API documentationIncident ManagementFeedback

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:

  1. Check the order status

  2. Search orders and use filters

  3. Perform operational actions

More details on orders can be found under Products – Distributed Order Management.

More order-API information can be found here: REST API documentation – 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's process status integrates these different stages to inform the user about the 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 🔓 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), related to delivery (e.g., carrier reports a delivery delay), 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.

Icon
Description
Unroutable Icon

The Order contains items that are 'unroutable'. Those items could not be assigned to any facility for fulfillment.

Locked icon

The Order is locked. It can be manually unlocked using the three-dot menu.

Comments icon

Comments have been added to the order process. To view and add new comments, please visit the order details page.

Pre- & Backorder icon

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

Specific actions may require a special permission. If the action is not displayed, please contact your 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. 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.

For the actions mentioned above, these conditions must apply for the order:

  • All pick jobs are open

  • No items have been picked

  • No labels were requested yet

  • 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.

FAQ

How can I effectively search for a specific order?

To efficiently locate a specific order within the list, use the search feature available in the Order Overview. You have the option to search using various fields such as the Tenant Order ID, End Customer Name, Delivery Address, Article Name and ID, Carrier information, and more. Additionally, you can apply filters to narrow down your results, enabling you to perform targeted queries. This functionality helps in quickly accessing the precise order information needed for your tasks.

Follow these steps for an effective search:

  • Enter relevant criteria into the search bar, choosing from available fields like order IDs, customer details, or article information.

  • Apply filters to refine your search further, such as specifying a particular carrier or facility involved in the order process.

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

By utilizing these tools, you can streamline the process of finding specific orders, enhancing your workflow efficiency and ensuring you have access to the necessary order details swiftly.

How can I determine the status of each order?

The status column displays the aggregated status of each respective order. For example, if you have 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 here.

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

Use the sort feature to organize orders by "Preferred Date" or "Target Time", ensuring urgent orders appear at the top. You can also filter out finished orders to focus only on pending tasks. This helps streamline operations and ensure 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 resetting/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 from the order you would would like to trigger a new routing decision for

  • Click on "Reroute Order"

  • A new routing will be 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, please contact your administrator.

How to assign an order to a new facility?

  • Open the order page

  • Open the 3-dot menu from the order you would would like to trigger a new routing decision for

  • Click on "Assign Order"

  • Choose the facility, the order should be assigned to

  • 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, please contact your administrator.

How to reset or restart a task?

  • Open the order page

  • Open the order detail page from the order you would would like to edit

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

  • Click on the desired action

  • 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 from the order you would would like to cancel

  • 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, please contact your administrator.

How to unlock an order?

  • Open the order page

  • Open the 3-dot menu of the order you would would like to unlock

  • Click on 'Unlock order'

  • The order will be unlocked. The 🔒-symbol disappears

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

How to a change a customer address?

  • Open the order page

  • Open the 3-dot menu of the order you would like to change the address

  • Click on 'Change address'

  • Choose the address you would like to edit and click on '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, please contact your administrator.

How to change the carrier?

  • Open the order detail page of the order you would would like to edit

  • 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, please contact your administrator.

How to customize order pages?

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

  • Deselect not needed columns and click on 'Save'

  • To reorder columns or amake 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 causes all columns to be re-displayed, clears any sticky settings, and resets the sorting to order date.

How to add a comment to an order?

If the commenting action is added, you can add your own comment directly in the order detail section. You will find a modal dedicated to comments, where you can input and save your comments related to the order process. This allows you to communicate important details or updates efficiently.

Last updated