03 Order - Advanced Features

1. How to revise the package details after confirmation ？

You are not allowed to revised orders from marketplaces. You may edit the shipment and product details after generated packages.
Please note that modification is not allowed after the package is confirmed. If you want to revise the package details after confirmed the package, you may remove the package from the workflow (change the package status to “pending”). Assign the package to the workflow again. 

I.             Go to Order >Package > All Packages

II.          Sort out the package required modification. Click the < Unassign > button on the right to remove the package from the workflow.

III.        A message shows the changing status is successful

IV.       Go to Order> Package > All Packages. Sort out the package. Click the pencil icon and go to the revise page.

V.          Add or revise the product and buyer details. Click < Save> at the bottom.

VI.       Reassign the package to the workflow

VII.     Complete the order fulfillment process according to the assigned workflow. (Please refer to the manual “Order Management and Fulfillment System – ShipEazy Basic Operation” for detailed walkthrough)

2. How to combine two or more orders?

When you receive two or more orders with the same marketplace ID, you may combine the purchased products and ship together to the buyer.

I. Go to Order > Sales Order > All Order . Search the orders required to combine and ship together

II. Check the orders. Click the < Combine to one package > button.

III. Fill up the package details

1. Package basic settings: Apply the package profile and package flow. You may also choose to deduct stock from which warehouse.

2. Address: Select the shipping address of the package

3. Click the < Generate & Combine Package > button or < Generate Package Only > button (View the order details before confirmed the package

VI. Click the < Go to Package > button

V. The two orders selected are combined into one single package. You may continue with the fulfillment process with the assigned workflow.

Please refer to the manual “Order Management and Fulfillment System – Basic Operation” for detailed walkthrough

3. How to split orders?

** You can only split orders with multiple items.

In some circumstances, you have to ship the items in the same order separately, for example,
1. If you discover there are some out-of-stock items in the order, you may split the order and deliver the other items. Ship another package to the buyer again until the items are restocked.
2. Buyers request to deliver the items in the same order to different address.

I. Go to Order > Sales Order > All Order . Sort out the order require split.

II. You may use the tag < Multi-item without Buyer Note > to look for the orders with more than one kind of item. Also enter the criteria, like orders in the last 24 hours.  Check the result order one by one and click < Ship Now >

III. Fill up the package details

1. Package basic settings: Apply the package profile and package flow. You may also choose to deduct stock from which warehouse.

2. Split Package (The option only appears in orders with multiple items): Choose Yes

2. Address: Select the shipping address of the package

3. Click the < Generate & Combine Package > button or < Generate Package Only > button (View the order details before confirmed the package

IV. According to the actual need, add the number of package. Drag and drop the items in the order into different packages. Click < Save >.

V. Click < Go to Package > and continue with the fulfillment process.

VI. The items in the order have been spited into two packages, and added to the assigned workflow.

Please refer to the manual “Order Management and Fulfillment System – ShipEazy Basic Operation” for detailed walkthrough

4. How to revise the order details and ship the package again?

When you ship a replacement order to the buyer, you may clone from the original order, revise the item or logistics details and arrange the re-delivery.

I. Go to Order> Sales Order > All Orders . Sort out the order required replacement.

II. Click the < Clone Order > button on the right of the order.

III. Revise the order details:

1. Add items to the shipment

2. Revise/ Delete items in the original order

3. Revise the buyer delivery details

Click the < Add > button after filling out. Continue the order fulfillment process with the new custom order.

IV. Marked the custom order as “Paid”

V. Check the orders. Click < Ship Now >.

VI. Fill up the package details:

V. Click < Go to Package >

VI. A package has been generated. Continue the fulfillment process with the assigned workflow.

Please refer to the manual “Order Management and Fulfillment System – ShipEazy Basic Operation” for detailed walkthrough

5. How to create a custom order?

Direct entry is the fastest way to get started if you receive a n offline wholesale or single order.

I. Go to Order > Sales Order > All Order

II. Click the < Create order > button on the right.

III. Choose the relative account

IV. Add items to the order. You may use datasheet row id, SKU or item id to select the product.

V. Enter the Shipping Address for the order

VI. Confirmed the payment. Click the < Mark-Paid > button

VII. Check the manual order. Click < Ship Now >.

Please refer to the manual “Order Management and Fulfillment System – ShipEazy Basic Operation” for detailed walkthrough

6. How to delete orders/ package?

Please note that marketplaces orders cannot be deleted. Only manual orders can be removed:

Delete manual orders: Go to ShipEazy > Sales Order > All Order . Click the < delete > button on the right.

The procedure of delete packages:

I. Go to Order> Package > All Packages

II. Sort out the packages you want to delete. Remove the package from the assigned workflow.

III. Once the Shipping Status of the package turned to “Pending”, you may click the delete button on the right to remove the package.

