Order Management
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Updated on September 19th, 2023
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Order Management
- Dashboard
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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
- FBA Workflow
- 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
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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
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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
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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?
- Shipments - Resending Confirmation Emails
- Voiding Shipments
- Postal Zones
- Exporting Shipments
- Parcel API Launch for Extensiv Brands
- Customers
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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
- Analytics
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Settings
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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
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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
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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
- Shopify Cancellation Webhook
- Shopify Fulfillment Webhook
- Shopify Refund Webhook - POS Orders
- Shopify Product Deletion Webhook
- BigCommerce Webhook
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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
- Vendors
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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
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Orderbots
- Adding Order Item to Order Orderbot Action
- Understanding Apply Best Rate vs Cheapest Rate Orderbots
- Commonly Used 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
- Templates
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General
- API
- API Integrations
- Accessing and Navigating Order Manager
- Error Messages
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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
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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
Creating a Manual Order - Individually or In Bulk
Overview
this article provides a step-by step guide on how to create a manual order in Order Manager.
How-to Guide
Import Listing SKUs
Within Extensiv Order Manager, you are able to create a manual order to account for any orders that come from outside your integrated sales channels.
- To do this, you will need to add listing SKUs for your manual channel to your Master SKUs in your product catalog. Go to your products module and click on the Import/Export button on the top menu bar. Select Import listing SKUs from the dropdown.
2. This will open a new window. Download the Excel Template for listing SKU import. Input your Master SKUs and Listing SKUs into the appropriate columns. Since this is not an actual external sales channel, you can make the listing SKUs whatever you’d like – the easiest solution would be to just copy and paste your Master SKUs. Select Manual Orders from the sales channel dropdown and import the excel file back into Extensiv Order Manager.3. Once you have attached your manual channel listing SKUs to your Master SKUs, you can now create a manual order.
Creating a Manual Order
Single Manual Order
- To do this, go to your Orders Module and click on +New Order. Select manual order from the dropdown.
A new window will open where you can fill in the details of your manual order. These fields are required:
- Customer Name
- Address
- City, State, Zip
- Phone Number
- Order Number
2. You can search for items and add them to the order in the dropdown under “add item”. Click save and a new manual order will be created.
Note: If you see an automatically populated order number, this is likely due to your manual channel settings to set a prefix and order number for this channel.
Manual Orders in Bulk
You can also import manual orders in bulk. Click on the Import/Export button in the top menu bar and select Import Orders from the dropdown. This will open up a new window where can upload your manual order import file.
You must configure your import settings with the necessary fields first before uploading the file. You can create as many different import settings and customer format files as you need for each manual import.
To configure new settings, click Configure in the Manual Order Import window.
This will open a new window that contains all your pre-configured settings. To edit the settings you have already created, click on the little wrench symbol next to the settings. To create new settings, click on the New Settings button on top.
You will be prompted with a new window titled New Import Settings. Give your new settings a name and select the appropriate file configuration options.
3. On the right-hand side of this window, you will be able to select which import fields you’d like to include for this import file. Select the data field from the drop-down menu and input the corresponding column name on the right. The column name must match exactly what you have titled in your import file. Click Save once completed.
This will bring you back to the original Manual Order Import window. Select the appropriate import settings you just created from the Import Settings dropdown, select the correct manual sales channel (if you have more than one), and upload your file.