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. Integrations – Used to view, add or edit current integrations with your selling channels.
3. Upload Orders – 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.
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.
The Upload Orders 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.