Order Management

Updated on August 16th, 2024

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  • Order Management
    • Dashboard
        • Understanding the Extensiv Order Manager Dashboard
        • Understanding Incoming Stock Panel
        • Understanding Fulfillment Performance
        • Understanding Stock Requiring Attention
        • Order Aging by Warehouse
        • SKU Alerts
    • Orders
        • Amazon FBA: Common Errors and Troubleshooting
        • Orderbot: Split Order by Available Stock
        • DHL eCommerce Integration Specifics
        • Shipping Orders - Processing Options
        • Bulk Actions for Orders
        • Custom Fields for Orders (Custom Columns)
        • UPS Electronic Customs Documents - ETD & Commercial Invoices
        • Multi-Channel Fulfillment
        • Duplicate or Clone an Order
        • FBA Workflow Box Contents & Secondary "Ship From" Address
        • Box Contents Defaults for FBA Workflows
        • Customizing the organization of Columns in the Orders Module
        • Missing Stock Location and Configuring Inventory
        • Downloading and Printing Pick Lists
        • FBA Order Management
        • Resolving an Order in Missing Product Information Status
        • Restoring a Cancelled Order
        • Reprinting Shipping Labels
        • Importing External Shipments
        • Stock Transfers
        • Canceling an Order
        • Restore an On-Hold Order
        • Shipping an Order with Multiple Packages
        • Creating and Receiving an RMA
        • Creating a Manual Order
        • Resolving Out of Stock Orders
        • Downloading and Printing Packing Slips
        • Creating a Manual Order - Individually or In Bulk
        • Manually Mark an Order as Shipped - Individually or in Bulk
        • Can I create an RMA for an FBA order?
        • Export an Order to a 3PL
        • Resolving an order that is "Missing Fulfillment Source"
        • Ship Multiple-Package Orders
        • Fulfilling an order using MCF (Multi-Channel Fulfillment) for a Core Product in a Bundle
        • Validating Shipping Addresses
        • Updating Orders in Bulk
        • Unresolved: Missing Order Info
        • Changing Fulfillment Method and Source
        • Importing Orders Via Spreadsheet (In Bulk)
        • Resolving an Awaiting Payment Order
        • Importing Tracking Information for Shipped Orders via a Spreadsheet
        • Changing an Order to Amazon Multi-Channel Fulfillment (MCF)
        • Customs
        • Shipping Orders
        • Merging Orders in Order Manager
        • Splitting Orders in Order Manager
        • Exporting Orders
        • Searching and Filtering Orders
        • Extensiv Order Manager Workflow for Sending Dropship Orders via Email
        • Resolving Missing Product Info Orders
        • How to add an item to an existing order
        • Unresolved: Missing Fulfillment Source
        • What does the error "Weight cannot be less than the total customs item weight" mean?
        • Update about Accessing Orders
        • Pre-order/Back Order Workflow
        • Updates to FBA Integration with Order Management
    • Inventory
        • Viewing Stock Edit History
        • Strict FIFO
        • Bulk Inventory Reconciliation
        • Stock Location - Inventory Management Functionality
        • Stock Edit History Export
        • Inventory - Transfers Tab
        • Inventory - How Extensiv Order Manager Presents Bundle Inventory
        • Inventory Update Triggers
        • Exporting Stock Details
        • Exporting Inventory
        • Importing Reorder Rules
        • Inventory Rules - Edit History
        • Inventory Rules per Master SKU
        • Uploading Auto-Reorder Rules in Bulk
        • Excluding Warehouse's Stock at the SKU Level
        • Channel Allocation Rules in Bulk (Global)
        • Creating Auto-Reorder Rules
        • Channel Allocation Rules
        • How to Search for SKUs in the Inventory Module
        • Uploading Inventory via Spreadsheet
        • Manually Transferring Stock to Another Location
        • Inventory Module Overview
        • Inventory Value Reconciliation
        • Excluding a Warehouse from Showing Stock for all Products in Bulk
        • Importing Stock Minimums
        • Incoming Units per Master SKU
        • Importing Inventory
        • Uploading Inventory Through the UI
        • Adding Inventory to a Stock Location Manually
        • How to Filter Inventory by Warehouse
    • Purchase Orders
        • Available Actions for a PO
        • Restoring a PO
        • Updating PO Number Prefix
        • Re-Sending a PO
        • Receiving a P.O.
        • Printing a P.O.
        • Canceling a P.O.
        • Authorizing a P.O.
        • Working with PO Milestones
        • Voiding a P.O.
        • Searching for POs
        • Auto POs + Reorder Rules
        • How to Create a Manual PO
        • How to Automate Purchase Orders (Auto-POs)
        • How can I delete a line item from a purchase order?
        • Paste from CSV - PO Import
        • Understanding Purchase Order (PO) Statuses
        • Exporting POs
    • Shipments
        • Searching for Shipments
        • Printing Shipping Labels
        • Printing End of Day Forms
        • Tracking Shipments
        • RMA Exports
