Order Capture & Management

Our OMS helps multi-channel merchants capture Orders across all their Sales Channels and manage them from one control point.


Capture Orders across all of your Sales Channels

Centralise your order management by consolidating Orders from multiple Sales Channels into one unified OMS for fulfilment.

Depending on where you sell your products, this may include:

  • Multiple eCommerce websites: Manage and track Orders across various websites from a single control point.

  • Physical stores: Collect Orders placed in physical retail locations by assigning them to registered customers or processing them as guest transactions.

  • Third-party marketplaces: Sync Orders generated from third-party platforms such as Amazon and eBay directly into the platform for fulfilment.

  • Pop-Up Stores: Set up temporary Sales Channels for specific events or trade shows, capturing Orders on the go.

Custom Order Number Prefixes by Sales Channel

Add custom Prefixes to Order Numbers by Sales Channel. For example, add 'AMZ' as a prefix for your Amazon Orders.


Automatically allocate stock to Orders

When you receive a new order, Venditan Commerce's Part Allocation process will automatically allocate available stock to it.

The process works in the background to assess your Stock Levels, allocate items to open Orders, and move them to the beginning of the fulfilment cycle where they can be added to a Picking Group.

It follows a first-in, first-out (FIFO) method, prioritising older Orders before newer ones to ensure timely fulfilment.

The process also efficiently handles stock deallocation for orders that have been cancelled.

Manual stock allocation supported

We can enable manual stock allocation, allowing you to prioritise specific customers or orders as needed.


Track orders with custom Order Statuses

Monitor the progress of orders with Order Statuses.

Our standard Order Statuses are below.

Status
Summary

Accepted

The Order has been received and confirmed.

Processing

The Order is being prepared for fulfilment.

Picking

The products for the Order are being selected from your inventory.

Packing

The picked products are being packaged for shipping.

Dispatched

The Order has been shipped to the customer.

Collected

The Order has been collected by the customer.

Returned

The customer has sent the Order, or part of the order back.

Payment Declined

The payment attempt for the Order failed.

Awaiting Payment

The Order is pending payment before fulfilment can proceed.

Open Credit Note

A Credit Note has been issued but has not yet been processed.

Posted Credit Note

The Credit Note has been applied to the Customer Account.

Cancelled

The Order has been cancelled and will not be fulfilled.

Custom Order Statuses

Is your fulfilment workflow unique? We can support custom Order Statuses to build your order fulfilment flow into Venditan Commerce.


Review and edit your Orders

Once a customer places an Order through any of your Sales Channels, it will automatically appear in the Orders areas of Venditan Commerce.

This interface is filterable, allowing you to easily navigate between Orders based on Order Status, Branch, and User, or by searching using Order Number, Date, or Customer Name.

Review Order Information

You can open an Order to review its information.

Standard information held against an Order will include:

Data
Summary

Order Date/Time

The date and time the Order was placed.

Contact Details

The name, phone number and email address of the Customer.

Addresses

The billing and delivery addresses for the Order.

Order Number

An automatically generated individual code for each order, e.g. XCUS001.

Order Source

The Sales Channel that generated the Order.

Order Lines

A detailed breakdown of products, quantities, prices and stock availability within the Order.

Order Status

The current status of the Order.

Totals and Tax

Review total amounts, Tax breakdowns, and applied Offer Codes.

Payment Method

Verify the payment method used for the Order.

Account Summary

View Customer account balance if the order is paid by invoice or credit.

Dispatch Status

Check the order's Dispatch Status.

Delivery Information

Access details such as Shipping Weight and the number of boxes required to pack the Order.

Order Notes

Read any notes attached to the Order.

Order History

Review the customer's past Order History.

Edit an Order

You can make the following adjustments to open Orders.

Action
Summary

Change Delivery Address

Update the Delivery Address as needed.

Change Delivery Method

Upgrade or alter the Delivery Method for the Order.

Apply Offer Codes

Retrospectively apply a Discount Code to the Order.

Modify Order Lines

Add, remove, or edit Order Lines, or copy in products from another Order.

Add Order Tags

Attach Order Tags for better organisation and tracking.

Add Notes

Include internal notes for reference and communication.


Manually create an Order for a Customer

Manually create Orders and assign them to Customers from within Venditan Commerce.

Initiating the Order

Manual order creation is initiated from the customer's Account.

If they don't have an Account, you must create them as a Customer first.

Creating the Order

When manually creating a new Order you can:

  • Create the Order: Add Order Lines and specify quantities for each item within the Order.

  • Update Product Information: Update the Product Titles to set custom Order Line descriptions.

  • Allocate Stock: Specify preferred Stores and Bins for stock allocation.

  • Apply Discounts: Apply Discounts to the Order.

Taking Payment

Once the Order is placed, you can process payment in the following ways:

  • Cardholder Not Present: Enter credit or debit card details to be securely processed by your integrated payment gateway.

  • Non-Transactional Payment Types: Apply a credit to the Customer’s balance without processing a payment through Venditan Commerce, assuming it’s handled externally, e.g. A cheque.

  • Balance: If the Customer has an existing, unspent balance, you can skip the payment process and use their available balance to complete the Order.

  • Pay By Link: Send an email with a link to request payment.


Automatically hold Orders using rules and thresholds

Automatically hold Orders based on configurable Order Rules and thresholds, allowing you to manage potential issues before they escalate.

This feature helps ensure that Orders meeting specific criteria are paused for review or further action, preventing errors or delays in fulfilment.

By default, we automatically hold Orders pending payment confirmation or if the payment method is not working.

We can also define custom thresholds that trigger holds, such as Order Values exceeding a certain amount, or unusual order patterns.


Cancel an Order

You can cancel an Order at your discretion.

If stock is allocated to the Order, Part Allocation automatically returns it to your inventory and makes it available for another.

When cancelling an Order, you can select a Cancellation Reason for future reference—you can choose from preset options or create your own.

Our standard Cancellation Reasons are:

  • Customer Cancelled

  • Suspected Fraudulent

  • Received Marketplace Cancellation Instruction

  • Test Order

  • Order Merged


Automatically or manually split Orders

Split a single Order into two or more separate Linked Orders.

This feature can be configured to work automatically based on predefined rules, or for manual use at your discretion.

Orders can be automatically split when conditions are met, such as different product lead times or fulfilment from multiple .

We can also enable partial fulfilment, which allows you to fulfil a portion of an Order and split off the remaining unfulfilled items into a separate, linked Order.

This is especially valuable in B2B eCommerce, where fulfilling Bulk Orders in waves can be crucial to meeting customers’ needs.


Create and manage your Order Tags

Organise and categorise your orders with Order Tags.

Order Tags allow you to quickly identify, sort, and filter orders based on the tags you have applied. You can also group related Order Tags using Tag Groups for easier management.


Email the Customer about the Order

Communicate directly with Customers by sending an email update from the Order View screen.

This feature lets you send personalised, ad-hoc order updates or address specific concerns outside the standard automated order communication.


Mark an order as Urgent

To expedite the fulfilment process, you can mark an Order as Urgent.

This prioritises the Order within Venditan Commerce, visually highlighting its importance to your team and ensuring it receives immediate attention throughout each stage of fulfilment.


Identify your Problematic Orders

Quickly list Problematic Orders to investigate the issues or place the orders on hold until the problems are resolved.

Orders may be flagged for issues such as failed invoicing, invalid HMRC codes, exceeded shipping weight, or incorrect postcodes.

This helps you to identify errors early, preventing delays in fulfilment.

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