How To

Processing Orders

After checkout has been completed and a cleared payment has been received, you are ready to ship your orders to your customers. ChannelAdvisor offers multiple methods to print invoices and labels in order to process your orders. Some sellers may enlist a 3rd party shipping integration to assist with the automation of this process.

 

Prerequisites


Video


 

Tasks to Complete


 

Processing Orders via the All Sales view

To process your orders manually via the All Sales view follow these steps:

  1. Navigate to your Sales > Orders / Transactions > Orders view. 
  2. Filter for all of the orders that you wish to process. Most sellers will use the View Invoices Ready to Ship quick link. The view will then display only the orders which are paid and ready to be shipped out. 
  3. You can either select an individual order or you can select all orders in the All Sales view by clicking Select.
  4. From the command bar, select the Print Invoices button. This will print each order‘s invoice on a separate page. 
  5. Once you ensure that these invoices are packed and shipped out, you can return to this view while the same orders are still selected and choose the Update Status button to mark them all as “Order Shipped“.  

    Please Note:
    For any customizations you require to your invoices you may do so by navigating to your Webstores > Checkout > Invoice Settings view. For more information on this topic please visit the Customizing Invoices page.

    Please Note: Many channels will require additional information such as shipping tracking numbers in order for an order to be completely processed. You will want to be sure that you are providing this information if it is required to insure that you are properly paid for your order. For more information on this topic please visit the Update Shipping and Tracking page.

The newly shipped orders will continue to appear in your All Sales view but will NOT appear the next time you choose to View Invoices Ready to Ship.  Order history is stored in your All Sales view for 90 days from the last time an invoice was updated. Thereafter, you can still access the information via your Checkout Reports, which can be found under the Sales > Orders/Transactions > Checkout Reports view.

 

Processing Orders via Reports

As an alternative to the first method of processing orders, via the All Sales view, you may also process orders via Checkout and Shipping Reports. 

  • Checkout Reports – To configure your Checkout reports navigate to your Webstores > Checkout > Configuration view. There will be an option to automatically update transactions as “Payment Cleared and Order Shipped“ when the checkout report is generated.  This option offers a high degree of automation by automatically marking orders in your All Sales view as Payment cleared and Order shipped as soon as the checkout report is generated. You will want to use caution when choosing this option because it means that the checkout reports MUST serve as your definitive pick, pack and order fulfillment list since orders will appear as processed in your All Sales view. It‘s recommended that new users do not select this option until you have gathered at least a couple of weeks‘ worth of experience processing sales in ChannelAdvisor.  

    For additional details view the Configuring Checkout Settings page.
     
  • Shipping Reports – The third method of processing orders in ChannelAdvisor is via Shipping Reports. Shipping reports contain similar information as is in the Checkout Report, only they are formatted for a specific shipping carrier. Supported shipping carriers include; FedEx, UPS or Endicia (USPS). 
    • To access your shipping reports navigate to your Sales > Orders / Transactions > Shipping Reports view in ChannelAdvisor. 
    • To configure your shipping carriers select the Configure Report Format Settings action link.  
    • Under the Shipping Reports section simply select your shipping carrier packages.

      Please Note: Before the data can be successfully uploaded into your shipping package, you may have to set up an import map within the shipping carrier software.
       
    • Back at the Shipping Reports view, you will be able to generate all of the available shipping reports in a format that can be uploaded into your selected shipping carrier package.

After checkout has been completed and a cleared payment has been received, you are ready to ship your orders to your customers. ChannelAdvisor offers multiple methods to print invoices and labels in order to process your orders. Some sellers may enlist a 3rd party shipping integration to assist with the automation of this process.

 

Prerequisites


Video


 

Tasks to Complete


 

Processing Orders via the All Sales view

To process your orders manually via the All Sales view follow these steps:

  1. Navigate to your Sales > Orders / Transactions > Orders view. 
  2. Filter for all of the orders that you wish to process. Most sellers will use the View Invoices Ready to Ship quick link. The view will then display only the orders which are paid and ready to be shipped out. 
  3. You can either select an individual order or you can select all orders in the All Sales view by clicking Select.
  4. From the command bar, select the Print Invoices button. This will print each order‘s invoice on a separate page. 
  5. Once you ensure that these invoices are packed and shipped out, you can return to this view while the same orders are still selected and choose the Update Status button to mark them all as “Order Shipped“.  

    Please Note:
    For any customizations you require to your invoices you may do so by navigating to your Webstores > Checkout > Invoice Settings view. For more information on this topic please visit the Customizing Invoices page.

    Please Note: Many channels will require additional information such as shipping tracking numbers in order for an order to be completely processed. You will want to be sure that you are providing this information if it is required to insure that you are properly paid for your order. For more information on this topic please visit the Update Shipping and Tracking page.

The newly shipped orders will continue to appear in your All Sales view but will NOT appear the next time you choose to View Invoices Ready to Ship.  Order history is stored in your All Sales view for 90 days from the last time an invoice was updated. Thereafter, you can still access the information via your Checkout Reports, which can be found under the Sales > Orders/Transactions > Checkout Reports view.

 

Processing Orders via Reports

As an alternative to the first method of processing orders, via the All Sales view, you may also process orders via Checkout and Shipping Reports. 

  • Checkout Reports – To configure your Checkout reports navigate to your Webstores > Checkout > Configuration view. There will be an option to automatically update transactions as “Payment Cleared and Order Shipped“ when the checkout report is generated.  This option offers a high degree of automation by automatically marking orders in your All Sales view as Payment cleared and Order shipped as soon as the checkout report is generated. You will want to use caution when choosing this option because it means that the checkout reports MUST serve as your definitive pick, pack and order fulfillment list since orders will appear as processed in your All Sales view. It‘s recommended that new users do not select this option until you have gathered at least a couple of weeks‘ worth of experience processing sales in ChannelAdvisor.  

    For additional details view the Configuring Checkout Settings page.
     
  • Shipping Reports – The third method of processing orders in ChannelAdvisor is via Shipping Reports. Shipping reports contain similar information as is in the Checkout Report, only they are formatted for a specific shipping carrier. Supported shipping carriers include; FedEx, UPS or Endicia (USPS). 
    • To access your shipping reports navigate to your Sales > Orders / Transactions > Shipping Reports view in ChannelAdvisor. 
    • To configure your shipping carriers select the Configure Report Format Settings action link.  
    • Under the Shipping Reports section simply select your shipping carrier packages.

      Please Note: Before the data can be successfully uploaded into your shipping package, you may have to set up an import map within the shipping carrier software.
       
    • Back at the Shipping Reports view, you will be able to generate all of the available shipping reports in a format that can be uploaded into your selected shipping carrier package.
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