        • How do I print an End of Day form or Package Level Detail report for UPS shipments?
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        • Parcel API Launch for Extensiv Brands
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        • eBay Customer Data Redaction Compliance
        • Exporting Customer Phone Numbers from the Orders Module
        • Customers Module
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    • Products
        • Instructional Video - Master Product Spreadsheet
        • Exporting Products
        • Product Creation FAQ
        • Associating a Listing SKU to a Master SKU
        • Creating Core Products in the App
        • How to Manage Products
        • How to Import Your Vendor Products
        • Search For Products
        • How to Reassign a Listing SKU to Another Product
        • Creating Products through the UI
        • Creating Listing SKUs in Bulk (via Spreadsheet)
        • Creating Vendor Products in Bulk (Via Spreadsheet)
        • How to Disable Inventory Updates for a Specific Sales Channel
        • How to Enable Extensiv Order Manager to Automatically Calculate Order Weight Based on Product Weight
        • How does Extensiv Order Manager handle variations of the same product?
        • Adjusting Master SKUs
        • Creating Vendor Products in the App
        • Creating Product Variations Through the UI
        • Creating Products via Spreadsheet
        • Creating Listing SKUs through the UI
        • Creating Bundles/Kits Through the UI
        • Custom Bundle/Kit Export
        • Custom Product Fields
        • Managing Digital SKUs
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      • General
          • Historical Purchase Orders Export - Analytics
          • The Analytics Module's Landing Page
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          • Analytics - SKU Profitability
          • Y-O-Y Growth
          • Understanding Listing Profitability Analytics
          • Understanding Top Sellers & Worst Sellers Reports
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      • Dashboard
          • Opportunities Found by Extensiv Order Manager
      • Inventory
          • Analytics - Inventory Replenishment Alerts
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      • Customers
          • Analytics - Lifetime Value
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          • Historical Orders Exports - Analytics
          • Analytics - Sales Overview
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      • Accounting
          • Analytics - Shipment Summary
          • Analytics - COGS by SKU
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          • Analytics - COGS By Sales Channel
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      • Inventory Analytics Dashboard
          • Understanding the Inventory Analytics Dashboard
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        • Sales Analytics Dashboard FAQs
    • Settings
      • General
          • Tax Identifiers
          • Company Time Zone Setting
          • Ruby Has 3PL Integration
          • Disable the Inventory Update From Extensiv Order Manager to All Sales Channels
          • Update My Profile
          • How to Enable Out of Stock Control for eBay Sales Channels
          • Company Info and Additional Account Settings
          • How to View Your Extensiv Order Manager Invoices
          • Installing an App from the Order Manager App Store
          • How To Remove an App in Order Manager
          • Configuring Shipping Presets
      • Sales Channels
          • Walmart Fulfillment Services - WFS
          • Setting Up Shipment & Carrier Mappings for Your Sales Channels
          • WFS Workflow
          • Amazon Cancellation Settings
          • Amazon Pacific Time Orderbot Setting
          • Shopify Locations
          • Shopify Tags
          • Enable or Disable Extensiv Order Manager Email Notifications to Your Customers
          • Deactivating a Sales Channel
          • Adding Shopify as a Sales Channel
          • Viewing a Sales Edit Channel's History
          • Adding Amazon as a Sales Channel
          • Adding eBay as a Sales Channel
          • Adding Newegg as a Sales Channel
          • Steps in Adding Walmart as a Sales Channel
          • Editing Sales Channels
          • Adding a Manual Sales Channel
          • How to Exclude a Warehouse From Pushing Inventory to a Sales Channel
          • Assigning a Packing Slip and/or Email Template to your Sales Channel
          • Adding Sales Channels
          • Reactivating Sales Channels
      • Webhooks
          • Order Payment Webhook
          • Shopify Auto-Subscribing Webhooks
          • Shopify Product Update / Product Edit Webhook
          • Shopify Refund Webhook (e-commerce Orders)
          • Order Creation Webhook
          • Shopify Cancellation Webhook
          • Shopify Fulfillment Webhook
          • Shopify Refund Webhook - POS Orders
          • Shopify Product Deletion Webhook
          • BigCommerce Webhook
      • Shipping Providers
          • Adding Shipping Providers
          • Adding DHL eCommerce as a Shipping Provider
          • How to Add Express 1 as a Shipping Provider
          • Adding Amazon Buy Shipping as a Shipping Provider
