1. Regular Orders - i.e. without Picklists


Please find the 'regular order flow' (i.e. if you are not using the picklist module as mentioned below:


1. Placement of Orders (buy the end-users):

  • The customer places orders for the interesting products of your store through any one of the following Payment Options (if these options are mapped to respective Products):
  • Credit Card:
    Making online payment through Credit/Debit Card or Net Banking.
    • If Payment is successful, and stock available, the order will be listed in the ‘Authorized’ orders list.
    • If Payment is successful, and the stock is not available (even a single qty is less for any single product of entire order), the order will be listed in the ‘Stock Pending' orders List.
    • If Payment is not successful, then it will list in the 'Payment Pending' orders list.

  • COD:
    'Cash On delivery' (The customer needs to pay order amount to Courier Service Provider after the receipt of Product) orders will be listed in ‘Authorized orders list. You will receive the order amount through the courier service person after the ordered product(s) has (have) been delivered to end-users.

  • Bank Transfer:
    The customer needs to transfer order amount to your Bank account as per details mentioned by you in the order confirmation message.
    • These orders will be initially listed in the Payment Pending orders list.
    • Once the confirmation of payment from Bank is received, these orders need to be manually authorized. By this authorization, they will be automatically moved to 'Stock Pending' orders list if stock is insufficient or moved to the 'Authorized' orders list if sufficient stock exists.

  • Cheque/DD:
    The customer needs to make Cheque/DD for order amount and send that to you as per details mentioned by you in the order Confirmation message
    • These orders will be initially listed in the Payment Pending orders list.
    • Once the confirmation of payment from the Bank is received, these orders need to be manually authorized. By this authorization, they will be automatically moved to the 'Stock Pending' orders list if the stock is insufficient or moved to the 'Authorized' orders list if sufficient stock exists.


2. The end-users receive the order Confirmation:

  • The end-users will receive the order confirmation through the predefined Email Templates, which can be customized by you.
    Please Refer: Manage Communication Events


3. View the orders:

  • The orders placed through the 'Cheque/DD/Bank transfer/some cases of unsuccessful Credit Card or Debit Card or Net Banking transactions' are automatically listed in Payment Pending orders list.
  • The orders placed through COD or orders after successful payment transaction through the ‘Credit or Debit Card/Net Banking are listed under the Authorized orders if sufficient stock is available.
  • The orders placed through the COD or orders after successful payment transaction through the ‘Credit or Debit Card/Net Banking are listed under Stock Pending orders if the stock is not sufficient.


4. Authorize the 'Payment Pending orders':

  • Authorize the 'Payment Pending orders' after receiving payment confirmation from the bank. These orders will be moved to the Authorize orders list.


5. Move the 'Stock Pending orders' to the 'Authorized orders' list:

  • The Stock Pending orders should be manually moved to the Authorized orders list after sufficient stock arrival.


6. Book Shipments - from the 'Authorized orders' page:

  • Now you need to book shipments by providing necessary logistic details. By booking shipments, the respective orders will be automatically moved to the Waiting for Pickup list. It means these orders are ready and can be picked up by respective logistic service providers.
  • Manifest-based Dispatch: (Optional)
  • If you are not using the 'Manifests', you can move the shipments from the Waiting for Pickup Orders to the Dispatched Orders by clicking the Dispatch button or Upload button on the Waiting for Pickup Orders page.

  • If you are using the 'Manifests', the shipments can be moved to the 'Dispatched Orders' list only after closing the Manifest(s) by hiding the Dispatch button or Upload button on the Waiting for Pickup Orders page.

  • To know how to hide the Dispatch button or Upload button on the Waiting for Pickup Orders page, please refer the Manifest-based Dispatch: Manifest-based Dispatch:


7. Pickup by the Logistic Personnel:

  • The ordered products will be picked up by respective logistic service providers from you. You need to manually move the respective orders from the Waiting for Pickup orders to the 'Dispatched' orders list.
    • Note:
      • In the case of ‘integrated logistic services,’ these orders will be automatically moved to the ‘Dispatched’ orders list as and when its status is updated by respective logistics.
      • A mail will be sent to end-users (from Settings > Email Templates > Dispatched Home Delivery template) stating that orders are dispatched through the respective logistic service providers.


8. Delivery to the End-user:

  • Respective 'Logistic Service Provider' will deliver the ordered product(s) to respective end-user and get the receipt.
    In case of 'COD'orders, the applicable order amount also collected by the 'Logistic Service Provider' form the end-user.
  • The delivery details will be intimated to you by the 'Logistic Service Provider'.


9. Move the orders to the 'Delivered' orders list:

  • After receiving the delivery reports, you need to manually move those orders from the 'Dispatched' to the 'Delivered' orders list by providing delivery details.
    • Note:
      • In the case of ‘integrated logistic services,’ these orders will be automatically moved to the 'Delivered' orders list from the ‘Dispatched’ list as and when its status is updated by the respective logistics.
      • A mail will be sent to end-users (from Settings > Email Templates > Order Delivered template) stating that orders are delivered through the respective logistics service providers.

