Managing Orders

Managing orders efficiently is essential for fulfillment operations. OmniOrders provides powerful tools to handle individual orders and perform bulk actions on multiple orders at once.

Finding Orders First

Before managing orders, you’ll need to find them using filters and search. See Orders Overview to learn about viewing, filtering, and finding orders.

Quick Tip

Select multiple orders using checkboxes to access bulk operations. The Bulk Action Toolbar appears automatically when you select orders, giving you quick access to common actions like holding, releasing, or sending orders to fulfillment locations.

Why Does Order Management Matter?

Efficient order management keeps your fulfillment operation running smoothly. OmniOrders lets you act on individual orders or process hundreds at once with bulk operations — hold, release, route to a location, cancel, clone, or verify addresses — without leaving the Orders view.

Save Time

Process multiple orders at once with bulk operations instead of updating orders one by one.

Stay Organized

Use status changes to track order progress and manage fulfillment workflows effectively.

Control Fulfillment

Route orders to specific fulfillment locations and manage order assignments flexibly.

Handle Exceptions

Quickly identify and fix order issues with verify address, hold, and reopen actions.

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Individual Order Actions

Each order has a menu with actions you can perform. The available actions depend on the order’s current status.

Accessing Order Actions

1. Find the Order

   Navigate to the Orders view from the sidebar menu.

2. Open Actions Menu

   Click the three-dot menu icon (⋮) on the right side of any order row.

3. Select Action

   Choose the action you want to perform from the dropdown menu.

Available Order Actions

Edit

Modify order details. Only available for orders in Draft status.

View

Open a detailed view of the order to see all information including shipments, products, and customer details.

Verify Address

Validate the shipping address to ensure accurate delivery. Not available for draft, closed, error, on hold, or cancelled orders.

Re-Open Order

Return a closed or cancelled order back to open status to allow further operations.

Hold Order

Temporarily pause order fulfillment. Useful when waiting for customer clarification or inventory. Not available for draft, closed, cancelled, or already held orders.

Release Order

Remove the hold status and resume order processing. Only available for orders currently on hold.

Close Order

Mark the order as complete. Closed orders cannot be modified further. Not available for already closed orders.

Cancel Order

Cancel the order completely. Not available for already closed, error, or cancelled orders.

Send To Location

Assign the order to a specific fulfillment location (warehouse). Not available for draft, closed, error, on hold, or cancelled orders.

Clone Order

Create a duplicate copy of the order with the same settings and products.

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Bulk Operations

When you need to perform the same action on multiple orders, use bulk operations to save time.

Using Bulk Actions

1. Select Orders

   Check the boxes next to the orders you want to update. You can select multiple orders across different pages.

2. View Bulk Toolbar

   The Bulk Action Toolbar automatically appears at the bottom of the screen showing how many orders are selected.

3. Choose Action

   Select from Quick Actions (Hold, Release Hold, Send to Location) or click “Show More Actions” to see all available bulk operations.

4. Confirm Action

   Review the selected orders in the dialog that appears and confirm the action. The system will process all selected orders.

5. Check Results

   A success message shows how many orders were processed. The selection clears automatically after the action completes.

Quick Actions

These actions are immediately visible in the Bulk Action Toolbar:

• Hold Orders: Put all selected orders on hold at once
• Release Hold: Remove hold status from all selected orders
• Send to Location: Assign selected orders to a specific fulfillment location

More Bulk Actions

Click “Show More Actions” to access additional operations:

Order Status Management:

• Close Orders: Mark multiple orders as complete
• Reopen Orders: Return closed orders back to open status

Order Management:

• Clone Orders: Create duplicates of selected orders
• Change Location: Reassign orders to different fulfillment locations

Destructive Actions:

• Cancel Selected Orders: Cancel multiple orders at once (use carefully - this action cannot be undone)

Important: Bulk Cancellation

Cancelling orders in OmniOrders does not automatically cancel them at fulfillment locations (warehouses, 3PLs, etc.). Always verify with your fulfillment location before cancelling orders to avoid duplicate shipments or inventory issues.

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💡 Best Practices

Use Bulk Actions Wisely

Always review the list of selected orders before performing bulk operations. Start with a small test batch when trying bulk actions for the first time.

Verify Before Cancelling

Check with your fulfillment location before cancelling orders that may already be in process. Cancelling in OmniOrders doesn’t automatically stop warehouse operations.

Use Hold for Exceptions

Put orders on hold when you need time to resolve issues like address verification, inventory shortages, or customer questions. This prevents orders from being shipped incorrectly.

Save Common Filters

Create and save filters for order views you check frequently (like “Orders on hold” or “Orders ready to ship”). This saves time navigating back to important order groups.

Clone for Similar Orders

When creating multiple orders with similar products or settings, clone an existing order and modify the details instead of starting from scratch.

Monitor Feed History

Regularly check Feed History after bulk imports to catch and fix errors early. Address errors promptly to keep orders flowing smoothly.

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Troubleshooting Common Issues

Orders Stuck on Hold

Problem: Orders remain on hold status even after resolving issues.

Solution:

1. Select the held orders using checkboxes
2. Click “Release Hold” in the Bulk Action Toolbar
3. Confirm the action to resume order processing

Cannot Cancel Order

Problem: The Cancel option is disabled or grayed out.

Solution:

• Orders already closed, in error status, or already cancelled cannot be cancelled again
• If the order has active shipments, you may need to cancel shipments first
• Check with your fulfillment location if the order is already being packed or shipped

Bulk Action Not Working

Problem: Bulk action completes but some orders weren’t updated.

Solution:

• Review the action result message - it shows how many orders were successfully processed
• Some orders may not be eligible for the action based on their current status
• Check individual orders that weren’t updated to see if they have restrictions

Address Verification Fails

Problem: “Verify Address” action shows errors.

Solution:

1. View the order details to see specific address validation errors
2. Edit the order (if in draft status) or contact the customer to correct the address
3. Common issues include missing apartment numbers, incorrect ZIP codes, or PO box restrictions

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Next Steps

Now that you understand order management actions, explore these related features:

• Orders Overview - Learn to view, filter, and find orders
• Order Status & Workflow - Understand order statuses and lifecycle
• Creating Orders - Create new orders manually
• Editing Orders - Modify draft orders before processing