• Upshot Commerce: Order ManagementThe most customizable, on-demand ecommerce solution. Ever.

Order Management

Customers expect orders shipped as soon as possible, if not yesterday. When they call, they want instant answers. Customer service agents who can read minds would be ideal. Lengthy hold times while agents search for answers are not acceptable. Your customer service team needs tools that allow them to find, manage and track orders easily and with little room for error. The Upshot platform has an abundance of Order Management tools created and evolved through real-world use.

  • Included Features
  • Extensions
  • Professional Services

Features - Administrative

  • Use our core order workflow statuses or add your own statuses
  • Place order as an administrator user or call center agent
  • Easily search for existing customers
  • Specify how the customer found your store
  • Add referral or keywords to order notes
  • Add special instructions for warehouse staff or distribution center
  • Add internal order notes for customer service or call center staff
  • Add product by search, browsing, direct enter SKU or eBay ID
  • Quickly browse brands, models/names and SKUs by index letter or number
  • Select sort option search results
  • Add coupon codes
  • Add Reward Point discounts (if applicable)
  • Save order if customer cannot complete and wishes to return
  • Allow for in-store pick up and one or multiple stores
  • Automatically send e-mail autoresponders and triggers

Features - Public

  • Allow customers to checkout as a guest or registered user
  • Enforce registered user-only checkout option
  • Add special instructions for warehouse staff if field is available
  • Add coupon codes
  • Add Reward Point discounts (if applicable)
  • Opt for in-store pickup on one or multiple stores

Order Browsing and SearchingProduct Management

  • Search for orders using numerous filters
  • By site (if you have multiple online retail stores)
  • Order status
  • Payment status
  • Customer name
  • Company name
  • Order date range
  • Keywords in order
  • Order tags
  • RMA or RMA ID
  • Dater range for shipment or order date
  • Payment type
  • Warehouse location
  • Shipping method
  • By SKU
  • Destination (domestic or international)
  • Package and Order views
  • Custom statuses and tagging system

Batch Order Processing

  • Batch process by all packages, selected packages, search results, tags
  • Batch update order status
  • Choose whether or not to send customer email update for batched processed orders
  • Batch download and print cover pages, invoices, packing slips and shipping labels
  • Export orders to Endicia's Dazzle
  • Export orders to Quickbookx
  • Batch download and print packing lists
  • Batch send e-mail invoice
  • Create custom batch operations
  • Batch export to Shopping Cart Assistant format
  • Pick lists and barcode integration
Extensions
Coupons and Discount Extension More Info »
The Upshot Commerce Coupons & Discount Extension is hands down the most flexible and robust ecommerce coupon and discount options available. Business owners can create coupons, gift cards and discounts using a variety of metrics and rules... Learn more...
In-Store Pick-Up Extension More Info »
The In-Store Pick-Up Extension gives business owners the ability to let customers shop online and chose to have their orders shipped to or picked up at a brick & mortar store location. Merchants typically offer online customers free shipping for in-store pick up orders, thus encouraging... Learn more...
Sales Quote Extension More Info »
The Sales Quote Extension allows customers and administrators to generate quote requests from an online store. This is ideal for merchants who provide services or solutions to their customers... Learn more...
Speed Buy Extension More Info »
The Speed Buy Extension is a form that allows customers to quickly order multiple items. This extension is especially useful for repeat customers who order the same items again and again or for wholesale users who are comfortable ordering by SKU. Learn more...
Wholesale Extension More Info »
The Wholesale Extension for the Upshot Commerce platform allows business owners to create and manage a wholesale business, either as an addition to a retail store, or as a stand-along wholesale operation... Learn more...
Recurring Billing Extension More Info »
The Recurring Billing Extension allows retailers to sell products and services that automatically renew and invoice at set intervals... Learn more...
Multi-Storefront Extension More Info »
The Multi-Storefront Extension allows you to create and manage multiple new online business models that share the same Upshot Commerce E-commerce administrative back-office environment. This means you are able to run multiple storefronts and shopping carts that share a single data source... Learn more...
Order Document Attachments Extension More Info »
The Order Document Attachments Extension enables your administrator operators to attach documents and other files to specific orders in the Upshot Commerce Order Manager. This software is directly integrated into your Upshot Commerce E-commerce solution. The administrator has an easy to use control panel that allows for multiple file selections... Learn more...
Ariba PunchOut Catalog Integration More Info »
In order to ensure that your orders can easily progress from source to settle, you need an online store and shopping cart that can handle the constant data flow of PunchOut in real time, allowing you to complete deals quickly and efficiently.... Learn more...
Solr Search Integration More Info »
Get better results in half the time with Solr. Solr is a powerful and highly adaptable search tool, designed to produce more accurate search results and increase sales for your online store. Created by the makers of Apache, Solr brings the power of the Lucene Search Library right to your fingertips. Learn more...

