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Although fulfillers can view and manage shipments through the Fulfiller UI, users can also perform edits and actions on existing shipments from the Order Admin.In this video, I’m going to demonstrate all of the edits and actions that can be performed on an Order’s Shipments after they’ve been created. Although fulfillers can view and manage shipments through the Fulfiller UI, users can also perform edits and actions on existing shipments from the Order Admin. In this video, I’m going to demonstrate all of the edits and actions that can be performed on an Order’s Shipments after they’ve been created. When an Order is placed, and the “Remorse Period” is either not configured or the “Remorse” window has passed, Order updates through the “Order Details” tab will no longer be allowed. However, there are still updates that can be made to the shipments related to the order through the “Shipments” tab of the Orders screen.“Remorse Period” in KIBO is achieved through the “Configurable Shipment Release” setting in the “General” settings. We’ll discuss “Configurable Shipment Release” in a separate video. When an Order is placed, and the “Remorse Period” is either not configured or the “Remorse” window has passed, Order updates through the “Order Details” tab will no longer be allowed. However, there are still updates that can be made to the shipments related to the order through the “Shipments” tab of the Orders screen. “Remorse Period” in KIBO is achieved through the “Configurable Shipment Release” setting in the “General” settings. We’ll discuss “Configurable Shipment Release” in a separate video. To make these changes, we’ll navigate to the “Shipments” tab in a specific Order in the Order Admin menu. To make these changes, we’ll navigate to the “Shipments” tab in a specific Order in the Order Admin menu. This is the “Shipments” tab of an Order screen. We will discuss all sections. This is the “Shipments” tab of an Order screen. We will discuss all sections. First up, is a “Quick-look” of the status of the Shipments on this Order. In this example, the “Shipment Status” is “Not Fulfilled”, meaning that the shipment or shipments on this order are still waiting to be picked at their respective fulfillment locations. First up, is a “Quick-look” of the status of the Shipments on this Order. In this example, the “Shipment Status” is “Not Fulfilled”, meaning that the shipment or shipments on this order are still waiting to be picked at their respective fulfillment locations. When a shipment has been created on an Order, we are unable to add more items to that shipment. However, users can create a “New Shipment” to add items to an Order without refreshing the order pricing or discounts. Clicking the “New Shipment” button will open a modal window allowing us to add additional items. When a shipment has been created on an Order, we are unable to add more items to that shipment. However, users can create a “New Shipment” to add items to an Order without refreshing the order pricing or discounts. Clicking the “New Shipment” button will open a modal window allowing us to add additional items. The “Shipment Creation Request” screen functions similar to the initial offline order creation page. We can search for products, add them to the cart, and create a new shipment that tracks alongside the original Order shipments. The “Shipment Creation Request” screen functions similar to the initial offline order creation page. We can search for products, add them to the cart, and create a new shipment that tracks alongside the original Order shipments. Clicking the “Cancel Order” button will open a modal window where we can cancel the entire Order and all associated Shipments. We can also cancel specific Shipments or items off of a Shipment without needing to cancel an entire Order, if needed. We will discuss those other cancellation methods shortly. Clicking the “Cancel Order” button will open a modal window where we can cancel the entire Order and all associated Shipments. We can also cancel specific Shipments or items off of a Shipment without needing to cancel an entire Order, if needed. We will discuss those other cancellation methods shortly. In the “Cancel Order” modal window, we’ll need to select a required “Reason” for the Order cancellation, and then click the “Cancel Order” button. We could also click “Nevermind” to discard the cancellation and go back to the Order. In the “Cancel Order” modal window, we’ll need to select a required “Reason” for the Order cancellation, and then click the “Cancel Order” button. We could also click “Nevermind” to discard the cancellation and go back to the Order. Next to the “Cancel Order” button is an Ellipses. Clicking that will give a user the option to view or edit any “Gift Messages” that may be present on the Order.“Shipment Status”, “New Shipment”, “Cancel Order”, and “View/Edit Gift Message” are controls for the entire Order. The rest of the settings we’ll discuss are all specific to their respective Shipment, and can change depending on the Fulfillment Type selected for the Shipment. Next to the cancel order button is an ellipses, clicking that will give a user, the option to view, or edit any gift messages, that may be present on the order. Shipment status new shipment, cancel order and viewed, edit gift message, or controls, for the entire order. The rest of the settings will discuss are all specific to their respective shipment and can change depending on the Fulfillment type selected for the shipment. Users can track the lifecycle of each Shipment. For each Shipment, we will see the fulfillment “Type”, such as “Store Pickup” or “Ship to Home”; “Shipment Number”, which can be clickable and link directly to the Shipment in the Fulfiller UI menu; the date and time the shipment was “Last Updated”; fulfillment “Status”, such as “Ready” or “Fulfilled”; the “Shipment Step ID” and which “Fulfillment Step” the Shipment is currently on, and the Shipment “Total”. This information can be beneficial when updating shoppers on the Status of their Orders. Users can track the life cycle of each shipment for each shipment. We will see the Fulfillment type such as store pickup or ship to home shipment number, which can be clickable and linked directly to the shipment in the fulfiller UI menu. The date and time, the shipment was last updated fulfillment status, such as ready or fulfilled, the shipment step ID in, which fulfillment step the shipment is currently on and the shipment total. This information can be beneficial when updating Shoppers on the status of their orders. Users can “Reassign Shipments” in situations where it may be necessary, such as a shopper changing a shipping address. Depending on the “Fulfillment Type”, there may be one or more options.