How To

Using the All Sales View

The All Sales view in ChannelAdvisor serves as the central hub for managing your Orders, Shipments, and Refunds in ChannelAdvisor.

 

Tasks to Complete


To access the All Sales view, navigate in ChannelAdvisor to Sales > Orders/Transactions > Orders for orders, Sales > Orders/Transactions > Shipments for shipments, and Sales > Orders/Transactions > Refunds for refunds. If you are coming from the old All Sales page, select the Switch to New Page link in the top right corner of the view to go to this page.

Below are all the tasks that can be performed using the All Sales view:

  1. Customize the All Sales View
  2. Order Actions
  3. Create an Order
  4. Shipment Actions
  5. Refund Actions
  6. View Multiple Accounts
  7. View Order Details
  8. Third Party-Managed Orders
  9. Order Tags

 

Customize the All Sales View

There are various options for customizing the All Sales view that will allow you to easily view only the relevant data from your orders. Below are your customization options:

  • Creating Basic Custom Filters – You can create and apply basic custom filters by following these steps:
    1. Select the Add Search Field button.
    2. Select a filter from the filter category list and then add your filter criteria.
    3. Select the Save button, enter a filter name, and save your filter.
    4. Once your filter has been saved you can apply this filter at any time by selecting it from the drop-down menu to the left of the Save button.
  • Creating Advanced Custom Filters  – Advanced Filters allow you to create more complex queries that contain both AND and OR conjunctions. You can create and apply advanced custom filters by following these steps:
  1. Select the Advanced link.
  2. Configure the values listed below.
  3. Select the Save filter button.
  4. Enter a descriptive name.
  5. Once your filter has been saved you can apply this filter at any time by selecting it from the dropdown menu left of the Save button.
    • Filter Details – The parameters used as part of the filter. Select the values from the list to build the query to identify your items. You may select up to 5 filter lines.
    • Conjunction – By default, you will start with a single line. When you add more than one line you will get the option to set a conjunction of AND or OR. The conjunction describes how the previous line's information should be connected to this line's information. AND will require that both filter lines be valid for the information to be included in the result. OR will require that either of the filter lines be valid to be included in the result.
    • Field Name – The field used for comparison in the statement.
    • Comparison Method – How the Field Name should be compared to the Value. Valid values change based on the type of Field Name selected, but may include mathematical functions or string functions. Some available options:
      • Contains – Search the Field Name to see if the Value is part of the underlying data. For example, if the Field Name is configured to be SKU and the Value is abc then the search would find any SKU with "abc" in the name including "123abc456" and "abcdefghi". It would not find "1a2b3c" because "abc" is not in the value.
      • Does Not Contain – The opposite of Contains.
      • In List – Search the comma separated list in the Value field to find the value in Field Name. For example, if the Field Name is configured to be Shipping Status and the Value is Not Shipped,Shipped then the search would find orders that are in either of these shipping status. All others would be ignored. When using strings then they must start and end with an apostrophe, like 'abc','def','ghi'.
      • Not In List – The opposite of In List.
    • Value – The value used for the comparison against the selected field. Exact values can be used or any of the tags listed at the bottom of the page can also be used to achieve actions like "last Thursday" or "current time".
  • Import Existing Filters – You can import your existing filters from the legacy All Sales page by following these steps:
    1. Select the Select a Saved Filter dropdown.
    2. Within the dropdown select the Import Filters button to open the import filters window.
    3. Select the filters you want to import and then select the Import Filters button.
    4. Your imported filters will now be available to you with the Select a Saved Filter dropdown with the Custom Filters section.
  • Customizing Columns – You can pick and choose the columns that are visible on your All Sales view by following these steps:
    1. Select the Columns button.
    2. You will be taken to a view where you can see all of the available columns. They will be separated by Hidden Columns and Visible Columns.
      • Adding Columns – Under Hidden Columns select the + sign next to the column name that you wish to add to your view.
      • Removing Columns – Under Visible Columns select the X sign next to the column name that you wish to remove from your view.
    3. When done select Apply Changes to save your settings.
  • Resize and Reorder
    • Resizing Columns – Columns can be resized to best fit your view.
    • Reordering Columns – Drop and drag any column and place in the position you wish to view.

 

Order Actions

You can perform these Order Actions on a single order or multiple orders as a bulk action. The exception is Create Order, which can only be used to create a single order at a time.

  • Assign and Remove Flags – Flags allow you to visually mark your products for your own use.
  • Set Order Status
  • Email
  • Print
  • Upload – Tracking Numbers and Orders
  • Export – Orders
  • Create an eBay Dispute
  • Cancel Orders
  • Merge Orders
  • Create Order
  • Disable Reminders
  • Leave Feedback
  • Scheduled Exports

 

Create an Order

Many retailers have 'offline' sales that may occur and they would like to appropriately decrement inventory quantity and maintain an invoice in the ChannelAdvisor order management system. To create an invoice directly in the ChannelAdvisor system, follow these steps:

  1. On the All Sales view select More and then Create Order in the button menu.
  2. Complete the information on the Create Sales page required to generate an invoice, including buyer information and item price.
  3. Click Save and Exit.

