The Processing tab allows you to manage and fulfill orders that are waiting to be processed.
Processing orders are those that have been placed and paid for on your various channels but have not yet been shipped. SKULabs regularly checks your sales channels for orders that meet the criteria to be considered processing, then updates the processing orders table accordingly.
A number of actions can be performed on this tab, including:
Menu: This menu contains a couple of tools that can help quickly manage all of your processing orders:
- Inventory summary: This tool can show you an overview of your orders' inventory needs. If you have enough on hand of each item needed for the orders, that order will be marked as fulfillable. You can see a summary for a group of orders by selecting those orders first.
- Listings summary: This tool can show you at a glance which items are needed for your processing orders. You can see a summary for a group of orders by selecting those orders first.
- Metadata summary: This tool can show you an overview of your order items' option selections at a glance. You can see a summary for a group of orders by selecting those orders first.
- Order notes summary: This tool can show you an overview of your orders' customer notes. You can see a summary for a group of orders by selecting those orders first.
- Scan packing slips: This tool can help you start a batch by scanning packing slips for the orders you would like to fulfill together.
- Capture payment: If you need to check out a local point-of-sales order, you can scan items to build the order and capture the payment with one simple tool. All you need is the payment information and the catalog items being ordered.
Actions: This menu contains a couple of tools that can affect a selected order or group of orders:
- Print packing slips: This will quickly print out packing slips for each of the selected orders. Each packing slip will detail the order information, such as the shipping and return address and the items ordered. The packing slip template can be customized in the store settings page.
- Print pick lists: This will quickly print out a pick list that details the items needed for each of the selected orders.
- Print grouped pick list: This will quickly print out a pick list that details the items needed for each of the selected orders, with the items to pick separated by order.
- Print invoices: This will quickly print out an invoice for each of the selected orders. Each invoice will detail the order information, such as the shipping and return address and the items ordered, as well as the price per item and the total order costs. The invoice template can be customized in the store settings page.
- Print item barcodes: This tool allows you to quickly print out barcode labels for each item in the selected orders. This is handy if your items aren't barcoded when in your warehouse, but you'd like them to have labels when they reach their destination.
- Print address labels: This tool allows you to quickly print out labels with the names and addresses that each of the selected orders are being shipped out to. This is handy for organizing a multi-step shipping process.
- Ship orders: This tool allows you to quickly create shipments and print shipping labels for the selected orders. Any memorized or rule-based shipment settings will automatically be applied. All you need to do is double-check the configurations, and edit any that are incomplete, before shipping.
- Combine orders: This tool allows you to combine selected orders under a chosen parent order. Use this when the same customer places multiple orders to be shipped to the same address.
- Split order: This tool allows you to split a single order into multiple orders. Use this when some items in an order are backordered or out of stock, so that you can fulfill the remaining items.
- Start batch: This will quickly start a batch made up of the selected orders.
- Create purchase orders: This tool allows you to quickly create a new Purchase Order for the selected orders, separating purchase orders for multiple distributors automatically.
- E-mail customers: This tool allows you to quickly send an e-mail to the customers that placed the selected orders. Some templated e-mail options include shipment notifications, backorder alerts, and partial shipment updates.
- Bulk status change: This will quickly change the fulfillment status for the selected orders to the status of your choice.
- Bulk mark as shipped: This will quickly mark the selected orders as shipped and submit that change to their respective sales channels.
- Bulk inventory deduction: This will quickly deduct the inventory for the items in the selected orders. This is handy if those orders are being fulfilled through an external method.
- Bulk delete orders: This will quickly delete the selected orders, releasing the items from being reserved in inventory. Note that only manual orders will be permanently deleted; SKULabs can not delete or modify orders placed in your sales channels, so those orders will return in SKULabs on the next order sync.
Create manual order: If you need to create an order that isn't connected to any of your sales channels, this tool provides the fastest way to add an order to your processing list. All you need is an order number, customer information, and the catalog items being ordered.
Filters: You can filter what is shown in the orders table by sales channel, fulfillment status, and more.
Columns: You can show or hide any of the columns available for this table. Those column options are listed below.
Tags: You can add tags to or remove tags from selected orders by toggling the tags in this menu. Select Manage tags to add or edit available tags.
Search: This allows you to search for orders by their order number, customer name, and more.
Processing Orders Table
Your processing orders are laid out in a table. You can expand an order to view more information about it, such as its contents and the shipping address, by toggling the Expand button.
This table can be sorted by any of its columns, and columns can be shown or hidden by toggling them in the Columns menu. The columns available include:
- Store: The name of the sales channel through which the order was placed.
- Order #: The unique order number given to each order by their respective sales channel.
- Date: The date and time that the order was placed by the customer.
- Customer: The name of the customer that the order is being shipped to.
- Status: The current fulfillment status of the order. This indicates if the order has been opened by another user, if it has been cleared (meaning the items have been picked and verified), or if it has been shipped in full or in part.
- Tags: Custom tags can be created and added to orders, items, or kits. Tags can be labeled however you choose, and can be used for various organization needs. To add tags to an order, toggle the checkbox on the order's row and toggle the desired tag in the Tags menu.
- Method: The shipping method selected by the customer when they placed the order.
- # Items: The total number of items (including multiple quantities of a single catalog item) that make up the order.
- Total: The total value of the items in the order. This may not reflect the amount paid by the customer due to other factors, such as sales tax and promotional discounts.
- Locations: The location or list of locations that an order's items are kept in.
- Destination: The state and country that the order is being shipped to.
- Packaging: If the order's packaging information is available, whether from item details or previously memorized configurations, those packaging dimensions will be shown here.
- Weight: If the order's package weight is available, whether from item details or previously memorized configurations, those package weights will be shown here.
- Type: This indicates if the order has been split or combined, if it's a manual order, or if it's a simple order that was imported from a sales channel in the state it's in now.
- # shipments: The total number of shipments that have been completed for the order.
- Batch #: The batch number (if any) that this order was a part of during its fulfillment.