How to Manage Shipments on Ordify

How to Manage Shipments on Ordify

On myordify.com, click on Shipments from the left side menu. You will see a table containing all your incomplete orders, along with their respective order details.

There’s a button against each of the shipment rows, called View Order. This button allows you to make modifications to the respective orders & their shipment details.

Let’s take a look at how this feature works.

 

Step 1 : Once you click on the View Order button on a particular order, you’ll be redirected to its Orders page containing all the related product & shipping details. In this page, you can start processing it further to complete the order successfully.

Step 2 : First off, you’ll notice an orange button showing the status of your current order, next to your Order Number. The Order Status can either be Pending, Confirmed, or Cancelled.

Click on the orange button to change the current Order Status. A pop-up will open with the following details about the order.


The default status of the order will be Pending, until you make any changes. You can change the status of the order to either Confirmed or Cancelled, based on how you would like to proceed with it.

Click on the Submit button within the pop-up to save your changes. The pop-up will close and you’ll be back on the Orders page.

Step 3 : Once you select Confirmed as the status of the order and submit it, the main Orders page will show 4 new options to further process the current order.

These options are namely

       Fulfillment

       Payment

       Shipment

       Invoice

You have to check the boxes from Fulfillment to Shipping in the given order, completing each of them as you go (without skipping any of the steps in between).

Step 4 : Fulfillment → Takeaway orders are auto-fulfilled.

For Shipment orders, check the box labeled Fulfillment. A pop-up opens up asking whether you’re sure you want to fulfill the current order.

This box contains details on your Merchant Shipping Cost, Shipment Partner, and Partner Shipping Charges. None of the fields are editable; the shipping partner that you had selected as default while setting up your webstore shipment methods gets displayed on this pop-up too. If you want to change the current order’s shipment method, you have to do it from Shipment Settings on the leftside menu.

Check whether the fields have been filled with correct values and click the Submit button at the bottom of the pop-up box.

A notification will confirm that your order has been fulfilled successfully. It’s time to move on to the next step - Payment.

Step 5 : Payment → Check the box labeled Payment. A pop-up opens up displaying your default payment option.

This default payment option is the one you chose as default when you were setting uo your webstore’s payment options. The default mode of payment can be either PayU Money, Online Payment, or Cash on Delivery.

Make the payment in your chosen payment method and move to the next step after receiving confirmation.

Step 6 : Shipment → Next, for Shipment orders, check the box labeled Shipment. A pop-up opens up containing a form to fill up all the shipment details for the current order.

The fields you need to fill out are

       LR Number

       Date of Shipment

       Shipment Company Name

       Vehicle Type

       Vehicle Number

       Contact Name

       Contact Number

       Shipping Address ( autofill ), and

       Shipping Status (Pending, In progress, Delivered)  

 

Fill out all the necessary shipment details and click on the Submit button. You’ll get notified that your order shipment has been created successfully.

 

On the main Orders page, a Download button appears next to the Shipment checkbox where you can now click to download the PDF file containing the Shipment Label. This Shipment Label needs to be attached to the delivery box/es.

Step 7 : Invoice → Check the box labeled Invoice. Your invoice for the current order is displayed.

  Congratulations! Your order is now complete & ready to be handed over for takeaway/shipment!

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