After completing this process an invoice will appear in the All Sales view. You can use the automated email notifications system to request the buyer complete checkout online to complete their order, or you can edit the order status to include the buyer’s payment and shipping information and complete the order directly in the All Sales view.

 

Shipment Actions

You can perform these Shipment Actions on a single shipment or multiple shipments as a bulk action.

  • Ship – Set Delivery Status, Shipping Method, and the Date Shipped
  • Upload Tracking Numbers
  • Export – Export All Data, Pick Lists, or Tracking Numbers
  • Print Orders
  • Retry Failed Fulfillment

 

Refunds Actions

You can perform these Refund Actions on a single refund or multiple refunds as a bulk action.

  • Export
  • Process Returns

 

View Multiple Accounts

You can view orders within multiple accounts by adding the Accounts column to the All Sales view.

  1. Select the Columns button.
  2. Under Hidden Columns select the + sign next to the Account column name.
  3. When done select Apply Changes to save your settings.

 

View Order Details

  1. Within the Site Order ID or ChannelAdvisor Order ID columns, click the order ID link.
  2. Update information on the Order Details, Order History, or Shipments view such as updating order statuses, adding order notes, and editing shipping information.
  3. Within each section, you can Save your information.
  4. Customize your view by dragging and dropping views within the left navigation.

 

Third Party-Managed Orders

Any orders for channels with Third Party Managed Fulfillment enabled will show a Third Party Managed Shipping Status. Modifications to these orders will not be sent to the marketplace from ChannelAdvisor but are included for more accurate reporting and quantity management.

 

Order Tags

Order tags are ChannelAdvisor system-generated tags used to help identify orders. These color-coded tags are searchable and filterable within the All Sales page. Orders may be tagged when involved with marketplace programs. Currently, tags are available for Amazon Business, Amazon Merchant Prime, eBay Click and Collect, eBay Global Shipping Program, eBay In-store Pickup, Other tags mentioned in the Order Tag List below will become active in the future.

Order Tag List:

All Sales

  • Customized
  • International Shipment

Amazon

  • Amazon Business
  • Amazon Merchant Prime
  • FBA
  • Multichannel FBA

The All Sales view in ChannelAdvisor serves as the central hub for managing your Orders, Shipments, and Refunds in ChannelAdvisor.

 

Tasks to Complete


To access the All Sales view, navigate in ChannelAdvisor to Sales > Orders/Transactions > Orders for orders, Sales > Orders/Transactions > Shipments for shipments, and Sales > Orders/Transactions > Refunds for refunds. If you are coming from the old All Sales page, select the Switch to New Page link in the top right corner of the view to go to this page.

Below are all the tasks that can be performed using the All Sales view:

  1. Customize the All Sales View
  2. Order Actions
  3. Create an Order
  4. Shipment Actions
  5. Refund Actions
  6. View Multiple Accounts
  7. View Order Details
  8. Third Party-Managed Orders
  9. Order Tags

 

Customize the All Sales View

There are various options for customizing the All Sales view that will allow you to easily view only the relevant data from your orders. Below are your customization options:

  • Creating Basic Custom Filters – You can create and apply basic custom filters by following these steps:
    1. Select the Add Search Field button.
    2. Select a filter from the filter category list and then add your filter criteria.
    3. Select the Save button, enter a filter name, and save your filter.
    4. Once your filter has been saved you can apply this filter at any time by selecting it from the drop-down menu to the left of the Save button.
  • Creating Advanced Custom Filters  – Advanced Filters allow you to create more complex queries that contain both AND and OR conjunctions. You can create and apply advanced custom filters by following these steps:
  1. Select the Advanced link.
  2. Configure the values listed below.
  3. Select the Save filter button.
  4. Enter a descriptive name.
  5. Once your filter has been saved you can apply this filter at any time by selecting it from the dropdown menu left of the Save button.
    • Filter Details – The parameters used as part of the filter. Select the values from the list to build the query to identify your items. You may select up to 5 filter lines.
    • Conjunction – By default, you will start with a single line. When you add more than one line you will get the option to set a conjunction of AND or OR. The conjunction describes how the previous line's information should be connected to this line's information. AND will require that both filter lines be valid for the information to be included in the result. OR will require that either of the filter lines be valid to be included in the result.
    • Field Name – The field used for comparison in the statement.
    • Comparison Method – How the Field Name should be compared to the Value. Valid values change based on the type of Field Name selected, but may include mathematical functions or string functions. Some available options:
      • Contains – Search the Field Name to see if the Value is part of the underlying data. For example, if the Field Name is configured to be SKU and the Value is abc then the search would find any SKU with "abc" in the name including "123abc456" and "abcdefghi". It would not find "1a2b3c" because "abc" is not in the value.
      • Does Not Contain – The opposite of Contains.
      • In List – Search the comma separated list in the Value field to find the value in Field Name. For example, if the Field Name is configured to be Shipping Status and the Value is Not Shipped,Shipped then the search would find orders that are in either of these shipping status. All others would be ignored. When using strings then they must start and end with an apostrophe, like 'abc','def','ghi'.
      • Not In List – The opposite of In List.
    • Value – The value used for the comparison against the selected field. Exact values can be used or any of the tags listed at the bottom of the page can also be used to achieve actions like "last Thursday" or "current time".
  • Import Existing Filters – You can import your existing filters from the legacy All Sales page by following these steps:
    1. Select the Select a Saved Filter dropdown.
    2. Within the dropdown select the Import Filters button to open the import filters window.
    3. Select the filters you want to import and then select the Import Filters button.
    4. Your imported filters will now be available to you with the Select a Saved Filter dropdown with the Custom Filters section.
  • Customizing Columns – You can pick and choose the columns that are visible on your All Sales view by following these steps:
    1. Select the Columns button.
    2. You will be taken to a view where you can see all of the available columns. They will be separated by Hidden Columns and Visible Columns.
      • Adding Columns – Under Hidden Columns select the + sign next to the column name that you wish to add to your view.
      • Removing Columns – Under Visible Columns select the X sign next to the column name that you wish to remove from your view.
    3. When done select Apply Changes to save your settings.
  • Resize and Reorder
    • Resizing Columns – Columns can be resized to best fit your view.
    • Reordering Columns – Drop and drag any column and place in the position you wish to view.

 

Order Actions

You can perform these Order Actions on a single order or multiple orders as a bulk action. The exception is Create Order, which can only be used to create a single order at a time.

  • Assign and Remove Flags – Flags allow you to visually mark your products for your own use.
  • Set Order Status
  • Email
  • Print
  • Upload – Tracking Numbers and Orders
  • Export – Orders
  • Create an eBay Dispute
  • Cancel Orders
  • Merge Orders
  • Create Order
  • Disable Reminders
  • Leave Feedback
  • Scheduled Exports

 

Create an Order

Many retailers have 'offline' sales that may occur and they would like to appropriately decrement inventory quantity and maintain an invoice in the ChannelAdvisor order management system. To create an invoice directly in the ChannelAdvisor system, follow these steps:

  1. On the All Sales view select More and then Create Order in the button menu.
  2. Complete the information on the Create Sales page required to generate an invoice, including buyer information and item price.
  3. Click Save and Exit.

After completing this process an invoice will appear in the All Sales view. You can use the automated email notifications system to request the buyer complete checkout online to complete their order, or you can edit the order status to include the buyer’s payment and shipping information and complete the order directly in the All Sales view.

 

Shipment Actions

You can perform these Shipment Actions on a single shipment or multiple shipments as a bulk action.

  • Ship – Set Delivery Status, Shipping Method, and the Date Shipped
  • Upload Tracking Numbers
  • Export – Export All Data, Pick Lists, or Tracking Numbers
  • Print Orders
  • Retry Failed Fulfillment

 

Refunds Actions

You can perform these Refund Actions on a single refund or multiple refunds as a bulk action.

  • Export
  • Process Returns

 

View Multiple Accounts

You can view orders within multiple accounts by adding the Accounts column to the All Sales view.

  1. Select the Columns button.
  2. Under Hidden Columns select the + sign next to the Account column name.
  3. When done select Apply Changes to save your settings.

 

View Order Details

  1. Within the Site Order ID or ChannelAdvisor Order ID columns, click the order ID link.
  2. Update information on the Order Details, Order History, or Shipments view such as updating order statuses, adding order notes, and editing shipping information.
  3. Within each section, you can Save your information.
  4. Customize your view by dragging and dropping views within the left navigation.

 

Third Party-Managed Orders

Any orders for channels with Third Party Managed Fulfillment enabled will show a Third Party Managed Shipping Status. Modifications to these orders will not be sent to the marketplace from ChannelAdvisor but are included for more accurate reporting and quantity management.

 

Order Tags

Order tags are ChannelAdvisor system-generated tags used to help identify orders. These color-coded tags are searchable and filterable within the All Sales page. Orders may be tagged when involved with marketplace programs. Currently, tags are available for Amazon Business, Amazon Merchant Prime, eBay Click and Collect, eBay Global Shipping Program, eBay In-store Pickup, Other tags mentioned in the Order Tag List below will become active in the future.

Order Tag List:

All Sales

  • Customized
  • International Shipment

Amazon

  • Amazon Business
  • Amazon Merchant Prime
  • FBA
  • Multichannel FBA
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