• 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 is 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.

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
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.

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Christmas 1.0 – or the E-commerce Playbook for the Holidays

Sep 11, 2014 by Vlad Zachary

Part 2 of 4 – Marketing

In our first part of the E-commerce Playbook for the Holidays we discussed how to use Data Analysis to create an effective Holiday Sales plan. Today we will focus on Marketing.


This stage is based on the same strategy used for the Data Analysis phase. You want to determine what worked from a marketing stand-point last year, what is working this year, and what you want the message to be going into next year. While the primary focus is sales, using marketing to position your business for after the holidays should be a close second. It is also important to consider what you want to learn for 2015. There will be a lot of act... Read more

Christmas 1.0 – or the E-commerce Playbook for the Holidays

Aug 21, 2014 by Vlad Zachary

Part 1 of 4 – Data Analysis

As soon as the Back-to-school shopping is over, retailers and e-commerce providers will turn their almost undivided attention to Christmas. Some retailers have already started preparing for the season. In the next few posts on this blog, we will offer advice on the best approach to maximize the Christmas sales.

There are four major areas for planning and preparation and today we will focus on the first one: Data Analysis


This stage is all about determining what items to promote this year and how much you will need. This first step is often the most crucial one and our post today will focus on how to approach it.

Best Sellers

So what kind of data will you need? The first and mos... Read more

Why and When Should a Brand Go Direct-To-Consumer

Jul 14, 2014 by Vlad Zachary

Is your company at the crossroads, trying to determine if a full investment in Direct-to-consumer e-commerce is worth it?

Are you having doubts about the effectiveness of your current site?

Do you believe that your market is growing, while you are not?

If you answered “Yes” to any of the above – this post is for you.

For many brands the main reason for investing in e-commerce comes down to “Because everybody is doing it and we need to be competitive”. There are endless examples of brands failing to maximize their online selling, due to non-technical reasons.

The main issue is balancing of the relationship with your resellers or channel partners. This can be a powerful motivator to set prices that “don’t compete” with your retailer network. Nobody wants to piss off their resellers.

UntitledRead more

Leveraging Customer Data for Ecommerce Success

Jun 27, 2014 by Vlad Zachary

Businesses in the digital economy are increasingly dealing with tons of data. Supplier data, traffic data, site performance data, sales and promotions data, AB testing data … Big Data. How do you sort it all out and have the confidence at the end of the day that you are not missing what’s important? Oh well – you are right – the title gave it away. The most important data for a business to organize well and leverage is the customer data. The goal of course is to attract, keep and grow the number of customers. Or is it? Let’s see.

Understanding the Customer

The key question a retailer needs to ask is – what customer data do I have, or can I easily obtain? Data that will help me learn about my customers, their affinities, their influencers, how they prefer to buy, what deals are they most likely to respond to, what time of the day or the week are they most likely to engage and interact with my brand, how often are they likel... Read more