Order Process

Location-based split

Inventory will be split on the basis of selected inventory sources, and also the option to not assign orders to the main warehouse.

The brand can select from the following options how they want to manage their inventory:

Highest inventory within the city
When this option is chosen, the system will seek out the city's location with the highest inventory. Orders will then be divided based on the items available in the highest inventory location within that city.
Nearest location with highest inventory (Auto)

On selecting this option, the system will search for the nearest location having an inventory of the line items.
Items found at the nearest location will be processed from that location.
For the remaining items, the system will again check the nearest location and process the order from that location. This process will continue until the entire order has been processed.

Nearest Location (Manual)

Step:1

To select the Nearest Location Manually user will have to opt for the location priority list.
Users can set this priority list according to their preferences.

Step:2

Orders should be assigned to the locations based on the priority list (displayed on the screenshot below) according to the user.
The system will try to assign the order to the first location in the priority list, if the first location fails then the order will be assigned to the next location in the list.

Manual allocation (Awaiting Assign)

By choosing the manual allocation option, users have the ability to manually designate the order's location. Once the order has been reviewed and verified, it will be transferred to the Awaiting Assigning tab. From there, users can manually assign the order to a specific location.

Sale and Return orders punching
Choosing any of the following options enables the execution of the corresponding actions:

Punch Sale and return from location:
Orders will be split according to the rules but their sale order and return will not be punched from that store. Users will select a single location for this purpose.
Punch sale and return from the specified location:
Order will be split in child orders and assigned to location according to Split rules, their sale order and return will also be punched from the same location.
Punch sale from specified location and return from selected location:
The sale order should be punched from the assigned location while the return should be punched from the location selected from Drop-Down List.

Customer Verification:
Users can utilize this feature to validate the identity and authenticity of individuals who are placing orders on their online platform. It involves processes such as confirming customer information, checking for fraud or suspicious activity, and ensuring that the orders are placed by legitimate customers.

Require Verification for ALL Customers:

Order confirmation will be required from all customers regardless of new or returned.
An order Confirmation link will be sent to the customers. When clicked, orders will automatically move to the Awaiting Approval Tab.
Verification of the order is necessary for the specified amount, whether it's for paid orders or COD orders.
Users can choose any tag if verification of the order is needed.
Required verification is based on the payment gateway used.

Required verification for NEW customers:

If the user selects this option then, an order confirmation will only be required from the New Customers only. The old customers' orders will automatically move to the awaiting approval tab without any verification.
Old customers are those to whom at least one order has been delivered.

No verification required:
No verification link will be sent to any customers. Orders will automatically move to the awaiting approval tab without the need for any order verification.

Auto-Approve Orders:

The auto-approve checkbox is created to automatically assign the CN, eliminating the need for manual verification by the user.

Orders landing in the Awaiting Approval Tab should be automatically marked as fulfilled and moved to the Approved Tab. Orders that are not able to be marked Approved, should move to Dispatch Issue Tab.
Users have the freedom to choose tags for which they prefer not to enable auto-approval e.g. test order, canceled, hold, etc.

Following are the triggers on which Order should be Auto-Approved if this option is activated:

Manual Verify (Through Pending COD & Pending CC Tab)
Auto Verify
Manual Verify (Through City Issue Tab)
Manual Split (Awaiting Assigning & HALT Tab)

Order Duplication Alert:

This will help you to check duplicate orders against the same order or the same customer.

Conditions:

The user can ensure that the system detects duplicate orders by selecting from the following conditions:

Same customer with same order within selected days
Same customer with different order within selected days
Same customer with both same and different orders within selected day