Order Statuses

Order statuses are used to track and manage orders through the Order Lifecycle. Although custom order statuses can be defined, CORESense provides a set of standard best practice order statuses, explained in this section.

Note that you cannot manually run production (assign and create a shipment) on an order if its is in a status reserved for inventory fulfillment automation. e.g. Ready to Source.

Order Statuses can managed in Setup>Technical Configurations>Order Statuses.

Status	Description
Auction Awaiting Checkout	The order is currently awaiting checkout as the result of a winning eBay auction. Upon order creation, a winning eBay auction notification e-mail is automatically sent to the customer. eBay requires auction winners to checkout directly through eBay. The following provides recommendations for the following scenarios: Customer completes eBay checkout process - Most customers will checkout through eBay following instructions in the winning eBay auction notification email. By completing the checkout process, the order status is automatically updated. Customer does not wish to purchase the auction item- If the customer does not wish to purchase the auction item, or cannot be contacted, it is recommended to void the order. By voiding the order, any inventory reserved for the order is automatically released and made available to all sales channels. Once the order is voided, the order status must be updated to Voided
Awaiting Drop-ship Confirmation	The order is currently awaiting shipment confirmation for inventory being drop-shipped to the customer. Once shipment notification is received, it is recommended to close the associated drop-ship purchase order(s). Once the drop-ship purchase order is closed, the order status must be updated to Partially Shipped
Awaiting Inventory	The order is currently awaiting backordered or just-in-time inventory. Once inventory is received from the stock or just-in-time purchase order, inventory is automatically assigned to the order. Once received, the status is automatically updated to In Shipping (per automation settings), and available for picking/packing in the Shipment Manager.
Awaiting Payment	The order is currently awaiting payment, typically a check or money order. It is recommended that Check / MO payment method through the website is set to this order status. The following provides next-step recommendations for the following scenarios: Check or money order is received- Once payment is received, the payment must be manually applied to the order, and then update the order status to Ready to Process. Customer wishes to pay using a different payment method- If the customer wishes to pay using a different payment method such as credit card, it is recommended to apply the payment, and then update the order status to Ready to Process. Payment is never received- If the payment is never received, or the customer does not wish to pay for the order, it is recommended to void the order. By voiding the order, any inventory reserved for the order is automatically released and made available to all sales channels. Once the order is voided, the order status must be updated to Voided
Credit Card Fraud	The credit card payment is determined fraudulent. It is recommended that these orders be reviewed regularly and appropriate action taken, where necessary. Once resolved, it is recommended to void the order, and then update the order status to Voided.
Credit Card Declined	The credit card used to pay for the order has been declined. By default, website orders cannot be placed with a declined credit card. However, configuration of the Checkout plug-in allows orders to be placed through the Website and to be automatically set to this status if the customer's credit card was declined twice upon attempting to place the order. Contact CORESense Support for more information. The following provides next step recommendations for the following scenarios: Customer wishes to pay using a different credit card- If the customer wishes to pay using a different credit card, you are required to authorize and capture the credit card payment, then update the order status to Ready to Process. Customer wishes to pay using a different payment method- If the customer wishes to pay using a different payment method such as a gift certificate, the payment must first be applied, and then update the order status to Ready to Process, or Awaiting Payment if the customer wishes to pay using a check or money order. Payment is never received- If the payment is never received, or the customer does not wish to pay for the order, it is recommended to void the order. By voiding the order, any inventory reserved for the order is automatically released and made available to all sales channels. Once the order is voided, the order status must be updated to Voided. Credit card payment is determined fraudulent- If the credit card payment is determined fraudulent, it is recommended to update the order status to Credit Card Fraud, explained below.
In PayPal Checkout	The customer completed the Website checkout process, but abandoned the PayPal® payment interface, which is launched as a final step that enables the customer to pay for the order using their PayPal account. Since the customer completed your Website checkout process, the order contains all required information except for payment. The following provides next step recommendations for the following scenarios: Customer still wishes to pay using PayPal®- If the customer still wishes to pay using PayPal®, it is recommended to have the customer pay directly using the PayPal.com>payment interface. Once the PayPal payment is confirmed, the PayPal payment must be manually applied to the order using CORESense, and then update the order status to Ready to Process Customer wishes to pay using a different payment method- If the customer wishes to pay using a different payment method such as credit card, the payment must be applied manually using CORESense, and then update the order status to Ready to Process, or Awaiting Payment if the customer wishes to pay using a check or money order.
