Orders Introduction
  • 31 Aug 2023
  • 2 Minutes to read
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Orders Introduction

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Article Summary

One of the core features of ShopCtrl is order management (fulfillment and shipping of orders).

The system features a complete order management cycle from an order, printing invoice, and marking it shipped. Which is capable of downloading orders automatically from many different channels (eBay, Amazon, Magento, wooCommerce, and other websites), merge the orders with payment files, and follow up on the sale (where the facility exists).

One of the system's unique features is the ability to link order management to your inventory control. Whenever the order is placed and processed, the stock level will be modified accordingly and then pushed back to all of the other channels that you sell the same item on, therefore reducing the risk of overselling.


Incoming orders

ShopCtrl imports orders from all your sales channels. Examples of sales channels are:

  • Marketplaces like eBay and Amazon
  • Shopping platforms (i.e., Shopify, Magento, BigCommerce etc.)
  • Custom-developed shopping platforms
  • Manual / Phone orders

The orders grid window is fully customizable and is the starting point of any actions around the order process:
orders-grid

Filtering orders

The ShopCtrl order filter is a compelling feature to help you create selections based on predefined filters. ShopCtrl even enables you to define unlimited preset filters.

The filter panel is located in the orders section.

Search by keyword

The ‘keyword’ filter shows you all the orders which match the provided keyword.

Filter by date range

Retrieve a list of specific orders within a specific date range.
order_filter_date

Filter by status

ShopCtrl supports dozens of order statuses. You can even define custom order statuses.
order_filter_status

Select a status and/or several statuses to show all the applicable orders.

Filter by product
Shows all of the orders containing product defined.

Filter by product group
Shows all orders containg products from the product group selected.

Filter presets
You can even create your own preset filters based on a custom conditions and save them for future use. Preset filters can be personal or company-wide.

order_filter_preset_panel

In the example above, two preset filters are defined.

How to create a new preset filter

Click the ‘Add’ button to create a new preset filter.

order_filter_preset_conditions

  1. Provide a valid name
  2. Choose the preset level
    • Personal - Only displayed in your own ShopCtrl environment. The preset filter is not shown to other users within your organization.
    • Global - Display the preset filter for all users within an organization.
  3. Please note, the preset level may not be visible at all times. Only the admin account can create global presets.
  4. Define filter conditions. Add unlimited rules with custom conditions
  5. Click ‘Save and Apply’ to store the preset.

What's Next