BeezUP allows you to easily manage orders from the marketplaces.
By clicking on the «Orders» tab on the left BeezUP menu, you can directly see all received orders but also update their status.
This article will tell you more about how it works.
SUMMARY:
1. See your orders
Once you are on the «Orders» page, you can choose which orders to display, by using the following filters:
Order purchase date.
Marketplace that generated the order.
Status of the order.
Orders with or without invoice (Only applies if your subscription includes invoice generation).
Synchronized or not synchronized orders (Only applies if you use one of our modules, or you fill in the merchant order ID by API: if the merchant order ID has been filled out, we consider this order to be synchronized).
Order ID indicated by the marketplace.
Your company order ID (Only applies if you use one of our modules, or you fill in the merchant order ID by API).
Customer Name (You must first filter by marketplace).
Then click on "Apply filters" to only display orders matching your filters.
You will see an overview of each order: purchase date, marketplace, order ID, merchant order ID, customer name, total amount of the order and status.
Each order has two additional icons on the right:
Fulfilled by: an order can be fulfilled by the seller or by the marketplace (for example, an Amazon FBA order will be shipped by Amazon). If it's fulfilled by the seller, you will see a store icon. If it's fulfilled by the marketplace, you will see the marketplace logo.
Details: you can click on this button to see all the information for the specific order.
☑️ You can then export all orders in a CSV file with all details by clicking on the "Export" button on the top right of the results.
BeezUP order status:
These are the definitions of each BeezUP order status:
New: this order just appeared on the marketplace, you need to accept (or refuse) it.
In progress: this order is being prepared, once ready: ship it.
Cancelled: this order has been canceled and/or refunded.
Shipped: this order has been shipped.
Closed: this order has reached a final status, it cannot be updated anymore.
Pending: the marketplace has not validated the payment. The customer information is not yet available.
UserCancelled: the customer has canceled this order.
✅ Important: depending on marketplaces, all status might not be available, and possible actions might also be different.
2. Update one order status
Once you've identified the order you want to update, you can see more information by clicking on the details button.
You will then see :
✔️ Order details
Order ID
Purchase date
Marketplace status
BeezUP status
Total amount
And some other details coming from the marketplace
✔️ Shipping and customer information (not all details are available on all marketplaces)
Customer name
Shipping address and details
Phone number
Email
✔️ Available options to update the chosen order
On the example below, it's possible to ship the order or refund it. By clicking on the desired action, you will see a pop-up where you must indicate certain information in order to apply the status change.
For example, to ship an order, you must indicate the carrier and the tracking number.
Once you fill in the information and confirm the action, your order will take a couple of minutes to be synchronized with the marketplace.
Once the marketplace confirms the status update, we will update it on BeezUP as well.
3. Order Management API
In order to manage your orders within your own ecommerce solution, BeezUP provides an API that allows you to:
Retrieve all marketplace orders
Get details of a specific order (products, shipping, buyer, etc)
Update order status (by providing tracking information)
In order to set up and use this API, a full documentation with a call simulator is available within the «API» page on the top right menu:
You will find your credentials on the «Details» page > «Api» tab:
4. Auto-accept orders
Some marketplaces (Cdiscount, RueduCommerce, PriceMinister, etc.) require for you to accept orders, before being able to ship them.
In most cases, the client information is not available until you accept it (orders with New status).
To avoid having to manually "accept" orders, BeezUP can do it for you!
Once you enable the auto-accept feature, all New orders will be automatically be accepted!
You can choose which marketplaces to enable, by going to the «Auto Accept» page within the «Orders» menu. Do not forget to save your settings. 😉
⚠️ Warning: BeezUP cannot be held responsible for any consequences of an order auto-accept if you then cannot ship it.
5. Invoice Generation
BeezUP lets you generate and personalize order invoices (if your subscription includes it).
Here are the steps to follow:
Go to «Invoice Settings» section located in the main left menu within «Orders».
Define your general settings: language to use (french or english), VAT rate on products and shipping, Invoice number prefix (so that all your orders number start with the same value), and number from which starting order generation.
Do not forget to save your settings. 😉
Set your invoices design: Within the «Invoice Settings» page, you are able to customize both header & footer using an HTML editor.
If you know HTML, feel free to use the "code" option by clicking on 1st button "<>".
Once your settings are saved, you can then click on the “Generate Invoice” button, available in 2 locations:
➡️ Unitary invoice generation
You can generate the invoice while on the order details page:
Or thought the orders overview:
➡️ Invoice generation in bulk
On the orders overview, you can select several orders and perform bulk actions, including generate invoices.
Once the invoice has been generated, it will be available to view or to export as a PDF. You will see these new options next to the order info in the overview:
As well as in the order detail:
⚠️ Warning: BeezUP cannot be held responsible for any consequences of an invoice not satisfying your country's regulations.
6. Orders push notifications
Since early 2021, BeezUP deployed a new innovative feature: Orders push notifications.
Rather than using old-fashioned “Pull” that makes your server calling BeezUP API at a predefined frequency to get hypothetically new or updated orders, you can now subscribe to BeezUP order events.
It means that every time a new order is fetched or updated on BeezUP side, we contact your server right away, through the predefined set URL.
Benefits : BeezUP originated orders update time minimization & numbers of call being also significantly reduced
Setup: Go to sub menu «Orders» > «Push notifications», all details are available there.
👉Please note that to benefit from this functionality, a development should be done on your side. If you have general questions on the use of this functionality, do not hesitate to contact our support team. If you have a technical questions, you can contact our developers directly here.