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Processing orders

Step 1: Understanding the basic Order page layout

The Orders page consists of the following components –

  1. Order status tabs – Click on different tabs like “New orders”, “Confirmed”, “Ready to ship” etc. to access orders in the respective status. Click “All orders” if you want to see all records.
  2. Filters – Filters like Date, Order number are displayed upfront. Click on the “Filter” icon to access all other filters like Shipment status,
  3. Bulk action buttons – Use these for bulk actions on multiple orders
  4. Order line items – The various components of the order. Click on the + signs to get more information. The “Order status” has various action buttons to process a specific order.

Step 2: Navigating an order through different Stages

  1. New Orders Tab
    ShipTurtle’s integrations automatically fetch orders from your channels after setup. Use the refresh button on the top right if required. You can also add new orders in ST if you have added an Offline channel.
    In case you have enabled multi vendor setting, ShipTurtle automatically splits the orders into vendor-wise components basis your product masters. The freight and discount is also divided in proportion to the product values.
    Once an order is fetched, you have 3 options –
    1. Confirm orders which you want to process right now
    2. Hold orders which you want to process later
    3. Cancel orders which you do not want  to process

    Before confirming an order, check for errors, displayed as a (!) symbol on the relevant cells –
    1. Product Tax mapping – This is needed for generating invoice with taxes
    2. Customer address – Correct addresses basis requirement from your carrier partner. For example – address line has characters restrictions
    3. Product dimensions and weight, selected carrier – Required to generate a shipping label.
    Note – Shipturtle will not allow you to create a wrong Invoice or Shipping label if details are missing
  2. Confirmed Orders Tab
    The user can process the order in the step. This includes 4 steps –
    1. Generating a picklist which helps your picker gather products for all the orders you have confirmed
    2. Creating Shipping label for the orders where products are available (Read more – Generating Shipping Labels Help)
    3. Creating Invoices for the orders where products are available (Read more – Generating Invoice Help)
    4. Emailing the order details, along with the Shipping label + Invoice as attachments to the defined email addresses in the system. (vendor email in case of multi-vendor
    )
    Once these 3 steps are over, the user can move the order to Ready to Ship stage.
    Note – these steps can also be taken in the “New Orders” tab.
  3. Ready to Ship
    Once the order has been marked as Ready to Ship, the user can create a manifest for the orders or mark orders for Dispatching. The options to generate Shipping label, Invoices and Email is also available in this module.
    After this step, the orders move to “In Transit” stage.
  4. Pickup
    Manifests created for all orders are automatically displayed here. There will be a separate manifest for each Carrier X Pick up address combination.
    For each manifest, the user can schedule or cancel pickup.
  5. In Transit
    The user can track the status of the order here across different stages like – Awaiting pickup, In Transit, Out for delivery etc.
  6. Delivered / Returned
    Delivered or Returned are the logical endpoints of a carrier. ShipTurtle’s automatic tracking utility for several carriers makes this easy. At the end of delivery, the user has access to a host of analytics for reconciling freight costs, payment receipts as well as shipping TAT.

Step 3: Link between Shipment Tracking and Order status

Once a label is generated, Shipturtle will automatically assign the correct Order status basis the Shipment tracking status. For example – if a shipment is delivered, the order will automatically move to the correct tab “Delivered”

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Want to know more?

Reach us at

E-mail : team@shipturtle.com

Phone : +91 902 231 6865

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