“Manual Reassign” is where the user manually selects the fulfillment location, and is used in all Fulfillment Types.“Auto Reassign” is where the Shipment is sent back through the Order Routing engine for placement in the next-best suitable fulfillment location. “Auto Reassign” runs in the background and is typically only for “Ship To Home” or “Transfer” Orders. Users can reassign shipments in situations where it may be necessary. Such as a shopper changing a shipping address. Depending on the Fulfillment type, there may be one or more options. Manual reassign is where the user manually selects the Fulfillment location and is used in all fulfillment types. Auto reassign is where the shipment is sent back through the order routing engine for placement in the next best suitable. Fulfillment location. Auto reassign runs in the background and is typically only for ship to home or transfer orders. Clicking “Manual Reassign” opens a modal window where the user can then select a new location for the Shipment to be fulfilled. This window has 2 tabs - “Inventory” and “All Locations”.“Inventory” shows all locations who currently have available inventory for the items on the Shipment. These locations are listed in the order of closest proximity to the Shipment address. Users can also search for locations by the “Location Name” or “Location Code” in the “Search” bar. Clicking manual reassign opens a modal window where the user can then select a new location for the shipment to be fulfilled. This window has two tabs inventory and all locations. Inventory shows all locations Who currently have available inventory for the items on the shipment. These locations are listed in the order of closest proximity to the shipment address. Users can also search for locations by the location name or location code in the search bar. “All Locations” lists all available fulfillment locations, regardless of available inventory. These locations are listed in alphabetical order, and again users can search for specific locations by “Name” or “Code” in the “Search” bar.We’ll click a location in either “Inventory” or “All Locations” to select, then click “Save” to reassign the Shipment to that Location. “All Locations” lists all available fulfillment locations, regardless of available inventory. These locations are listed in alphabetical order, and again users can search for specific locations by “Name” or “Code” in the “Search” bar. We’ll click a location in either “Inventory” or “All Locations” to select, then click “Save” to reassign the Shipment to that Location. Depending on the “Fulfillment Type”, “Update Shipment” may contain two or more options:“Mark as shipped” will force fulfillment on a shipment and mark it as “Complete” regardless of its current status in the Fulfiller UI. This is good for testing various parts of the Order Management platform without needing to perform each fulfillment step.“Cancel Shipment” will cancel this entire Shipment from the Order. In the case that there is only one shipment on an Order, “Cancel Shipment” will also cancel the entire Order. Similar to the “Cancel Order” button we discussed earlier, this will open a modal window where we’ll need to select a “Reason”, then click “Cancel shipment”. Depending on the Fulfillment type update shipment, may contain two or more options. Market shipped, will force fulfillment on a shipment and Market is complete regardless of its current status in the fulfiller UI. This is good for testing, various parts of the order management platform without needing to perform each fulfillment step. Cancel shipment will cancel this entire shipment from the order. In the case that there is only one shipment on an order. Cancel shipment will also cancel the entire order similar to the cancel order button. We discussed earlier, this will open a modal window where we’ll need to select a reason, then click cancel shipment. Each shipment has a series of tabs with various pieces of shipment information. This is not the full list of available tabs, but is representative of the information that may be available depending on a Shipments status. We’ll discuss each tab.First is the “Items” tab, which contains line items with product and pricing information for each unique item on the shipment. It is the default tab displayed when opening the shipment dropdown. Each shipment has a series of tabs with various pieces of shipment information. This is not the full list of available tabs, but is representative of the information that may be available depending on a Shipments status. We’ll discuss each tab. First is the “Items” tab, which contains line items with product and pricing information for each unique item on the shipment. It is the default tab displayed when opening the shipment dropdown. Next is the “Location Information” tab, which displays all information about a shipping or pickup location. Next is the “Location Information” tab, which displays all information about a shipping or pickup location. If applicable, any cancelled items from a shipment will appear on a “Cancelled Items” tab, with date and time of cancellation, associated “Quantity”, “Reason”, name of person who cancelled the shipment, and all relevant pricing. If applicable, any cancelled items from a shipment will appear on a “Cancelled