pulled from Stores

Once the orders are pulled successfully, they will sort into "Ready to Ship"

Please note that this process is auto-generated once you have completed the store connection. Please review the article "Store Management" for store connection 

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Status Types

The outbound orders divided into the below status:

All 

Users can review all outbound orders on this status 

Available Function:

Review All Orders

Search Path: Order - All

Click "All" 

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Review all orders

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Unsynchronized

All unsynchronized orders can be reviewed on this status. The merchandise that are in stock but have not mapping yet will sort into this status, user can map relationship in this status.

Available Function

Go Mapping 

Search Path: Order - Unsynchronized - Unmapping/Go Mapping

Select the unsynchronized order and click "Go Mapping" or click "Unmapping"

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Click "Mapping" icon

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Select the SKU (Please see the below notes)

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Notes:

The SKU can be setup on the "Product" page, please review the article "Product Management"

 

Click "Save" once the status of the order changed to "Green"

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On Hold

All orders that are on hold will move to this status

Available Function:

Remove Hold 

Search Path: Order - On Hold - [Remove Hold]

Select the order that needs to remove the hold

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Click "Remove Hold"

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Click "Yes, remove hold" to remove the hold (Please see the below notes)

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Notes:

Once the hold is removed, the order will move to "Ready to Ship"

 

Update Shipping Information 

Search Path: Order - On Hold - [Bulk Update]

Select the orders to update the shipping information

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Click "Bulk Update" and select either Ship By, Package or Ship From

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If clicked "Ship By", select the desired "Ship By" date and click "Confirm" to update

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If click "Package", modify the package info and click "Confirm"

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If click "Ship-From", select the Ship-From from the drop-down menu and click "Confirm" to update the Ship-From 

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Cancel Order

Search Path: Order - On Hold - [Other Action] - [Cancel Order]

Select the order that needs to cancel

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Click "Other Action" and click "Cancel Order" 

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Click "Confirm" to cancel the order (Please see the below notes)

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Notes:

Once the order is canceled, it will moved to the "Canceled" tab. Please note that this action will not sync to the online marketplace

 

Mark as Shipped

Search Path: Order - On Hold - [Other Action] - [Mark as Shipped]

Select the orders that need to mark as shipped

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Click "Other Action' and click "Mark as Shipped"

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Fill in the blank space and click "Mark as Shipped" (Please see the below notes)

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Notes:

Required Fields

  • Ship Date
  • Carrier
    • Select from the drop-down menu
  • Tracking Number
    • The tracking number for this order
  • Ship Date

Once the order is marked as shipped, the order will move to "Shipped"

 

Address Validate 

Search Path: Order - On Hold - [Other Action] - [Validate Address]

Select the order that needs to validate the address

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Click "Other Action" and click "Validate Address"

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Ready to Ship

The orders that are ready to ship, ready to create label, and ready to print will move to this status

Under Ready to Ship, the shipments divided into the below status tab

  • All
  • Ready to Create
  • Ready to Print
  • Printed 
  • Order Routing in Progress
  • Out of Stock

 

Available Function:

Create Label

Search Path: Order - Ready to Ship - Ready to Create - Create Label

Select the order that needs to create a label

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Click "Create Label"

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Notes:

The label must get rate before creating the label, once the label is created, the order will remain in this status

 

Rate Shopping

Search Path: Order - Ready to Ship - Ready to Create - Rate Shopping

Select the orders that needs to rate shopping

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Click "Rate Shopping"

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Hold the Order

Search Path: Order - Ready to Ship - Ready to Create - Hold

Select the order thats need to be hold

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Click "Hold"

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Choose the date for the order to hold until and click "Confirm" (Please see the below notes)

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Notes:

The order will moved to "On Hold" until the selected "Hold Until" date, once passed the "Hold Until" date, the order will moved to "Ready to Ship"

 

Update Shipping Information

Search Path: Order - Ready to Ship - Ready to Create - Bulk Updates

Select the orders that need to update shipping information

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Click "Bulk Update" and select from "Ship by", "Package" and "Ship From"

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If select "Ship By", select the ship by date and click "Confirm" to update

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If select "Package", modify the package info and click "Confirm" to save

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If select "Ship From", select the ship from from the drop-down menu and click "Confirm" to update

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Cancel Order

Search Path: Order - Ready to Ship - Ready to Create - Other Action - Cancel Order

Select the order that needs to cancel

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Click "Other Action" and click "Cancel Order"

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Click "Confirm" (Please see the below notes)

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Notes:

This process is not streamline, the canceled action only affect the status in Shipber. Once the order is canceled, it will move to "Canceled"

 

Mark as Shipped

Search Path: Order - Ready to Ship - Ready to Create - Other Action - Mark as Shipped

Select the order that needs to "Mark as Shipped"

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Click "Other Actions" and click "Mark as Shipped"

50.png

 

Fill in the blank space and click "Mark as Shipped" (Please see the below notes)

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Notes:

Required Fields

  • Ship Date
  • Carrier
    • Select from the drop-down menu
  • Tracking Number
    • The tracking number for this order
  • Ship Date

Once the order is marked as shipped, the order will move to "Shipped"

 

Validate Address

Search Path: Order - Ready to Ship - Ready to Create - Other Action - Validate Address

Select the order that needs to validate the address52.png

 

Click "Validate Address" for address validation

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Pending Fulfillment

Search Path: Order - Ready to Ship - Pending Fulfillment

All orders that are pending fulfillment will move to this status, and sort into the below sub-status

  • All
  • Confirming
  • Transmitting
  • Transmission Failed
  • Shipment in Progress
  • Exception
  • Pending

 

Shipped 

All orders that are shipped will move to this status

 

Canceled 

All orders that are canceled will move to this status

Available Function:

Restore Canceled Order

Search Path: Order - Canceled Order - [Restore]

Select the canceled order that needs to restore

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Click "Restore"

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Select "Confirm" to restore the selected canceled order

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Available Function in All Status Tab

Search Orders 

Search Path: Order - All - [Search Field]

Input the order number, system number, shipment number or recipient name in the search field and press "Enter" to search 

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Review Order Details

Search Path: Order - Status tab - Order number

Click the order number that needs to review 

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Review the detail information

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Apply Filters

Search Path: Order - Status Tab - Filters

Select the filter from the available options

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Available Filters:

  • Store 
  • Order Date
  • Pickup Date
  • Delivery Date 
  • Ship By
  • More Filters

70.png  Apply Filters

71.png Clear Filters

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Refresh 

Search Path: Order - Status Tab - [Refresh]

Click "Refresh" to refresh 

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Arrange Categories Display 

Search Path: Order - Status Tab - Eye Icon

Click the "Eye" icon

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Check to show the category option or uncheck to hide the category option and click "Save to View" 

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