Orders (Beta)
Introduction
In the order overview users get an overview over all orders. Users with the role ADMIN are able to search for and to manipulate orders here.
The orders are sorted by order date (descending).
The following actions are available:
Check the order status
Search orders and use filters
Perform operational actions
Description
Order status
General
The status of an order varies based on its current processing stage. The complete process encompasses picking, packing, handover, and delivery. The order's process status integrates these different stages to inform the user about the progress.
Order Process States
Open
gray
No operational processes have started yet. The order remains in the 'Open' state if it is locked, indicated by a 🔓 symbol.
Shipping and
Pickup
In progress
orange
At least one operational process has been started.
Shipping and
Pickup
Pending delivery
orange
Shipping labels have been created, or the parcels are in transit.
Shipping
Pickup pending
orange
The order is ready for pickup by the consumer.
Pickup
Delivered
green
The delivery has been confirmed by the carrier.
Shipping
Finished
green
The order process is complete and handed over. The system has no further information on deliveries.
Shipping
Picked Up
green
The consumer has picked up the order.
Pickup
Error
red
An error occurred, which could be operational (e.g., failed label request) or technical.
Shipping and
Pickup
Canceled
red
The order was canceled manually or due to a configuration during the operational process.
Shipping
Pick up canceled
red
No handover occurred, such as when the consumer did not pick up the order.
Pickup
Info Column
Below information icons display order details.
The Order contains items that are "unroutable". Those items could not be assigned to any facility for fulfillment.
The Order is locked. It can be manually unlocked using the three-dot menu.
Comments have been added to the order process. To view and add new comments, please visit the order details page.
The order is a pre-order or backorder, awaiting new stock arrival.
Search and Filters
The search returns results from fields like tenant order ID, end customer, address, stickers and labels, article name and ID, order custom attributes, facilities, carriers, carrier track & trace ID, and custom service names. Available filters include:
Order Date: Filters orders by order date.
Facilities: Filters orders by the facility where fulfillment occurs.
Facility Countries: Filters orders by the country where fulfillment occurs.
Delivery Countries: Filters orders by the country of the delivery address.
Type: Filters orders by order type
Process Status: Filters by the aggregated status of the process. Note: 'Finished' can represent any state marking the process as complete, such as Delivered, Picked Up, or Pickup Canceled.
Completion by: Filters by the time when the pick job should be completed.
Brands: Filters orders containing items from specific brands.
Routing: Filters orders by their routed status, whether routed to a facility or unroutable.
Lock: Filters orders by their locked or unlocked status.
Delivery Progress: Filters orders by their delivery status sent from the carrier.
Operational actions
The following changes can be made to an order via the three-dot menu in the order overview:
Assign order: Assigns the order to a new facility and creates a new pick job in the selected facility. Already created pick jobs are deleted. The feature only works for ship-from-store orders. A click & collect order cannot be assigned to another facility.
Reroute order: Checks for a routed order whether the current decision is still the best. If it is not, a new routing is performed – already created pick jobs are deleted.
Cancel order: Cancels all corresponding entities of an order.
Unlock order: If the order is marked as locked, it is possible to unlock the order manually.
Change address: Enables the user to handle situations where typographical errors or incorrect entries must be changed.
Force canceling an order: Cancels all corresponding entities of an order. This function differs from the previous one. Force cancelation is possible at any time and no operational status are checked. This means that processes might be revised operationally without system support. An example might be that picked items must be stowed back and the inventory must be adjusted manually. If items were not picked but reserved, the system releases the reservations. This feature must be activated via REST API for your tenant.
Handling preferred dates: Consumers can define within a click & collect order at which point in time they want to pick up their items. This timestamp can also be found in the Backoffice.
Reset task status: It is possible to reset the status of each step of each single task. This is helpful if a mistake has been made during the picking process in the store.
Reroute task manually: It is possible to reroute tasks manually. This feature can be enabled in the settings. The difference between the the "Reroute order" and "Reroute task" functionality is that the reroute task action blacklists the facility in which the order has already been. Furthermore this option will be also shown in the facility view, which means supervisors can reroute tasks as well.
Customization
Table columns can be rearranged or sticked to either side. The action is available via three-dot menu in each column header.
Table columns can be completely shown or hidden using the edit button located at the right end of the table. The reset button restores the visibility of all columns and reverts the table to its original sorting order.
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