> For the complete documentation index, see [llms.txt](https://docs.hotwax.co/documents/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.hotwax.co/documents/retail-operations/orders.md).

# Orders

- [Order Manager](https://docs.hotwax.co/documents/retail-operations/orders/order-management.md): Use Order Manager to assess order flow, investigate exceptions, and complete order-management work.
- [Funnel](https://docs.hotwax.co/documents/retail-operations/orders/order-management/funnel.md): Assess order flow, prioritize exceptions, compare facilities, and manage fulfillment-sync settings.
- [Find orders](https://docs.hotwax.co/documents/retail-operations/orders/order-management/find-sales-orders.md): Find a specific order, investigate groups of orders, and complete permitted bulk actions.
- [Find customers](https://docs.hotwax.co/documents/retail-operations/orders/order-management/find-customers.md): Find the correct customer record and continue to the customer detail workspace.
- [Customer details](https://docs.hotwax.co/documents/retail-operations/orders/order-management/view-customer-details.md): Maintain a customer record and review the orders, tasks, returns, and communications connected to it.
- [Create order](https://docs.hotwax.co/documents/retail-operations/orders/order-management/create-order.md): Create an operator-entered order in a configured Shopify shop.
- [Order details](https://docs.hotwax.co/documents/retail-operations/orders/order-management/view-order-details.md): Review an order, correct fulfillment details, and perform the actions available for its current state.
- [Settings](https://docs.hotwax.co/documents/retail-operations/orders/order-management/settings.md): Confirm your Order Manager context and manage store, identifier, time zone, and language settings.
- [Unfillable](https://docs.hotwax.co/documents/retail-operations/orders/order-management/unfillable-orders.md): Investigate unfillable ship groups and choose a verified next action.
- [Swap](https://docs.hotwax.co/documents/retail-operations/orders/order-management/swap-orders.md): Replace unavailable items and resolve held ship groups.
- [Bad address](https://docs.hotwax.co/documents/retail-operations/orders/order-management/bad-address-orders.md): Correct or confirm shipping addresses for orders held by address validation.
- [Fraud](https://docs.hotwax.co/documents/retail-operations/orders/order-management/fraud-orders.md): Review order risk information and resolve or cancel fraud-review tasks.
- [Hold](https://docs.hotwax.co/documents/retail-operations/orders/order-management/hold-orders.md): Review general order tasks, add a resolution comment, and complete the work.
- [Brokering queue](https://docs.hotwax.co/documents/retail-operations/orders/order-management/brokering-queue.md): Triage created and approved orders waiting in brokering virtual locations.
- [Open orders](https://docs.hotwax.co/documents/retail-operations/orders/order-management/open-orders.md): Investigate the current Open workflow and cancel verified orders.
- [Inflight orders](https://docs.hotwax.co/documents/retail-operations/orders/order-management/inflight-orders.md): Investigate the current Inflight workflow and avoid an unsupported bulk action.
- [Packed orders](https://docs.hotwax.co/documents/retail-operations/orders/order-management/packed-orders.md): Verify packed-order scope and submit loaded shipments for shipping.
- [Additional OMS order workflows](https://docs.hotwax.co/documents/retail-operations/orders/additional-oms-order-workflows.md): Open broader OMS order procedures that are not part of the current Order Manager app.
- [Update sales orders](https://docs.hotwax.co/documents/retail-operations/orders/additional-oms-order-workflows/update-sales-order.md): Discover how sales orders are updated in HotWax Commerce OMS.
- [Allocate sales orders](https://docs.hotwax.co/documents/retail-operations/orders/additional-oms-order-workflows/allocate-sales-order.md): Learn how the sales orders are allocated efficiently in different scenarios.
- [Soft allocation](https://docs.hotwax.co/documents/retail-operations/orders/additional-oms-order-workflows/soft-allocation.md): Discover the Soft Allocation Workflow for seamless order handling between Shopify and HotWax Commerce.