          • UPS Mail Innovations Services
          • Customizing Shipping Services and Package Types Per Shipping Provider
          • FedEx ETD
          • Deactivate or Reactivate a Shipping Provider
          • Adding FedEx as a Shipping Provider
          • Adding Stamps.com as a Shipping Provider
      • Vendors
          • Adding a Dropship Vendor to Extensiv Order Manager
          • How to Automatically Create Purchase Orders For Dropship Orders
          • Creating or Updating Vendors
      • Warehouses & Vendors
          • Instructional Video - Creating Warehouses & Warehouse Settings
          • Use Component Inventory Setting for Bundles and Kits
          • Setting a Dropship Template and Fulfilling Orders with a P.O.
          • Configuring Dropship Vendor FTP
          • Configuring Shipping Label Print Format Options
          • Can I have additional order information populated on my Shipping label?
          • Configuring a Dropship Vendor
          • How to Configure the Order Export File for FTP Connections
          • Search for Vendors
          • Inventory Dependent Warehouses
          • Updating the Address/Return Address for Your Warehouse
          • Deactivating a Warehouse in Extensiv Order Management
          • Creating and Configuring Warehouses in Extensiv Order Manager
          • Pick List Settings
          • Setting Up Document Print Settings
          • Setting Up Domestic Backup Warehouses
          • FTP Inventory Import for a 3PL
          • Setting Up a Warehouse's International Rank
          • How do I connect Extensiv Order Manager with Deliver?
          • Setting Up a 3PL Warehouse
          • Creating an In-House Warehouse
      • Orderbots
          • Adding Order Item to Order Orderbot Action
          • Understanding Apply Best Rate vs Cheapest Rate Orderbots
          • Support for Shopify's Additional Details
          • Orderbots filtered by zip code range
          • Postal Zones in Extensiv Order Manager
          • Mark Order as Shipped Orderbot
          • Automating Orders to Fulfill from a Specific Warehouse
          • Editing an Orderbot
          • Deactivating an Orderbot in Extensiv Order Manager
          • Replace Address Orderbot
          • Creating an Orderbot
          • Orderbots - Complete List of Filters & Actions
          • Orderbot: Set order weight and dimensions based on products
          • Orderbot: Using Hold the order for and Mark Order as Shipped
          • Commonly Used Orderbots
      • Templates
          • Email Verification Process for P.O. & E-mail Templates
          • Email Templates
          • Setting up Packing Slip Templates
          • Setting up Purchase Order (PO) Templates
    • API
        • Getting Started with the API
        • API/App Store FAQ
        • Adding UPS as a Shipping Provider
        • How to Update Inventory Through the Extensiv Order Manager API
    • API Integrations
        • Amazon Acceptable Use & Data Protection Policies Details "PII" (Personally Identifiable Information)
        • How to Update Shopify Permissions
    • Accessing and Navigating Order Manager
        • Navigating the Extensiv Order Manager Toolbar
    • Error Messages
        • FBA Offer Already Exists
    • Order Manager
        • Customer Experience Upgrades
        • Brexit for UK Inventory & Shipments
        • BigCommerce Order Statuses
        • Order Export Configuration in the UI- Complete List of Order Export Fields
        • FBA to FBM Conversions - Amazon North America Remote Fulfillment with FBA Sellers
        • Error Message “Invalid Customs Item Data”
        • Integrating Endicia
        • Error: "The Shippers shipper number cannot be used for the shipment"
        • Edit Shopify Order Items
        • Adding BigCommerce as a Sales Channel
        • Where does Extensiv Order Manager determine Inventory Value and COGS from?
        • Endicia's pay-on-use return labels?
        • [FAQ] What other Amazon marketplaces do you integrate with?
        • Does Order Manager Support Amazon Buy Shipping?
        • Shopify POS Location Capture and Orderbot
        • Formatting Order Information When Shipping to US Territories
        • Enable Shopify POS
        • Reactivating an Orderbot
        • Setting Up Billing/Inventory Allocation Zones
        • How To Set Up Shipments Import
        • What are Orderbots?
        • Addressing missing Snapshot Data on July 9, 2023
    • Popular Articles
        • Viewing Stock Edit History
        • Error: "The Shippers shipper number cannot be used for the shipment"
        • Support for Shopify's Additional Details
        • How to Manage Products
        • Walmart Fulfillment Services - WFS
        • Does Order Manager Support Amazon Buy Shipping?
        • What are Orderbots?
        • Understanding the Extensiv Order Manager Dashboard
        • Amazon FBA: Common Errors and Troubleshooting
        • Shopify Refund Webhook - POS Orders
    • Accounting Integrations
        • Understanding integration of QuickBooks Online and Order Management
        • Integrating QuickBooks Online and Order Manager
        • Troubleshooting OM and QBO integration
        • Re-triggering Sync via Accounting Integration Error Log
      • Reverify Shopify Connection

