Change Shipping Method

Retailers often have to change the shipping method or carrier of the orders. For example, a customer might choose standard delivery, but due to unforeseen inventory delays, the retailer realizes the item won't be available until just a few days before the delivery deadline. To avoid disappointing the customer, the retailer can switch to a faster shipping method, such as two-day delivery, once the item is in stock. Similarly, if the initially chosen carrier cannot deliver to the customer's address, the retailer need to switch to a more reliable carrier.

Previously, if the order was allocated to a facility, CSRs had to reject the entire order and restart the fulfillment process to change the shipping method or carrier. Now CSRs can make these changes directly if the order is still in the created or approved state and the inventory has not yet been allocated through the Sales Order View page. For orders that have been allocated to a facility, store associates can make the necessary changes using the Fulfillment app. Store associates can also generate the shipping label again as per the new shipment method.

Step-by-Step Usage Instructions

For CSRs to Change Shipping Method and Carrier (Orders Not Yet Brokered):

1. Accessing Sales Orders:

   • Go to the Hamburger Menu in the OMS.

   • Navigate to the Order Management section.

   • Click on Sales Orders to open the Find Sales Order page.

2. Selecting the Order:

   • Search and select the specific order to open the View Sales Order page.

3. Editing the Shipping Method:

   • Click the edit function against the current shipping method.

   • Choose the desired shipping method from the list.

   • Click Save to apply the changes.

For Store Associates to Change Shipping Labels After Order Allocation:

1. Accessing the Fulfillment app:

   • Open the Fulfillment app, search for the order and click on the Order ID to open the submenu, and select view details to open the Order Details page

2. Changing the Shipping Method and Carrier:

   • Navigate to the shipment method card.

   • Select the appropriate shipping carrier and shipping method from the dropdown menus.

   • Click on the Generate Label button to print the shipping label again as per the new shipping method and carrier.