Last Updated on May 20, 2019

Introduction

When an item was sold, sales platform immediately sends StoreAutomator all order details, for processing. Given the information StoreAutomator provides you the following:

           > Name of customer and address, and sold price,

           > Shipping costs, taxes, fees, commission costs,

           > Status of the order; shipped, not shipped, back-ordered, canceled, refunded,

           > If the order was FBA or dropship order

           > All documents needed to send the package; packing slip, invoice,

           > Ability to create the shipping label and tracking number

This is all the information to prepare the package; include the item with packing slip and invoice, close and seal the box, stick the shipping label and send out the package. When the shipping label is created, the system sends tracking number information to the sales channel to inform the customer their package is on its way. Automatic creation of tracking numbers is possible through only supported carriers; ShipStation, ShippingEasy, and UPS; you must obtain tracking numbers if you are using other carriers.

Sales Orders

Sales orders can be reached at Menu > Orders > Sales Orders.

This page has a list of all your orders for your current channel. Choose all channels, Menu > Channels > All Channels to view all orders from all of your channels. When viewing all channels, a channel name column is added to display the channel the order comes from.

You can sort the table for all columns, ascending or descending and print the whole list.

You can also filter to display unshipped orders only by clicking on the “Unshipped” Tab. Clicking on “Export Orders” prepares a CSV file and download it to your computer, and “Check Orders Now” check the latest orders that are not imported into StoreAutomator System yet and if any updates the sales order list.

Color coding for order status is green for shipped, blue for unshipped, red for canceled orders and orange color for FBA – fulfillment by Amazon orders. Click on the square which contains the order ID towards the left-hand side of the screen to open order details screen.

Order Screen

Individual orders can be viewed, analyzed, followed up through Individual Orders Screen. An example Order screen can be seen below:

Order screen consists of some buttons and fields. Below is a mapping of buttons and their functions:

  1. Creating and printing the packing slip
  2. Creating and printing the Invoice
  3. Cancels the order
  4. Starts refunding process
  5. Creating, printing the shipping label and getting a shipping rate
  6. Show the previous or next sales order
  7. Shows order history
  8. Shows order documents
  9. Displays product data, ASIN, quantity shipped, Order Item Id
  10. Link to the product information page
  11. Link to product listing in the Sales Channel
  12. Denotes if this order is a Dropship, and this is a link to purchase orders page

Packing Slip

This button creates and prints packing slip for the order. Click on this button and, in the next dialog box click on the items you are able to send or click on “All” Checkbox, write a packing slip number or leave it blank and click on the Save Button and click on Print immediately to download or print.

Invoice

This button creates and prints an Invoice for the order. Click on this button and in the next dialog box click on the items you are able to send or click on “All” Checkbox, write an Invoice number and click on the Save Button and click on Print immediately to download or print.

Cancel Order

This button cancels the order with the sales channel and enters a reason for cancellation to the system. Cancelling happens after receiving the order and before sending the product due to a couple of reasons such as no inventory, bad shipping address, or address not covered by carrier, customer exchange, customer cancellation, or returning back, etc… Please note depending on the channel the cancel reasons may differ. Canceling an order does not initiate an automatic refund; refund amount has to be manually issued.

Refund Order

This button issues a refund to the customer for the specified amount, solicits a reason and also customer’s feedback for the refund. An order needs to be canceled first then a refund can be issued. Refund updates inventory, sales statistics, revenue, profit accordingly. Please note depending on the channel the refund order option may not be available.

Ship Order

This button obtains a tracking number and a shipping rate from supported carriers prepares and prints the shipping label. Click on this button to open the shipping dialog box, click on the items you are able to send or click on “All” Checkbox, choose a carrier and ship type.

You must have an account with one of these carriers in order to benefit from online rates and tracking number query. StoreAutomator logs into carrier’s servers with your account information and obtain online shipping rates and tracking numbers and include them on the shipping label. To do this, click on the button “Shipping”, this changes the dialog box to shipping.

Fill in all required information, select shipping method, package size and weight, which will dictate the shipping rate, and click on “Get Ship Rate” button. This will get a shipping rate, if you like the rate and would like to use it, click on “Create Label” doing so will obtain a tracking number for the package, print the shipping label and let the carrier know you have a package waiting for a pickup. Peel the label and stick it to the package and you are ready for the pick-up. If you don’t like the shipping rate, you can choose another carrier and get another rate. Please note StoreAutomator can obtain rates from Shipstation or UPS and allow you to print label without leaving the StoreAutomator system. The integration with ShippingEasy will forward the orders to ShippingEasy system for you to process.

Order History

This button shows the date and time of an order when it was received, packed, shipped, received.

Order Documents

This button shows Shipping Label, packing slip and Invoice.

Dropshipping

Dropshipping is shipping a product from a different warehouse or a store other than yours, who stores the actual product. Dropship capable manufacturers or storage facilities pick, pack and send products directly from their warehouse to the end user, upon receiving an order from a seller. In that case, StoreAutomator writes an automatic “Purchase Order” to the dropshipper and directs them to respond to the order ASAP to ship it. This section depicts if this product was sent to the customer through a dropshipper warehouse. If yes, it displays the wings icon and contains a link to the Purchase order page; click on it to view the purchase order details.