Creating Core Products in the App

This article provides a step-by-step guide on how to create core product through the Order Manager application.

How-to Guide

When creating or editing products in Extensiv Order Manager, you can choose between two methods: manual creation in the UI or import via spreadsheet. To create a core product manually, follow the steps outlined below:

  1. Navigate to the Products module, & click the New Product button.
  2. Select Core Product

A core product is a single unique product that may be added into a bundle or kit. If the answer to this question: "Does the product I am selling contain an item within it that I order individually from my supplier?" is "no", then you have a core product.

Basic info
When creating a Core Product, you’ll be taken to an edit window to fill out product info. There are three required fields here which must be entered before you can proceed:

  • Master SKU
  • Name
  • Brand

 

  • You cannot create a Master SKUs that already exists, active or inactive
  • Dropdown fields with a blue plus sign or gear icon button next to them are fields that can have a new option added or edited, respectively.
  • The Special section at the bottom is for organizational purposes only. No special flow will occur if these boxes are checked or not, so you can choose to set them with a value or not.

Overview of all Product Fields:

Name Definition Usage
Master SKU The unique value used to identify the product in-house. Does not need to match the Listing SKU Used to identify the product in Extensiv Order Manager.
UPC Universal Product Code Barcodes
Name Title of the product
Brand
Categories Used to filter products from the left hand section
Labels A tag placed on the item Orderbots can used labels to automate certain actions.
Description
M.A.P. Minimum Advertised Price
Max Shipping Cost
Vendor Cost Cost of Goods Sold Used to calculate your COGS for products without a vendor SKU
Weight Used to calculate order weight
H/W/L Height, Width, Length Used to calculate order dimension

Gallery
Copy and paste the image URL into the designated text box and click Add. We can only host live, public URLs. If the URL were to become dead, then we would no longer have an active image. If the URL links to a private page like a host site that requires a login to access it, no image will appear. Once you add all desired product images, click Save.

