Merchant Hub (New)
The Merchant Hub feature lets you view your process your orders and distributions:
Merchant Hub: Process Orders
From the Process Orders page you can:
Creating a New Parcel
Navigate to Orders > Merchant Hub > Process Orders from the top menu.
Filter your orders:
Select and enter one of the following:
Order number
PSP reference
Tracking number
Merchant reference
Transaction reference
Define all of the required following filters:
Shipping service (all that apply)
Order status (all that apply)
Merchant (all that apply)
Customer name
Email
Hub (all that apply)
From date
To date
Dispatch type
Shipping country (all that apply)
Payment method (all that apply)
Parcel status (all that apply)
Do one of the following:
Go directly to the Order Details page - click Find and View.
View all found order IDs in the Order Details section - click FILTER ORDERS.
Note
If needed, from here you can export the table by clicking Export. You can also show or hide the results by clicking Collapse All/Expand All located below FILTER ORDERS.
Optional: Print the required orders by selecting them and clicking Print <#> Orders. What does this do?
Optional: Search the results for a specific order by entering the Order ID into the Search the Order List field and clicking Search.
Comment: Different things happen when you click on different orders. I've counted three different things so far, so I need to know all the possible outcomes, and how they are related to the different orders. Verify whether the same different things occur in View Processed Orders (because all of the functionality seems identical).
Create a new parcel by clicking an order ID that has no parcels. Is this step correct?
Comment: Need explanation of this step. You may add here more items from all parcels by dragging
Comment: Need explanation of this step. Drag missing items here from existing parcels to items awaiting shipping, if you don't have them, or they can be found in another storage house.
Stopped here. What happens when I click Apply? If I create a new parcel as an Admin can I delete it?
You can see basic information about the order by clicking
corresponding to an order.
Modifying an Existing Parcel
Navigate to Orders > Merchant Hub > Process Orders from the top menu.
Follow steps 2 - 6 in Creating a New Parcel above.
Stopped here. Need explanation of this feature and how it works.
Merchant Hub: Process EOD
See comments on this page.
From the Process EOD (End of Day) page you can process an EOD procedure for specific merchants or hubs. An EOD is an automated process that sends the order details made on a merchant's behalf by Global-e. These purchases are cross border purchases made from the Global-e Checkout page.
Merchants can issue a request for an EOD........
Navigate to Orders > Merchant Hub > Process EOD from the top menu.
Select one or both of the following:
A merchant from the merchant menu
A hub from the hub menu
Click FILTER HUBS.
The Hub name and logo are displayed in the region below the menus.
Click Process EOD to run the EOD process. Comment: I didn't want to actually do this. What happens on the GUI when you click Process EOD?
Comment: Is Step 5 actually part of a separate procedure, or is it the continuation of this procedure? Search for the sent manifest by:
Selecting a shipping service from the Shipping Service menu
Set a From date and To date range
Click Search
The manifest is displayed.
For more information, see the Checkout Page.
Merchant Hub: Process Orders (Non-GE Carriers)
From the Process Orders (Non-GE Carriers) page you can process orders for non-GE (Global-e) carriers.
Navigate to Orders > Merchant Hub > Process Orders - Non GE carriers from the top menu.
From the Select an Option menu, select a merchant.
Do one of the following:
If you have a list of orders ready to be processed, click Browse, attach it, and click Process. What happens when you process it?
If you do not have a list of orders ready to be processed, click File Format Example, prepare a list based on the file format, and follow the instructions in the bullet above.
Merchant Hub: View Processed Orders
From the View Process Orders page you can: This feature seems identical in function to Process Orders. Please confirm.
Merchant Hub: Canceled Orders
From the Canceled Orders page you can view canceled orders.
Navigate to Orders > Merchant Hub > View Canceled Orders from the top menu.
Filter your orders:
Select and enter one of the following filter parameters:
Order number
PSP reference
Tracking number
Merchant reference
Transaction reference
Define all of the required following filters:
Shipping service (all that apply)
Order status (all that apply)
Merchant (all that apply)
Customer name
Email
Hub (all that apply)
From date
To date
Dispatch type (all that apply)
Shipping country (all that apply)
Payment method (all that apply)
Parcel status (all that apply)
Do one of the following:
Go directly to the Order Details page - click Find and View.
