Using The Orders Tab
Using The Orders Tab
Navigating and using the Orders Tab Menu within Shipedge to view orders that are in the system.
The Orders tab in the Shipedge Main Menu is used for vendors to browse all their orders in the system. You can see anything from orders that are currently in pending or processing to orders that were shipped within the last few days. You can also see any orders that are in backorder status or any alerts that may need to be attended to. You may also upload a bulk amount of orders using the Upload CSV tab and navigate through all your integrations as well.
1. Orders – View all recent orders in the Shipedge system.
2. Last 3 Days – Orders that were in pending/processing or shipped status in the last 3 days.
3. Shipped Last 10 Days – Orders that were shipped in the last 10 days.
4. Backorders – Orders that are in backorder status (Orders that were made but cannot be shipped due to missing inventory.)
5. Alerts – Any orders that have an alert status that needs to be resolved before being shipped.
6. Integrations – Used to view, add or edit current integrations with your selling channels.
7. Upload CSV – Used to manually upload a bulk amount of orders into Shipedge in .CSV format (Comma Separated Values). There are templates provided that you can download to make sure you input the orders in the correct format.
Orders Page/Last 3 Days/Shipped Last 10 Days/Backorders
The Orders page is the most important page for vendors when they are using Shipedge. Vendors are the only ones that can create any orders manually for their customers. The warehouse team has no way to create orders from the warehouse side. After an order is create by a vendor the order will go into pending status from which at that point the warehouse team can begin to process the order and ship it accordingly. Orders can be added to Shipedge manually using the Add Orders button on the Orders Page, or by Uploading CSV of order details in bulk, or automatically by either using the Shipedge API, or by integrating selling channels and shopping carts to Shipedge by using the Integrations page.
- The Last 3 Days page will show you the most recent orders that were shipped and processed within Shipedge.
- The Shipped Last 10 Days page is used to see orders that were shipped within the last 10 days.
- The Backorders page is used to see orders that are in Backorder status (orders that have been imported/created in Shipedge but that can not be processed due to not enough inventory.)
1. Current Balance – The current amount of money on your account that is used towards shipping your products. Will appear in green when you have a positive amount. Will warn you when in low balance and all orders will be halted until you add funds to your account. Will appear in red when you are in the negative.
2. Add Funds – Button that is used to add funds to your account (Can be automatically setup to add funds when you reach a certain number of dollars.)
3. Add Order – Manually add an order by entering in the order details and shipping/billing information and choosing the correct products to ship.
4. Add Order Quickly – Manually add an order by entering the main details of the customer in a popup screen that will then be used to quickly populate the add order form. You must then continue to fill in the rest of the order manually.
5. Create Pick Order – Manually create a pick order for the warehouse (Used in cases where you need an order to be picked some time before that order actually needs to go out. Will only provide the warehouse team with a packing slip, no shipping label.)
6. Import CSV – Manually import a large amount of orders in bulk at once. You will be provided with templates so that you may fill in the template with the correct formatting necessary.
7. Upload History – Used to see an archived history of all past uploaded orders.
8. Data Download – Page that is used to download the last 3 months worth of orders for your account. It is recommended that you run this process every three months so if you wish to have a compete record of all your orders.
9. Integrations – Link to see your selling channel integrations. Same link that is in the Orders Sub Menu in the Shipedge Main Menu.
10. Row Number – The number of the row for the table.
11. Shipping Number – The shipping number of the order. Can be clicked on to view order details.
12. Order Number – The order number of the order.
13. Reference Number – A reference number that can be added to an order for any purpose that you may need. Optional, if left empty the Order number will be used as the reference number.
14. Shipping Method – The shipping method that will be used to ship the order.
15. Tracking Number – The tracking number that belongs to that order. (These orders are in Pending Status so they do not yet have a tracking number)
16. Status – The order status of the order.
17. Order Date – The date that the order was created/imported into Shipedge.
18. Shipping Date – The date that the order is being shipped.
19. Note To Customer – Any note to customer that needs to be printed at the bottom of the packing slip which will be included in the package along with the products.
20. Note To Warehouse – Any note to the warehouse team. Will only be seen by the warehouse team incase there are special directions that are needed for the order.
21. Email – The email address of the customer who made the order.
22. First Name – The first name of the customer who made the order.
23. Last Name – The last name of the customer who made the order.
24. Company Name – The company name, if any, of the customer who made the order.
25. Zip code – The zip code of the destination to where the order is being shipped.
26. Country – The country of the destination to where the order is being shipped.
27. Items – The amount of items that are being shipped in the order.
28. Order Entry – An action column where you can select to view the order details, edit the order details or put the order on hold.
