Order Management

Updated on February 16th, 2024

  • Extensiv Hub
    Popular Articles Getting Started Using Hub Technical Issues & FAQs Extensiv's Ideas Portal
  • 3PL Warehouse Manager
    Receiving Operations Inventory Management Shipping Operations System Configuration Scanning Operations Integrations Content Best Practice Resources Release Notes Popular Articles Troubleshooting Guides
  • Warehouse Management
    Getting Started Admin Console Shipping Order Picking & Packing Receiving Customer Portal Cycle Counting Kit Building Managing Users Barcode Scanner Import/Export Integrations Barcoding Wave Picking Bin Move Mobile Receiving and Picking Settings Popular Articles Reporting
  • Order Management
    Dashboard Orders Inventory Purchase Orders Shipments Customers Products Analytics Settings API API Integrations Accessing and Navigating Order Manager Error Messages Order Manager Popular Articles Accounting Integrations
  • Integration Management
    Getting Started with Integration Manager General Support Troubleshooting Extras & Addons API Documentation Popular Articles Order Sources Order Destinations
  • FAQs
  • Network Manager
    Getting Started Order Routing Management Technical Issues Shopping Carts Settings Settings, Products, and Orders
  • Billing Manager
    Getting Started Using Billing Manager
  • Release Notes
    Extensiv Sandbox Extensiv Extensiv Hub 3PL Warehouse Manager Integration Management Warehouse Management Order Management Billing Manager
  • Fulfillment Marketplace
    Getting Started
  • Sandbox
    Getting Started
+ More
  • Help Center
  • Order Management
  • Settings
  • Orderbots
  • 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

Mark Order as Shipped Orderbot

This orderbot will essentially accomplish the same action as the manual option to Mark an order as Shipped and the bulk option to Import External Shipments, only it will apply at the time of order creation and will save you and your team time by automating these actions.

Key Takeaways

  • This action will always be the last action in a group to be applied.
  • After an order has been marked as shipped through an orderbot, it will no longer process any other orderbots that would apply after that orderbot's grouping (where Group 1 comes first, Group 2 comes second, etc.). Same-group orderbots would still apply.
  • This action should be the only action in an orderbot.

Behavior

The warehouse is the same warehouse that would naturally be applied to the order through order processing (ie: through Inventory Allocation mappings). If there is an orderbot action that changes the Fulfillment Source of the order, then that warehouse will be the one that is used, so long as the orderbot group is the same group or comes before the group of the Mark order as shipped orderbot. This orderbot action will only conflict with another orderbot that also tries to mark the same order as shipped. It will also override an On Hold orderbot.

To ensure that your orderbot sequence will operate as you planned, make sure that any orderbots you want to apply before a Marked as Shipped orderbot action have an equal or higher group.

Set-Up Instructions

  1. Create a new orderbot or edit an existing one.
  2. Make sure the orderbot has a Name and Group specified.
  3. Click the Add Action button.
  4. Select the Mark order as shipped... action from the dropdown menu.
  5. Set a value for the required fields: Tracking Number, Shipping Carrier, Notify Customer, Update Channel, Ship Date option. The Ship Date option is either set for Today (at the time of order processing), or set for Tomorrow (tomorrow set at the time of order processing).
  6. You can also specify a Carrier Fee value if you'd like (optional).
  7. Add any additional Filters as desired (optional). This orderbot must be the only Action in an orderbot in order for your orderbot flow to apply fully.
  8. Click Save.

The Order History will show that at the time of creation, the order was shipped externally, as well as a History log that the orderbot to mark the order as shipped was applied (as well as any other qualifying orderbots).

An example of how this orderbot action could be utilized is for digital product workflows.

orderbot shipped

Was this article helpful?

Yes
No
Share additional feedback about this article

Related Articles

  • Replace Address Orderbot

Not finding the help you need?

Contact Support
Solutions
  • Solutions for Brands
  • Solutions for 3PLs
  • Solutions for 4PLs
  • Solutions for B2B
Products
  • Extensiv 3PL Warehouse Manager
  • Extensiv Warehouse Manager
  • Extensiv Order Manager
  • Extensiv Integration Manager
  • Extensiv Network Manager
Products
  • Customer Success
  • Implementation
  • Consulting
Ecosystem
  • Fulfillment Marketplace
  • Integrations
  • Partners
  • Become a Partner
Resources
  • Resource Library
  • Blog
  • Market Insights
  • What is a 3PL?
  • What is a 4PL?
  • What is a WMS?
  • Why a Cloud-based WMS?
  • Glossary
Help
  • Help Center
  • API Documentation
  • Extensiv Univerisity
  • Community
  • System Status
  • Extensiv Logo
  • 100 N Pacific Coast Hwy, Suite 1100, El Segundo, CA 90245
  • |
  • Contact Us:
  • 83-EXTENSIV 888.375.2368 (main)
  • |
  • 310.844.7570 (local)
  • Copyright © 2023 Extensiv
  • |
  • All rights reserved.
  • Privacy Policy
  • |
  • Terms of Service
  • Follow Us:
Expand