Order Management

Orders > Orders Page 

Time Stamps:

Top Search Bar: 0:00 - 2:05

Filtering By Supplier: 2:15 - 2:45  

Filtering by Date Range and Order Status: 2:46 - 3:35 

Working Inside The Orders Page : 3:39 - 7:30

Placing An Order: 7:31 - 8:09  

Creating A Note: 8:10 - 9:29   

Rearranging Columns ON Orders Page : 9:30 - 9:50  

Cancelling Orders: 10:10 - 10:42  

Return Request & Refunds: 10:43 - END

Top Search Bar

You can search EVERYTHING inside your orders page. Same search capabilities as the products page.

Filters

You can filter by:

(A) Order Status: (Pending, Ordered, Shipped, Cancelled, Request Return, Refund, OOS, Fulfillment Error)

(B) Supplier: (e.x. Walmart, Home Depot, Overstock)

(C) Shipment Status: (Pre-Transit, In-Transit, Delivered)

(D) Date Range: (e.x. October 28, 2019 - November 27, 2019)

Pending Status

This is the status that an order comes into our system as.

Ordered Status

This is the status you would switch a "Pending" order to right after the order is actually placed on the source site.

Shipped Status

This is the status that OAGenius automatically switches “Ordered” Status items to once the tracking number comes into your email.

We confirm that the item had shipped when tracking number becomes active and then automatically mark the “Ordered” item as “Shipped”.

Cancelled Status 

If you need to cancel an order for whatever reason, you would first cancel the order inside Amazon and then Mark that item as Cancelled inside OAGenius.

Note that you must mark an item as “Cancelled” inside Amazon and not OAGenius.

If you do not cancel the item inside Amazon then you have NOT cancelled the order.

Return Request Status

Mark an order with “Return Request” if you received a return request by a customer but did not receive a refund from the supplier yet.

This is a good organizational feature to use so you can keep track of any orders that need to be refunded to the client but you have not yet received a refund from your supplier.

Refunded Status

Once you have received a refund from your supplier, you can go ahead and mark the order as “Refunded”.

When you mark an item as refunded, a box will show up asking you to fill in the amount of money that was refunded to the buyer and the amount of money that was returned to you by the supplier for that order.

IMPORTANT TO NOTE: If you initiate a refund where the purchase cost for the item is "0.00" you will need to manually enter "0.00" into both the purchase cost field and the field that asks you how much the supplier refunded you in the pop up window that shows up when you mark an item as "refunded".

OOS: Use this status to move orders that need more attention out of your current view and come back to them later when you have time to problem solve. 

If you are using Auto-Ordering if the item is out of stock or not available for shipment the system will put the order into the OOS status and automatically retry it when we receive information about the item coming back in stock. 

Fulfillment Error: 

If you are using Auto-Ordering orders with failed automation attempts will be placed in this status for further manual investigation along with a note about the actual error that was encountered. 

OAGenius will automatically pull the following once an order is placed 

Once you place an order that is in “Pending” status, go ahead and switch that pending order to the “Ordered” status.

From here, OAGenius will automatically pull your Supplier ID, Purchase Cost, and Tracking Number (once it comes through to our email).

Confirming Shipments:

Shipments will be confirmed automatically if an order has an order ID in the system from a supplier that we support.

The tracking number will be pulled into the system and will be confirmed on Amazon only once the package has started moving.

The system will check that the package is moving before the shipment is confirmed, otherwise it will affect your valid tracking rate.

The status will flip from "Ordered" to "Shipped" in OAGenius when the package begins moving and the tracking number and status will also be pushed to Amazon seller central.

If you manually switch the status to "Shipped" OAGenius will NOT confirm the shipment within Amazon.

Note: If the order has multiple tracking numbers associated with it, the system will confirm the shipment with the first tracking number that starts moving.  

Shipment Status Filters:

1. Pre-Transit

The "Pre-Transit" status means that the tracking number has not showed any movement. OAGenius will not confirm shipments for orders in this status. You will also see a "Gray" dot next to the tracking number.

2. In-Transit

The "In-Transit" status means that the tracking number is now moving and is on the way to the customer. OAGenius will confirm the shipment of an order once we see the order is In-Transit to the customer. You will see a "Yellow" dot next to the tracking number.

3. Delivered 

The "Delivered" status means that the tracking number is showing that the order was delivered to the customer. You will see a "Green" dot next to the tracking number. 

4. Tracking Rejected

If a tracking number was rejected by Amazon or if we cannot identify the shipping carrier the background will turn red and the tracking number will not be uploaded to Amazon. Please update the order on Amazon manually, and flip to "shipped" status within OAGenius.

Ordering From an Alternate Source:

Order ID's will not match with orders unless the original source site is used to place the order. 

If you must find an alternative source for your product, please Input the Order ID and total cost manually.

If the alternate source is supported by OAGenius, we will then pull the tracking number for that order.

If the alternate source is not supported by OAGenius, you will need to input the tracking number manually into the system and it will be auto-confirmed and moved to "Shipped" status in OAGenius and Amazon since the package starts moving. 

Multiple Order ID's: 

If in order to complete an order on amazon you must place multiple orders on the source site, please manually input all Order ID's into the system separated by  a semi-colon ";". 

Multiple Tracking Numbers: 

If an order had multiple tracking numbers associated with it, they will all be pulled into the system automatically but we will confirm the shipment with the first tracking number that has movement on it. 

Assigning Orders: 

For organizational purposes, you can assign specific orders to a teammate. First click the check box next to an order. Then Click Bulk Edit > Assign To > and then choose the user you want to assign the order to. Once an order is assigned to a user you can filter by that user on the orders page and see all of the orders that were assigned to them. 

You may not un-assign an order from a user completely, however, you can override the user assigned by selecting the order and assigning the order to another user.

Orders that are assigned to a specific user can still be placed by any other user with access to the orders page. Assigning an order to a user is for organizational purposes.

In the last column of the orders page (as seen in the image below) you will be able to see who the order was placed by along with who was assigned the order.

Note:

- When you initially connect your marketplace to OAGenius we will pull in orders over the past 2 days.

- Only “admin” level users can assign orders"