Multi-Ship Batch Order Management
BATCH SETTLEMENT
The Multi-Ship Batch Settlement table provides at-a-glance view of all Multi-Ship uploads: orders created and orders paid, and ship status. Tools are also available to initiate payment for unpaid orders per batch.
Permission Required: To access the Multi-Ship Settlement page, your user account must be enabled with the top-level permission for Multi-Ship. Please have the User Account Manager at your winery contact eCELLAR Customer Support to have this permission added to your User Account.
NOTE:
- If a mistake is made that requires voiding ALL orders in a batch, it would require: 1. Contacting OE in order to void the transaction via the OE portal, and 2. A bulk update of the status for the set of orders will need to be performed by eCELLAR Development; this action would be billed accordingly.
- To prevent declines, it is advisable to ask the billing customer to contact their bank in order to authorize the sale amount.
- An order processed via the POS is a separate transaction and is separate from the Multi-Ship settlement.
- An individual (or multiple) Multi-Ship order(s) can be processed in the POS. NOTE: The credit card(s) on the order at the time will be charged and the order will be omitted from the Multi-Ship Settlement.
- Due to the nature of Multi-Ship Orders, they are invalid for the Bulk Authorize/Capture tool found via the Order Search Results. If the Bulk Auth/Capture is attempted the orders will not be processed for payment.
| Batch Name | All Multi-Ship batches are listed chronologically with the newest batch at the top. |
| Total Orders | Includes all orders created via the upload spread sheet. |
| Paid Orders | Includes only Paid orders that have been processed for payment. |
| % Paid | Percentage of orders created that are paid. |
| Orders Not Paid | Orders in the Shipment Event that are not paid. |
| Charge Cards | This function will submit the orders for payment processing. |
| Paid Orders for Pickup | Jump to a list of orders that are Paid and in a To Pick Up status. |
| Paid Orders Pending Ship | Jump to a list of orders that are Paid and in an Unshipped or Hold Ship |
VOIDS, CANCELLATION, AND REFUNDS
Permission Required: To perform these transactions in the POS your user account must be enabled with the permissions for them. Have the User Account Manager add them to your User Account.
Voids
Multi-Ship orders are billed to one Billing Customer's credit card(s) and contain multiple orders processed as one transaction. Voids (same day reversal of an order) may not be performed on Multi-Ship orders within eCELLAR.
Cancellations
Unpaid Multi-Ship orders can be cancelled following order creation. This can be performed in the Order Details or via the POS
Refunds
Individual Multi-Ship orders can be fully refunded or partially refunded the day following order creation on a per order basis.
DECLINED CREDIT CARD
When the credit card used for a Multi-Ship event is declined it cannot not be "re-run". The Multi-Ship event must be reloaded with a new or updated card, and new orders created. The previous order should be cancelled.
(Plans for a different workflow are on the Development calendar for 2023.)