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Updated on May 8, 2024

Manage 3PL Orders

Estimated reading: 4 minutes

This section provides a complete overview of managing third-party logistics orders within Synctify OMS, including how to handle, modify, and track the status of these orders.

Explain Order Status & Order Timeline

Understanding Order Status

  1. Pending: This status is assigned when an order is initially received from the sales channel. At this stage, the order is being reviewed and has not yet been processed.

  2. Processing: The order has been forwarded to the warehouse for packing and preparation for shipment. It remains in this status until it is physically shipped.

  3. Shipped: The order has been dispatched from the warehouse and a tracking number is available.

  4. Canceled: Indicates that the order has been canceled. No further action will occur, and the order will not be processed or shipped.

Check Order Timeline

For each order, click on View to access detailed timestamps that chronicle the order’s progression from creation through to invoicing. This comprehensive timeline provides a sequential overview of all key events associated with the order’s processing.

View Orders

  1. Navigate to the 3PL Orders tab to explore the list of all current orders. This allows you to review details and manage these orders as needed.

Edit Orders

  1. To modify an order, select it and click View to open the order details. Here, you can update information such as customer details, shipping information, or product specifications.

  2. After making the necessary changes, click Submit to save the updates and ensure the order is correctly modified in the system.

Cancel Orders

  1. Navigate to the 3PL Orders tab and click on the menu icon  next to the order you wish to cancel.

  2. Click Cancel Orders , then select the specific line items and their quantities that you want to cancel.

  3. Choose the reason for cancellation from the dropdown menu provided.

  4. Confirm the cancellation when prompted to finalize the process.

  5. Please note that only orders which have not yet been processed for shipping are eligible for cancellation.

  6. If the cancellation cannot be processed automatically due to restrictions from the sales channel or warehouse (i.e., no cancellation API available), you will need to manually notify the corresponding sales channel or warehouse to ensure the order is not fulfilled.

Ship Orders

  1. Identify and select the order that is ready for shipment from the list.

  2. Click on Ship Order . You will need to select the specific line items you are shipping and choose an appropriate shipping method for each.

  3. Enter the quantity of each item that you plan to ship.

  4. Provide the tracking number for this shipment to ensure traceability and customer satisfaction.

  5. Click Submit to finalize the shipping details and update the order status in the system.

Manually Add Orders

  1. Go to the 3PL Orders tab and click + Add .

  2. Fill in all necessary fields, including sales channel, order number, product details, customer information, and shipping specifics.

  3. Submit the form to create the order manually in the system.

Transfer Orders

There are two methods to update the fulfillment location of an order in the Synctify OMS:

From the 3PL Order List

  1. Navigate to the order you need to transfer to a different third-party logistics (3PL) provider or warehouse.

  2. Click on the options menu  next to the order and select Update Fulfillment Location .

  3. Choose the new destination or service provider from the dropdown menu provided.

  4. Click Submit to update the system with the new fulfillment location.

From the Detailed Page View of the Order

  1. Click View next to the order you wish to transfer. This will take you to the detailed page view of the order.

  2. Click Update Fulfillment Location to begin the transfer process.

  3. Enter or select the new destination or service provider.

  4. Click Submit to finalize the update to the system.

Order Filter

  1. Utilize filters in the 3PL Orders tab to quickly find orders based on criteria such as order number, status, sales channel, date range, or customer.

  2. Filters can help streamline order management, making it easier to focus on priority or problematic orders.

Upload Sales Order

  1. Click Upload Sales Order to start the process.

  2. Use the provided template to fill in the order information accurately before uploading. Ensure all required fields are completed.

  3. Click Browse to locate and select the pre-filled template file on your computer.

  4. Please ensure that the file meets the following requirements:

    Supported file types: xls, xlsx, csv

    Maximum file size: 10MB

    Submission limit: Only one file can be uploaded at a time.

  5. Click Submit to upload the order. The uploaded order will then appear in the order list.

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