Manage Orders Question

[wcw]

The create shipping and enter tracking are greyed out. How do you turn on those buttons?

[Rick Wilson]

Re: Manage Orders Question

You have to select something to ship. Either the whole order (if you're on the initial screen) or specific items within the order if you want multiple shipments or are inside the order itself.

Once you create a shipment you can print a picklist, enter tracking info and shipping cost info.

[wcw]

Re: Manage Orders Question

I was looking at the checkbox with the delete button above it and my mind was saying "don't do that". :-) Ok. I got past that hurdle. I picked the product and entered a tracking number. I did not see where I could change the status. It said processing. So I clicked on manage shipments. I checked the box and clicked picklist. That gave some info but nothing to change the status. I clicked the enter tracking number again and it was still there but still no way to say shipped. So the status is picking.

In merchant.mvc I can go to the ORDH screen and see it is processing. It does not say shipped. Also, there is no link to fedex to click to see the tracking info. I'm missing something.

[Rick Wilson]

Re: Manage Orders Question

Philosophically you don't "edit" the status, you complete or do an action and it updates appropriately.

The states are:

Pending - Initial Order
Processing - Shipment Created, a Picklist is now printable
Shipped - A shipment above has now been marked as shipped and may also have a tracking number with link for tracking
RMA Issued - You mark a shipment as needing to be returned, an RMA is "issued" and the system assigns it an RMA number
Returned - An RMA was received and you mark it as Returned.

[wcw]

Re: Manage Orders Question

> Shipped - A shipment above has now been marked as shipped and may also have a tracking number with link for tracking

I must be blind. I put in a tracking number. But I did not see anywhere that I mark it as shipped. There is no shipped button.

[Rick Wilson]

Re: Manage Orders Question

Try again, you probably skipped the checkmark for "Mark as Shipped"

[wcw]

Re: Manage Orders Question

That was it. The checkbox to the left of the tracking number. Duh! Everything works great. Now back to working on a module update for core 18. Is admin going to say Production Release 6 or will it go to 7?

[Rick Wilson]

Re: Manage Orders Question

We're not 100% sure yet, my guess is it will be Core 18, with a Production Release 7 showing up near the conference, but that could change.

[wmgilligan]

Re: Manage Orders Question

Hi Rick,
I have not worked on the beta version at all, so this question my be due to my not actually seeing how it flows. (I have been reading posts).

You say that "Processing = Shipment created, picklist now available".

In store we operate, a shipment is not actually created until after a picklist is done and all items in an order are available (some maybe drop shipped, some no longer available, etc etc). In any case, we do a picklist first, then mark orders as shipable.

Does your method indicate a complete shipment?
Can a picklist be generated first from selected recieved orders?

Bill

Philosophically you don't "edit" the status, you complete or do an action and it updates appropriately.

The states are:

Pending - Initial Order
Processing - Shipment Created, a Picklist is now printable
Shipped - A shipment above has now been marked as shipped and may also have a tracking number with link for tracking
RMA Issued - You mark a shipment as needing to be returned, an RMA is "issued" and the system assigns it an RMA number
Returned - An RMA was received and you mark it as Returned.

[Rick Wilson]

Re: Manage Orders Question

Bill,

I think it would be easier to explain if I showed it to you, want me to do a demo?

[srmb]

Re: Manage Orders Question

In store we operate, a shipment is not actually created until after a picklist is done and all items in an order are available (some maybe drop shipped, some no longer available, etc etc). In any case, we do a picklist first, then mark orders as shipable.

Does your method indicate a complete shipment?
Can a picklist be generated first from selected recieved orders?

Our company operates the same way. We would need to print the "picklist" page first as mentioned below (in our case we used EZBatch in the past). It seems like an extra step now to have to create a shipment and then select the orders for the picklist. Looking forward to a tutorial on how this new arrangement all works. Especially variables available for customizing the picklist page.

[garciap]

Re: Manage Orders Question

The video tutorials are an essential in learning the new steps here for added features. The one demo-ing the order/ship portion is especially useful.

I'd still like to see written features documentation to read cover-to-cover, but I'm diving into this from enthusiasm so I'm sure I'll miss things until I catch up.

[CoolSeanie]

Re: Manage Orders Question

Is there any instructions for the new order processing modules, can't seem to see an obvious link on the miva site?

[garciap]

Re: Manage Orders Question

There are training videos in the forums here for many of the new features. That's the only documentation I'm currently aware of. I too wish there was more written documentation so I could just read it cover to cover.

[Rick Wilson]

Re: Manage Orders Question

A few things:

1. New Merchant Tutorial videos will be posted today but GarciaP is correct, there's a sticky thread in the main 5.5 forum (it should show up on top) with roughly 8 or 9 of the videos that already exist.

2. There's a new book from Pamela coming imminently that covers PR7 cover to cover for those who like that approach

3. We'll be doing some webinars starting tomorrow that cover using the new features, look for the announcement shortly.