In Shipping	The order (via the related shipment(s))is currently being picked, packed or shipped in your warehouse. See Picking, Packing and Shippingfor more information. By using the CORESense UPS WorldShip™ and FedEx® shipping integrations, orders are then automatically set toPartially Shipped or Shipped.
Partially Shipped	The order is partially shipped and either awaiting backordered or just-in-time inventory, or awaiting shipment confirmation for one or more drop-ship purchase orders. By using the UPS WorldShip™,FedEx®, and USPS shipping integrations, orders are automatically set to this status if a minimum of one inventory unit has been shipped. The following provides a listing of possible scenarios and next step recommendations: Received backordered or just-in-time inventory from a purchase order- By receiving backordered or just-in-time inventory from a stock or just-in-time purchase order, inventory is automatically assigned to the order. See Receive a Stock or Just-in-time Purchase Order for more information. Once inventory is received and fulfillment process re-run, update the order status to In Shipping, and then pick, pack and ship the remaining shipment(s). See the Picking, Packing and Shipping to learn how. Received shipment confirmation for a drop-ship purchase order- If shipment confirmation for a drop-ship purchase order is received, close the associated drop-ship purchase order, and then update the order to>Shipped or Partially Shipped status, as appropriate.
PayPal Checkout Issue	The customer completed the Website checkout process, but a system failure occurred in the CORESense / PayPal® communication process. Since the customer completed your Website checkout process, the order contains all required information except for payment. This problem only occurs in rare cases and should be rectified using the following recommendations. If the problem persists, contact CORESense Support. The following provides a listing of possible scenarios and next step recommendations: Customer still wishes to pay using PayPal®- If the customer still wishes to pay using PayPal®, it is recommended to have the customer pay directly using the PayPal.com payment interface. Once the PayPal payment is confirmed, the PayPal payment must be manually applied to the order using CORESense, and then update the order status toReady to Process Customer wishes to pay using a different payment method- If the customer wishes to pay using a different payment method such as credit card, the payment must be applied manually using CORESense, and then update the order status toReady to Process, or Awaiting Payment if the customer wishes to pay using a check or money order.
Ready to Process	The order is ready for processing and requires confirmation of payment. Although orders can be manually set to this status, typically from the Awaiting Payment or Credit Card Declined status, most orders are automatically set to this status after being placed through the Website or Sales Order Interface sales channels. This status is often included in Inventory Sourcing Automation, making further action unnecessary on orders in this status. he following provides a listing of possible scenarios and next step recommendations: Order contains an authorized credit card paymentIf the order was paid for using a credit card, the authorized credit card payment must be captured manually, and then the order status can be updated to Ready to Source Order is fully paid for using a non-credit card payment- If the order is fully paid for using a non-credit card payment such as PayPal®, check or money order, then update the order status toReady to Source Order contains no payment- If the order contains no payment, typically as a result of being placed through theSales Order Interface without payment, the customer must be contacted, and payment applied. Then update the order status to Ready to Process, or Awaiting Payment if the customer wishes to pay using a check or money order.
Ready to Source	Payment has been received, and the order inventory is ready to be . Sourcing is the determination of the source from which inventory is to be shipped to the customer. CORESense offers three options for sourcing each unit of purchased inventory. These options, called Fulfillment Methods, include Stock,Drop-ship and Just-in-time, introduced below. See Fulfillment Methods section for more information. Upon sourcing inventory, CORESense automatically creates shipments for assigned inventory, which are used to track and manage the shipment of inventory from a source to a destination. A shipment can contain one or more inventory units and is assigned a tracking number and ship date following the shipping process. All picking, packing and shipping is performed on a shipment level, and is not performed from the order.
Shipped	This is a system trigger once the Ship Date has been assigned and all order inventory has been shipped to the customer. By using the CORESense UPS WorldShip™, FedEx®, and USPS shipping integrations, orders are automatically set to this status if all order inventory has shipped. This is the final status for most CORESense orders and triggers the order and all related shipped shipments to be locked automatically.
Voided	The order is voided.