Ordered Products (Global Order Management)

Have you ever found out one of the products in your store is unavailable — and needed to email everyone that ordered it? Luckily, it's not so difficult if you use our product report! But what if you have that product in multiple stores?

Our latest Order Management enhancement allows you to quickly search for products by brand, style, size & color to see which customers ordered a specific product across all of your stores. Keep everyone in the loop with bulk actions such as updating multiple product statuses, emailing customers, and generating purchase orders — across all of your stores at once!

 

General Overview

Detailed instructions on each step can be found below. 

Step 1: To get to the new Ordered Products tab, hover over the "Manage" tab at the top of the application.

Step 2: Click on the "Ordered Products" button.

 

Step 3: Select the product you would like to search for. 

Step 4: Select the appropriate filters.

Step 5: Click the green "search" button.

 

You should now see a list of all the products you searched for. Order ID, Order Date, Quantity, Status, Store, Sales Rep, and Billing Name are all listed for each product. The orders are grouped by product color and size. 

 

Table of Contents:

Search Filters
Searching For Multiple Products
Filters
Selecting Multiple Orders
Changing Statuses
Creating Purchase Orders
Email Customers

Download to CSV

Frequently Asked Questions (FAQ)

 

Search Filters

There are two ways to search for ordered products, by product or by SKU. The software defaults to Search by Product.

 

Search By Product

Step 1: To search by product, first select a brand name. You can choose from the dropdown menu or you can search for a brand.

Step 2: The brands are arranged by most frequently ordered to least frequently ordered.

 

Step 3: Once you select a brand, a "Style Number" option will appear.

Step 4: The style number is optional, so you can click the green "search" button to search for all products ordered from the brand you selected.

 

Step 5: Click on the "Style Number" dropdown menu to search for a style number or select a style number from the dropdown menu. You must search by style number. Searching for the product name does not work here.

 

Step 6: Once you select a style number, "Color and Size" options appear. Color and size are also optional.

 

Step 7: Click on the "Color" dropdown menu to select a color from the dropdown menu. Only colors that have been ordered will appear as options. The colors are sorted by most ordered color.

 

Step 8: Click on the "Size" dropdown menu to select a size from the dropdown menu. 

Only sizes that have been ordered will appear as options.

 

Step 9: Click the green "search" button when you are ready to search. 

 

Search By SKU

If you know the specific SKU that you are looking for, it is a little faster to search by SKU instead of by product. 

 

Step 1: To search by SKU, first select a brand name. You can choose from the dropdown menu or you can search for a brand. The brands are arranged by most to least frequently ordered.

 

Step 2: Once you select a brand, a SKU option will appear.

Step 3: The SKU is optional, so you can click the green "search" button to search for all products ordered from the brand you selected.

 

Step 4: Click on the "SKU" dropdown menu to search for a SKU or select a style number from the dropdown menu. You must search by SKU. Searching for product name does not work here.

Step 5: Once you find a SKU, the color and size option associated with that SKU will automatically populate.

 

Searching For Multiple Products

You can add multiple products to a search. This is useful if multiple items are out of stock and you want to email everyone at once, or if you want to make a purchase order for multiple brands.

Step 1: To add an additional product to search for, click the "Add New" button.

 

Step 2: To remove a search, click on the "Remove" button.

 

Filters

We offer the option to filter your search by Date Range, Stores, Statuses, and Sales Rep.

 

Step 1: Click on the "Date Range" to select a new starting and ending date.

The Date Range defaults to one month ago from today. 

 

Step 2: Click on the "Stores" filter to select the stores you want to search for from the dropdown menu, or search by store name or store code. The stores are arranged newest to oldest. 

 

Step 3: Click on the "Statuses" filter to select the statuses you want to search for from the dropdown menu. You can create up to 7 custom statuses to help you with fulfillment. Click here to learn how to set that up.

 

Step 4: Click on the "Sales Rep" filter to select the salesperson you want to search for from the dropdown menu. The sales reps are listed alphabetically.

  

Selecting Multiple Orders

You can select multiple orders and change all of their statuses, create a purchase order, email the customers, or download to CSV.

Step 1: Click the circle next to a specific order ID to select that order.

 

Step 2: You can select all the orders of the specific product color/size combo by clicking the circle next to the words "Order ID" of that grouping.

 

Step 3: You can select all the orders you searched for by clicking the circle at the top after selecting an order.

 

Step 4: You can select orders from different brands as well. The software will remember all the items you have checked.

 

Changing Statuses

Step 1: Once you have selected your orders, click on the "Change Status" button.

 

Step 2: A pop-up will appear.

Step 3: Select the new status from the dropdown that you want to change those orders to.

Step 4: Click the green "Update Statuses" button to save.

 

Create a Purchase Order

Step 1: Once you have selected your orders, click on the "Purchase Order" button.

  

Step 2: A pop-up will appear.

Step 3: Enter in a Purchase Order #.

Step 4: You can optionally enter in an Account #.

Step 5: Your company's name and address should auto populate from your dealer settings, but you can change it if you would like.

Step 6: Once finished, click the green "Generate Purchase Order" button.

 

A .pdf of the Purchase Order will download to your computer. 

 

Email Customers

Step 1: Once you have selected your orders, click on the "Email Customers" button.

 

Step 2: A pop-up will appear.

Step 3: You can compose your email here. The email will come from your account's service email and you can choose to send yourself a copy of the email.

 

Download to CSV

Step 1: Once you have selected your orders, click on the "Download CSV" button.

 

Step 2: A pop-up will appear.

 

Step 3: The CSV file should automatically begin downloading to your computer or browser's downloads folder. 

Step 4: If the file doesn't automatically download, click the link within the dialog box (above).

 

Frequently Asked Questions:

Q: How do I go back to the Search filters after I search?

A: You can click the "Expand" button in the upper right side to see the filters again.

 

Q: Can I save my filters to use over and over again?

A: Yes! Once you set up your filters, you can bookmark the page and/or save the URL to use in the future.

 

The Ordered Products page is just a part of our Global Order Management feature.

If you've ever had multiple stores close at the same time, you've probably wasted a lot of time jumping from one store to the next to get everything fulfilled. If you value your time, you've probably wished there was a way to see everything in one spot — and now you can!

With our new Orders page, you can see every order from all of your stores together in one place. Combined with our Custom Statuses feature, you can now set fulfillment statuses, email customers, and download receipts for all orders on a global level.