FCP Quick Reference Guide - Orders (Create, Edit, Search)

Create New Orders

The FCP allows you to enter individual orders manually or automatically upload multiple files by uploading a .csv or .xml order file to the Fulfillment  Control Panel.

Enter a Manual Order

Select

From the Orders menu, select the  menu item.


Enter Order Data

Enter the customer’s email address and phone number (for delivery personnel when signature confirmation is required).



Enter the Billing Address, Shipping Address (if different), Ship Via method from the drop down menu, and any special comments to be printed on the packing list for the order.

Enter SKU Quantity

Enter a quantity for each SKU the order requires. Click the Verify Order button when finished to save.


 

Note: After you have verified the order, you must   also click the Submit button for your order to go  through.   

.CSV Import Order File - Upload

Select

EFS requires that the order file be converted into a  compatible format that can be used by the FCP.  Follow the procedure below to find and upload the compatible file.


From the Orders menu, select the import Order File.



Upload File

On the Order Import page, click the Upload New Import File link.



Add New File

Browse to the file to upload and select the predefined  file format, then click Submit.  



Verify Order

The Order Import page will appear. Click Verify to   ensure that the order file imported correctly.  



Search Orders

Search for a specific order by order number, name, or date, or search all orders in the system.

Select

From the Orders menu, select the Search/edit Orders menu item.  



Search

Enter any detailed order information in the search fields  provided to search for a specific order, then click the  Search Orders button to search for all orders in the  system.

 

Search Tips:

  • Search by the zip code of where an order was shipped if there is not an order number.

  • Enter the entire zip code. A partial search (entering “4”) will return too many results.



View

Any orders that match your search fields will display.


View Orders

The orders screen has several useful features that allow you to monitor your orders through one user friendly interface.

Pending Orders

For pending orders, a tracking number will display. Click the link to view the status of the order. The shipping carrier’s web site will open in a new browser window showing the status of the order.  



Order Status

A box icon will display showing the status of an order. An icon key is shown above the order list.  



Order Details

Click the Paper icon in the Option column to view specific order details.



Edit Orders

Edit order details from the order search results screen using one simple icon.


NOTE: Orders can only be edited via the FCP when they are in “Pending” (yellow, open box) status. If your order is “Processing”  (green, open box), you must contact customer service as soon as possible with the changes needed.  

Select

From the Orders menu, select the Search/edit Orders menu item.



Search  

Enter any detailed order information in the search fields   to search for a specific order, then click the Search Orders  button to search for all orders in the system.  


View/Edit

Any orders that match your search fields will  display.  Click the Edit icon to change the order details, as needed.


Note: Orders can only be edited via the FCP when  they are in "pending" status.


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4 Comments

  • 0
    Avatar
    Donna Pena

    Can you add more than one email address when entering a manual order? (i.e. donna@gmail.com; donna@hotmail.com)

    Thanks,

    Donna 

     

  • 0
    Avatar
    Dev Team

    Hello Donna,

    I talked to our developers this afternoon and this is not currently a feature. However, I will have them add it to their 'Feature Request' list for you.

  • 0
    Avatar
    123Greetings

    What happens if there are orders submitted, but there is no inventory. Will the order stay in pending status till the inventory arrives or will it get cancelled?

  • 0
    Avatar
    Dev Team

    Hello 123Greetings,

     

    In those instances, the orders will typically go on Backorder and will be shipped once we receive in the SKUs in the orders.

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