Order Management

Learn Logicbroker: Order Management Basics - this module offers a detailed guide on managing orders.

• Navigating Orders
• Functionalities and Buttons
• Taking Action on Orders
• Individual Order Documents

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Navigating Orders

Where to find your orders

In the portal, go to the Orders tab on the left side, here you will see all orders in all different statuses. The most recent order will be up top.

Difference between ID# and Reference Number

• ID# - unique identifier assigned by Logicbroker to that specific document *Olivela doesn’t reference the ID# at all unless in special cases
• Reference # - Typically the PO Number or PartnerPO. This is the reference number you would use in your internal systems. This number ties all the order documents together (acknowledgments and shipments) *an Olivela reference number will always begin with ‘SO’

Customizing and filtering your document view

Users can customize visible columns by clicking on the three vertical lines in the top right corner

• Source Key - specifies the source of the document based on the key
• Requested Ship Date - displayed only if the date is on the order (requested by the retailer)
• Sender - name of the partner who sent the document
• Receiver - name of the receiver of the document
• SubStatus - 
• System - the system (portal, EDI, Workflow, etc.) where the document was generated

* Olivela recommends that you expand on the visible columns by adding the Requested Ship Date” + include definition of RSD

You can also filter your results by clicking on the three horizontal lines in the top right corner. This will allow you to select a certain date, system, status of a specific document and more. This is useful if you only want to see orders in a Ready to Ship Status or Shipments in a Complete status, etc.

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Functionalities and Buttons

Refresh, All Documents and Import Tracking Buttons

There are a few more functionalities users can explore:

• Refresh - refreshes the page for new orders
• All Documents - displays all documents including acknowledgments and shipments, not just orders
• Import Tracking - upload an Excel/CSV with shipping information for open orders

View and Action Buttons

On each order. you have 2 buttons on the right side:

• View - this will open up the document so you can see the full order information
• More Actions - allows you to take action on that specific order - all of the actions here are also available on the order document. Click View > in the top right see the same actions in the top right

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Taking Action on Orders

Bulk actions from the Order Screen

There are several actions you can take on multiple orders at once:

• Accept/Reject - create acknowledgments in bulk (acceptances or cancelations)
• Ship/Cancel - ship or cancel in bulk
• Invoice - * don't worry about this one - Olivela does not accept invoices
• Export - download document data through a CSV or XLSX file
• Download Packing Slips - generate PDF packing slips in bulk (useful for printing/packaging multiple orders)

To accept, reject or ship orders straight from the order page, see View and Action Buttons above.

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Individual Order Documents

Fields on the order

1. Purchase Order# and ID# - in this example, TEST0173 is the PO (reference number) and 1164008 is the internal Logicbroker ID assigned to this document. If you search Logicbroker by the PO#, you will see every document associated with this order, if you search by the ID#, you will only see this order document
2. Order Status - this will tell you what status the order is in (refer to Order Statuses below to see what each status means)
3. Billing Address
4. Shipping Address
5. Shipping and Payment Information - outlines the requested shipping method and requested ship date
6. Order Items - lists SKUs, quantities, item status, price and description of order items
7. Notes - displays any notes from the retailer such as gift messaging
8. General Information - has the Order ID, PO, Reference Number
9. Order Totals
10. More Actions - allows you download the API JSON, API XML, View EDI (only for EDI vendors), View Packing Slip and Return Items *Olivela does not accept returns so don't use this function
11. Accept/Reject
12. Ship
13. Invoice - * don't worry about this one - Olivela does not accept invoices
14. Events - lists any events associated with an order (if an order's status was manually changed, any manual adjustments, etc.)
15. Messages - allows you to send a message to the partner that sent you the order
16. Attachments - has any attachments associated with the order (like the EDI 850 - only for EDI vendors)
17. Related Documents - lists all documents associated with the order (acknowledgements and shipments)
18. Document Processing History - displays the statuses the order went through

Order Statuses

• New - 0
• Submitted - 100
• Ready to Acknowledge - 150
• Ready to Ship - 500
• Complete - 1000
• Canceled - 1100
• Failed - 1200
• Ignored - 1400

For more information on what these order statuses mean, see the LMS module: Order Management Basics