- [Order cancellations](https://docs.hotwax.co/documents/retail-operations/orders/additional-oms-order-workflows/order-cancellations.md)
- [Auto-cancellation](https://docs.hotwax.co/documents/retail-operations/orders/additional-oms-order-workflows/auto-cancellation.md)
- [Troubleshooting](https://docs.hotwax.co/documents/retail-operations/orders/additional-oms-order-workflows/troubleshooting.md)
- [Error Due to Incorrect JSON](https://docs.hotwax.co/documents/retail-operations/orders/additional-oms-order-workflows/troubleshooting/error-in-order-json.md)
- [Order Approval Errors](https://docs.hotwax.co/documents/retail-operations/orders/additional-oms-order-workflows/troubleshooting/order-approval.md): Troubleshooting Guide for orders stuck in created status
- [Order Status Discrepancy](https://docs.hotwax.co/documents/retail-operations/orders/additional-oms-order-workflows/troubleshooting/order-status-discrepancy.md)
- [Order Indexing Discrepancy](https://docs.hotwax.co/documents/retail-operations/orders/additional-oms-order-workflows/troubleshooting/order-indexing-discrepancy.md)
- [Order Attribute Missing](https://docs.hotwax.co/documents/retail-operations/orders/additional-oms-order-workflows/troubleshooting/order-attribute-missing.md)
- [Duplicate Orders](https://docs.hotwax.co/documents/retail-operations/orders/additional-oms-order-workflows/troubleshooting/duplicate-orders.md): Troubleshooting guide for duplicate orders
- [Shopify Order Import Failures](https://docs.hotwax.co/documents/retail-operations/orders/additional-oms-order-workflows/troubleshooting/shopify-order-import-failure.md): This document provides steps to diagnose and resolve issues when orders fail to transfer from Shopify to HotWax Commerce (OMS).
- [Order routing](https://docs.hotwax.co/documents/retail-operations/orders/order-routing.md): Configure order selection, facility lookup, schedules, and fallback actions in the Order Routing Rules app.
- [Manage and configure](https://docs.hotwax.co/documents/retail-operations/orders/order-routing/manage-and-configure.md)
- [Manage routing groups](https://docs.hotwax.co/documents/retail-operations/orders/order-routing/manage-and-configure/brokering-runs.md): Review schedule coverage, create routing groups, and manage routing group status.
- [Configure a routing group](https://docs.hotwax.co/documents/retail-operations/orders/order-routing/manage-and-configure/routing-group-details.md): Manage a routing group's identity, status, schedule, history, and working copy.
- [Configure routings](https://docs.hotwax.co/documents/retail-operations/orders/order-routing/manage-and-configure/routing-rules.md): Select and sequence the orders that a routing attempts.
- [Configure routing rules](https://docs.hotwax.co/documents/retail-operations/orders/order-routing/manage-and-configure/inventory-rules.md): Select, rank, and apply fallback actions to fulfillment facilities.
- [Apply routing strategies](https://docs.hotwax.co/documents/retail-operations/orders/order-routing/apply-routing-strategies.md)
- [Build common routing strategies](https://docs.hotwax.co/documents/retail-operations/orders/order-routing/apply-routing-strategies/use-cases.md): Build common order routing strategies with routing groups, routings, and routing rules.
- [Route by weeks of supply](https://docs.hotwax.co/documents/retail-operations/orders/order-routing/apply-routing-strategies/weeks-of-supply-routing.md): Protect high-demand stores and route from facilities with deeper inventory coverage.
- [Use routing templates](https://docs.hotwax.co/documents/retail-operations/orders/order-routing/apply-routing-strategies/template.md): Adapt complete routing templates to your stores, queues, shipping methods, and fulfillment policies.
- [Preserve store inventory while routing orders](https://docs.hotwax.co/documents/retail-operations/orders/order-routing/apply-routing-strategies/template/inventory-based-shipping.md): Protect store inventory while prioritizing rejected and expedited orders across a store network.
- [Route orders across Canada and the United States](https://docs.hotwax.co/documents/retail-operations/orders/order-routing/apply-routing-strategies/template/cross-border-shipping.md): Route Canadian and United States orders through different facility groups with a shared schedule.
- [Test and optimize](https://docs.hotwax.co/documents/retail-operations/orders/order-routing/test-and-optimize.md)
- [Test a routing group](https://docs.hotwax.co/documents/retail-operations/orders/order-routing/test-and-optimize/test-drive.md): Route a selected order through a saved routing group and review the result.
- [Simulate routing changes](https://docs.hotwax.co/documents/retail-operations/orders/order-routing/test-and-optimize/simulation.md): Compare a live routing group with saved variations and review simulation results without changing live orders.
- [Use Circuit](https://docs.hotwax.co/documents/retail-operations/orders/order-routing/test-and-optimize/circuit.md): Ask Circuit about a routing group and review proposed changes before saving them.
- [Additional routing settings](https://docs.hotwax.co/documents/retail-operations/orders/order-routing/additional-settings.md): Configure facility capacity and shipment-value safeguards for order routing.
- [Troubleshoot order routing](https://docs.hotwax.co/documents/retail-operations/orders/order-routing/troubleshooting.md): Diagnose common order routing schedule, facility, inventory, and shipping-method issues.
- [Troubleshoot a routing schedule](https://docs.hotwax.co/documents/retail-operations/orders/order-routing/troubleshooting/scheduling-error.md): Diagnose a routing group that did not run at the expected time.
