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) 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

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.

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.

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