View all found order IDs in the Order Details section - click FILTER ORDERS.
Note
If needed, from here you can export the table by clicking Export. You can also show or hide the results by clicking Collapse All/Expand All located below FILTER ORDERS.
Optional: Search the results for a specific order by entering the Order ID into the Search the Order List field and clicking Search.
Click an order ID from the Order ID column.
The Order Details page is displayed for the order ID you selected. The order status is displayed in the Order Status field. Rotem - I searched for a canceled order ID in this field in the HUB platform and it did not show up? Why is that?
Optional - Click
to modify the order status.
Merchant Hub: Failed Transfer to Merchant
From the Failed Transfer to Merchant page you can resend failed orders to merchants. Perhaps explain what causes an order to fail.
Navigate to Orders > Merchant Hub > Failed Transfer to Merchant from the top menu.
Filter your orders:
Select and enter one of the following filter parameters:
Order number
PSP reference
Tracking number
Merchant reference
Transaction reference
Define all of the required following filters:
From date
To date
Merchant (all that apply)
Do one of the following:
Go directly to the Order Details page - click Find and View.
View all found order IDs in the Order Details section - click FILTER ORDERS.
Note
If needed, from here you can export the table by clicking Export. You can also show or hide the results by clicking Collapse All/Expand All located below FILTER ORDERS.
Do one of the following:
Resend specific failed orders - select all orders that apply and click Resend Checked
Resend all orders - select the Order ID checkbox and click Resend All
Optional: Search the results for a specific order by entering the Order ID into the Search the Order List field and clicking Search.
Optional: Check the order's status by clicking the order ID in the results table. Comment: Question relevant for all features where clicking an order ID goes to the Orders Details page. Does it go there simply to show the user his order details, or is there a required next step based on the feature? For example, what does a user who searches for failed transfer to merchant do when he reaches the Order Details page?
The order ID is shown in the Order Status field. Who can modify this status (Admin user)? Can a merchant modify his own status?
Merchant Hub: Failed Orders
From the Failed Orders page you can view failed orders.
Navigate to Orders > Merchant Hub > Failed Orders from the top menu.
Filter your orders:
Select and enter one of the following filter parameters:
Order number
PSP reference
Tracking number
Merchant reference
Transaction reference
Define all of the required following filters:
Shipping service (all that apply)
Order status (all that apply)
Merchant (all that apply)
Customer name
Email
Hub (all that apply)
From date
To date
Dispatch type (all that apply)
Shipping country (all that apply)
Payment method (all that apply)
Parcel status (all that apply)
Do one of the following:
Go directly to the Order Details page - click Find and View.
View all found order IDs in the Order Details section - click FILTER ORDERS.
Note
If needed, from here you can export the table by clicking Export. You can also show or hide the results by clicking Collapse All/Expand All located below FILTER ORDERS.
Optional: Search the results for a specific order by entering the Order ID into the Search the Order List field and clicking Search.
Click an order ID from the Order ID column.
The Order Details page is displayed for the order ID you selected. Nothing happens when I click an order here. Is this a bug? What is supposed to happen?
Comment: Stopped here. Is this the end of this procedure?
Merchant Hub: Pickup Request
From the Pickup Request page you can create order pickup requests for hubs and merchants.
Navigate to Orders > Merchant Hub > Pickup Request from the top menu.
Select a hub from the Select Hub menu.
Select a merchant from the Select Merchant menu.
The following occur:
The fields below the menus are enabled.
The DHL Account Number, Contact Full Name, Company Name, and Phone Number fields are automatically populated.
Fill out the following:
Address 1
Address 2 (optional)
City
Postal code
Pickup date
Ready by time
Closing time
Pickup weight (kg) Comment: Is this always kg?
Number of pieces
Location type (Business or Residence)
Location of packages
Click Request a Pickup.
Comment: What is the result? Anything visible on the page? Anything automated, such as a notification?