Advanced direct-to-consumer import settings

You may need a bit more flexibility when adjusting or adding orders via a bulk import. If you’re already familiar with importing direct-to-consumer orders and would like more options for tagging orders, allowing negative line items, or overwriting values upon import, read on.

Accessing advanced import options

1. In ShipCompliant, go to Orders, then click Enter Direct Orders.
2. Under Import New Order File, Click Advanced Options to expand the advanced options selections.

Tagging orders

Tagging orders is useful when searching or filtering orders in Advanced Search. For example, tag club orders or special promotion orders with their name.

• Enter your preferred tag into the provided field.
• You can only enter one tag.
• Don’t include any commas (,), colons (:), single quotes (‘), or quotation marks (“).
  
  
  
  

Allowing negative line items

• Click the checkbox next to Allow Negative Line Items. This is commonly used when entering customer refunds. Read more about customer refunds here.
  
  
  
  

Overwriting order values during order import

Overwrite existing sales orders:  

Check this box to overwrite existing sales orders that have the same sales order key (a.k.a. invoice number) as any orders in the file you’re importing.

If you use this option, any matching sales orders will be voided immediately after you continue to the next step, regardless of whether you choose to commit the new orders at the end of the import process.

Order values that can be overwritten (all default to Do Not Overwrite)

Click the dropdown field to see options for each of the following overwrite order values.

1. Fulfillment Location
   • The listed Fulfillment locations are ones you’ve specified in Fulfillment Settings.
2. Fulfillment Type
   • Choose from Club (seasonal shipments to your club members) or Daily (for example, orders placed over the internet). Choosing either doesn’t affect compliance.
3. Sale Type
   • The order’s sale type determines which rules are used for compliance checks.
4. License Relationship
   • This selection also determines which rules are used for compliance checks.
5. Shipment Status
   • Choose from In Process, Payment Accepted, Sent to Fulfillment, Shipped, and Delivered.
   • Read more about shipment statuses.
6. Shipping Service
   • Shipping services are sometimes specified on state reports.
     
     

Setting a ship date for your orders

• You can choose to set a single ship date for all the orders you’re importing under Save Order Options.
• The default, Do Not Set Ship Date, tells the system to use the ship date specified in your import file.
• Choose from Use Today’s Date or Specify Date to overwrite the ship date set in the import file.
  • Choosing these options overwrites any ship date specified in your order file unless you also click the checkbox next to Use above ship date only when NOT specified in the order file. 
    

Want more on DtC orders? Check out our recent webinar, ShipCompliant University: Life Cycle of DtC Orders –  https://event.on24.com/wcc/r/3988481/FB7AB252736C284651B80D0D12B8ADFD