- [Troubleshoot facility configuration](https://docs.hotwax.co/documents/retail-operations/orders/order-routing/troubleshooting/incorrect-facility-configurations.md): Resolve routing results caused by missing or incorrect facility-group membership.
- [Troubleshoot inventory availability](https://docs.hotwax.co/documents/retail-operations/orders/order-routing/troubleshooting/inventory-unavailability.md): Diagnose routing rules that find no eligible inventory or allocate only part of an order.
- [Troubleshoot shipping-method mapping](https://docs.hotwax.co/documents/retail-operations/orders/order-routing/troubleshooting/incorrect-shipping-method-mapping.md): Resolve orders that do not match the intended routing shipping-method filter.
- [Pre-Orders](https://docs.hotwax.co/documents/retail-operations/orders/pre-orders.md): Discover how HotWax Commerce's Pre-order Solution maximizes revenue potential and operational efficiency for retailers, simplifying the entire pre-order process.
- [Purchase Order Upload](https://docs.hotwax.co/documents/retail-operations/orders/pre-orders/purchase-order-uploads.md): Learn how HotWax Commerce automates pre-order and back-order management through the use of purchase orders, offering integration with ERP systems and a simplified process for manual import.
- [Purchase Order Management](https://docs.hotwax.co/documents/retail-operations/orders/pre-orders/purchase-order-management.md): Discover how to manage uploaded purchase orders in HotWax Commerce, including viewing, editing, making changes, or canceling purchase orders.
- [Pre-Order Jobs](https://docs.hotwax.co/documents/retail-operations/orders/pre-orders/pre-order-jobs.md): Learn about setting up pre-order jobs in HotWax Commerce to sync pre-orders with the eCommerce platform, ensuring accurate listing and seamless operations
- [Audit Pre-Orders](https://docs.hotwax.co/documents/retail-operations/orders/pre-orders/audit-pre-order.md): Gain a clear understanding of your presell catalog with HC's Audit feature, allowing you to track the status of pre-orders and back orders, and confirm listed items on the eCommerce platform.
- [Pre-Order Allocation](https://docs.hotwax.co/documents/retail-operations/orders/pre-orders/pre-order-allocation.md): Discover how HotWax Commerce automatically allocates sales orders for pre-order items on a first-in, first-out (FIFO) basis, with the flexibility for manual allocation when needed.
- [Release Pre-Orders](https://docs.hotwax.co/documents/retail-operations/orders/pre-orders/release-pre-orders.md): Learn how HC automatically handles the release and brokering of Shopify Pre-Orders, with the option for manual release preferred by merchants managing both physical stores and eCommerce platforms.
- [Reports](https://docs.hotwax.co/documents/retail-operations/orders/pre-orders/reports.md): Discover how HotWax Commerce OMS provides out-of-the-box pre-order reports to monitor and track pre-order operations, ensuring efficient management of all pre-orders.
- [Troubleshooting](https://docs.hotwax.co/documents/retail-operations/orders/pre-orders/troubleshooting.md)
- [Inaccurate Inventory Computation](https://docs.hotwax.co/documents/retail-operations/orders/pre-orders/troubleshooting/inaccurate-inventory-computation.md): Learn how to troubleshoot inaccurate inventory computation issues in HotWax Commerce for accurate product availability, especially during pre-orders.
- [Missing Product Linking](https://docs.hotwax.co/documents/retail-operations/orders/pre-orders/troubleshooting/missing-product-linking.md): Discover how to troubleshoot missing product linking issues between HotWax Commerce and Shopify for enabling pre-order options and seamless product synchronization.
- [Product Syns Issues](https://docs.hotwax.co/documents/retail-operations/orders/pre-orders/troubleshooting/preorder-backorder-product-sync-issues.md)
- [Returns](https://docs.hotwax.co/documents/retail-operations/orders/returns.md): Learn about HotWax Commerce's return management solutions, including importing returns from Shopify and creating in-store returns.
- [Import Returns](https://docs.hotwax.co/documents/retail-operations/orders/returns/import-returns.md): Discover how HotWax Commerce streamlines the return management process for Shopify retailers by integrating with Shopify to import returns.
- [In-Store Returns](https://docs.hotwax.co/documents/retail-operations/orders/returns/in-store-returns.md): Learn how HotWax Commerce OMS simplifies in-store return processes for retailers, ensuring efficient handling of online orders in physical stores.
- [Restock Returns](https://docs.hotwax.co/documents/retail-operations/orders/returns/restock-returns.md): Discover how HotWax Commerce manages restock returns for both online and in-store orders, ensuring accurate inventory management and syncing with Shopify.


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