Order Management System

Introduction

Fynd Platform provides an Order Management System (OMS) for managing orders that originate from all your sales channels. It is a reliable enterprise-grade system to supervise the workflows of ordering and fulfilment.

Figure 1: Orders - Main Screen

Figure 2: Orders - Intro

1. Stages of Order

   • Placed orders go to New stage
   • Confirmed orders go to the Processing stage
   • Rejected orders go to the Returns stage
   • Orders from all these stages are present in the All stage.

2. Available Filters

   • Date Range filter - You can filter the orders based on a specific date range. The default date range is 1 week, which means you can view all the orders placed in the past 7 days. Moreover, the date filter has additional options to list the orders based on the following criteria:

     • Today
     • Last Week
     • Last Month
     • Last 3 Months
     • Last 6 Months

     
     

     Figure 3: Date Range Filter
     

   • Store filter - Filter the orders based on the selling locations (stores) to which they are assigned.

     
     

     Figure 4: Store Filter
     

   • Status filter - Filter the orders based on their current state. Click here to view all the available states in this filter.

     
     

     Figure 5: Status Filter
     

   • Sales channel filter - Filter the orders according to the sales channel from which they originated. It could be your website, marketplace or a franchise channel (available sales channels are displayed on the left).

     
     

     Figure 6: Sales Channel Filter
     

   • Search Type & Search bar - Before using the search bar, select a parameter from the 'Search Type' drop-down. Select Auto to automatically find an order by its Order ID, Shipment ID, Phone Number or Email ID entered in the search bar. The other types of search include:

     • Channel Order ID - If you haven't selected anything from the Sales channel filter, select this option to search order by its Order ID.
     • Channel Bag ID - Search order by its Bag ID.
     • AWB Number - Search order by its Air WayBill tracking number.
     • Invoice ID - Search order by the invoice number entered during invoicing.
     • SKU Code - Search all orders containing the product that has the entered SKU identifier.
     • EAN - Search all orders containing the product that has the entered EAN number. Click here to know more about SKU and EAN.

     
     

     Video: Using the Search bar in OMS
     

3. Orders from Customers

   Here you can view all the orders from your customers. A typical order would have the following content:

   • Phone Number of the customer
   • Email ID of the customer
   • Order ID
   • Date and time of placing the order
   • Product image, name, quantity and price
   • The current status of the product

   You can learn more about these in the Order Processing Lifecycle section.

4. Bulk Operations

   You can perform the following bulk operations on your orders:

   • Update the shipment status through picklist (for e.g. New to Confirmed, Processing to DP assigned, etc.)
   • Generate invoices and labels in bulk (get a downloadable PDF file in the Exports page)
   • Generate manifests in bulk (get a downloadable PDF in the Exports page)

   
   

   Figure 8: Bulk Operations
   

   You can learn more about these operations in the Bulk Processing section.