Sales Orders

If you have connected a WMS system, orders will automatically be routed to the appropriate warehouses for fulfillment. Create Label and Ship Order is not available in this case. Alternatively, if you have no WMS connected, you can choose to manage shipments manually without a WMS by using the label printing service in Item OMS, allowing you to ship orders directly.

Order Management

• Import Order: Upload a CSV file to import multiple orders at once.
• Manually Create Order: Manually add new orders in the item system.
• Create Labels (No WMS Connected): (opens in a new tab) Generate shipping labels for orders with new or open status when not using a warehouse system.
• Ship Order (No WMS Connected): Manually ship orders with new or open status by entering a tracking number if shipping labels are not needed.
• Edit Order: Modify order details before shipping.
• Cancel Order: Cancel an order before shipping.
• Access Raw Data: Access the original data of the order.
• Reopen Order: Reopen an order in exception status after resolving the issue, reverting it to Open status.
• Export Order: Export orders based on your selection.

Import Order

If you have connected third-party channels to item OMS, the system will automatically pull orders from these channels based on your configured settings. For specific channel configuration details, refer to the Sales Channel Settings (opens in a new tab) section. Additionally, you can manually create new orders or import orders via CSV files.

To import sales orders via CSV:

1. Navigate to Order Management > Sales Orders.
2. Select Import Order from the drop-down menu under the Actions button.
3. Download the provided template and fill them with the sales orders details.
4. Upload the completed file by clicking Upload.

Manually Create Order

To manually create a new order:

1. Navigate to Order Management > Sales Orders.
2. Select New Order from the drop-down menu under the Actions button.
3. Enter the shipping information and if applicable, the Billing Information.
4. Click + Add Product to include the items being ordered.
5. Select the product from the drop-down menu and enter the quantity ordered. If necessary, you can apply a discount to the products, either as a price discount or a percentage rate.
6. Enter the following info:
   • Channel Sales Order No.: The sales order number generated by the third-party channel.
   • Reference No.: The Unique identifier indicates the sales order.
7. Click Save Order.

Orders that you create manually or import will initially appear with a New status. From the order list page, you can arrange for shipment and create labels for orders with the new status.

Ship Order (No WMS Connected)

To manually ship an order:

1. On the Order List page, select an order with the New or Open status.
   * Ensure that the current merchant without a WMS is connected.
2. Click Ship Order under the Actions menu on the Order List Page.
3. In the pop-up window, select the Carrier, Shipping Service from the drop-down, and enter the tracking no. for the order.
4. Click Ship Order to complete the process.

Access Raw Data

Raw data includes initial inputs such as order info, product details, inventory counts, shipping information, transaction logs, etc.

To access raw data:

1. Select an order from the Order List.
2. Click Raw Data under the Actions menu on the Order List Page.
3. Two cases:
   • For orders created or imported in item OMS, a toast message "Manually created orders, please view order details," will appear.
   • For orders posted via item DI, in the pop-up window, it will display the original data of the order.
4. Click Copy Data to save it.

Reopen Order

When an order enters Exception status, you can reopen it after resolving the issue that caused the exception.

To reopen an order:

1. On the Order List page, select the order with Exception status.
2. Click the Order No. to view order details. Review the notification message under the Order No. for details about the issue.
3. For example, if the message says, "Please fill in the carrier and delivery service first," click Edit Order under the Actions menu and add the required info.
4. Click Save Order to save your changes, return to the order details page, and then click Reopen Order under the Actions menu.
5. A confirmation message, "Successfully Reopened ," will appear, indicating that the order has returned to Open status.

Next steps available:

• If the system is connected to a WMS, the order will be dispatched to the WMS based on the order routing rule.
• If not, you can now create labels or manually ship orders with Open status.

Export Order

To export orders, select the desired orders and click the Export button on the Order List Page. The details of the selected orders will be downloaded to your device.