Orders Overview

This article indexes a number of order-related articles for your convenience.

Creating orders

1. Import Orders Automatically – Most channels are integrated to automatically download orders.
2. Import Orders Manually – Orders can be imported manually for channels that are not integrated. Orders can be imported manually or scheduled to pull from FTP.
3. Create Manual Order – Phone Orders, wholesale orders.
4. Related Order – Grabs the info of a returning customer for quick processing. The order becomes linked with the related order.
5. Replacement Order – When replacing lost items etc. Create RMA when the customer is returning the item.
6. Wholesale Orders – Create wholesale orders with customer-specific pricing, terms, and credits.
7. Orders with Kits – Client setting to only show components in orders.
8. Orders with Shadows – Client setting to only show parent SKU in order. Client setting to deduct inventory from parent SKU.

Managing orders

1. Search and View Orders – Under the “Orders” tab, orders can be filtered based on your preference.
2. Manage Orders page – Many actions can be performed on multiple orders on this page.
3. Order Status – Orders status changes as the order gets processed. Orders can be filtered by status.
4. Cancelling an order – Cancel orders within Sellercloud. Inventory will update accordingly.
   1. Cancelling an Overstock order
5. Refunding an Order – Refund orders from within Sellercloud.
6. Manage RMA –
   Manage the entire return process. Create return
   shipping labels. Issue refunds, generate replacement or exchange orders.
7. Paypal Invoice – Create a Paypal invoice to request and receive payment.
8. Payment gateways for local orders and refunds – Set up payment gateways to receive payments from processors and refund local orders.
9. Merge order – Save on shipping when the same customer orders twice. Client setting to auto-merge eBay orders when a buyer pays with combined payment.
10. Gift Orders – Gift Wrap and Messages. For Amazon or Local orders.
11. Backorders – Orders with items out of stock will be marked as BackOrder with lacking qty. displayed. Can be filtered for optimized order management or flagged to prevent shipping.
12. Blacklisting Orders – Create rules to prevent orders from shipping based on customer info or location.
13. Prevent Orders from Shipping – Prevent backorders, blacklisted orders, orders to dropship, or any order from being shipped.
14. Tracking profit and loss  – Item costs, commissions, fees, and shipping costs are calculated against the revenue of the order.
    1. Tracking Order
       Costs on a Drop Shipped Order – updates with order costs based on the related PO.
    2. Shipping costs – Estimated at the time of shipping, but carrier invoices can be imported later on. This will define the actual shipping cost of each order.
15. Export orders – Export orders in multiple formats. Can be exported to email, or FTP on schedule.
16. Split Order – Split an order into 2 orders when items need to be shipped from separate locations, when a partial payment is made, or for other reasons.
    1. Auto split multi-item orders – Company level setting to automatically split multi-item orders into separate orders
17. Tax on orders – Tax is applied to order and calculated in profit and loss.
    1. Tax from sales channels orders – The tax rate is typically set up on the channel. However, tax for eBay is configured in Sellercloud.
    2. Tax from local orders – configure tax rate for orders locally created in Sellercloud.
       1. Wholesale orders – tax will not be applied to wholesale orders
    3. Sales tax reports – generate reports of sales tax per state or per order.
18. Post-order plug-in – Plugins can be created to automatically apply actions to orders as they are created in Sellercloud.
19. Map Shipping methods – Map the shipping methods as they are named on the sales channel to the corresponding shipping method in Sellercloud.
20. Link Order to PO – Linking an order to a purchase order will prevent the order from exporting into ShipBridge until the PO is received.

Fulfilling orders

1. Picklists – Export lists of items for picking and packing. Exports to PDF or Excel.
   1. Picklists in ShipBridge – Orders in ShipBridge can be filtered based on picklist ID.
   2. Split Picklist – Split your pick lists per shipper.
   3. Schedule picklists to be auto-generated.
2. Invoices – Packing slips can be printed in PDF letter size or 4×6 from a thermal printer.
   1. PDF – Configured in Sellercloud even when printing labels in ShipBridge.
      1. Multiple options to display/hide info.
      2. Separate invoices per company
      3. Wholesale invoices
         1. Separate invoices per wholesale customer
      4. Customized invoices
   2. 4×6 Invoices – configured in ShipBridge
      1. Multiple options to display/hide info
      2. Customized invoices
   3. Label/invoice on half-page – Option to print the label and invoice side by side on one letter-sized PDF. Orientation/adjustment can be configured.
3. Ship order – ShipBridge manages all shipping actions. Orders can be marked as shipped in Sellercloud as well, but it will not print labels.
   1. Validate Ship To address – Validate shipping addresses to correct errors and determine residential or commercial.
   2. Calculate Shipping Rates – Get estimated rates for different services.
   3. Print labels – Labels can be printed from all major carriers.
      1. Label printer configuration – Map shipping services to format and printer.
      2. Batch Printing – a faster and more streamlined label-printing process than selecting multiple orders.
   4. Shipping costs – USPS actual rates are applied to the order. Other carriers estimated shipping costs are applied to orders automatically. UPS and DHL billing invoices can be imported to apply the actual cost.
4. Multi-package – Split order contents into multiple packages.
   1. Max quantity per package – enables you to set how many items are allowed in a shipping package, and by extension, how many shipping packages will be generated for this order.
5. Ship via FBA – Fulfill orders from other channels with stock that is stored in FBA.
   1. Internationally – FBA can ship certain items internationally.
   2. Transshipment – FBA ships the item to the merchant who ships the item to the customer.
6. Update tracking – Tracking is applied to the order and the sales channel gets updated automatically.
   1. Import tracking – For non-integrated carriers or if the item is shipped outside of Sellercloud, for example, a dropshipped order.
7. Dropship Order – The vendor ships the order to the customer. Tracking can be imported and updated automatically on the sales channel.
   1. Email – dropship orders via email. Set up templates.
   2. Export file to FTP – Dropship orders via a scheduled task. Ability to pull tracking files automatically via a scheduled task.