2. Orders with Picklists

  • The order flow when Picklists are used:
    • Payment Pending (if any) - You need to authorize the payment pending orders once the payment is received
    • Stock Pending (if any) - You need to move the stock pending orders to the authorized orders list once the stock is received
    • Authorized - You can book the shipments for the 'Authorized orders' page if you are not using the picklists. As you are using the picklists, skip this step and create picklists.
    • Picklist - You need to create the picklists & confirm the picking for the authorized orders.
    • Book shipment - You need to book the shipments for the confirmed products of the picklists through the 'Book Shipment' interface. The respective shipments moved to the ‘Waiting for Pickup’ list.
    • Waiting for pickup - When the ordered products are picked by the respective logistic service providers, you need to manually move those orders to the 'Dispatched' orders list if you are not using the manifests.
      • Note: If you are using the manifests, create the manifests for the waiting for pickup orders and scan/enter the AWB numbers manually.
    • Manifest (optional) - After scanning the manifest/adding the AWB numbers, the respective shipments will be moved to the ‘Dispatched orders’ list from the ‘Waiting for Pickup orders’ list. Please refer: Manifest-based Dispatch: Manifest-based Dispatch:
    • Dispatched - Need to move the orders to the 'Delivered orders' list once you receive the delivery confirmation from the logistics service provider.
    • Delivered.

3. Pickup Point Orders

  • Pickup Point Orders:
  • The orders which are collected by the end users at the nearest required pickup points are called 'Pickup point orders'.

  • The order flow of pickup point orders is same from the 'Authorized' to the 'Dispatched' module.

  • From the 'Dispatched' module, they will be moved to the 'Waiting for Collection' (i.e. Orders & Leads > Pickup at Store > Waiting for Collection) module through an API.

  • When the pickup point order is moved from the 'Dispatched' to the 'Waiting for Collection' module through an API, the Email/SMS of the Order Alert - Ready for Pickup at Store event will be triggered.
    Please Refer: Available Communication Events

4. Pickup at Store Orders

  • All the ‘In-Store Pickup’ (i.e. Store Pickup) or 'Pickup at Store' Orders, which are having sufficient stock levels, are listed under the Orders & Leads > Pickup at Styore > Authorized module automatically after a successful payment transaction through ‘Credit/ Debit Card/Net Banking’. The ‘COD’ orders also listed here..

  • These orders can be immediately processed for in-store pickup and should be moved to the ‘Ready for Collection’ orders list. You can sort out these orders through multiple search criteria that are provided here.

  • An Email/SMS will be triggered when the pickup at store order is moved from 'Authorized' to 'Ready for Collection' list through the Orders & Leads > Pickup at Store module.
    Please Refer: Available Communication Events
    • Note: The same Mail/SMS will also be triggered when the pickup point order is moved from 'Dispatched' to 'Waiting for Collection' module through the API.

Learn More:


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1. You can do partial shipment if the full quantity is not available through respective 'Order Details' page.

2. If partial stock is available in a 'Stock Pending' order, then that order can be moved to the 'Waiting for Pickup' orders list through respective 'Order Details' page along with a unique 'Shipment ID' (automatically assigned) so that partial order can be processed for shipping.

3. The Authorized orders can be moved to the 'Waiting for Pickup' orders list through respective 'Order Details' page along with a unique 'Shipment ID' (automatically assigned) so that partial order can be processed.

4. The Waiting for PickupDispatched and Delivered orders will be treated as 'Shipment wise' and are assigned unique Shipment ID (automatically assigned), so that partial order can be processed. That means, if the partial shipment was done, then you can find same order multiple times with unique 'Shipment ID'.

5. You can report issue(s) such as the customer is not present at specified address, the item(s) lost in transit, and so on for the ‘Dispatched’ or ‘Delivered’ orders and move them to the Orders with Issues list.

6. You can Return, Exchange or Refund orders of the Authorized/Waiting for Pickup/Stock Pending/Dispatched/Delivered orders as per customer’s request.

i) Order Replacement: The order returns can be made when a customer wants a replacement for an order that he has placed. A customer can ask for a replacement if he has received a defective product or wants a different color of the product, etc.

ii) Order Exchange: The order returns can be made when a customer wants different product in exchange of the product that he has ordered.

iii) Order Refund: Order Returns can be made when the customer wants to cancel his order that has been authorized. This order gets refunded now.

7. Searching Orders: All the orders of your store as well marketplace orders can be searched with different search criteria by store wise, date range, order status, etc… from here. For every combination of search, an associated list of orders that match the search criteria will appear. Once you have this list, you may edit, delete, or view the order information.

8. Create Orders: You can create Order from your Control Panel on behalf of your customer. End-user may request you to create an order for saving time or due to not having enough knowledge to place the order/upon facing any intermittent problem. You can raise an order for new customers as well as existing customers.

9. Cancelled Orders: Cancelled Orders are the orders that are cancelled by you upon the request received by customers. This list also contains the orders cancelled by customers from the payment gateway or cancelled by Payment Gateway itself due to any reason. You can sort out these orders through multiple search criteria that are provided here.