Orders
Introduction
The Network Overview provides an overview of all orders. Users with the Admin role can search for and manipulate orders in this view.
Orders are sorted by order date in descending order.
The following actions are possible:
Check the order status
Use filters
Perform operational actions
Description
Order status
General
An order has different statuses depending on its processing state. The status depends on how the order process is designed. The complete process includes picking, packing, label creation, and a handover step. In the following, these steps are referred to as the operational process. The order's process status merges these different statuses to inform about the progress.
Locked status
An order can be created in the locked status. This means the order is held back and operational processes are not started. Orders in the locked status are marked with a yellow border and an unlock symbol.
The consolidated status at the top level is open because no operational processes have started yet.
Open status
An order has an open status if no operational processes have started yet. The status icon is grey.
In progress status
An order has an in progress status if at least one operational process has been started. The status icon is yellow.
Finished status
An order has a finished status if all operational processes are finished. Items are handed over to the customer or to a shipping provider. The status icon is green.
Cancelled status
An order has a cancelled status if it was cancelled manually or due to a configuration. The status icon is a red cross. Refer to the section on canceling an order for instructions.
Error handling
An order is marked with an exclamation mark in its status and a red border if an operational or technical error occurred.
Picking status
If all status icons are grey, picking has not started.
Picking is in progress if the picking status icon is orange.
Picking is finished if the picking status icon is green.
Picking is partially finished if the picking status icon shows a half-filled green button.
If no items could be picked (zero pick), a red circled button with a check sign is shown.
Packing status
Packing has started if the packing status icon is orange.
Packing is finished if the packing status icon is green.
Label status
The label has been created successfully if the label button is green.
When there has been an issue with the label, a warning sign appears.
Handover status
When the order has been picked up by a shipping provider or a customer, the handover status turns green. If a customer only accepts part of the goods or a shipping provider only takes part of the parcels, the status icon shows a half-filled green button.
Filters
The order overview can contain a high number of entries. To manage this, a variety of filters are available:
Timespan: Filters by order date.
Facilities: Filters by the facility in which fulfillment takes place.
Facility Countries: Filters by the country in which fulfillment takes place.
Delivery Countries: Filters by the country of the delivery address.
Type: Filters by order type (Click & Collect or Ship-from-Store).
Process Status: Filters by the aggregated status of the process.
Completion by: Filters by the time at which the pick job should be completed.
Brands: Filters by orders containing an item from a specific brand.
Additionally, it is possible to search directly for an Order ID.
Perform operational actions
The following changes can be made to an order from the three-dot menu in the order overview:
Order history: Accesses the order history to view detailed information about the fulfillment process.
Assign order: Assigns the order to a new facility and creates a new pick job there. Previously created pick jobs are deleted. This action requires that all pick jobs are open, no items have been picked, and no labels have been requested. The feature only works for Ship-from-Store orders. A Click & Collect order cannot be assigned to another facility.
Change addresses: Enables users to correct typographical errors or incorrect entries in addresses.
Trigger a new DOMS decision: Checks if the current routing decision for an order is still the best. If not, a new routing is performed by the Distributed Order Management System (DOMS), and any existing pick jobs are deleted. This action requires that all pick jobs are open, no items were picked, and no labels were requested.
Cancel order: Cancels all corresponding entities of an order. This action requires that all pick jobs are open, no items have been picked, and no labels have been requested.
Force canceling an order: Cancels all corresponding entities of an order at any time, regardless of operational status. This means processes might need to be revised operationally without system support. For example, picked items might need to be stowed back and inventory adjusted manually. If items were not picked but reserved, the system releases the reservations. This feature must be activated via REST API for the tenant.
Reset task status: Resets the status of each step of a single task. This is helpful for correcting mistakes made during the picking process.
Reroute manually: Manually reroutes tasks. This feature can be enabled in the settings. Unlike the "Reroute order" action, this blacklists the facility where the order was previously located. This option is also available in the facility view, allowing supervisors to reroute tasks as well.
Unlock order: If an order is
locked, it can be unlocked manually.Handling pickup dates: For a Click & Collect order, consumers can define a pickup time. This timestamp is visible in the Backoffice and can be changed from the three-dot menu. The corresponding "Reservation expiration date" will change accordingly.
Users can change the pick-up time by clicking on the three-dot menu. The respective "Reservation expiration date" will change accordingly.
Fallback mechanism for setups without orders
fulfillmenttools is a modular platform. This means the platform can be used without an order entity. Since an order entity is not always present, a fallback structure ensures the order overview always displays relevant information.
Order Type
pick job
shipments
Consumer Name
pick job
shipments
Consumer Address
shipment
pick job
See note below.
Ordered Items
pick job
shipments
Not yet available.
Order Timestamp
pick job
shipments
Not yet available.
Order ID
shipments
pick job
Mandatory on shipments, not mandatory on pick job.
If no information is present and no fallback is available, the column is empty.
Customer information in the order
It is possible to add more information about the customer to an order. The consumer ID and the company name are displayed in the network order overview next to the consumer's name.
The company name is additional information for shipping in case the first and last name of the customer is not displayed on the building's bell plate.
The consumer ID enables the association of multiple orders from the same customer. For instance, a CRM system might assign a unique ID to a consumer within the order entity. This ID can be utilized in the network order overview to search for and identify the most recent orders placed by that consumer.
Order history
Introduction
The order history provides insight into the process that an order has gone through in the fulfillmenttools platform. It makes both the facilities to which the order has been assigned and the operational processes, such as picking and packing, visible.
General
Access the order history from the three-dot menu on the right of the order card.
The screenshot below shows an example of the steps that an order might have gone through.
Routing decision
In addition, the routing decision for an order is made transparent in the order history. This helps users understand why an order was routed to a certain facility or why an order has become unroutable. The routing decision can be accessed by clicking on the info icon on the right side of the routing bar.
FAQs
How to check the order history?
Select “Network View”.
Click on “Orders” to navigate to the order overview.
Click on the three-dot menu for the desired order and click on "Order History".
The order movements are now visible.
How to trigger a new DOMS decision?
Select "Network view".
Click on “Orders” to navigate to the order overview.
Expand the desired order.
Click on the three dots and click on "Reroute task". This is only possible if picking has not started.
A new routing will be triggered for the selected pick job to find the ideal location for fulfillment.
For more information, see the documentation on Rerouting.
How to assign order to another facility?
Select "Network View".
Click on “Orders” to navigate to the order overview.
Click on the three-dot menu of the order to be assigned to a different facility and select "Assign order". This is only possible if picking has not started.
Select the new facility.
The order will arrive as a new task in the selected facility.
How to unlock an order which is marked as locked?
Select "Network View".
Click on “Orders” to navigate to the order overview.
Click on the three-dot menu of the locked order that you would like to unlock, and click on "Unlock".
How to cancel an order?
Select “Network View”.
Click on “Orders” to navigate to the order overview.
Select the order to cancel and click on its three-dot menu.
Click on the button “Cancel order”.
A confirmation prompt appears. If confirmed, the order will be marked as canceled and will disappear from the picking app.
How to change the delivery address?
Select “Network View”.
Click on “Orders” to navigate to the order overview.
Select the desired order and click on “Change delivery address” in the three-dot menu.
Change the customer address and save.
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