ShipCalm | Customer Knowledge Base

    SC | Wholesale Order Inventory Hold Process

    Goal:

    •  The customer will have the ability to reserve inventory for an order but NOT have the order ship until the order is confirmed to be 'Paid' and approved to be released and shipped.

    Customer Actions:


    1. Set the Hold Until Date on the order in ShipStation
    2. Add the tag "Carrier Pending Payment" to Order in ShipStation
    3. Assign Ship From Location to ShipCalm
      ---------- ShipCalm Processes and Picks Order in InfoPlus ----------
    4. In the open Slack channel, Notify the team that:
      • The order is approved to ship
      • Provide/Confirm the carrier or service to use for shipping the order
        • i.e. Rate Shop Cheapest, or a specific carrier service such as FedEx Ground.
    5. Remove the Hold Until Date in ShipStation
    6. Update the tag in ShipStation to the appropriate carrier away from "Carrier Pending Payment"
      • i.e. Rate Shop Cheapest, or a specific carrier service such as FedEx Ground.
    ---------- ShipCalm Updates the order in IP, Finalizes, and Ships the Order in InfoPlus ---------

    ShipCalm Actions:


              ---------- Customer releases an Order with a First Ship Date and Carrier Pending Payment ----------
    1. Processes and Picks the order in InfoPlus as normal
    2. Stage the Order after Picking
      ---------- Customer approves release of order and provides/confirms carrier in Slack ----------
    3. Remove the First Ship Date from the Order in InfoPlus
    4. Apply the approved carrier to the order in InfoPlus
    5. Notify the B2B team the order is updated and ready to ship!
    6. Finalize and Ship the order in InfoPlus
    1. 1

      Customers Order Hold Process

      1. Update the Hold Until Date on the order in ShipStation

        • By adding this date field in ShipStation it will map to the First Ship Date field in InfoPlus and will block our team from shipping the order if the date is before the First Ship Date
        • First Ship Date = the first date the order will be allowed to ship
        • Use a date that is very far in the future (i.e. One year from the current date) to ensure that date does not arrive before the order has been shipped.

      2. Add the Tag "SC - Carrier Pending Payment" if you are still pending a specific carrier to use for the order

        • Adding the tag "SC - Carrier Pending Payment" will set the carrier on the order in InfoPlus as Carrier Pending Payment which will not allow our team to ship the order.

      3. Assign the Ship From Location on the order in ShipStation to ShipCalm

        • This is best done as the last step to ensure that the order is set up correctly prior to sending the order to ShipCalm in InfoPlus.


    2. 2

      ShipCalm Order Processing and Hold

      1. Process and Pick the Order in InfoPlus

      2. Stage the Order Post-Picking

    3. 3

      Customers Order Release Process

      1. In the open Slack channel, Notify the ShipCalm team that:

        • The order is approved to ship
        • Provide/Confirm the carrier or service to use for shipping the order
          • i.e. Rate Shop Cheapest, or a specific carrier service such as FedEx Ground

      2. Remove the Hold Until Date in ShipStation

        • This will ensure that all systems are aligned and there is no errant data in one system compared to another

      3. Update the tag in ShipStation to the appropriate carrier away from "Carrier Pending Payment"

        • i.e. Rate Shop Cheapest, or a specific carrier service such as FedEx Ground.
        • This will ensure that all systems are aligned and there is no errant data in one system compared to another


    4. 4

      ShipCalm Order Release

      1. Remove the First Ship Date from the Order in InfoPlus

      2. Apply the approved carrier to the order in InfoPlus

      3. Notify the B2B team the order is updated and ready to ship!

      4. Finalize and Ship the order in InfoPlus