Overview
Depending on your workflow and preference, you can control which orders get imported into Shipbridge and can be shipped. You can allow or prevent the shipping of specific orders based on their payment or internal statuses (e.g Dropship, Backorder, Blacklist, and more). For example, you may want to allow shipping of wholesale orders before receiving payment for them.
Unpaid Orders
By default, unpaid retail orders will neither ship nor load into Shipbridge. However, you can allow unpaid orders to be shipped at the customer or order level if the following settings are enabled.
To allow shipping unpaid orders based on the customer:
- Go to Client Settings > Orders > select Allow shipping unpaid orders.
- Go to Company Settings > Toolbox > Shipping > select Allow shipping regardless of payment status for selected customers.
- Go to Customers > Manage Customers > select a customer > on the Customer Details page, select Allow Shipping Unpaid Orders > Save.
To allow shipping unpaid orders on selected orders:
- Go to Client Settings > Orders > select Allow shipping unpaid orders.
- On each Order Details page, go to Actions > Allow shipping even not paid.
Even if a customer is not configured to ship unpaid orders on the customer level, the steps above will override the process and allow orders to ship.
Backorders
There are two options in Shipbridge to flag orders with no inventory or as backorders:
- Colorize the row – In Shipbridge Menu > Options > General tab > Check Colorize orders with Inventory Availability Qty > Enter the quantity and color to colorize the order row when inventory for that order falls to that set quantity. The order row stays colorized until products in the order rise above the set level.
- Divert Order to Requires Attention tab – In Shipbridge Menu > Customize Interface > GUI tab > Check Auto move orders with backorder items to the attention tab > OK. The new Requires Attention tab will appear next to the Shipped and Unshipped tabs above the order grid. Backorders will import under that tab until inventory becomes available.
Dropship Orders
In Companies > Select Company > Toolbox > Shipping, you can enable the following dropship statuses:
- To prevent orders with a dropship status of Pending or greater from exporting into Shipbridge, check Drop Ship = None.
- To prevent orders with a dropship status of Requested or greater from exporting into Shipbridge, check DropShip < Requested.
Note: When this setting is enabled, orders with Dropship: Pending and None statuses will be imported into Shipbridge.
Learn more about the Company Shipping Preferences here.
Blacklisted Orders
Orders can be flagged for blacklisting based on set criteria.
On Hold Orders
For any reason, you can change an order’s Status to On Hold to prevent shipping and exporting to Shipbridge.
Not Ok to Ship
Orders can be marked as Not Ok to Ship to prevent them from being processed and exported to Shipbridge. You can allow orders to go into Shipbridge only if they are marked OK to Ship. This is controlled by your Company’s Shipping Preferences. Learn more about that here.
Overview
Depending on your workflow and preference, you can control which orders get imported into Shipbridge and can be shipped. You can allow or prevent the shipping of specific orders based on their payment or internal statuses (e.g Dropship, Backorder, Blacklist, and more). For example, you may want to allow shipping of wholesale orders before receiving payment for them.
Unpaid Orders
By default, unpaid retail orders will neither ship nor load into Shipbridge. However, you can allow unpaid orders to be shipped at the customer or order level if the following settings are enabled.
To allow shipping unpaid orders based on the customer:
- In Client Settings > Select Allow shipping unpaid orders.
- In Company Settings > Toolbox > Shipping > choose Allow shipping regardless of payment status for selected customers.
- Open the Customers tab and search for the customer.
- Choose Allow Shipping unpaid orders > Save.
To allow shipping unpaid orders per order:
- In Client Settings > Enable Allow shipping unpaid orders.
- On each order’s details page > Action Menu > Allow shipping even not paid > Go.
Backorders
There are two options in ShipBridge to flag orders with no inventory or as backorders:
- Colorize the row – In ShipBridge Menu > Options > General tab > Check Colorize orders with Inventory Availability Qty > Enter the quantity and color to colorize the order row when inventory for that order falls to that set quantity. The order row stays colorized until products in the order rise above the set level.
- Divert Order to Requires Attention tab – In ShipBridge Menu > Customize Interface > GUI tab > Check Auto move orders with backorder items to the attention tab > OK. The new Requires Attention tab will appear next to the Shipped and Unshipped tabs above the order grid. Backorders will import under that tab until inventory becomes available.
Dropship Orders
In Company Settings > Toolbox > Shipping, you can enable the following dropship statuses:
- To prevent orders with a dropship status of Pending or greater from exporting into Shipbridge, check Drop Ship = None.
- To prevent orders with a dropship status of Requested or greater from exporting into Shipbridge, check DropShip < Requested.
Note: When this setting is enabled, orders with Dropship: Pending and None statuses will be imported into Shipbridge.
Learn more about the Company Shipping Preferences here.
Blacklisted Orders
Orders can be flagged for blacklisting based on set criteria.
On Hold Orders
For any reason, you can change an order’s Status to On Hold to prevent them from being exported to Shipbridge and processed by shippers.
Not Ok to Ship
Orders can be marked as Not Ok to Ship to prevent them from being processed and exported to Shipbridge. You can allow orders to go into Shipbridge only if they are marked OK to Ship. This is controlled by your Company’s Shipping Preferences. Learn more about that here.