Order Lifecycle Management

CORESense Order Lifecycle Management supports the ccentralized staging and automated processing of orders from web, phone, point of sale and 3rd party websites and marketplaces streamlines workflow from order capture through shipment.

The table below describes the major elements of the order lifecycle process.

Lifecycle Phase	CORESense Capability
Quoting	Quotes can be created and sent to potential customers from the Sales Order Interface or Point of Sale. Quotes can later be converted to orders for processing.
Order Creation	Orders can be created through on of the many sales channels supported by CORESense.
Order Capture and Staging	All orders from all sales channels are captured and staged in a centrally managed order management system. Orders are staged and processed by order status, enabling you to track and manage the order through the various stages of its lifecycle. Upon capturing a new order, CORESense automatically sets the initial order status based on the originating sales channel and the payment method
Payment Processing	CORESense accepts a wide range of Payment Methods including ApplePay®, Venmo®, Cash, Credit Card, PayPal®, Check / Money Order, Gift Certificates, Value Cards and Customer Credits. CORESense provides integrations with the following credit card processors" GlobalPay/OpenEdge/EdgeEpress - Retail, Ecommerce, and Phone Sales Braintree - Ecommerce and Phone Sales Tempus Technologies (Gateway Only) - Retail, Ecommerce and Phone Sales. All credit card processing integrations feature hosted payment forms, secure chip card readers and SRED devices for manual card entry. Credit data never touches the CORESense system greatly reducing your PCI compliance scope.
Credit Card Capture Automation	Credit card payments can be captured upon order creation or when the order is fully shipped.
Credit Card Reauthorization Automation	Credit card reauthorization automation enables you to automatically void and reauthorize previously authorized credit card payments that have not yet been captured after a set number of days.
Fraudulent Order Detection Automation	Fraudulent order detection automation enables you to automatically detect orders that are potentially fraudulent based on multiple criteria.
Inventory Sourcing	When enabled, Inventory Sourcing Automation programmatically assigns inventory to an order based on the SKUs default fulfillment type. Stock Inventory Fulfillment: inventory is assigned from a warehouse selected based on user-settable fulfillment warehouse rules for the order's originating channel: Warehouse Priority Warehouse closest to the shipping address Warehouse with the highest level if inventory. If inventory is out-of-stock, it will be placed on backorder, and once received, inventory is automatically assigned to the order and shipped to the customer. If enabled, CORESense can partial ship orders, ship from the same or multiple warehouses and require kits complete from and from the same warehouse. It can also Drop-ship fulfillment: A drop-ship purchase order is sent to the vendor for delivery of the item directly tot the customer. Just-in-time fulfillment: The item is, optionally, added to an existing purchase or a new purchase is created and sent to the vendor. Once received, inventory is automatically assigned to the order and shipped to the customer.
Pick, Pack, and Ship	Picking, packing and shipping is performed at the Shipment level in the Shipment Manager. An order can be fulfilled with one or more shipments and each shipment can have one or more boxes. This allows inventory to be, optionally, sourced from multiple warehouses and to for an order to be partially shipped as inventory is sourced. After inventory is assigned to an order, CORESense will box the inventory using the pre-selected boxing algorithm (Null Packing Method, Cube Packing Method of Lose Packing Method. See Shipping>Boxing for more information on each method. A new shipment is created for the inventory from the source warehouse to the customer using the shipment method selected at order creation. The Order is placed in a status of 'In Shipping' reflecting one or more items are ready to be picked, packed and shipped. When a shipment is marked as shipped, the Order is updated to 'Shipped' if the order is fully shipped or 'Partially Shipped' if there are items remaining to be shipped. Picking can be done in batch or pick-to-order using customizable pick/pack/order summary documents or using a mobile picking apps developed using the CORESense API. Using our Workflow State Manager you can design pick/pack/ship workflows that insure the each shipment has the right inventory (Shipment QA Station), documentation, marketing materials before leaving the warehouse. Shipment information is routed automatically to the carriers, tracking numbers are recorded on the shipment and each customer is informed their order is shipped.