An order has a different status depending on where it is in the shipping process. Each status is explained in sequence below.
After your order is saved for the first time, it is considered as "Open" until you mark the order as complete. Orders stay open until editing is completed and they are ready for pick.
Customer users can only edit orders when they are in an Open state.
Once the order is ready to be picked and processed, it is considered to be "Complete" and ready for you to Mark as Complete on the Edit Order page.
Alternatively, if an order comes through an API/EDI connection or an automated import, it will automatically be marked as complete. As a result, if you have the Order Queue enabled for a customer, you must utilize the Flex Header Import Template for order imports and map orders to come in with a certain status code for REST API connections to follow Order Queue logic. Please contact firstname.lastname@example.org for more information on this.
Once an order is marked as complete, it cannot return to an Open state and customer users cannot edit the order.
Smart User Tip: With 3PL Warehouse Manager’s Custom Labels feature, you can modify the “Complete” status to a different term that better suits your unique operations. You can do so under Admin > Custom Labels.
Once an order is packed and shipped, the order is ready to be "Closed".
To close an order, you must have the following permission assigned to your user role: Orders Module > Ship and Close Orders.
An order cannot be marked as closed if it is not fully allocated, contains zero line items, or has been previously marked as closed.
- To close a single order, click Ship and Close Order on the Edit Order page. Confirm that the Ship Date and charges are accurate, then click Ship and Close Order to receive a confirmation message.
- To close one or more orders from the Find Orders page, select an order from the grid, using < Ctrl > or < Shift > on your keyboard to multi-select. (If closing multiple orders, they must be for the same customer.) Hover over Manage, then click Ship and close. The Ship and Close dialog box will display. After you review the Routing Information and Additional Charges, click Ship and Close.
Please note that closing an order also removes the allocated inventory from the warehouse.
To reopen, you must select Manage > Reopen from the Find Orders page. If an order is reopened, the allocated inventory will appear as though it hasn't left the facility.
To reopen a closed order, you must have the following permission assigned to your user role: Orders Module > Manage Orders > Reopen Orders.
To cancel an order, you must select Manage > Cancel from the Find Orders page.
Canceling an order cannot be reversed and completely removes the order from the system.
To cancel an order, you must have the following permission assigned to your user role: Orders Module > Manage Orders > Cancel Orders. Note that customer users who are granted this permission are only able to do so if the order is still in an open state. Once an order is marked as complete, it must be canceled by a warehouse user.