Sales Orders

Everything you need to know about Sales Order Management functionality and best practices.

32 articles in this collection
Written by Michael Goldmeier, Mike Meck, Joshua Macklin and 3 others

Get to Know the Sales Orders View

Learn how to view, edit, and take action on your sales orders within Zentail

Written by Michael Goldmeier
Updated over a week ago

How Zentail Routes Orders

How Zentail knows where to route an order for fulfillment.

Written by Mike Meck
Updated over a week ago

Custom Order Channels

You can create custom channels that Zentail does not directly integrate with. These custom channels can be used for manual and API orders.

Written by Ziggy
Updated over a week ago

Custom Sales Order Reports

Learn how to create and export custom sales order and sales order line item reports. Generate order exports

Written by Ziggy
Updated over a week ago

Order Cancellation Rate

Impact of cancelled orders, cancellation rate requirements per channel, and tips for avoiding order cancellations

Written by Ziggy
Updated over a week ago

Data Protection Policy

Written by Michael Goldmeier
Updated over a week ago

Analytics

Business Analytics Overview

How to use the analytics feature on Zentail in order to leverage your data for smart decision making!

Written by Michael Goldmeier
Updated over a week ago

Accounting and Reporting Accuracy

Why you might see differences between your Amazon sales report and sales reports in Zentail

Written by Mike Meck
Updated over a week ago

How Zentail Calculates Cost

This article explains how Zentail gets the cost used for analytics.

Written by Mike Meck
Updated over a week ago

Statuses

Order Status Overview

Learn about order statuses including Pending, Pending Payment, Status Mismatch, Needs Attention and how to handle them.

Written by Ziggy
Updated over a week ago

How to Resolve an Alert to Clear an Order from Needs Attention status

Learn what it means when an order is in the Needs Attention filter on Zentail and how you can take action.

Written by Ziggy
Updated over a week ago

Partially Shipped Status and How to Take Action

The Partially Shipped order status shows your orders that Zentail believes were not shipped in full.

Written by Ziggy
Updated over a week ago

Common Orders Workflows

How to Implement Seller Fulfilled Prime

This article describes how to setup and manage Seller Fulfilled Prime (SFP) in Zentail.

Written by Ziggy
Updated over a week ago

Batched Shipments

How to generate and export a batch of shipping labels

Written by Michael Goldmeier
Updated over a week ago

Managing FBA Shipment Delays

Review common reasons for fulfillment delays for orders routed to FBA.

Written by Michael Goldmeier
Updated over a week ago

Manual Order Entry

You can enter orders manually for Custom Order Channels by clicking the pencil icon on the bottom right of the Orders page.

Written by Ziggy
Updated over a week ago

Picking Orders Using the Pick Slip

Use the Pick Slip to generate a list of SKUs, quantities and associated Zentail order numbers for fast shipping.

Written by Joshua Macklin
Updated over a week ago

Order Actions

How to Archive an Order

When to use this feature to resolve errors on orders and/or move them out of Needs Attention, Status Mismatch and Partially Shipped

Written by Lenore Studt
Updated over a week ago

How to Edit the Tracking Number of a Shipped Order

Learn how to update the tracking number of a Shipped order at the package level.

Written by Ziggy
Updated over a week ago

How to Import Order Tracking Information into Zentail

Use the Tracking Data report to import order tracking info into Zentail.

Written by Michael Goldmeier
Updated over a week ago

How to Cancel an Order

Learn how to cancel any Pending order in Zentail and how it's communicated to each channel.

Written by Ziggy
Updated over a week ago

How to Manually Route (or Re-Route) an Order to a Warehouse

Whether you need to route an order to FBA or the order was not routed to begin with, learn how to manually route orders.

Written by Michael Goldmeier
Updated over a week ago

How to Manually Ship an Order on Zentail

Enter an order's tracking info, carrier, cost and service level through the Orders view on Zentail; including international orders.

Written by Michael Goldmeier
Updated over a week ago

How to Reset an Order to Pending

Learn when and how to use the Reset to Pending function in Zentail

Written by Ziggy
Updated over a week ago

How to View and Edit the Ship To Address of an Order

Zentail will alert you in your Needs Attention section if the ship-to address on an order is invalid. Learn how to edit shipping addresses.

Written by Michael Goldmeier
Updated over a week ago

Common Order Errors & Alerts

Resolving a Facebook API Error on an Order

Couldn't send shipment notification: (The payment method used to make this purchase by the customer is no longer valid)

Written by Sami Syed
Updated over a week ago

Error fulfilling with FBA: The request must contain the parameter PerUnitDeclaredValue

How to understand and resolve this error message when routing an order to your fulfilled by Amazon (FBA) warehouse.

Written by Michael Goldmeier
Updated over a week ago

Refunds and Returns

How Refunds and Returns Work for Each Channel

A breakdown of where to issue a refund or process a return based on the marketplace where the order was made

Written by Ziggy
Updated over a week ago

How to Generate an RMA

How to create a return merchandise authorization (RMA) in Zentail

Written by Mike Meck
Updated over a week ago

How to Process a Refund

Learn how to complete a return by processing a refund for orders on Walmart Marketplace

Written by Ziggy
Updated over a week ago

Walmart Returns and Refunds

How to manage Walmart returns and refunds in Zentail

Written by Lenore Studt
Updated over a week ago

How to Receive Refunds for Late, Lost and Damaged UPS and FedEx Shipments

If your UPS or FedEx shipments are delivered late, lost or damaged, you may be entitled to refunds from these carriers.

Written by Mike Meck
Updated over a week ago