Orders

To access orders page, go to Navigation bar then click on Orders.

Order list view

Seller can view, search, download, filter order

Download orders

As a seller, I am able to download a .CSV file of all orders

Click on .CSV download icon

Order list view

As a seller, I am able to view order list

All orders with total number will show as Default
- Order date
- Order number
- Customer name
- Quantity
- Order subtotal
- Shipped by date
- Order status
User can customize view columns by clicking on Edit columns button
- Select/deselect columns
- Drag & drop to reorder the columns
- Click on Done button to apply the change

Search orders

As a seller, I am able to search orders by Order number or Customer Name

Enter order number or customer name to search
Clear the search to show all orders

Filter orders

As a seller, I am able to filter orders by Order status

Click on Filter button to filter orders
Select status in order status dropdown menu: user can not select multiple statuses to filter at the same time
Click on Apply to apply the filter
Click on Clear all to remove the filter

Order details

Seller can view order details, update tracking number and mark order as shipped

View orders

As a seller, I am able to view order details

List of info included in order details
- Order Number
- Subtotal
- Total
- Order Placed
- Order Status
- Customer Information
  - Customer Name
  - Shipping Address
  - Phone Number
- Shipping Information
  - Earliest expected shipping date in DD/MM/YYYY
  - Shipping Speed
- Product List

Cancel orders

To cancel orders:

Seller user must reach out to your team to cancel orders. See Tenant User > Cancel Orders

Mark order as shipped

As a seller, I am able to mark order status as shipped

Fulfilling orders manually
- Menu > Orders > Order Number
- Insert Tracking Number
- Click on “Save and mark order complete” to save tracking and mark the order as Shipped
- Customer will receive tracking number
- 📣 Click on “Save” to save tracking without marking the order Shipped
  - Allows the user to input tracking for items at separate times (when fulfilling from multiple FCs for example) and update the order to Shipped at the end
  - When all updates are done, click on “Save and mark order complete”
  - “Save” is disabled for orders with only 1 item to fulfill
Fulfilling orders in bulk via CSV upload
- Menu > Orders > Upload Tracking
- Click on “Download Open Orders” to download a CSV of orders in status Processing
- Use this CSV to input shipping information for orders ready to be shipped
  - Remove rows for any order you have not processed yet
- Fill out relevant information on the CSV
  - Fulfilled Quantity: input the fulfilled quantity. Most of the time, this will be equal to the quantity ordered
  - Tracking Number: input the carrier’s tracking number
  - Is Complete: optional, to use in rare partial fulfillment cases
    - 📣 Our system automatically updates the order to Shipped when tracking has been uploaded for all items (most common case). You won’t need to update Is Complete.
    - In rare cases where you are partially fulfilling an order (e.g. shipping 2 out of 3 items), input yes on this column to indicate that the order is complete despite some items missing tracking. The order will be marked as Shipped and the customer will receive a shipping confirmation email
- You can also prepare your own CSV file, as long as it respects the format below:
  - Required columns: order number, sku, fulfilled quantity, tracking number
  - Optional columns: is complete (yes/no)
- Upload CSV file once ready
  - A success banner will be shown to confirm that tracking has been uploaded
  - You can check an order’s detail page to verify that the fulfillment information has been updated
  - If the file cannot be processed, validation errors will be displayed
- 📣 Tips to have in mind:
  - The format of file needs to be a CSV
  - Tracking cannot be uploaded for Cancelled or already Shipped orders
  - Fulfilled Quantity cannot exceed the quantity ordered