Order Configuration with Customized logistics – OneWarehouse

Function Description

Onewarehouse has added the “Customized logistics” delivery method for new order shipments. You can use “Customized logistics” to configure the order’s “Logistics Channel Name”, “Tracking Number”, upload the express waybill, execute the platform order shipment, and track the shipment status.

Precautions
Operating Steps to Enable “Customized logistics” Status
Operating Steps to Create “Customized logistics” Orders
Operating Steps to Edit “Customized logistics” Orders
Operating Steps to Bulk Import “Customized logistics” Orders
Operating Steps to Execute Shipment for “Customized logistics” Orders

Precautions

When there are no platform logistics channels connected to OW, “Customized logistics” can be selected for use.
“Customized logistics” needs to be applied to the customer service for enabling the logistics status before it can be used to create and ship orders.
Orders with the delivery method of “Customized logistics” must fill in the “Logistics Channel Name”, “Tracking Number”, and upload the express waybill. Otherwise, the order cannot be shipped.
Creating orders, editing orders, and importing orders all support “Customized logistics”.

Operating Steps to Enable Customized logistics Status

Step1

Explain to customer service the warehouse that needs to activate “Customized logistics”, and wait for the backend to open the warehouse permissions

Step2

After the permissions are opened, go to the "Set up" > "Logistics settings" page and enable the “Customized logistics” status for the corresponding warehouse

Operating Steps to Create Customized logistics Order

Step1 Create Orders

Enter the “Orders” > “Order Management” page, select "Create order", and the "Creat order" window will pop up

Step2 Fill in the Order

Basic message:

Select the warehouse with the “Customized logistics” status enabled in the “Warehouse” column
Select “Customized logistics” in the “Logistics channel” column, and new columns for “Logistics channel name” and “Tracking number” as well as uploading the express waybill will appear below

Fill in the “Logistics channel name” and “Tracking number”
If the express waybill is already obtained, click “Click or drag to add an express waybill” to upload the waybill according to the prompts; if the waybill is not yet obtained, it can be uploaded later during shipment execution
After uploading, you can perform “Preview”, “Replace File”, and “Delete” operations on the uploaded waybill

For other filling matters of the order, please refer to : Adding Orders

Step3 Complete Creation

Complete other order information, click “Save” on the right bottom, and the system will prompt “Created successfully” and return to the “Order management” page

Operating Steps to Edit Customized logistics Orders

Step1 Edit Orders

Enter the “Order” > “Order management” page, find the order you want to edit in the pending list, click “Edit” at the end of the order, and enter the “Edit order” page

Step2 Complete Editing

Basic message:

Select the warehouse with the “Customized logistics” status enabled in the “Warehouse” column.
Select “Customized logistics” in the “Logistics channel” column, and new columns for “Logistics channel name” and “Tracking number” as well as uploading the express waybill will appear below

Fill in the “Logistics channel name” and “Tracking number”
If the express waybill is already obtained, click “Click or drag to add an express waybill” to upload the waybill according to the prompts; if the waybill is not yet obtained, it can be uploaded later during shipment execution
After uploading, you can perform “Preview”, “Replace File”, and “Delete” operations on the uploaded waybill

After editing the information, click “Save” on the right bottom to complete the order editing. The system will prompt “Updated successfully” and return to the “Order management” page

Operating Steps to Bulk Import Customized logistics Orders

Step1 Download the “OW Order Template”

Enter the “Order” > “Order management” page, click “Import”, and the “Bulk Import” window will pop up

Select the corresponding warehouse, select “OW order template” in the “Import template”, and click “Download”

Step2 Fill in the “OW Order Template”

Open the downloaded “OW order template”, select “custom_logistics:Customized logistics” in the “Logistics channel (*)” column, and complete the filling of “Logistics channel name” and “Tracking number”. Fill in other information according to the prompts, save the document, and complete the filling

Precautions：The express waybill does not need to be filled in the "OW order template". It can be uploaded through the "Bulk Operations" feature on the "Order Management" page before executing shipment. For detailed filling instructions of other items in the "OW order template", please refer to ：New Order Creation

Step3 Import the "OW Order Template"

Return to the "Order management" page, click "Import", and the "Bulk import" window will pop up. Click "Upload files" to upload the completed "OW order template" document. Once the window prompts "Upload Successful", click "Import" to view the import results in the “Task Center”

Operating Steps to Execute Shipment for “Customized logistics” Orders

On the pending list of the "Order management" page, select the orders that need to be shipped:

For orders with uploaded express waybills, click "Execute shipment" to view the shipment results in the "Task Center"

Or orders without uploaded express waybills, click "Bulk operations" > "Upload waybill"

Follow the prompts to click "Click or drag to add an express waybill" to upload all express waybills. After confirmation, click "Confirm Upload". The system will display "Batch waybill upload in progress, Please check in the "Task Center" and automatically return to the order selection page

Click "Execute shipment" to view the shipment results in the "Task Center"

If you have any operational questions, you can directly reply or log in to the backend to contact our online support team. Thank you!