This article will explain how to properly keep a close eye on orders, regardless of their status, to make sure all order are proceeding as expected. This can be very import in reducing and prevent the number of cancelled orders you may have by making sure nothing is happening with an order that you are not aware of.
Suggestion: When placing order we find it best practice to use the same email for all purchases. This will keep order information and searching for information easier in the up coming steps.
Step 1 - Entering order info when purchasing
When you wish to enter information with a sale, you click the check box to the left of the sale, then choose “edit.” Please see below.
b. By clicking this the following pop up will appear
c. Here you can enter all the important information for an order, you will want fill out all attributes displayed
Step 2 - Using emails from the source to update your dashboard
Once a day you will want to clear the inbox for the email your using for purchases., What we mean by this is go through all emails in your inbox from sources that are either order confirmation emails or "your order has shipped" emails and update the status for that order in your dash.
Since you entered your source order number into the dashboard when purchasing you can simply search this source order number on your home page to now update your order, see screenshot below.
Step 3 - Checking Bought Orders for Progress
When you purchase and item you will want to change the status from "need to buy" to "bought". The first statues we want to check to ensure orders are flowing properly is the "bought" status. When you receive a confirmation email for the source you will change the status to "Confirmed". If the order flow is proceeding as planned then this will be done in step 2 above. If not we may have an issue.
Making sure your order are being moved from the bought to confirmed status can be important in catching when there are issues with the source or with your payment method.
1. On your RealArb partner dashboard home page you will want to select the bought status for order, shown in the screen shot below, This will pull up all orders that currently have the bought status.
2. Now that you have all your "bought" status orders up you will want to take a look at the date bought attribute and compare to todays date. If any order has gone 48 to 72 hours with out a confirmation email you may have an issue you need to look into and resolve.
Step 3 - Checking Confirmed Orders for Progress
Similar to the step 2 we also want to make sure all of our confirmed orders are being shipped out and progressing as planned. You change "Confirmed" to "Tracking confirmed" when the source sends you the "your order has shipped" email and provides the tracking.
This can be used to identify when there is an issue with the source, your payment method, or if the source is having stock issues and not communicating this. This way you can replace the order to prevent a cancellation and get your money back for the original order you placed. If the order flow is proceeding as planned then this will be done in step 2 above. If not we may have an issue.
1. On your RealArb partner dashboard home page you will want to select the "Confirmed" status for order, shown in the screen shot below, This will pull up all orders that currently have the "Confirmed" status.
2. If any order has a status change date (when you updated it from bought to confirmed) or a purchased date that is 7 days or more from the day you are checking you may have an issue that need to be looked into. You will want to make sure you did not miss the shipped email and igf you did not you will want to make a call whether you should reach out tot he source for an update or place another order and cancel the original.
This will help prevent orders from going past their ship by dates.
Step 4 - Checking "Tracking confirmed" Orders for Progress
Similar to the steps 2 and 3 we also want to make sure all of our "Tracking confirmed" orders are arriving and being marked the next step in the flow which is "Shipped" which means shipped out to your customer, as planned. This can be used to identify when there may have been lost in the mail, and you can then get your money back from the source and place another order to prevent a cancelation. If the order flow is proceeding as planned then this will be done in step 2 above. If not we may have an issue.
1. On your RealArb partner dashboard home page you will want to select the "Tracking confirmed" status for order, shown in the screen shot below, This will pull up all orders that currently have the "Tracking confirmed" status.
2. For "Tracking confirmed" orders we google the tracking number for all order that have been this status for 5+ days to ensure there has been movement with the tracking number.
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The remaining status are not used for this order flow organization but can be very helpful in organizing your return flow process.