Processing Split Orders
This section provides instructions on how to process an order whose content is split based on time or location.
What is a Split Order?
A split order is an order for which some items can be shipped:
At different times – or -
From different locations
Order items are shipped at different times when:
Some items do not currently exist in your warehouse (pre-order, item is out of stock, and item was ordered as a backorder) - or -
It takes additional time to prepare items per customer requirements (such as tailor-made shoes, engraving on jewelry, and more).
In such cases, these items are shipped to the customer at a later stage, while the rest of the order’s items are shipped immediately; hence the order is split.
Order items are shipped from different locations when your company works with:
Several warehouses and different items are shipped from different warehouses.
A warehouse and a physical store and some items exist exclusively at one location, for instance the physical store. Therefore, the items can only be shipped from that location and not from the main warehouse.
In such cases, the order is split between several locations.
Processing Orders at different times or from different locations
Processing orders split between different shipping times or between different locations are almost identical. In both cases, you need to treat the order as a split order and process it accordingly.
Processing Split Orders
To split an order:
Log in to the Global‑e Merchant Portal and access the Process Orders screen (see Getting Started).
Click the Order ID of the order you wish to split (#8).
The Parcel screen opens. See the figure below.
Click the title Items Awaiting Shipping (bottom right). A red area opens; items are displayed in this area until they are ready to be shipped.
Move items that are not ready to be shipped from the main order (parcel P1) to Items Awaiting Shipping:
To move one item, drag and drop the item from parcel P1 to Items Awaiting Shipping.
To move several items that have the same product (SKU):
Drag the entire product row from parcel P1 to Items Awaiting Shipping.
From the drop-down, select the number of items that are not ready to be shipped at the current time.
The rest of the items remain in parcel P1.
To move several products, repeat the procedure in the previous bullet for each product row.
Figure: Split item – Dragging an Item to Awaiting Shipping
After you have moved all the items, the Items Awaiting Shipping section contains all the products that are currently not being shipped. The rest of the items remain in parcel P1.
If the remaining items can fit into a single parcel, leave them as is in parcel #1 (P1).
Otherwise, create additional parcels and move some of the products to these parcels. See Processing a Multi-Parcel Order for more information on managing parcels in multi-parcel orders.
Click Apply.
In the Process Orders screen, a split order designation icon
is now displayed next to your order.
Figure: Split Order in Process Orders Screen
Process the split order as it is done for a regular order, by printing the order’s documentation. See Processing a Regular Order.
Note
Since the order has not been fully shipped, it remains in the Process Orders list where orders are pending processing; it does not move to the Viewing Processed Orders screen, where you can view the orders that have been processed. The order moves to the Viewing Processed Orders screen once it has been fully processed and shipped.
When the items split from the order arrive at the warehouse, complete the fulfillment of the order:
In the Process Order screen, find the order:
In the Search box (at the top of the orders table), enter the order number. (#5)
Click Search.
After finding the order, click the order ID (#8).
The Parcel Screen opens.
The left side shows the parcels already shipped.
On the right side, create a new parcel by clicking
(the + sign).Select the desired Items Awaiting Shipping and drag them to the newly created parcel.
Create additional parcels and drag items to the new parcel, as needed.
Note that if some items are not ready to be shipped, you can leave them in the Items Awaiting Shipping section and repeat this procedure once they arrive at the warehouse.
Click Apply.
In the Process Orders screen, a new parcel has been added to the order and it is now ready to be processed, as previously done.
Once the documents have been printed and the order has been entirely processed, the order moves to the View Processed Orders Screen (if there are no items left to be shipped), for future reference and document reprinting.
Figure: Processing Items Awaiting Shipping
Splitting and Processing an Order Distributed between Different Warehouses
The process of splitting orders containing items that are shipped from different warehouses is similar to the standard split order process with the following exception:
In the Process Order screen, you are prompted to select the warehouse from which you are currently fulfilling the order.
Figure: Selecting a Hub
Proceed with the steps detailed in the standard Processing Split Orders section.
Example:
An order contains 5 items that need to be processed but the items are available in two different warehouses.
3 items are in warehouse A while the remaining 2 items are in warehouse B.
The Operator/Manager in Warehouse A:
Opens the Parcel Screen of the relevant order.
Moves (drag and drop) the 2 items that are in warehouse B to Items Awaiting Shipping.
If needed creates (+) another parcel and moves there some of the items. Otherwise, all the 3 items remain in parcel 1.
Confirms.
Prints the documents.
Once Warehouse A is done processing the 3 items, the Process Order screen still shows this order since Warehouse B has not completed their part of the order yet.
The Operator/Manager in Warehouse B:
Finds the relevant orders (now designated with the Items Awaiting Shipping icon).
Opens the Parcel Screen.
Creates a new parcel.
Moves the 2 remaining items to that new parcel.
Confirms.
Prints the documents.
Note
To prevent collisions, the order is locked during the processing of one of the warehouses. Once the processing is done in one warehouse, the other warehouse can process the rest of the items.
Edit Parcels in View Processed Orders Screen
You can edit the parcel content and split items after the order changes its status to Received in Hub / Shipped by Merchant.
Users can find orders in status Received in Hub (in most cases in the View Processed Orders screen) and when entering the Parcel screen (clicking the GE number), an Edit Parcel button is at the lower left corner of the screen. Pressing it will enable the content of the allegedly shipped parcels to be editable again, and the user will be able to drag and drop items from the current parcels to newly created ones or move them to the Items Awaiting Shipping area, as split items.
Once changes are made, the user needs to confirm the changes (press the Apply button), and process again the order if needed. The edit procedure itself does not change the order status (it will remain Received in Hub / Shipped by Merchant)
If an order is changed from 1 parcel to 2 parcels, make sure the original label is discarded and two new labels that are provided are used on the parcels.
