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Try our solution with your store today. See how to simplify, accelerate, and scale your order process.

Follow these 7 simple steps to connect your store, fulfill orders, and update accounting (in one app).

Solution overview

Quick summary of the journey you can try for yourself by following the instructions on this page. 

  • One system: Joined up sales, fulfillment, and accounting workflows
  • Overview: end to end workflow
  • How to choose the right solution

 

 

Before you begin, a couple of things ...

When you signed up with your details, you will have received access to your Salesorder system. To try out the BigCommerce order fulfillment workflow, you’ll need to:

  1. Complete the basic system setup 
  2. Master basic user controls 

If you haven’t received your login details, check your Spam and Junk folders. If you can’t find the email then let us know at sales@salesorder.com.

Complete basic system setup

 

Master basic user controls

 

1. Connect your store

  • Configure the BigCommerce API
  • Connect Salesorder to your Store

No risk: When you connect your BigCommerce Stores it will not affect or alter your live orders. 

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@ 2:02: API Permissions (OAuth Scopes) - Click image to enlarge
 

2. Synchronize your product catalog

  • Import Product Master details to create and model your Product catalog in Salesorder.
  • Synchronize SKU stock levels so as they match in Salesorder and your BigCommerceStore.
 

3. Configure Order import.

  • Set up Customer and Order id prefixes
  • Configure order import status conditions
  • Configure default shipping addresses
  • Configure Shipping LIne Item
 

4. Capture and import Order(s)

  • Manually or automatically import Orders from your BigCommerce Store

No risk: When you connect your BigCommerce Stores it will not affect or alter your live orders.

 

5. Allocate, back order, or drop ship inventory

  • Approving Orders
  • Stock Allocation to Orders
  • The Shipment manages the pick, pack and ship process.
  • Automating the back order process
  • Automate Drop ship purchase orders
 

6a. Pick, pack and ship (No WMS)

Do you need the WMS? Your Salesorder system has a built-in Warehouse Management System (WMS). You need the WMS if you have a high volume of orders, a large assortment of barcoded SKUS, or you track Lots, Batches, or Serial numbers.

See here for a quick overview of the Warehouse Management System.

Shipping workflow automation? You can streamline shipping by connecting Shipstation. Shipstation simplifies working with multiple shipping vendors. Here’s how to connect Shipstation to your system. Get Shipstation at www.shipstation.com.

 

6b. Pick, pack and ship (with WMS)

Do you need the WMS? Your Salesorder system has a built-in Warehouse Management System (WMS). You probably don’t need the WMS if you’re a small business with a limited assortment of SKUs, or a low volume of orders, or you don’t need to use Barcode, Lot, or Batch tracking.

See here for a quick overview of the Warehouse Management System .

Shipping workflow automation? You can streamline shipping by connecting Easypost. Easypost automates the shpping processes and simplifies working with multiple shipping vendors. Here’s how to connect Easypost to your system.

 

7. Update Accounting

Automate the synchronization of your accounts. Salesorder has a built-in multicurrency, tax Agnostic, General Ledger. So all of your business information is in one system.

No messy integration: You don’t have to integrate your current accounting software. We make migration straightforward and simple.

 

Next steps?

Take a complete in depth tour of our order and inventory management software, try out key workflows, and get answers to ALL of your questions before you buy.