Everything you need to know about Order Management functionality
Creating an order export template in StoreAutomator (SA) is an essential step to efficiently export orders to your remote system. This guide will walk you through the process, ensuring that your order data is correctly mapped and transferred. The first ...
If you need to redownload orders for a specific timeslot, follow these steps: Navigate to the Settings > Channels page in StoreAutomator. Click on the "Maintenance" button for the channel that you want to redownload orders The Channel Maintenance...
In StoreAutomator you can set up a custom format for the order files that are created. To do this go to Settings>Templates, find your order template and click edit. Within the template, switch to the “Settings” tab and this will show the File Name Form...
The "Begins With," "Ends With," and "Contains" functions are used only when searching SKUs in StoreAutomator’s Order Table. “Begins With” Function To utilize the “Begins With" function, simply add an asterisk (*) at the end of the text you want to se...
Sending order to your server at scheduled times StoreAutomator downloads orders from remote channels such as Amazon, Walmart etc and allows you to automatically send them to your server using FTP or SFTP protocol - provided an order export channel ...
If you are working with multiple orders, you can display them on the interface by using StoreAutomator’s Multiple Exact Search feature. You can use this feature to display multiple orders using one of the “Source Order Id”, “Order ID”, “Reference Order ...
In StoreAutomator, it is possible to change or modify both the billing and the shipping address of incoming orders. The feature is found in the Orders>Sales Orders section. Find the order that you would like to change the address and open it. In both B...
You can use bulk tracking for the orders that need to be triggered. This action is useful, if you have lots of orders, want to send their shipment information together in one push. It saves you from entering multiple orders’ history sections to trigger ...
Exporting Sales Orders Notes If you enter any notes to the Sales Orders detail in the UI, you can choose whether or not to export the file with those notes included in the order reports. If you select to see it in the report, as a result, you will be ab...
StoreAutomator Order import Channel StoreAutomator has a built-in Order Importing channel that is capable of receiving orders from an FTP or API source. With help of this module you can import any order to your account for processing. Once the orders ar...
If you have multiple warehouses, you set a fulfillment priority in your channel settings. You can have different settings for each channel. Go to the Channel> Channel settings> Common and click Warehouse tab. You can select one of the options below from...
You can export your orders by warehouse from the purchase orders section if your warehouses are configured as your dropshipper suppliers or your Shipstation account is set up as an order receiver supplier (dropship order mode). From navigation panel, g...
You can easily request a Canceled/Refunded orders report through SA. Navigate to Reports > Request Reports on the left hand navigation menu Find Canceled/Refunded Orders Report and click on “Download” button A pop-up will appear after clicking on...
You can now set date filters for your orders in the StoreAutomator UI. You can access this from the Orders tab for all channels and can be used on multiple order sections. You can choose from our predefined date periods such as yearly, monthly, weekly o...
You can now create a pick list report for your orders using the StoreAutomator platform. After selecting your unshipped orders, you can export the SKU list with their pending quantities and titles. Here are the steps you need to follow: 1- Go to the “Or...
Order Export using Data Exchange (DX) Channel Order Export using Data Exchange channels are used to forward your order information and order file directly to your remote system from StoreAutomator via API Connection or FTP/SFTP connection. Daily and hou...
To forward orders from StoreAutomator to ShippingEasy you first need to complete the ShippingEasy integration. Here are the steps you need to follow: 1- When logged into your ShippingEasy account, navigate to “Settings”. 2- Click the “Stores & Orders...
You can trigger manual order forwarding for multiple items from StoreAutomator UI. You can use this feature if your orders haven’t been forwarded to your related marketplace. Here are the steps you need to follow: 1- Go to the “Orders>Sales Orders” tab....
To add VAT/TIN number to invoices created via Store Automator, please follow the steps outlined below. Please open navigation panel and select Settings Select “Global” under the Settings Select “Account Settings” under Global tab Please go to “Busine...
1) Purchase order details page. 2) Purchase order id (This ID is the “Channel Order ID” in your dropshippers’ account. If they search by Channel order id in their sales order, they can find their order as well.) 3) These arrows help you to go to the ne...
You can add shipping services (carriers) in Settings >Carriers Click "+ Add Carrier" within the Carriers section. Another box will pop up with a drop-down menu. You can choose your preferred shipping service. After selecting your shipping service, yo...
When an order is placed from one of your suppliers (drop shippers), StoreAutomator creates the Purchase Order automatically in your account. You can find your purchase orders in the navigation panel under “Orders”. This displays the following page: You ...
ADDING A NEW DROPSHIPPER AND CONFIGURATION SETTINGS This article will outline how to add a new dropshipper to your StoreAutomator account and understand the various configuration options. If you work with a dropshipper as your supplier then: 1) A dropsh...
You can forward your orders to Shopify for fulfillment. Our Dropshipping customers use this feature to forward orders they have received from another channel, to their Shopify account for fulfilment. This is especially useful when you are using SA as an...
Amazon FBA is supported by StoreAutomator. If you received an order in which you do not have any quantity available in your default warehouse but quantity available in your Amazon FBA warehouse, you can fulfill the order directly to the customer by crea...
You can ship your orders by using ShipStation on your StoreAutomator account. You can ship your orders by using ShipStation on your StoreAutomator account. ShipStation® is a multi-carrier shipping solution company for eCommerce retailers. They make it e...
You can manage your dropshipping business using StoreAutomator's dropshipping module. Dropshipping is shipping a product from a different warehouse or a store other than yours, which stores the actual product. Dropship capable manufacturers or storage f...
This article explains the basic guidelines of how Suppliers and Warehouses are set up in the StoreAutomator System. Introduction This article explains the basic guidelines of how Suppliers and Warehouses are set up in the StoreAutomator System. Suppli...
Detailed order search feature will give you the flexibility to filter your orders through specific fields. All Channels > Orders > Sales Orders Make a detailed search among your sales orders thanks to this feature. This feature will give you the flexibi...
Order history gives you insight on the order's date and time, when it was received, packed, shipped, received by the customer. Order history provides you with the information of the order date and time, when it was received, packed, shipped, received by...