In this screen, you will find all settings related to order management grouped by types. Configure rules to define how the system works with orders.
Please Note! Some of the settings below are marked as User Specific. User-specific settings allow each user to set these individually to their liking, and will not influence other users. Other settings that are not marked as User Specific are set for the entire system - if any user (not necessarily admin) changes these settings, the change will be reflected on all users.
Date formats can be displayed in either UK or US formats. Select the date format you prefer for your order dates:
- UK Format = dd/mm/yyyy
- US Format = mm/dd/yyyy
Complete and Process
Show the Complete and Process button when creating new orders.
When a user is creating a new order, the Complete and Process button lets the user process the order as soon as it's created.
Auto Merge Orders
Enable if you would like Linnworks to automatically merge orders that meet certain criteria. This process will automatically look for and merge orders every 15 minutes.
Orders can only be placed into one folder. If the order is already placed to any folder, then assigning it to a new folder will automatically remove it from the original folder.
If selected, new orders that are created as a result of the split will not be assigned to any folder. It is disabled by default, which means that split orders will inherit the same folder(s) that the parent order was assigned to.
If enabled, then clicking Process Orders will automatically print a shipping label once the Process Order screen opens. Linnworks will print the label based on the postal service assigned to the order. If the order’s shipping service is set as Default, then the label will not be printed.
If enabled, then clicking Process Orders will automatically print an invoice once the Process Order screen opens. Linnworks will pick an invoice template based on the printing conditions that are configured for the invoices.
Depending on your workflows, there are several settings that can help you avoid errors when working with open orders. Tick the options below if any of them are applicable to your processes.
Order Item Scanning
If enabled, then it will not be possible to process the order until barcodes for all order items have been scanned.
Allow SKU Scan
Enable to allow scanning a stock item's SKU instead of its barcode/serial number.
Check Payment Status
If enabled, then you will only be able to process orders with the Paid status.
Order Item Linking
If enabled, then you will only be able to process orders which have all items linked. If at least one order item is not linked, then the system will not allow you to process the order.
Check Stock Availability
If enabled, then you will only be able to process orders where the ordered items have enough stock to process the order in this location.
Process Order Barcode
If enabled, then you can process orders in the Process Order screen by scanning a specific barcode instead of clicking the Process button.
Space Bar Processing
If enabled, then hitting the space bar in the Process Order screen will process the order. Please be careful with this setting, as it will process the order immediately.
Select the batch size of orders to be processed. Linnworks will split the processing of large amounts of orders into batches to reduce the risk of timeouts. If timeouts still occur, please consider lowering the number of orders in the batch using the drop-down menu.
Batch Process By Tracking Number
When enabled, you can process an order in the Despatch Console by scanning the order tracking number which was provided at the time of printing the shipping label. When using the Batch Process by Order ID option in Despatch Console, Linnworks will find the order with the scanned tracking number and automatically process it.
Select the default tab which will open automatically when using the Despatch Console.
If enabled, then in the By Item Barcode tab in Despatch Console, orders marked as unpaid will not be returned by the system.
Please note! Identifiers created here can be only used in the new Open Orders screen.
Custom identifiers for open orders can then be used in the Rules Engine module as both, a condition which will check the current identifier on an order, as well as an action to actually assign this identifier to an order.
There are default identifiers created to optimize rules that need to run against Amazon orders.
Add your own custom identifiers by clicking Add New, give them a Name, Tag and upload an image so that it is easy to identify them. Click Save. The new identifiers will be available for all users on your account.
To assign an identifier manually, go to the new Open Orders screen > right-click on the order > Order > Identifiers > Assign Identifier > select required identifier. It will be seen in the General Info column.
You can assign more than one identifier to the order.