Items” tab, with date and time of cancellation, associated “Quantity”, “Reason”, name of person who cancelled the shipment, and all relevant pricing. Any custom data on products will be listed on the “Custom Data” tab. Any custom data on products will be listed on the “Custom Data” tab. Notes added to the shipment will be listed on the “Shipment Notes” tab. Notes added to the shipment will be listed on the “Shipment Notes” tab. If applicable, any appeasements performed on a shipment will have a full audit log of the appeasement on the “Appeasement Audit Log” tab. If applicable, any appeasements performed on a shipment will have a full audit log of the appeasement on the “Appeasement Audit Log” tab. Lastly, a full log of shipment activities is recorded for each shipment and displayed on the “Shipment History” tab. Lastly, a full log of shipment activities is recorded for each shipment and displayed on the “Shipment History” tab. Back on the “Items” tab, there is an “Ellipses” for each line item on a shipment with a dropdown menu containing various settings and controls. This isn’t the full list of settings, but is representative of what can be found for a line item. We’ll discuss each setting. Back on the “Items” tab, there is an “Ellipses” for each line item on a shipment with a dropdown menu containing various settings and controls. This isn’t the full list of settings, but is representative of what can be found for a line item. We’ll discuss each setting. First is “Manual Reassign”, and works exactly like the “Manual Reassign” discussed earlier, but will reassign this line item only. First is “Manual Reassign”, and works exactly like the “Manual Reassign” discussed earlier, but will reassign this line item only. Clicking “Manual Reassign” will open the “Items Reassign” modal window with the same “Inventory” and “All Locations” tabs as the Shipment “Manual Reassign”, and works in the same way.Selecting a Location and then clicking “Save” will create a new Shipment on this order, reassigning this line item to the new Location. Clicking “Manual Reassign” will open the “Items Reassign” modal window with the same “Inventory” and “All Locations” tabs as the Shipment “Manual Reassign”, and works in the same way. Selecting a Location and then clicking “Save” will create a new Shipment on this order, reassigning this line item to the new Location. “Auto Reassign” works in a similar way as “Manual Reassign”, except that “Auto Reassign” sends the line item back through the Order Routing engine, which will create a new Shipment on this order and assign it to the next-best suitable fulfillment Location. “Auto Reassign” works in a similar way as “Manual Reassign”, except that “Auto Reassign” sends the line item back through the Order Routing engine, which will create a new Shipment on this order and assign it to the next-best suitable fulfillment Location. “Edit Unit Price” allows for a user to adjust unit pricing for an item. This is helpful for price-matching or appeasements on an order. Edit unit price allows for a user to adjust unit pricing for an item. This is helpful for price matching or appease on an order. Clicking “Edit Unit Price” opens a modal window where a user can enter the new “Unit Price”, and then enter a “Reason” for the pricing change. Clicking “Edit Unit Price” opens a modal window where a user can enter the new “Unit Price”, and then enter a “Reason” for the pricing change. When all required information has been entered, we’ll click “Save” to update the pricing. When all required information has been entered, we’ll click “Save” to update the pricing. “Cancel Item” cancels one or more quantity from the line item. This is helpful if a shopper wants to cancel an entire line item from a shipment, or just a specific quantity, like adjusting a quantity from 3 to 2. “Cancel Item” cancels one or more quantity from the line item. This is helpful if a shopper wants to cancel an entire line item from a shipment, or just a specific quantity, like adjusting a quantity from 3 to 2. Clicking “Cancel Item” opens a modal window where we can enter the “Quantity to cancel” from the shipment, as well as a “Reason” for the cancellation. When we have entered all required information, we’ll click “Cancel Items” to update the quantity. Clicking “Cancel Item” opens a modal window where we can enter the “Quantity to cancel” from the shipment, as well as a “Reason” for the cancellation. When we have entered all required information, we’ll click “Cancel Items” to update the quantity. Users can “View Custom Data” for this product. Users can “View Custom Data” for this product. Clicking “View Custom Data” opens the “Custom Item Data” modal window that will display all custom data for the product. Clicking “View Custom Data” opens the “Custom Item Data” modal window that will display all custom data for the product. Clicking the “Add” button on the top right of the window allows users to add custom data to the product, if applicable. Clicking the “Save” button saves the data to the product. Clicking the “Add” button on the top right of the window allows users to add custom data to the product, if applicable. Clicking the “Save” button saves the data to the product. Lastly, users can edit the “Item”, “Shipping”, “Handling”, and “Duty” Totals on the Shipment. Clicking the “Edit” button opens fields where these edits can be made. Lastly, users can edit the “Item”, “Shipping”, “Handling”, and “Duty” Totals on the Shipment. Clicking the “Edit” button opens fields where these edits can be made. Users can make percentage or absolute changes to the respective “Subtotals” or “Taxes”, either adding or subtracting to the “Totals”.When all adjustments have been made, we’ll click “Save” to save the new pricing “Totals”. Users can make percentage or absolute changes to the respective “Subtotals” or “Taxes”, either adding or subtracting to the “Totals”. When all adjustments have been made, we’ll click “Save” to save the new pricing “Totals”.

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