1. New Order in Unfulfilled Lane
Once a customer places an order, it would appear under the Unfulfilled super-lane in the OMS.
Your Next Task: Proceed towards confirming or cancelling the shipment.
2. Cancelling a Shipment
For ease of shipping, an order might get divided into multiple shipments, and each shipment can have products or multiple quantities of a product.
As a seller, you have to determine if you can fulfil an order present in the New sub-lane. If you can’t, there are two types of shipment cancellation you can perform on Fynd Platform OMS:
If you cannot fulfil any of the items in the shipment, you have the option to cancel all of them. This is known as Full Cancellation.
If you can fulfil a few items or partial quantities of an item in a shipment, you must cancel the ones you cannot fulfil. This is known as Partial Cancellation. Please note, the remaining uncancelled ones are left untouched (neither cancelled nor confirmed).
If you cancel any product/quantity in the shipment (either fully or partially), the OMS will move the cancelled quantities to the Cancelled sub-lane provided that there are no other selling locations (stores) that can fulfil it. Else, the cancelled ones get reassigned to other selling locations (if any) of your company.
3. Confirming a Shipment
If can fulfil an order in the Unfulfilled lane, you can confirm the shipment(s) within the order. There are two types of shipment confirmation you can perform on Fynd Platform OMS:
It is the opposite of Full Cancellation we saw earlier. Here you can confirm all the items within a shipment at once.
While it may seem that Partial Confirmation is the opposite of Partial Cancellation, it’s not true. If you can fulfil a few items, or partial quantities of items in a shipment, you must confirm the ones you can fulfil. This is known as Partial Confirmation. The remaining ones in the shipment get automatically cancelled.
Whereas in Partial Cancellation, the remaining uncancelled ones were left untouched (neither cancelled nor confirmed).
Your Next Task: Proceed towards invoicing the confirmed shipments
4. Invoicing and Packing a Shipment
Entering the Invoice Number
If you have auto-invoicing enabled in your Fynd Platform account, this step is not applicable to you. In other words, the auto-invoicing mechanism allows Fynd Platform to fetch the invoice number directly from your invoicing system after you have confirmed a shipment.
Here you need to enter the invoice number for the confirmed shipment. Once you enter the invoice number, the system would automatically assign a Delivery Partner (DP).
Attaching Invoice and Label
After submitting the invoice number, you get the option to download the invoice (for the customer) and label (for the DP). Pack the shipment and the printed invoice together inside the packaging material. Once done, stick the printed label on the packaged shipment, and click the Pack button.
Your Next Task: Proceed towards generating a manifest.
5. Generating a Manifest
After packing your shipment(s), you can generate a manifest. Manifest is a document that stands as proof of handing over the shipment(s) to the delivery guy.
While processing the manifest, the final step is to click the Dispatch button (as shown in the video). Now the OMS automatically moves the shipment from the Unfulfilled super-lane to the Processed super-lane.
Your Next Task: Nothing. The DP takes care of the shipment(s) till it's delivered to your customer.