Listing SKUs
Associate the sales channels to the master SKU / product within Extensiv Order Management. This way, regardless of which channel you sell on, you calculate one sales velocity based on the sell-through of the Master SKU and not the listing SKU.

Click New Listing SKU, select the channel, and enter the appropriate Listing SKU.

Fulfillment latency days is the lead time to ship out your orders. If left blank, it will be left at Amazon’s or Walmart’s default time period of 1-2 business days. However, if a specific integer value is inputted, it will appear on Amazon with a message like: "Processing takes an additional 4 to 5 days for orders from this seller.”

Push Extensiv Order Manager inventory to this listing is to specify if the listing SKU is FBA or FBM.

If the SKU is FBA, we do not need to push inventory to the listing. It will actually create ghost listings*. If the SKU is FBA, unselect push inventory. You can also utilize this for SKUs you don’t want to push inventory to.

*If ghost listings occur, the listing will have to be toggled from FBA to FBM back to FBA. This can also be done in bulk using the inventory import. This must be done on Seller Central

Vendor Products
Adding vendor SKUs in Extensiv Order Manager is necessary especially because it will serve as the foundation for your profitability within analytics, although this is not the only way to calculate profitability. Your COGS within Extensiv Order Manager is calculated by either your vendor products or the UI (refer to images). The one thing you cannot do in Extensiv Order Manager without having vendor SKUs is create purchase orders

Add your vendor SKUs to your products. Before you can do so, you will need to have inputted vendors in the Settings Tab. Click New Vendor Product.

If you order the same product from more than one vendor, make sure to set up multiple Vendor Products and indicate one as the Default Vendor Product by selecting it and clicking the Default button. If you only have one Vendor Product for a Master SKU, it will automatically be set as the Default by Extensiv Order Manager.

NOTE: Extensiv Order Manager will only generate automatic Purchase Orders for the Default Vendor Product.

Field Name Description Example
Vendor Select the vendor that the Vendor SKU is associated to. Vendor123
Vendor SKU Type the vendor SKU assigned to the master SKU. Remember that this SKU will appear on the purchase order VNDR-SKU-123
Minimum Order Qty How many units need to be ordered in order to purchase this item from your vendor? You cannot purchase 1 unit of chapstick, a minimum order of 100 is required
Lead Time Time it takes from placing a purchase order to when you receive the unit(s) at your destination warehouse 10
Auto-P.O. Rounding How Extensiv Order Manager should round the number of units for order in an Auto PO calculation. Round Up will round up to the next Unit of Measure quantity exactly, Round Properly will round to the nearest Unit of Measure quantity, whether that is up or down, and Exact will not round at all.

Say you have a product that can be ordered in Cases of 12 units, but Auto PO generates with a requested quantity of 50

Round Up:

5 Cases (60 units)

Round Properly:

4 Cases (48 units)

Exact:

4 Cases + 2 Eaches (50 units)

Packaging If your products require special packaging, you can specify that here

Bubblewrap

Cardboard Carton

etc.

Pricing Tiers

As you purchase higher volumes of product, the vendor may provide you with better rates.

If a customer does not have pricing tiers, then simply add an arbitrarily high range (ex. 1 - 100,000 = 5.00)

001 - 099 = $5.00 / unit

100 - 999 = $4.50 / unit

etc.

Units of Measure (optional) Only needed if your vendor allows you to order product in a UoM other than units/eaches, such as cases, cartons, pallets, etc.

Case = Qty 12

Carton = Qty 60

etc.

Customs
If you ship products overseas, your products will require customs information. If you would like Extensiv Order Manager to pre-populate customs declarations for international and APO/FPO customs forms for this product, please check the "Include Customs Declaration" check box below and enter the required declaration values.

If you do not enter customs declaration presets for this product, you will have to manually enter customs declarations for all orders that contain this product.

Field Name Description Example
Item Description Brief explanation of product Vacuum Filter
Harmonization Code Universal System/code to determine how much duty is needed to pay on the item https://hts.usitc.gov
Origin Country The origin of the product. Require to determine how much duty is needed to pay on the item China
Declared Value Cost of the Item $9.99
ui products creating core

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