Orders Overview

The Orders Module in the E-Commerce integration gives you the ability to manage orders directly through the dashboard. Some users rely on this Module exclusively for orders management while others manage orders through an integrated 3rd party such as Lightspeed Web Orders Module.

From the Orders view you can:

  • View Order Information and Print Individual Packing Slips

  • Edit Order Status and Upload Tracking

  • Print Multiple Packing Slips

  • Import Tracking by CSV file

  • Export Order Information to CSV file


View Order Information

Once you are in the Orders Module click the "View" button which is on the far right. This will pull up a packing slip and have pertinent information of the order. This is the system telling you how it was aggregating or fulfilling the inventory for the order. You can also click the blue "Print" button on the top right to print.

Order Notes

The SKU notated in the Order Notes at the top is the SKU that the buyer purchased. You will also see some pertinent notes on the SKU/Fulfillment.

"Ship To", "Bill To", and Order Identification

This information identifies the specific fulfillment information of your buyer.

The "Order ID" is the systems Internal Order ID

The "Marketplace Order ID" is an additional order id

Order Items

Here you will see the Product, MPN, Fulfilling SKU, Qty, Shipping, Tax, and Total.


Edit Order Status and Upload Tracking

From the main orders page, you will see an "Edit" button on the right-hand side of the screen.  An Edit Order box will be presented to you where you may toggle Order Status and Input Shipment Tracking Codes.  

For Webstore orders, you may also send tracking to the buyer by clicking the "Notify Buyer" button.

 

Order Details Icons

This is an easy way to see the status of an order on the right-hand side of the orders screen. Possible Order Statuses as notated by the symbols are:

  1. Payment Captured (dollar sign)

  2. Packing Slip Printed (printer)

  3. Shipping Software Captured (bar code)

  4. Exported (down arrow)

  5. Shipped (door w/ arrow)


To print multiple packing slips simply highlight the rows of the orders you are shipping, then click the Print Selected button at the top.


Import Tracking by CSV File

If you would like to import tracking information into the system for dissemination to the marketplaces


Export Order Information to CSV file

  1. Proceed to the main orders page and highlight the rows of orders that you want to be exported.

  2. Click the "Export" button. You can input a notification email if you would like. You also have the option to check the box to mark the status for the order(s) as User Downloaded.

  3. After you finish the export command you will find your CSV file in File Center. It will be listed as "Client: Export Orders" and have a processing or completed status flag on the right. Click into the blue hyperlink and retrieve your file.

This CSV contains several columns of order data. Here is a sample of an orders export. Information specific to the buyer/seller has been removed for privacy purposes.

Client_Export_Orders_Report.csv