When processing a Sales Order, there are several steps the Order will progress through in ecomdash.
- Receiving a Sales Order- Ecomdash can receive information about orders through a variety of methods:
- Automatic Order Import- In most cases, Sales Orders will appear in ecomdash automatically through Auto-Import Sales Orders. This feature allows ecomdash to automatically receive order updates from any of our integrated storefronts.
- Manual Order Creation- Individual Sales Orders can be added to ecomdash manually.
- Order File Upload- .csv files containing multiple orders can be uploaded into ecomdash.
- Once the Sales Order has been received, order processing can be completed in ecomdash. Processing a sales order involves several steps:
- Warehouse Assignment- Ecomdash applies Warehouse Priority Rules to determine which warehouse will be responsible for fulfillment. While this process occurs automatically, you can manually select a different warehouse should you need to. Warehouse assignment occurs at the line item level, different items can be assigned to different warehouses for fulfillment.
- Inventory Reduction- Once the items on the order have been assigned to the appropriate warehouses, ecomdash reduces inventory from that location.
- Ready for Fulfillment- At this point, the Sales Order is visible in ecomdash on the Paid- Ready to Ship Orders Screen. Several different fulfillment options are available within ecomdash:
- Self Fulfillment- You are maintaining inventory and will pick, pack, and ship the order yourself.
- Dropshipping/3PL- You do not maintain inventory and a third party service provider will pick, pack, and ship the order. Ecomdash can be configured to automatically forward orders to your suppliers, or this process can be done manually.
- Fulfilled by Amazon- Amazon maintains inventory and fulfills orders on your behalf. Orders can be routed to Amazon for FBA fulfillment manually or automatically.
- Purchase Order Fulfillment- Once the customer completes the purchase, you need to place an order with your supplier. The supplier may ship the product to you for fulfillment, or directly to your customer depending on your/your supplier’s preference.
- Work Order Fulfillment- Once the customer completes the purchase, you need to build or assemble the good before completing the order. Work Orders are used to track production of goods for fulfillment.
- Fulfillment- Once the goods have been made ready for fulfillment, shipping information can be associated with the Sales Order through several methods:
- Self Ship (ecomdash)- Ecomdash supports the ability to create shipping labels through our integrated carriers. If a label is generated within ecomdash, ecomdash will receive tracking information directly from the carrier.
- Self Ship (other Shipping Platform)- If your shipping labels are generated through a service outside of ecomdash, you’ll need to set the tracking information in ecomdash manually.
- Dropship/3PL Shipping- If your orders are shipped by a droipshipping/3PL service, ecomdash can receive tracking updates automatically through FTP if the dropshipping company supports this behavior.
- FBA- Ecomdash can receive tracking updates automatically from FBA.
- Post Fulfillment- Once the goods have been shipped the order in ecomdash will be marked as complete. This can be done in several ways:
- Manual- If you are not shipping an order or not shipping through ecomdash, you can manually mark the order as complete.
- Shipping (in ecomdash)- When a shipping label is generated in ecomdash, an order is automatically moved to complete status.
- Shipping (outside of ecomdash)- If a shipping label is generated outside of ecomdash, you can manually enter tracking and carrier information in ecomdash. When tracking and Carrier information is provided, ecomdash will automatically mark the order as complete.
- Storefront reports completion- If an event outside of ecomdash results in the order being marked as complete on the originating storefront, ecomdash will receive this update and mark the order as complete automatically.
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