7. How to export orders to excel?

If you would like to 1. Export the order details for record, 2. Upload the order details to other logistics platform, you may export the nearest 3-month marketplace order information to an excel spreadsheet.

I. Go to ShipEazy > Sales Orders > All Orders

II. T he nearest 3-month orders are available. For example you may use the criteria “create in last 24 hours” to sort the orders. Select the orders, click the <Export> button. You may export up to 200 orders at the same time.

** Please note that the < Scope > function is not available here.

8. How to view/ search PayPal payments?

You may link up different PayPal accounts with SoldEazy:
1. To create and handle manual order (Please refer to the ninth section of this manual)
2. You may view the buyer’s payment details, including the Payment address and transaction ID, in the process of order fulfillment.

I. Go to Channel > Payment Channel

II. Click the < Create a Payment Channel > on the right

III. Fill up your PayPal account details. Click < Save >. You are then directed to PayPal and authorize SoldEazy to access your information.

IV. Linked up your account, you may go to ShipEazy > Payment > All Payments to view your payment details.

V. You may view the payment record other than the marketplaces here.

9. How to create an order from a paid PayPal invoice?

You may connect your PayPal account to SoldEazy (Refer to the 8 ^th section of this manual) When you receive the payment, you may skip the marketplace and directly create a manual order on SoldEazy
I. Go to ShipEazy > Payment > All Payments

II. S earch the payment record with the buyer email. If the payment does not belong to any of the orders from the marketplace. A gear icon appears on the right . Click the icon.

III. Select a marketplace account. Click the < Create > button below to create a manual order.

IV. Go to ShipEazy > Sales Order > All Order . A manual order has been created. Check the record and click the < Ship Now > button.

Please refer to the manual “Order Management and Fulfillment System – ShipEazy Basic Operation” for detailed walkthrough

10. How to bulk import and upload tracking to ebay if ship outside ShipEazy?

If you employ logistics services other than those provided by SoldEazy. You can still use ShipEazy to handle and prepare packages:

Configure a new workflow. Generate packages from orders and add them to the workflow. Continue the fulfillment process according to the steps. Upload the tracking numbers provided by your logistics company and upload to the marketplace.

Build an appropriate shipping workflow:

** Please note that you must complete all assigned jobs in each step before directing to the next step. You are suggested to build different shipping workflows based on different situations.

For example, shipments with/out tracking number require different workflows.

The following example demonstrate the steps that when users want to upload tracking numbers to ShipEazy.

I. Go to ShipEazy > Shipping Workflow . Click the < Create a Shipping Window > button.

II. Basic Details of creating a Shipping Workflow:

1. E nter the workflow name

2. Default Flow: Enable and make the workflow as the default one

2. E nabled Step: You may base on your habit, drag steps from the right and drop on the left

If you want to input tracking number in bulk, you must add the step < Bulk-Input Tracking# >

III. C lick <Save As>.

VI. B efore uploading the tracking number to ShipEazy, go to ShipEazy > Sales Order > All Order . Generate packages from orders.

VII. Check the orders and click <S hip Now >

VIII. Select the workflow include the step of “Bulk-input tracking#”. Click < Generate and Confirm Order > if the item and shipping details do not require amendments.

Please refer to the manual “Order Management and Fulfillment System – ShipEazy Basic Operation” for detailed explanation of the fields.

IX. Click < Go to Package >

X. Complete the order fulfillment process according to the workflow.

XI. Please refer to the manual “Order Management and Fulfillment System – ShipEazy Basic Operation” for detailed explanation of the first three steps .

  https://www.soldeazy.com/support/article.php?id=105  

XII. When you are in the fourth step: < Bulk-input Tracking # >, check the packages and click the < Export > button below.

XIII. Fill up the parcel ID, Postage, and Tracking number provided by the logistics service. Save the spreadsheet and upload to the system.

XIV. Upload the file successfully.

XV. The new tracking number has been assigned to the package. You are directed to the next step < Bulk Upload Tracking#/ Marked Shipped >. You may select the packages and click the < Upload Tracking > button below. SoldEazy updates the order status and upload the tracking numbers to the marketplace subsequently.

VII. Complete the order fulfillment.

11. How to import the postages to ShipEazy after fulfilling the order?

For example:
1. As postages cannot be retrieved if you employed the Chunghwa Post EMS service in the process of getting the tracking number.

2. The actual postage and the retrieved postage may have slight differentiation.

You may import the postages to ShipEazy in bulk after the order fulfillment.

I. Go to ShipEazy >Package > All Packages

II. Click the < All package > tag above. Input the search criteria, eg packages created in the last 24 hours. Check the orders, and click the < Export > button below.

III. Export < Tracking number and postage >

IV. Input the package actual postages and save the spreadsheet.

V. Upload the excel file to the system