This article provides a basics how-to guide on understanding Orders. After logging into your EIZ Fulfillment account, you will be redirected to your dashboard:
Selecting the Orders tab from the left-panel menu will automatically open Open Orders. Here, you will find all of the orders you have received through each sales channel or marketplace integrated with EIZ. The orders will be shown in various stages of Progress, from paid, to whether shipment has been created, or to whether a tracking number has been provided.
Each order contains a unique Sales Record Number (SRN), the Order Date, the Order Stage, which may be manually changed from the dropdown, the order Progress (as mentioned above), the sales Channel or marketplace the order came from, as well as the Customer’s name, address and Contact information, including Tags if applicable (usually containing information about Shipping Dimensions, if available). These fields are all automatically populated by EIZ upon pulling orders from your integrated sales channels and marketplaces.
EIZ can be used to track, organize and manage all of your orders from each sales channel and marketplace, and to further process Shipment and Fulfillment of your orders, which are discussed in the other Basics How-to articles. To get started, and for the purposes of this article, to select a single order, simply click the SRN checkbox for that order, and manually adjust the Payment Status, Shipment Status, and Tracking Status from the dropdowns shown.
Open orders is helpful if you are still using your other sales channels or marketplaces (e.g. eBay, Amazon, Shopify, etc.) to handle Shipment and Fulfillment, but as mentioned, this can also be quickly and efficiently handled by EIZ Fulfillment. Up to this stage, you have learned the very basics of using Orders. Congratulations!
In order to better track, organize, and manage your orders, the next article will discuss Filters; what they are and how to use them. This feature will give you more power when it comes to managing all the orders you see under Open Orders, especially if you are a high-volume business that wants to reduce time, improve efficiency and productivity. Filters provide an effortless way to group orders by a single feature, or several features. For instance, filter by sales channel or marketplace, shipping address, customer, order stage (whether the order has been paid, or awaiting payment), and much more.