eCom Orders

The main Softera.eCom app document is eCom orders. These orders are used to record the information received from the e-shop without any checks or changes. Then, based on the eCom setup and the settings in the eCom shop page, standard BC orders are created from the eCom orders. The creation process is described in more detail in "Order processing". In this section, we will review the structure of eCom orders and the actions within them.

eCom orders are visible in the lists:

• "eCom Orders" and "eCom Return Orders”.
• "eCom Completed Orders" and "eCom Completed Return Orders".

All four order forms are the same, thus the eCom order page will be used for the description. And the choices are analogous for each pair of orders, so the "eCom Orders" and "eCom Completed Orders" pages will be used in the description.

All the listed eCom order lists can be accessed via search, via “eCom Setup”, “eCom Shop List” or a specific “eCom Shop”. The lists show the main information, for the full information You need to enter the eCom order page. Order fields and their values are listed below.

From eCom order lines, it is possible to see the information about the attributes sent for the lines. It is shown in Manage --> Order Line Attributes. The information in this list is not transferred to the sales order.

From eCom orders, you can go directly to the documents assigned to it:

• "Sales Order" from the eCom order form and list.
• "Sales Return Order” from the eCom return order form and list.
• ** "Posted Sales Invoice"** from the eCom order form and list (if there are posted sales invoices) and from the completed eCom order form and list.
• "Posted Sales Credit Memo” from the completed eCom return order.

From each eCom order, you can also view the "Shipment Label" and "Shipment Manifest" if their links are sent.

Other actions are detailed in the “Order Processing” and "Data Exchange" sections.

ORDER PROCESSING

eCom orders can only be created via API, i.e. users cannot manually create them. This section will describe the actions users can make on the BC side to process already created eCom orders. How orders should be sent to the system via API is described in the "Data Exchange" section.

The eCom order processing options are presented sequentially, in their standard order of execution. The processing of eCom orders and eCom return orders is analogous, so the steps for eCom orders are described in detail.

• Canceling an eCom order. An eCom order created can be canceled by following these steps:
  • Using the "Change Status" function, change the status to canceled (the status specified in the "Order Status Code - Cancelled" field in "eCom Setup"). The system will allow you to change the status if a sales order is not created from an eCom order, i.e. field "Sales Order No." is empty.
  • Using the “Move to Completed Orders” function, move the eCom order to the “eCom Completed Orders” list.

• Processing an eCom order. The created eCom order can also be processed manually if the setup in “eCom Shop” allows it. This is done using the “Create Sales Order” function. The system will perform the necessary actions according to the existing settings. If an error occurs, it will be recorded in the "Error Message" field of the eCom order. You can also view the error by clicking "Show error". Once the error is corrected, order processing can be re-initiated.

When a sales order is created (in any way), the system will enter in it "eCom Order No" and "eCom External Order No". The values ​​will also be transferred to the registered sales invoice. The values ​​are visible in the document list and in the document itself in the "eCom" tab:

• Viewing changes in eCom order statuses. The eCom order status is changed by the system based on the actions performed (the status is updated after the actions specified in the "eCom Setup"). The user can also change the status manually if needed. All status changes are stored in the "eCom Order Status Entries" list.

• Complete the eCom order. The created eCom order, if it was not completed automatically, can be completed by performing the following steps:
  • Using the "Change Status" function, change the status to completed (the status specified in the "Order Status Code - Completed" field in "eCom Setup").
  • Using the “Move to Completed Orders” function, move the eCom order to the “eCom Completed Orders” list.