User Guide to the Web Dashboard Orders Menu
This article explains the Orders menu in the ShipHero Web Dashboard.
Manage Orders
If you need to make bulk edits to orders or if you want to manage ship dates or holds, you can do so from the Manage Order page. There are many filters you can use to sort orders:
- Order Date: By default, ShipHero sorts orders in real-time by the current week. You can use this filter to search for orders within a specific date range.
- Fulfillment Status: State of the order (fulfilled, canceled, default/pending).
- Ready to Ship: Orders ready to be picked and shipped.
- In Tote: Orders currently in a tote and already picked.
- Locked Orders: User has an order open on a mobile device.
- Flagged: Mark to sort specific orders; this does not prevent the order from going to the picking queue.
- On Backorder: Orders with products on backorder.
- Shipping Name: Name that the order synced to ShipHero with from the store platform.
- Shipping Method: Shipping service assigned to order.
- Shop Name: Orders from the select store.
- Filter by SKU: Search orders that contain certain product SKUs. You have the option to include kit components in your search. If you do not have this checked off, ShipHero will not consider the SKU in the search if it’s part of a kit.
- Profile: The profile determines which invoice and the return address is used on the shipping label. If you have more than one e-commerce store, you may want different invoices and return addresses used depending on which store the order comes from.
Click into any order to make edits to the order itself by clicking on the order number. Once on the order page, the order number, date it was created, and store it imported from will appear in the upper right. Also, see details such as if the order is ready to ship, the fulfillment status, and multiple package detail options like "Allow Partial," "Alcohol," "Required Signature," or "Saturday Delivery."
If Dynamic Slotting, the Is Pickable field will also appear here. This means that all products on the order are in pickable bin locations. If Is Pickable is flagged No, then there is one or more product locations on the order that needs to be updated to pickable or inventory needs to be transferred from a non-pickable bin location to a pickable one.
Merge Orders
For more information, see How to Merge Orders.
Create an Order
If you have customers who call in orders, use this page to create a manual order. You can assign a specific order number, profile, and shipping carrier, and method.
Automation Rules
Rules can be used to apply certain actions to specific orders as they are created or imported into ShipHero. The “Trigger” is the matching criteria for an order, and the “Action” is what is applied to the order if it matches the defined trigger(s).
You can create as many automation rules as you see fit. Multiple rules can apply to the same order(s). Automation rules run sequentially from top to bottom and can be prioritized by rearranging their sequence. To do this, click on the 3 lines next to each rule to drag and replace. If multiple rules apply to an order, the last rule on the list supersedes the others.
Lists are commonly used if there is a rule you would like to apply to multiple items, such as creating a rule to set a shipping method based on the address matching a number of different zip codes.
Pending Shipments
This report displays all shipments that are in ShipHero but not yet fulfilled. Use the filters to adjust the report by Order Status, Store, Required Ship Date, Ready to Ship, In Tote, Warehouse, and/or if it’s locked by another user or not.
The Column Visibility tab allows control over which fields you view on the page. You have the option to export the data to CSV or PDF.
Allocated Items
This report provides insight into how many of each item is currently allocated to orders. Items are allocated to an order when units are in stock, and those units are owed to customers for open orders. You can sort by whether or not the order the product is on is Ready to Ship, the Order Status, and by the Warehouse, the product lives in.
The Column Visibility tab allows control over which fields you view on the page. You have the option to export the data to CSV or PDF.
Line Items
The Line Item report displays data on specific line items on all orders in ShipHero. This is mostly used to obtain a snapshot of how many products are on particular orders, the line item status of each product, and which products are awaiting fulfillment.
The Column Visibility tab allows control over which fields you view on the page. You have the option to export the data to CSV or PDF.
Drop Shipments
If you dropship through ShipHero, those shipments will appear in one place, so you have an easy way of identifying the status, dropship number, and order number associated with each shipment.
The Column Visibility tab allows control over which fields you view on the page. You have the option to export the data to CSV or PDF.
Order Statuses
Create, manage or delete order statuses from this page to group your orders accordingly. Statuses are used to separate processes. Each user will only see the order status they are assigned to when viewing orders from ShipHero Mobile.
Refund Reasons
If you have specific reasons you want available to select when you refund an order, you can create them in this section. These reasons will appear in the Refund Reason drop-down when you initiate the refund from the order page.