Managing Failed Compliance Orders

Failed compliance orders must be force-committed at the order detail level.  When an order fails compliance check it is NOT committed to ShipCompliant until further action is taken. 

Orders that have failed compliance will display in the ShipCompliant widget on the eCellar Dashboard.  To view the orders that failed compliance, click the [# of orders] hyperlink to view the list.  Or, use order search to locate all orders that have failed compliance. 

Correct Compliance Errors

In this example, our order failed for two compliance reasons. First, the shipping address is incorrect, and we received an address suggestion to fix it!  And, the ship code is unrecognized by the system and will need to be updated.

Compliance failure reasons can be seen by hovering over the red exclamation point or by scrolling down the order detail page to view the Compliance Information section. 

Correct an Address Failure

1

In the Ship To address field of the order, click [edit] to expand the details. 

2

Correct the address details then click save.  In our example, we updated the city and added the zip+4 information. 

3

Now it's time to recheck compliance. Expand the recheck: select option menu and pick As Is.  Then click Update. This sends the order to ShipCompliant in real-time to recheck using all the order details as it is now.  If the corrections are accurate, the order will pass compliance. 

Correct a Shipping Method or Service

If the shipping service, method or code is invalid, this needs to be corrected before the order can be released for fulfillment and accepted by the shipper.

1

Click the edit pencil next to the Ship Method information before the recipient address. 

2

A popup with a list of valid ship methods will display.  These options are based on the shipping methods available for the state and corresponding ship zone. Select and update the ship via information. 

3

Now it's time to recheck compliance. Expand the recheck: select option menu and pick  As Is.  Then click  Update. This sends the order to ShipCompliant in real-time to recheck using all the order details  as it is now.  

If the corrections are accurate, the order will pass compliance. 

Force-commit an Order by Ignoring Compliance

If the order needs to be shipped by ignoring the compliance failures, this is called a force-commit.  Which will persist the order to ShipCompliant and ignore all compliance validation errors. This is not recommended. Orders that are shipped this method should be carefully watched via ShipCompliant to ensure that the fulfillment house receives the order correctly. 

To force-commit a failed compliance order, begin in the order detail page. 

1

 Expand the Ship: select option menu use the select no addr/compl checks, then click Update.  During the next hourly batch cycle, this order will be updated in ShipCompliant with the fulfillment information regardless of any compliance failures.

2

Once an order has been updated to send to shipper, check the box to ‘Ignore on Dashboard’ if you want a failed-compliance order to drop off the compliance order issues in your ShipCompliant dashboard.