Sales Orders
UK Warehouse Courier Options
Overview Below is a list of couriers that can be associated with, and used for, any orders created for our UK Warehouse location (Expandly-EPAC). When creating orders, the Shipping Method Name must be entered exactly as shown to ensure correct ...
Creating manual sales orders in Expandly (3PL)
Overview This guide explains how to manually create sales orders in your Expandly portal. In situations where orders are not automatically imported into Expandly through a connected sales channel, you will need to create them manually. Once ...
Manually Importing Sales Orders to Expandly
Manually Importing Sales Orders to Expandly Overview There may be occasions where you wish to manually import sales order data to Expandly - This may be required if you wish to see historical sales channel order data within Expandly for example. In ...
Sending multi-channel orders to FBA
Sending multi-channel orders to FBA Overview In this guide we will show you how to send multi-channel orders to FBA, using Expandly. Before you start You will need to ensure that you are set up to send multi-channel orders to FBA on Amazon - you can ...
Printing sales order invoices
Printing sales order invoices Overview In this guide, we will show you how to print invoices for your sales orders, using Expandly Before you get started Expandly has a default invoice template available for you to use however should you wish to ...
Printing product labels
Printing product labels Overview Print product labels directly from Expandly. Video Steps Printing product labels (click to view steps) 1.Click Products & Listings (left menu) and then Manage Products 2.Select the product(s) you want to print the ...
Printing a picklist
Printing a picklist Overview Print a cross-channel picklist directly from Expandly Video Steps Before you start (click to view steps) Expandly comes with a template picklist already created. If you want to create your own (including a template that ...
Merging Sales Orders
Merging Sales Orders Overview In this guide, we will show you how to merge your Sales Orders, using Expandly. Merging Sales Orders 1. Click Sales Orders (left menu) and then click Manage Sales Orders: 2. On your Manage Sales Orders page, find the ...
Marking sales orders as shipped and adding tracking details
Marking sales orders as shipped and adding tracking details Overview Mark orders as shipped and add tracking details to Expandly to update your sales channels and customers. Video Steps Marking sales order(s) as shipped (click to view steps) 1. Click ...
Mapping order statuses between your web cart and Expandly
Mapping order statuses between your web cart and Expandly Overview In this guide we will show you how to map your order statuses within Expandly, for any web carts that you use. What is Order Status Mapping? Order Status Mapping is required to ensure ...
Manually Importing Sales Orders to Expandly
Manually Importing Sales Orders to Expandly Overview There may be occasions where you wish to manually import sales order data to Expandly - This may be required if you wish to see historical sales channel order data within Expandly for example. In ...
Managing Sales Orders
Managing Sales Orders Overview In this guide, we will explain how you can manage your sales orders including viewing, managing and processing your sales orders directly in Expandly. Before you start Before Expandly can import your sales orders from ...
How to use Order Rules to automate your eCommerce business
How to use Order Rules to automate your eCommerce business Overview In this guide, we will show you how to set up Order Rules in Expandly, which will allow you to automate certain actions when an order comes in and meets your rule criteria. What are ...
Exporting sales orders to CSV
Exporting sales orders to CSV Overview Export your orders from Expandly into a CSV file. Video Steps Before you start (click to view steps) Before exporting sales orders to CSV, ensure all sales orders are up-to-date - this happens automatically ...
Creating Sales Orders
Creating Sales Orders Overview In this guide we will explain how you can create sales orders within your Expandly account either manually, or via a CSV upload. Before you start Before you are able to create sales orders manually within Expandly, you ...
Copying Sales Orders
Copying Sales Orders Overview In this guide, we will show you how to copy sales orders on Expandly. Before you start Before you can copy sales orders on Expandly, you will need to create a custom store, for these to be assigned to. You can read more ...
Archiving Sales Orders
Archiving Sales Orders Overview In this guide we will show you how to archive sales orders on Expandly. Archiving Sales Orders 1.Select Sales Orders (left menu) and then Manage Sales Orders: 2. On your Manage Sales Orders page, find the sales ...
Adding tracking details to your sales orders
Adding tracking details to your sales orders Overview In this guide, we will show you how to manually add tracking details to your sales orders in Expandly. Adding tracking details to your sales orders 1. Find the sales order (s) you wish to add ...