Why it's important

Orders are a record used to get inventory picked, packed, and shipped out to customers or other parties that have placed orders for the products you have stocked in the WMS.

Order Data

Contact & Billing

This information will be used as either contact or billing information. The primary purpose of this information is for order fulfillment to understand who the order is for and where it needs to go.

First Name	First name of the contact.
Last Name	Last name of the contact.
Address 1	First line of the contact's address.
Address 2	Second line of the contact's address.
City	City where the contact is located.
State	State or province where contact is located.
Zip	Zip or postal code of the contact's address.
Country	Country where the contact is located.
Email	Email contact point for carriers or your team.
Phone	Phone contact point for carriers or your team.

General

Order Number	Primary record number for the order.
Reference Number	Secondary record locator.
Hold Until / Release Date	Date the order should enter the queue for fulfillment.
Customer Notes	Any customer-facing notes. Used on the packing slip.
Notes for Warehouse	Reference notes for the warehouse team.

Shipping

Shipping Carrier	Name of the carrier or courier who will ship the order.
Shipping Method	Code used to identify a logistics service level.
Residential	Checkbox to denote if the address is residential or commercial.
Insurance Amount	The amount of insurance that needs to be purchased.
Signature Required	Whether the carrier needs to ask for a signature for delivery.
COD Amount	The amount of cash that should be collected on delivery.

Products

SKU	Product SKU ordered.
Quantity	Units of the Product SKU that we're ordered.
Sold Price	The unit price of the item for the order.

Order Statuses

Backorder	Some of the items on the order are not currently available for fulfillment and need to be replenished. You can split this order by using the send what's available action.
Hold	The order is being held and is not currently fulfillable until the hold is lifted. Holds can be added manually, by using the hold until data point, or by API.
Pending	The order is fulfillable based on inventory and other factors, and is in the queue to start fulfillment.
Processing	The order has started fulfillment and is being worked on.
Shipped	The order has a shipping label or is scheduled to be picked up.
Cancelled	The order or shipment was cancelled either in the WMS or by the channel.

Getting Orders into Shipedge

There are several ways to get orders into the system to start the fulfillment process. Understanding the various methods, workflows, and data used will facilitate effective order management within the OMS.

Once orders are in, the fulfillment process can start the orders will cycle through the statuses described above.

Creating order in the user interface of your OMS Account

It’s easy to add orders quickly using the user interface by going to the orders view and clicking the Add Order button. This will take you to a different screen to add your order.

Uploading Orders

For adding large amounts of orders at once, we recommend that you use the order upload process. To upload orders, go to the orders view and click the Upload Orders button. This will take you to another view to upload your file and map the data from the file to the data fields in the system. Once you are done mapping, you can continue to import your orders.

Importing orders using channel integrations

Adding integrations in your OMS with channels allows orders to be imported and order updates to sync back to the channel automatically.

Click to read the channel integration guide.