Order Management

Updated on March 19th, 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
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        • 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
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    • Inventory
        • Viewing Stock Edit History
        • Strict FIFO
        • Bulk Inventory Reconciliation
        • Stock Location - Inventory Management Functionality
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        • Inventory - Transfers Tab
        • Inventory - How Extensiv Order Manager Presents Bundle Inventory
        • Inventory Update Triggers
        • Exporting Stock Details
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        • 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
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        • Receiving a P.O.
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        • 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
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        • Searching for Shipments
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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
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          • Understanding the Inventory Analytics Dashboard
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    • Settings
      • General
          • Tax Identifiers
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          • 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
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      • Webhooks
          • Order Payment Webhook
          • Shopify Auto-Subscribing Webhooks
          • Shopify Product Update / Product Edit Webhook
          • Shopify Refund Webhook (e-commerce Orders)
          • Order Creation Webhook
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          • 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 Products through the UI

As Extensiv Order Manager understands your product types, we are able to calculate your inventory quantity, order information, analytics, etc. based on their available input.

There are three types of products in Extensiv Order Manager: Core Products, Bundles/Kits, and Product Variations. 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 for the appropriate product type.

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

2. Select the type of product you want to create from Core Product, Bundle/Kit, or Product Variations.

Core Products

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 informational purposes only. No special function 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:

Field 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 Acronym for "Universal Product Code" Barcode generation
Brand Goods identified by name as the product of a supplier or manufacturer A way to categorize and filter products you sell
Categories class or division of products having shared characteristics Additional way to categorize and filter products (ex. Hat, Socks, etc)
Labels A tag placed on the item Useful for Orderbot automation
Description Characteristics of Product Additional way to identify specific attributes between similar products
M.A.P. Minimum Advertised Price Informational
Max Shipping Cost Highest dollar amount to ship a product Informational
Vendor Cost Cost of Goods Sold Used to calculate your COGS for products without a vendor SKU
Weight Weight of Each (lb, oz) Used to calculate order Weight
H/W/L Height / Width / Length (in) Used to calculate order dimension

Gallery
Copy and paste the image URL into the designated text box and click Add. Once you add all desired product images, click Save.

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.

Listing SKUs
Associates the Sales Channel-specific SKUs back to the Master SKU within Extensiv Order Manager. This way, regardless of which channel you sell on, you calculate one comprehensive sales velocity based on the sell through of the Master SKU across all channels.

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 entered, it will appear on Amazon with a message such as: "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. This feature can also be utilized for SKUs you don’t want to push inventory to.

If the SKU is FBA, deselect the "Push Inventory" option. We do not need to push inventory to the listing as it could create ghost listings. If ghost listings occur, the listing will need 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. Purchase orders can only be created once Vendor SKUs have been added to their respective Master SKUs.

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

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 Auto POs for the Default Vendor Product.

 

Fields

This feature allows you to add custom fields that are not in the Extensiv Order Manager Platform. Some examples of these could be "Fragile", "Wholesale Cost", etc. To add a new Custom field, go to Configure Field Types.

Then select New Field Type to enter a new custom field. You may also select the checkbox to indicate if you want to field to be required.

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

Bundles/Kits

To create a bundle/kit, click on the “Bundle / Kit” button.

Next, a new pop-up window will show a field where you can search for the Master SKUs that you would like to bundle together.

You can search by the Master SKU or product name and click on it to begin creating your bundle. Enter the required products and when ready, click Continue.

A new window will appear asking for the quantities per SKU that will make up the bundle/kit. Click Continue when done.

As you saw when you created a new core product through the UI, you will see the same window to create the new Bundle/Kit.

The required fields are the same as when you created a core product:

  • Master SKU
  • Name
  • Brand

For information on Gallery, Listing SKUs, Vendor Products, or Customs, please refer to sections above under Core Products.

The one tab we did not go over is the “Bundled Items” tab (green box on image above). When you click on this tab, you will see the products that make up this bundle/kit. You can also add to the bundle by clicking on Add Core Product, which will allow you to search for another Master SKU or product name to add to this bundle/kit along with the quantity.

Variations

Creating variations in Extensiv Order Manager is very straight forward. To get started, click on the “Product Variations” button.

Once you do, you will see a new pop-up window where you can create the “Virtual SKU” or “Parent SKU” of the variation. You must also add the name for the variation grouping along with the brand. So, for a quick recap, these fields are required:

  • Virtual SKU
  • Name
  • Brand

You can associate the virtual SKU with the Attribute Groups, which are the changing feature(s) of this product such as size, color, material, and etc.

If the attribute(s) that you’re looking for does not exist, you can create one on the fly by click on the “+” button, type in the name and click Add, and lastly, Save.

If you must edit an existing attribute group, click on the gear icon, write over the existing name and click on the wrench icon to configure the attributes that are associated with this attribute group.

Please be careful: Once you create an attribute, it cannot be deleted. If you decide not to use it, simply rename it until a time later on when you’re ready to use it.

Once you are ready, close out from these windows and go back to the New Virtual Product window. From here, you can now create the child SKUs that you will associate to the parent SKU and assign the necessary attributes along with the weights and dimensions.

Once you are done, click Save, and you will have created your variation in Extensiv Order Manager.

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Related Articles

  • Instructional Video - Master Product Spreadsheet
  • Exporting Products
  • Product Creation FAQ
  • Associating a Listing SKU to a Master SKU
  • Creating Core Products in the App

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