The Alerts page is the same as the Orders page that is described in the before step, including the table and menu options at the top of the page. The difference is that the orders that are shown in the Alerts page are orders that have a certain issue that needs to be resolved before the orders can be put into the normal rotation and shipping process. In this case you can see that an order, 1960212_cp_RC, was created but was not completed (a certain step may have been left incomplete or the user may have exited out before selecting the products that need to be shipped, etc.) and so it was left as Incomplete status and put into the Alert screen so that the vendor may see that there needs to be some action applied to the order before it can be processed and shipped. You may contact Shipedge’s Support staff or the warehouse staff if you have any doubts as to what you must due to get an order out of the Alerts page in Shipedge.
The Integrations page is a very important page for vendors since this is where you will go to setup and edit all your integrations with the multiple selling channels that you may use with Shipedge. This is where you can control how to import your orders automatically into Shipedge from your selling channels. There are a few options and links at the top of the page with a table below that provides a row per selling channel integration. Below are the options and their description.
1. Add – Create/Add a new selling channel integration.
2. Import CSV – Takes you to Upload CSV page to manually upload bulk orders into Shipedge.
3. Upload File History – Takes you to the Upload File History page to see past uploaded CSV files.
4. History Method Shipping – Links to a page with the history of all shipping methods linked to certain selling channels.
5. Name – The name of the selling channel integration.
6. Header Line (1 to N) – The amount of rows that are attributed to the headers (should usually be 1).
7. Multi-Line Orders (N Lines, N SKUs)* – Option that allows you to add multiple orders within on file (example: Upload CSV files that have 1 order per row.)
8. Active* – If the selling channel is currently enabled and importing orders into Shipedge.
9. Description* – A quick description of the selling channel.
10. Date – The date the selling channel was integrated.
11. Edit Column – An edit column with three separated options.
- Edit – Edit the selling channel settings.
- Delete – Delete the selling channel.
- Download Template CSV – Download the selling channel template in CSV format.
12. Configure Column – Allows you to edit the Upload CSV template file just like the option that is on the Upload CSV page.
13. Ship Method Translator – Allows you to edit and map the Shipping Methods with custom carrier names/codes to the Ship method codes in Shipedge.
14. Communications Templates – Allows you to edit the communications with your customers that have orders from that selling channel. Example: Packing List Notes To Customers or Image logo and Return Address on Shipping Labels. Plus Order Notifications and links.
15. Options – Column that holds a couple options that you can turn on for each selling channel. Scrolling over the options will show you a hint box with description of each option.
- Hold Entry – If selected allows you to import orders in waiting status from the selling channel incase you want to review the orders before they get changed to processing status.
- Add Prefix #: ### – Adds a prefix number to all orders that come in from that selling channel. Usually the prefix added to the order numbers is the Channel ID number.
16. Address Validation – Checkbox if you wish to use address validation for that selling channel. Uses USPS’s address database to verify addresses.
17. Channel ID – A channel identification number for that selling channel.
18. Get Orders Column – Column that holds the Get Orders! button which you can click on once every hour to manually request orders from that selling channel into Shipedge. Automatically runs every 3 hours on its own.
Upload CSV Page
The Upload CSV page may look pretty confusing at first but it is quite simple and easy to use. There are two options at the top of the screen. The first Upload File History is used to see an archived history of all past CSV uploads that you or your team may have uploaded and is used for record keeping purposes. The other option is the Custom CSV Mapping & Configurations which is the link that you would use in the event that you wish to create your own custom CSV template for uploading bulk orders. You would use this in the event that the templates that come with Shipedge are not adequate enough for the orders that you wish to import (example: if you have certain orders that come from Amazon’s FBA and you need a column to hold the ASIN number you would click on this link and add an extra column to the template to hold this value). After you create or edit a template in this page it will appear on the Upload CSV page as one of the options with a radio check option which you can select and the preconfigured template can be downloaded by clicking on the CSV file icon below.
After you have created the necessary templates you need or if your are satisfied with the templates already provided (which cover the majority of the situations where you would need to upload bulk orders into Shipedge manually) then all you need to do is follow four simple steps to get your orders into Shipedge:
1. Select the correct template you need by clicking on one of the check circle options. *The check circle option is placed at the right of the option to which it refers to. Example: The Original template is chosen by clicking on the check circle on the right of it. This is very important to remember as clicking the option on the left will create problems if you download the wrong template.
2. Click on the CSV icon to download the template you have chosen in step 1.
3. After filling in the CSV file with the orders you wish to manually import you select the Choose File button to browse your computer and select the correct CSV file with your orders.
4. Click on the Add button and Shipedge will automatically handle the rest for your. It may take a few seconds to a few minutes depending on the amount of orders you are attempting to upload into Shipedge but rest assured the orders will be uploaded automatically.