Order Management Overview

[accordions id=’7344′]

Understanding order management

Sellercloud has a comprehensive order management system that can import orders from multiple websites and marketplaces automatically. It also integrates with many payment systems, including, Paypal, Google checkout, and credit card gateways such as authorize.net. 

To access any order, select Order > Manage Orders.sellercloud order management overview

On this page, you can use filters to search for desired orders; customize columns (show/hide columns or add more, such as Picked, Ship Date, Delivery Date, etc.); add custom filters; and perform various actions for individual or multiple orders. To access an order’s details page, just click on the Order ID.


 

Using the order details page

From the Order Details page, you can perform various order related functions including receiving payments, changing order status, managing items and item information, shipping specifications, and more. All this is done right from your Sellercloud account. This way, you don’t need to access the order from its respective channel.

On the main page, you’ll see a series of colored panels all with unique information. Some include item information, statuses, order status notes, and general order information. You can even manage the information within these panels. Click Edit in the top right corner. Or, use the pencil icon in the corner of each panel. sellercloud order detail page

Tip: You can even manage kits on an order level! Click Edit and go to the Items panel. Use the indicated icon to open a window where you can manage kit information. sellercloud order details page manage kits

Using Actions

Next to the Edit button, there is a dropdown called Actions. Using this, you can perform numerous functions such as exporting order information, printing labels, dropshipping, and more. You can scroll or search to find your desired action.sellercloud order details page actions

Using the toolbox

The Toolbox feature can be found in any details page within Sellercloud. Here, you can view pages with more in depth information than what is found on the panels. For example, accessing the Payment page will reveal billing, payment summary, and payment information. Or, going to Shipping will show panels with information related to shipping address, details, and packages. Sellercloud order details page toolbox

You can also bookmark different Toolbox pages. Simply, click the star next to the page name. 

sellercloud order details page bookmark tab


 

Adjusting order status

Each order has a main status, but also has other statuses that are specific to different aspects of the order, such as its Shipping Status, Payment Status, etc.

Main statuses are:

  • Completed— Order has shipped
  • Hold— Processing has started but is not completed
  • Cancelled— Order was canceled
  • Problem Order— Order was put on hold, but marked to check for problems, such as fraud
  • Shopping Cart— When a website shopping cart runs directly off Sellercloud. Also used while Sellercloud is building an order, until the order is completely formed.
  • Void— Hides the order, similar to deleting it. Read more about voided orders.
  • Processing— New order has not been processed (partially shipped orders have this status and get a Partially Shipped shipping status)

To find orders with Shopping Cart and Void statuses, use the Status filter on the Manage Orders page.

You can manually update an order’s status on these two pages:

  • Manage Orders: Select the orders to update > Action Menu > Update Order Statuses > Fill in information > Update.sellercloud manage orders update order statuses

  • Order Details: Go to Statuses > Click the pencil icon > Use the dropdown to select a status > Click the check mark.sellercloud order details adjust statuses

Order status display

The order status display controls what statuses are shown in your Status panel. To access:

  1. From order details, click Edit.
  2. Go to Statuses > Click the Settings icon.
  3. Make your selections > Save.sellercloud order details edit order statuses display
 

 

Replacing order SKUs

Individual order

You can replace SKUs for individual orders from the order detail page.

  1. On the order detail page, click Edit.
  2. Go to Items.
  3. In the SKU field, enter a new SKU.
  4. Use the check mark to save.sellercloud order details edit items replace sku

Multiple orders in bulk

You can bulk replace SKUs on multiple orders with a file upload. 

  1. Go to Orders > Tools > Import Order Info > Order Info.
  2. Create a template and populate the columns Order ID, Original SKU and New SKU
  3. Save file > Return to Sellercloud.
  4. Select Company > Channel > Click to upload file > Import.
There is a separate feature called Replacement Products, which allows you to set up replacements that will be accepted by Scan and Ship without having to actually change the SKU on the order. 
 

 

Adding orders to groups

Orders can be grouped together for various management purposes.

From manage orders page

  1. Access Manage Orders page > select orders > Action menu > Add Orders to Group.
  2. Select to add to existing group or to create new group.
  3. Click Add.

    sellercloud manage orders add order to group

From order details page

  1. Click Actions > Add Order to Group.
  2. Select Existing Group or create a New Group.
Orders can be filtered by group using Custom filters on the Manage Orders page.
 
You can also remove orders from groups in the manage orders and order details pages. Simply use the action menu and select Remove Order From Groups.
 

 

Attaching documents to orders

When an order is downloaded from a channel into Sellercloud, an order document with order details are created. Likewise, when the order is shipped a tracking document is created to be sent to the channel. Order documents passed between Sellercloud and the sales channels (tracking upload, cancellations, etc) can be viewed from the order detail page. Depending on how the channel send orders, the order download document may or may not display. 

To view documents, select View Action Documents from Actions.

The documents will display in a grid and can be downloaded and viewed. Documents are also stored per channel on the channel settings submenu. Depending on the document, it may be stored under Reports, Downloaded Documents, or Uploaded Documents. This is especially valuable for wholesalers, as it makes it possible to attach a customer PO to the order in Sellercloud.

  1. Go to Client Settings > Enable Wholesale Options in Manage Orders Action Menu.
  2. In the order detail page > Actions > Manage Documents.
  3. Select files and attach. 
Please note: documents are only stored on the server for a few weeks only. After that time period they are deleted from the server.

 

 

Was this article helpful?

Related Articles