Professional Services

As someone charged with overseeing order processing in an evolving ecommerce business, you're constantly looking for tools and processes to help increase efficiency and decrease costs. Over the years many organizations manage orders with a combination of custom-programmed solutions, off-the-shelf software and practices unique to the organization's structure, history and product offering.

Given the myriad of ways businesses manage orders, Upshot Commerce has ensured that our ready-to-use platform and extensions can be used on-demand and as is, or easily adapted for your unique ecommerce order management needs.

Customizable Order Management Extensions for Ecommerce

The Upshot Commerce Platform is fully customizable.
Contact us about your professional services
and customization needs today.

If the form does not popup automatically use the button below:

Send Us an E-Mail

Replatforming – Total Overhaul or Gradual Update?

Jan 12, 2016 by Erica

To stay competitive in ecommerce, it’s important to periodically assess the effectiveness of your ecommerce platform. Are the tools available to you meeting the demands of your business? Has the design become outdated or ceased to be user-friendly? Have customers expressed frustration with the frontend shopping experience? Is it challenging or time consuming to make the smallest changes to the site – either to the frontend or in the back office? Has your business outgrown your existing platform, or beyond the expertise of those currently managing your site? If so, it may be time to update your ecommerce platform.Replatforming - Taking the leap

After assessing the capabilities of your current platform, you may conclude that while updates are needed a complete overhaul of your site is not feasible or appropriate in the short term. So what are you to do? Is it better to stick with your current site, hoping to make it last until you do have the necessary resources to replatform? Or look for a solution that wil... Read more


Top 5 Things to Look for in a New Ecommerce Platform

Jan 5, 2016 by Erica

Consumer expectations in ecommerce evolve rapidly. It’s important to stay responsive to those expectations in order to stay competitive in a diverse and growing field. This doesn’t mean adopting every new trend as it comes along in an effort to stick to the cutting edge of ecommerce innovation, however. It’s much better to implement features most suited to your business needs exceptionally well, rather than partially implement a myriad of features that won’t suit your clients. As your business grows and evolves, staying responsive to customer expectations may mean replatforming your site. The decision to do so requires significant consideration and planning. Moving to a new platform shouldn’t mean enduring the same shortcomings as the platform you recently left behind. Make sure any new platform you consider has the following five features:

  • Customizability
  • Scalability
  • Built-in OMS
  • Robust marketing tools
  • Ongoing client support

Customizability

A platform that allows you to customize features, link to modern APIs, and design to your specific business needs is essential. Many platforms offer generic packages that don’t account for the unique requirements of individual ecommerce businesses. If a tool that is essential to your company is only available in one package, you are ob... Read more


Upshot Commerce 2015 – A Year in Review

Dec 22, 2015 by Erica

2015 was a great year of growth for Upshot Commerce and our loyal brands. Our expanding team developed numerous improvements for our platform that benefited our existing partners and new clients we on-boarded this year. In addition, our digital strategy team has seen big wins for our brands in accelerating online growth.

A few details about what we’ve been up to in 2015:

Upshot 2015 in Review

Read more


3 Reasons to Integrate Your eCommerce Systems

Jun 15, 2015 by Erica

To stay competitive in ecommerce, you have to be able to respond quickly to customer demands. This may mean integrating with new social media platforms, deploying new marketing strategies, taking advantage of innovative merchandising tools, or responding thoroughly and effectively to service requests. Integrating the systems that handle various elements of your ecommerce apparel business not only makes you more effective, but it can help you stay competitive. It can even provide you with unexpected opportunities for growth – courting customers overseas or by moving into the DTC market after years of success serving B2B customers.

Better Inventory Tracking

Unreliable inventory numbers can lead to lost sales and unhappy customers. While calling to notify a customer that an item they requested is actually out of stock, it’s worse still to have that customer leave your site entirely when discovering their desired item is “out of stock.” Having a supermaster for inventory, functioning as a central trusted source of inventory data across your system ensures that consistent and accurate stock levels are available at any time.

Tracking InventoryRead more


Legal Disclaimer: Logos, Trademarks and/or copyright marks are owned and registered by their legal owners. The use of any logo, trademark does not constitute endorsement of any product or service.