Blacklist Orders


Overview

You can create rules that can blacklist orders based on certain criteria. For example, if you have a customer who repeatedly orders and then gives bad reviews, you may want to flag and cancel future orders from them. Or you might want to prevent orders with a freight forwarder’s shipping address because of potential complications with those delivery services. Creating blacklisting rules can flag those orders and prevent them from shipping. The blacklisted rules only affect new orders and don’t affect already created orders. You cannot blacklist existing orders.

Blacklisted orders can still be shipped in Sellercloud. However, in Shipbridge, you can prevent your shipping department from shipping blacklisted orders by enabling Stop Blacklisted Order in the General Settings tab.

Create Blacklisting Rules

  1. Go to Settings > Client Settings > Blacklisting Rules.
  2. Click Add Blacklisting Rule.sellercloud client settings add blacklisting rule
  3. Set parameters for the rule. You can blacklist by:
    1. Keywords
    2. Company Name Contains
    3. Address (even a partial address)
    4. Zip Code
    5. Email (even a partial email)
    6. eBay UserID (even a partial UserID)
    7. Phone numbers can also be blacklisted and will be matched against plain number format and formatted with () and  as well
    8. Country
    9. IP Addresssellercloud add new blacklisting ruleIf Apply If All Conditions Met is not enabled, the rule will flag orders that meet just one rule condition.
  4. Check Rule Is Active > Save.

View Blacklisted Statuses

To search for blacklisted orders, go to Orders > Manage Orders > Click Add filter > Select Blacklisted > Select an option from the Blacklisted filter’s dropdown menu > Click Search.The image shows the Blacklisted filter.

You can also view an order’s blacklisted status on the Order Details page. This status is found in two places: on the Statuses panel and as a Pill at the top of the page. If you do not see a blacklisted status in either of these places, you can select the statuses that you want to appear.

  1. In the Statuses panel, click Edit, then click the Gear button.
  2. Scroll or search to find Is Black Listed. Check the boxes for Show in Statuses Panel and Show as a Pill. sellercloud set order statuses
  3. Click Save. You’ll see a checkbox in the Statuses panel. Additionally, the Pill will appear at the top of the page.sellercloud order status is blacklisted

Import and Export Blacklisting Rules

Blacklisting rules can be imported or exported in bulk.

Import

  1. Go to Settings > Client Settings > Blacklisting Rules.
  2. Click Import Blacklisting Rules.sellercloud import blacklisting rules
  3. Download the template.sellercloud import blacklisting download template
  4. Populate the columns.sellercloud import blacklisting excel template example
  5. Return to Sellercloud > Click to upload file > Upload.

Export

  1. Go to Settings > Client Settings > Blacklisting Rules.
  2. Click Export Blacklisting Rules.sellercloud export blacklisting rules
  3. Open the downloaded file.

Check out this video on blacklisting in our original interface!


Understanding blacklisting orders
You can create rules which can blacklist orders based on certain criteria. For example, if you have a customer who repeatedly orders, and then gives bad reviews, you may want to flag and cancel orders from that customer. Or let’s say you want to prevent orders with a shipping address to a freight forwarder because of potential complications  with those delivery services. Creating blacklisting rules can flag those orders and prevent them from shipping.

  1. Navigate Settings > Blacklisting Rules.
  2. Click Add New Rule.
  3. Set parameters for rule. You can blacklist by:
    1. Keywords
    2. Company Name Contains
    3. Address (even a partial address)
    4. ZipCode
    5. Email (even a partial email)
    6. eBay UserID (even a partial UserID)
    7. Phone numbers can also be blacklisted and will be matched against plain number format and formatted with () and  as well.
    8. Country
    9. IP Address
  4. Setting multiple parameters in a rule will only flag orders with all parameters only if the Apply if all conditions met is enabled. Otherwise, it will flag orders that meet even one condition in any rule.
  5. Activate the rule and save.

Search for blacklisted orders with blacklisted filter in Advanced Search tab. The orders blacklisted status will display in the order status column together with the blacklisting rule’s ID that  is applied to the order.

Blacklisted orders can still be shipped in Sellercloud. However, in ShipBridge, you can prevent your shipping department from shipping black listed orders by enabling Stop Blacklisted Order in the General Settings tab.


Importing blacklisting rules
Blacklisting rules can be imported in bulk. On the above page, download the excel template. Populate it and save. Then choose the file and press Upload Blacklist. Use the value True or False to enable/disable the Active and Require All Conditions columns.


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