Mark items shipped in OMS
Ship the sales order items promptly and update the Order Management System (OMS) to mark the items as completed in cases where automatic updates are not received.
This document outlines a step-by-step process to ship the sales order items in the HotWax Commerce Order management system.
Step 1: Go to sales order in OMS
Access the Order Management System (OMS) and click the Hamburger Menu.
Step 2: Find sales order
In the Order Management section, choose Sales Orders to go to the Find Sales Order page.
Step 3: Open sales order
Locate the specific order on the Find Sales Order page and open it to see details on the View Sales Order page.
Scenario 1: Marking items as shipped (Unassigned to a Facility)
Please follow the step 1, 2 and 3 above before proceeding.
Step 4: Release the item to the required facility
Select the line item, click Release, and choose the target facility. Release the item to the selected facility.
Step 5: Mark items as shipped
Scroll to the item section on the View Sales Order page and click on the Ship Items function.
Step 6: Select line items
Choose the items in the popup that need marking as shipped.
Step 7: Enter tracking details
Select the Carrier party from the dropdown and add the tracking number.
Step 8: Confirm shipment
Confirm the shipment to mark the selected item(s) as shipped.
Scenario 2: Marking items as shipped (Assigned to a Facility)
Please follow the step 1, 2 and 3 above before proceeding.
Step 4: Reject the item
Identify the line item on the View Sales Order page, click Reject, choose No Variance as the reason, and confirm the rejection.
Step 5: Release the item to the required facility
Select the line item, click Release, and choose the target facility. Release the item to the selected facility.
Step 6: Mark the Item as Shipped
Click Ship Items, select line item(s), choose Carrier party from the dropdown, add the tracking number, and confirm the shipment.
Scenario 3: Mark BOPIS sales order items as shipped
Please follow the step 1, 2 and 3 above before proceeding.
Step 3: Update Shipping Method
Scroll to the item section, click Edit, and modify the shipping method to Standard.
Step 4: Reject the Item
Identify the line item, click Reject, choose No Variance as the reason, and confirm the rejection.
Step 5: Release the Item to the Required Facility
Select the rejected line item, click Release, choose the necessary facility, and release the item.
Step 6: Mark the Item as Shipped
Click Ship Items, select line item(s), choose Carrier party from the dropdown, add the tracking number, and confirm the shipment.
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