This article will explain when you can edit an order, what you can edit, and how to edit the order. Once you save your order edits, the optimization status will update and rerun through automations so that the optimization plan has the most up to date information.
When can you edit an order?
Orders can be edited by users as long as they have not been released to Deposco and are in a status eligible for editing. Statuses that you are unable to edit in: Deleted, Shipped, and Complete.
The following must be true about an order to move forward with order edits:
-
Optimization Status (does not equal) = Complete
- Note: Once the Optimization Status is changed to “Complete”, the order has been released to Deposco and can no longer be edited.
Editing Order Fields
Open an Order and open the Order Record, select “Actions”, and “Edit”:
You will see a list of fields available to edit, broken down into sections on the left hand side for quick navigation.
The following sections outline the fields that can be edited on an order: Status, Override Carrier Service, Override Warehouse, Update Bill To and Ship To Information, Replace Line Items, Add New Line Items, and Changing or Removing Line Items.
After editing, click the “Save” button at the bottom right hand corner. If an incorrect field or value was edited on the order, you will see the following error when attempting to save the changes:
“Error updating Order: You may not change the value of Source System Warehouse ID”
Status
An order status starts as “Unknown” upon order creation and can be edited to the following three statuses:
- Pending: The order will be optimized for release to WMS
- On-Hold: Hold the order from being packed and shipped until placed back in Pending status
- Canceled: Cancel the order as it is no longer required to be packed and shipped
Status field location:
- Note: If you wish to “un-cancel” or release an order from “On Hold” change the status to PENDING
Override Carrier Service
When Override Carrier Service is selected, the carrier chosen will override the ColdTrack Live Optimization Carrier/Service and assign the updated Override Carrier Service to the order. Be sure to edit the “Override Carrier Service” field and not “Carrier Service” field in order to successfully update.
- Note: You may only choose a carrier/ service that is eligible for your account with Coldtrack
Override Warehouse
When Overriding a warehouse, the warehouse entered in this field will override the result of the Coldtrack Live optimization warehouse, and assign the updated Override Warehouse to the order. Be sure to select the “Override Warehouse” field, and not the “Warehouse” field for the update to successfully save the field.
Select a warehouse option from the drop down list of warehouses. This list is specific to warehouses that are currently set up to fulfill your orders. To add additional warehouses, please reach out to a ColdTrack Support contact.
The following options are the most commonly available:
- Edison (Coldtrack Edison facility)
- Patterson (Coldtrack Patterson facility)
Update Bill To and Ship To Information
Any field associated with the Bill To or Ship To data on an order can be edited. Once this data has been updated and saved, any changes made will be sent over to Deposco.
- Note: A Ship To phone number is required and you may see a static default of 999-999-9999 in a case where no ship to phone number was present on the order. Ensure this default is present after any changes.
Replace Line Items
To replace a line item, select “Actions” in the Top Right corner, and choose the “Replace Line Item” option:
- Note: Changing a line item (the “to” SKU) does not currently validate the new SKU against item records in Deposco so you must ensure the SKUs are typed in (or pasted) exactly as they’re set up in Deposco
- Note: You can only replace a component SKU for another component SKU - you cannot replace bundle SKUs using this feature
Add New Line Items
You can also add SKUs by navigating to the “Line Items” section, click “Add New”:
- Type in the SKU you want to add
- Type in the quantity
- Click “Save”:
Change/ Remove Line Items in Bulk
You can remove SKUs (and bundles) in this section
- Click “View All”
- Click on the item(s) you’re looking to remove
- Select “Actions” and click "Edit" or “Delete”
- Navigate through the preview and confirmation prompts
- Select the “Submit” button
For more Order Editing information, check out the How to Edit Orders Training Article!