This screen is the main screen where you manage and process orders and shipments. Every order that is retrieved in will be displayed in a list, no matter if you have linked one ore multiple Shopify sites. When you process an order and ship it out, the inventory is processed out of the system.
Open Orders
Click on any order listed to view details about it. You will be given a list of items on the order. The ordered quantity is how much needs to be fulfilled on the order itself. The picked quantity is how much of the order has been picked within the WMS and deposited to a staging location. In addition, you will also see a list of Picks, Shorts, and Staged inventory for this order.
Next to each order is a checkbox, under the Select heading. If you check this box, you can combine printing of packing slips or pick lists for each order. This can be time saving as it will not require you to click on each order, generate the document, print, and then go to the next. For Pick Lists specifically, using this will combine all orders onto the pick list. So if Order A calls for 5 units of SKU X and Order B calls for 2 units of SKU X, the resulting pick list will generate with a total quantity to pick of 7. Each order will still be displayed at the bottom of the pick list PDF. Combining picks can save time by avoiding travel time back and forth to the same location.
Action Buttons
For each order, you can perform actions directly from the dashboard.
To print a packing slip of this order, click the Packing Slip button. A PDF of the packing slip will display for you to print. You can configure the packing slip using the WMS Preferences screen.
To print a pick list, click the Pick List button. A PDF will be displayed that you can provide to a user to pick this order. The pick list will contain the total item, quantity, and a barcode of the SKU for the user to assist in picking total quantities.
The next icon allows you to start picking this order. It is a shortcut to the Pick Inventory screen.
The next icon is to begin unpicking any inventory from this order. It is a shortcut to the Unpick Inventory screen.
Finally, the last icon is to assign picks for this order to a user. It is a shortcut to the Create Assignment screen.
Picks
This section shows you all possible locations you can pick inventory for this order. This list will show inventory that has a status of “Good.” Keep this in mind in case you have inventory but it is not displaying here. It may be that the location is either being counted or is in Error status.
Shorts
This section shows you items, along with quantities, that you are short of to fulfill this order. If an order is for 10 units of SKU A and you only have 5 units in inventory, you will see a Pick available for 5 but will also see a Short for 5 as well.
If you have Shorts listed but you have inventory, verify the location status is Good. Otherwise, you can use this information to determine next steps for your order. If you expect to have the short item in inventory soon, knowing you have orders requesting it may help you prioritize receiving it in over other items.
If you do not expect to have the inventory on hand to fulfill this order in a reasonable time, we recommend you update the order in Shopify for the amount you can fulfill and inform the customer the item is out of stock. If the customer wants to receive the short item later, create a separate order in Shopify with the short item. This will essentially split the order. When you retrieve into EmissaryWMS, it will be on its own order, which you can fulfill when inventory is available. The original order will be fulfillable at this point.
Staged
This section shows how many items have been picked to Staging locations and where they have been picked to. You can set up Staging Locations in the Location Configuration screen. You can have one or multiple Staging Locations, depending on your use cases. If you have an item that shows a Picked Quantity of 5, you will have a total Staged Quantity of 5.
Order Details
This section shows additional information about the order, such as the customer, site the order originated from, and the address to ship it to. It also contains fields you can use to input shipping information, such as the carrier and tracking number.
A note about these fields: If you use a barcode scanner, you can scan the tracking number of a shipping label and the Shipping Dashboard screen will automatically scan that to the Tracking field, along with setting the appropriate carrier. For example, if you generate a shipping label from Shopify, FedEx.com, or a third party shipping app and the carrier is FedEx, scanning the generated label will automatically put the tracking number in the field and change the Ship Via to FedEx. This feature works for FedEx, UPS, and USPS labels.
If you are working on an order and want to share internal notes between you and other users, you can enter that into the Order Notes field. This can be useful if an order is handed off to another user so they can see anything the previous person wrote, or if there are specifics about this order. For example, if an order is short but you expect the short items to arrive, you may want to put in “Short items to arrive tomorrow.”
The next two fields determine if Fulfillments and Notifications should be sent to the customer when the order is closed. The default value for these fields are set on the WMS Preferences page. You can override the defaults for any order by changing the value on the Shipping Dashboard.
Creating a fulfillment is what signifies in Shopify that an order has shipped (aka “fulfilled”) by you. It will contain the carrier and tracking information you set for this order on the Shipping Dashboard screen. When you view the order information within Shopify directly, the carrier and tracking number will be displayed.
It is recommended to set this field to Yes if you are solely using EmissaryWMS to process your order data to Shopify. Even if you generate shipping labels via another app or within Shopify directly, this should still be set to Yes. If you are marking your orders as shipped through another app with Shopify and that app is already sending fulfillment information to Shopify, set this value to No.
If EmissaryWMS sends order fulfillments, you can also specify whether the customer should be notified by Shopify that orders have been processed and shipped. Setting this field to Yes will notify customers this order has shipped.
If you have another app or process that handles notifying customers of their orders, you should set this value to No. Otherwise, setting it to Yes will ensure customers get notified of fulfilled orders and automatic tracking status via Shopify.
Close and Ship Order
When the order has been fully picked and you are ready to ship the order, click the Close and Ship Order at the bottom. This will bring up a window asking you to confirm you are shipping this order. Click Ship Order to confirm.
At this point, inventory is removed out of the WMS from the Staging location, the order is marked as shipped, and depending on the values, a fulfillment and notification will be sent to the customer. If the order was marked to Send Fulfillment, the order will be marked as Fulfilled on the Orders page in Shopify.
Closed Orders
Once an order is closed, all personal information about the customer is removed from EmissaryWMS. The only details about the order that are not are:
- Order Number from Shopify
- Ordered Items and Quantities
- City and State
The customer name and addresses are removed. This is to protect the privacy of your customers’ data and to mitigate any risk associated with it. EmissaryWMS is an inventory system and not an order management system. So the decision was made to reduce risk by clearing any personal identifiable information once an order has been shipped. Note: the order details are still available within Shopify for you to review, should you ever need to.