Order - Adding and Reviewing
Hey guys this is our first video on orders and it'll be covering creating and reviewing orders. After we log in the system we're going to see the dashboard and let's click orders ->orders to access the order management page. Let's first look at the top part of this page. This part contains four necessary steps the order needs to go through in UPFOS system from creation to dispatch. For orders to be processed in the UPFOS system they need to exist in the system in the first place. You can either download them from your platform store or you can create them in the system.
For download you can choose to set up auto download or you can use manual download. For manual creation, you can either create orders one by one, or you can batch create them using Excel import. Manual creation is usually used when you only need to create a few orders. One scenario in which this is used is when you have an offline order that does not go through platform store. Click the add order ->add manually.
You need to input order information. Most of the inputs are pretty straightforward. But when you look into this form there are a couple of price-related fields. We have the amount, we have the amount paid, and we have an actual amount here.
So I want to focus on these fields because they can be a little confusing.
Price involves three components: individual product price which is the unit price of the product, logistics cost and discounts. Let's first talk about the discount. There are three types of discounts: first we have the discount on individual product price. For example if I have a product which has an original price of 10 dollars each and I have lowered the price to 8 dollars. When you are filling this adding form this kind of discount is counted into the unit price of the product. The second type is store promotion. For example if I have a 20 dollar coupon from the store that can be used on my order, that is store promotion. Third we have the platform promotion and this is similar to the store promotion. For example, I might have a 10 dollar coupon from the platform, say, um, Shopee platform, and can be used on my order. This is platform promotion. Now let's see a concrete example. Let's say I have two items in my order. Each has an original price of 100 dollars and each of the original price has been lowered to 80. I have a 20 dollar coupon from the store and a 10 dollar coupon from platform. The logistic cost for this order is 5 dollars and let's see how we are going to fill this form with those information given. We have two products, let's say we have these two items.
Each of the unit price was 100 dollar but they have been lowered to 80. If you have kept a good record of your product and if you hover on to these dots here, you're going to see 80 as your unit price. Say we have two of the first product and one of the second product. The actual amount here should be two times unit price which is 160 and for the second product it's just going to be 80. Okay so that is our actual amount in our product details. In the amount, what we should put in is the total actual amount here plus the logistic cost. So we have 240 here and we have our 5 dollars logistics cost. It should be 245.
Okay, remember we still have our 20 dollar and 10 dollar coupon: the store promotion and the platform promotion. Then we have to add two of these fields here and we input discount, discount, 20 dollars 10 dollars.
The amount paid here is our amount minus our store promotion and our platform promotion. So 245 minus
20 and10 which is
- oh alright, so this is how you are going to calculate your amount.
Unit price times your quantity, add them up, add your logistic cost, put it here. If you have any store promotion or platform promotion deduct them from your amount and that will be your amount paid. After inputting the required information you can click confirm to save the order
Now let's talk about import. Import is used when you want to batch create a large number of orders at once. First you'll need to download the template and fill in the order information. If you have multiple items in your order make sure the transaction ID is the same for the items in the same order. So the system will interpret them as in a single order. If you have set up auto capture logistic information, do not fill in the logistic number. After you complete the template, import it back into the system. Manually download orders from platform stores, you can download by order time or by platform order id. Just click download now, your orders will be downloaded into the system. To set up auto download, you need to go to user center -> system settings -> store management. Find the authorized store that you want to apply the setting and turn the switch for auto download on.
After this setting is enabled, the system will download the orders from the store that are not processed in three days. In the add order module, click on the gear icon and we can set up a default warehouse for the orders. Now we have our orders inside the UPFOS system. The system is going to automatically review the orders to see if there is any exceptions like inconsistent amount, unconnected products and so on. The orders with no exceptions will be automatically sent into the print section. You can also use tag to intercept orders and keep them inside the review module for manual review. To do that, click the gear icon on the review module
and you can select the tag in the "manual review tag" drop down menu. First create a tag for the orders that you want to intercept. For how to create tags, please refer to our video on tagging in the basic tutorial playlist. Now let's go into the review module. Inside review module we can see all orders waiting to be manually reviewed. This includes orders with exceptions, orders that you have chosen to manually review using tags, and orders that do not require dispatch from our system, like external warehouse orders or drop shipping orders. We have some system tag icons at the top. We can use them to find orders with those tags. By clicking the tag once. You'll be able to see the filtered orders. By clicking again you can remove the filter to see all of the other orders. Select the order that you want to manage.
You can review them, you can change their warehouse and logistics vendor.
We have talked about setting up manual review for tagged orders. There is another option in the review module called "order split". If you want to set up order split, you can check this box to activate order split and then click go to set the splitting rules. This feature is not supported for COD orders.
Click the "plus" icon first, give your rule a name, select a splitting type.
By amount means by the order payment amount. Or you can select splitting by weight. Then you can set up your splitting threshold. Select your participating store and participating warehouse. Click confirm. After creating your splitting rule, the default status is disabled. Please remember to turn the switch to activate the status. You can edit your rule by clicking the edit button. You can delete your rule by clicking delete. Well thank you for watching bye!