Orders (Beta)

Introduction

In the order overview, the system provides an overview of all orders. Users with the ADMIN role can search for and manipulate orders.

The system sorts orders by order date in descending order.

The following actions are available:

• Check the order status

• Search for orders and use filters

• Perform operational actions

For more details on the order concept, refer to the Distributed Order Management documentation. Additional API information is available in the REST API documentation for Orders.

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 process status integrates these stages to show the overall progress.

Order process states

Status	Status Color	Description	Type
Open	gray	No operational processes have started yet. The order remains in the Open state if it is locked, indicated by a lock 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 customer.	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 customer has picked up the order.	Pickup
Error	red	An error occurred, which could be operational (e.g., failed label request), related to delivery (e.g., carrier reports a delivery delay), or technical.	Shipping and Pickup
Canceled	red	The order was canceled manually or automatically based on a configuration.	Shipping
Pick up canceled	red	A handover did not occur, for instance, if the customer did not pick up the order.	Pickup

Operational status

By clicking on the order status, a modal opens, providing a detailed insight into the operational status of order fulfillment. It answers key questions such as whether an order is currently being picked or packed, or if labels have been created.

Detailed order status

Picking

Status	Color	Description
Open	gray	All related order picking tasks in the facility have not yet been started.
In progress	orange	The facility has started at least one picking task related to the order.
Done	green	All picking tasks were completed with all items picked.
Incomplete	half-green	All picking tasks have been completed, but not all items could be picked.
No items picked	red	All picking tasks have been completed, but no item could be picked.
Canceled	red	The order has been canceled.
-	-	No picking tasks exist.

Packing

Services

Label

Delivery

Info column

The information icon column displays order details.

Icon	Description
Unroutable	The order contains items that are 'unroutable'. Those items could not be assigned to any facility for fulfillment.
Locked	The order is locked. It can be manually unlocked using the three-dot menu.
Comments	Comments have been added to the order process. To view and add new comments, visit the order details page.
Pre-order and Backorder	The order is a Pre-Order or Backorder, awaiting new stock arrival. Refer to the documentation on Pre-Orders and Backorders for more information.

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-and-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

Specific actions may require a special permission. If an action is not displayed, contact an administrator. 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. Any existing 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, and any existing pick jobs are deleted.

• Cancel order: Cancels all corresponding entities of an order.

The actions mentioned above are only available if all pick jobs are open, no items have been picked, and no labels have been requested.

• Unlock order: If the order is marked as locked, it can be unlocked manually.

• Change address: Allows users to correct typographical errors or incorrect address entries.

• Force canceling an order: Cancels all corresponding entities of an order. This function differs from the previous one. Force cancellation is possible at any time, and no operational statuses are checked. This means that processes might be revised operationally without system support. For example, picked items might need to be stowed back and the inventory adjusted manually. If items were not picked but reserved, the system releases the reservations. This feature must be activated for the tenant via the REST API.

• Handling preferred dates: Customers can define a preferred pickup time within a click-and-collect order. This timestamp is also visible in the Backoffice.

• Reset task status: It is possible to reset the status of each step of each single task. This is useful if a mistake was made during the picking process in the facility.

• Reroute task manually: It is possible to reroute tasks manually. This feature can be enabled in the settings. The difference between 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 is also shown in the facility view, which means supervisors can also reroute tasks.

Customization

• Table columns can be rearranged or stuck to either side. This action is available via the three-dot menu in each column header.

• Table columns can be 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.

FAQ

How can I effectively search for a specific order?

The search feature in the Order Overview is used to locate specific orders. The search supports various fields, such as Tenant Order ID, End Customer Name, Delivery Address, Article Name and ID, and Carrier information. Filters can also be applied to narrow down the results.

To perform a search:

• Enter relevant criteria into the search bar.

• Apply filters to refine the search further.

• Review the results list, which will display orders matching the criteria.

By utilizing these tools, the process of finding specific orders is streamlined, enhancing workflow efficiency.

How to determine the status of each order?

The status column displays the aggregated status of each respective order. For example, with an order split where one facility has completed its part while another has not yet started, the order will be marked as in progress. Only once all locations have finished their part and the goods have been delivered to the customer will the order status be updated to delivered. All status definitions are described in the Order process states section.

How can I utilize the order view to prioritize orders based on urgency or specific criteria?

The sort feature can be used to organize orders by Preferred Date or Target Time, ensuring urgent orders appear at the top. Filtering out finished orders helps focus only on pending tasks. This streamlines operations and ensures timely processing of priority orders.

How can I update or change the status of an order?

The order status is primarily determined by the processes occurring at the facility and updates received from the carrier, thus allowing minimal manual intervention. However, certain operational aspects can be influenced, such as canceling the order or restarting the picking process to update the order's progression status. This ensures that the status reflects the most accurate state of the order within the fulfillment process.

How to trigger a new DOMS decision / reroute order?

• Open the order page.

• Open the 3-dot menu for the relevant order.

• Click on Reroute Order.

• A new routing is triggered for the selected pick job to find the ideal location for fulfillment.

This action may require a special permission. If the action is not displayed, contact an administrator.

Assigning an order to a new facility

• Open the order page.

• Open the 3-dot menu for the relevant order.

• Click on Assign Order.

• Choose the facility to which the order should be assigned.

• The order will arrive as a new task in the selected facility.

This action may require a special permission. If the action is not displayed, contact an administrator.

How to reset or restart a task?

• Open the order detail page for the relevant order.

• Open the 3-dot menu in the 'Fulfillment Location Container'.

• Click on the desired action.

• The task status will be changed.

The difference between restart and reset is that a reset sets a picking task's status to open, resets already picked items to 0, and removes obsolete shipping labels. A restart sets the picking task's status to in progress, the quantity of already picked items remains the same, but obsolete shipping labels will be removed.

How to cancel an order?

• Open the order page.

• Open the 3-dot menu for the relevant order.

• Click on Cancel order.

• Choose a cancellation reason.

• The order will be marked as canceled and will disappear in the picking app.

This action may require a special permission. If the action is not displayed, contact an administrator.

How to unlock an order?

• Open the order page.

• Open the 3-dot menu of the relevant order.

• Click on Unlock order.

• The order will be unlocked. The lock symbol disappears.

This action may require a special permission. If the action is not displayed, contact an administrator.

How to a change a customer address?

• Open the order page.

• Open the 3-dot menu for the order that requires an address change.

• Click on Change address.

• Edit the address and click Save.

• The order addresses will be updated. If a shipping label has already been generated for the changed address, it becomes obsolete and must be recreated via the app.

This action may require a special permission. If the action is not displayed, contact an administrator.

How to change the carrier?

• Open the order detail page for the relevant order.

• Open the 3-dot menu at the 'Fulfillment Location Container'.

• Click on Change carrier.

• Choose a carrier and click on Save.

This action may require a special permission. If the action is not displayed, contact an administrator.

How to customize order pages?

• Click on the settings button at the right end of the table.

• Deselect unneeded columns and click Save.

• To reorder or make columns sticky, use the 3-dot menu found in each table header.

• To rearrange or hide specific containers on the detail page, click the Customize button located at the top of the detail page.

A reset action restores the visibility of all columns, clears any sticky settings, and resets the sorting to the order date.

How to add a comment to an order?

If the commenting action is enabled, comments can be added directly in the order detail section. A dedicated modal is available to input and save comments related to the order process, allowing for efficient communication of important details or updates.