Orders
Last updated
Last updated
In the Network 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 the order date in a descending way.
The following actions are possible:
Check the orders status
Use filters
Perform operational actions
Depending on the processing state of an order there are different status. The status depends on how the order process is designed. The complete process includes a picking, packing, label creation and handover step. In the following, these steps are referred to as "operational process". The order's process status merges those different status (see below) and informs the user about the progress.
An order can be created in the . This means the order is held back and operational processes are not started. Orders in locked status are marked with a yellow border and the -symbol.
Please note: The consolidated status on the top level is "open" since no operational processes have started yet.
Order "open"
An order is in status "open" if no operational processes have been startet yet. The icon is grey.
Order "in progress"
An order is in status "in progress" if at least one operational process has been started. The icon is yellow.
Order "finished"
An order is in status "finished" if all operational processes have been finished. Items were handed over to the consumer or to a shipping provider. The icon is green.
In some cases, it might not be possible to pick all ordered items. This is referred to as "short pick" in our platform. If the short pick did not trigger a follow up action such as a re-route, the order can still go into the "finished" status.
Order "cancelled"
An order is in status "cancelled" if it was cancelled manually or due to some configuration. The icon is a red cross. See here how to cancel an order.
Error-handling
An order gets an exclamation mark in its status and a red border if there occurred an error (operational or technical) along the way.
Picking has not started yet if all status icons are grey.
Picking is commenced 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 started if the packing status icon is orange.
Packing is finished if the the packing status icon is green.
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.
When the order has been picked up by a shipping provider or a customer, the handover status turns green.
The order overview must handle a high amount of entries. Therefore, a variety of filters is offered such as:
Timespan: filters by order date
Facilities: filters by facility in which fulfillment takes place
Facility Countries: filters by country in which fulfillment takes place
Delivery Countries: filters by country of the delivery address
Process Status: filters by the aggregated status of the process
Completion by: filters by 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 directly search for an Order ID.
The following changes can be made to an order via the three-dot menu on the order overview:
Order history: The order history for individual orders can be called up from here. This overview contains detailed information about the course of the fulfillment process:
-> Routing: When was what routed or even rerouted where and why?
-> Picking/packing/shipping: When were which steps performed?
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 following conditions must apply to perform this action: All pick jobs are open, no items have been picked, and no labels were requested yet. The feature only works for ship-from-store orders. A click & collect order cannot be assigned to another facility.
Change delivery address: Enables the user to handle situations where the shipment could not be delivered and a second attempt (with another address) should be performed.
Trigger a new DOMS decision: 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. To perform this action the following conditions must apply: All pick jobs are open, no items were picked, and no labels were requested.
Cancel order: Cancels all corresponding entities of an order. To perform this action the following conditions must apply: All pick jobs are open, no items have been picked, and no labels were requested.
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 API for your tenant.
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 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.
Unlock order: If the order is marked as locked, it is possible to unlock the order manually.
Fulfillmenttools is a modular platform. Among others, this means that our platform can be used without order (entities). As we cannot assume that there is always an order entity, we implemented a fallback structure to make sure that the order overview always shows relevant information.
Explanation of default fallbacks for different information:
Order type - Fallback for the #1. Pickjob, #2: Shipments
Consumer name - Fallback #1 Pickjob, #2: Shipments
Consumer address: Fallback #1 Shipment, #2: Pickjob
Ordered Items - Fallback 1# Pickjob(s), 2#: Shipments - not yet available
Order timestamp - Fallback #1: Pickjob, 2#: Shipments - not yet available)
Order ID - Fallback #1: Shipments (here it is mandatory), #2: Pickjob (not mandatory)
If no information is present (no fallback available etc.) the column is empty
It is possible to add further information to the customer of an order.. The consumer ID and the company name are displayed in the network order overview next to the consumer name.
The company name is an additional information where to ship the item in case the first and last name of the customer is not displayed on the 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 our order entity. This ID can be utilized in our network order overview to search for and identify the most recent orders placed by that consumer.
You have the possibility to set cancellation reasons. If you have set cancellation reasons via our API (see here) the user, after selecting "Cancel order", the user is asked to give a reason why the cancellation must be done. This reason is stored in our BigQuery and can be used for analytics purposes.
Change customer address and save
