Order Management

Updated on October 7th, 2024

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  • Order Management
  • Orders
  • 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?
        • Shipments - Resending Confirmation Emails
        • Voiding Shipments
        • Postal Zones
        • Exporting Shipments
        • Parcel API Launch for Extensiv Brands
    • Customers
        • eBay Customer Data Redaction Compliance
        • Exporting Customer Phone Numbers from the Orders Module
        • Customers Module
        • Searching for Customers
    • 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
      • General
          • Historical Purchase Orders Export - Analytics
          • The Analytics Module's Landing Page
          • Analytics Reports
          • Printing Charts from Analytics
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      • Products
          • Analytics - SKU Profitability
          • Y-O-Y Growth
          • Understanding Listing Profitability Analytics
          • Understanding Top Sellers & Worst Sellers Reports
          • Analytics - Trending Profitability
      • Dashboard
          • Opportunities Found by Extensiv Order Manager
      • Inventory
          • Analytics - Inventory Replenishment Alerts
          • Analytics - Snapshot Inventory Value
          • Analytics - Trending Inventory Value
          • Analytics - Critical Inventory Levels
          • Analytics - Inventory Aging
      • Customers
          • Analytics - Lifetime Value
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      • Orders
          • Historical Orders Exports - Analytics
          • Analytics - Sales Overview
          • Analytics - Biggest Tickets
          • Analytics - Shipments
      • Accounting
          • Analytics - Shipment Summary
          • Analytics - COGS by SKU
          • Analytics - Sales Summary
          • Analytics - COGS By Sales Channel
          • Analytics - Inventory Value
      • Inventory Analytics Dashboard
          • Understanding the Inventory Analytics Dashboard
          • Inventory Analytics Dashboard FAQs
        • 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

Pre-order/Back Order Workflow

You may manage your Pre-Order and Backorder in Order Management with the following workflows:

Using the standard in-house warehouse without a specific amount of pre-order inventory

  • The sales channel listing SKU would need to push inventory from Order Management to 'False' so that  Order Management would not process 0 available units to the sales channel listing. This means you need to set and manage inventory on channel listing directly. 
  • Orders would come into Order Management and stay in an ‘Unresolved - Out of Stock’ status because there was no available inventory in Order Management to allocate for that specific product.
  • When inventory became available for the out-of-stock SKU at the warehouse to which the order is assigned, the order would move from an out-of-stock status to a status where the order could be fulfilled.

Having a “Pre-Orders/BackOrders” Virtual Warehouse with a specific amount of pre-order inventory

  • A 'Pre-Orders' virtual warehouse would be created and inventory numbers would be tracked in this warehouse. These could be fake quantities or be used to track and sell a specific number of pre-ordered units.
  • Using orderbots, orders with a specific preorder SKU could be automatically assigned to a ‘Pre-Orders’ virtual warehouse in Order Management.
  • These orders would bypass the out-of-stock status and remain in an Awaiting Shipment status at the virtual warehouse.
  • Once the pre-order inventory was physically ready and ready to be fulfilled, the On Hand inventory could be added to the warehouse fulfilling
  • Orders and order fulfillment sources could be changed to the correct warehouse.
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