This article covers the layout and navigation of the Wholesale Orders page in ShipHero, including the three tabs, available filters, editing options, and column definitions for each view.
For wholesale requirements, order types, and the fulfillment workflow, see Overview: The Wholesale Experience in ShipHero.
Table of Contents
Wholesale Orders Page Overview
The Wholesale Orders page is the central hub for managing wholesale orders in ShipHero. It is divided into three tabs — Orders to Process, Outbound Schedule, and Fulfilled — with a top banner summarising orders across the first two tabs.
Orders to Process Tab
Selected by default when you navigate to the Wholesale Orders page. The top banner shows the total number of orders in process and a snapshot of orders in the key stages: Ready to Pick, Picking, and Packing.
Orders to Process Tab: Available Filters and Features
- Search: Find orders by Order Name or Order ID. Partial search available from the 3rd character.
- Filters: Status, Type (Courier or Freight), Client (3PL accounts only), Retailer, and Fulfillment Status.
- Columns: Customise displayed columns using the Columns icon.
- Export: Export visible rows to CSV based on active filters. Increase Rows per page (10, 20, 50, or 100) to expand the export.
- Sort: Sort by Prep by date or Ship by date.
Orders to Process Tab: Columns Defined
| Column | Definition |
|---|---|
| Order | The order number. |
| Type | Indicates whether the wholesale order is Freight or Courier. |
| Client (3PLs only) | The client account the wholesale order is associated with. |
| Preview | Thumbnails of the products on the order. |
| Required | Total quantity needed across all line items on the order. |
| Status | The wholesale order status. |
| Retailer | Set via the API or SPS/EDI workflows; otherwise shows as default. |
| Prep by date | The date the order should be picked and packed by. Must be set manually after order creation. |
| Ship by date | Pulled from the Required Ship Date field. Can be edited via the API, Manage Orders page, or Order Details page. |
Outbound Schedule Tab
Shows orders that have reached Warehouse Complete status and are ready for pickup scheduling. The top banner shows the total number of orders in the Outbound Schedule with a snapshot of: Awaiting Schedule, Ready to Pick Up, and Due today.
Outbound Schedule Tab: Available Filters and Features
- Search: Find orders by Order Name or ID.
- Filters: Client (3PL accounts only), Status, Type (Freight or Courier), Outbound Progress, and Retailer.
- Columns: Customise displayed columns using the Columns icon.
- Export: Export visible rows to CSV based on active filters.
- Sort: Sort by Prep by date or Pickup date.
Outbound Schedule Tab: Editing Options
Outbound Progress and Pickup date can be edited directly from the list, individually or in bulk.
| Editing Outbound Progress per order | Editing Pickup date per order |
|---|---|
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| Editing Outbound Progress in bulk | Editing Pickup date in bulk |
|---|---|
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Outbound Schedule Tab: Columns Defined
| Column | Definition |
|---|---|
| Order | The order number. |
| Type | Indicates whether the wholesale order is Freight or Courier. |
| Label | Shows the status of label generation and when labels were printed. |
| Client | The client account the wholesale order is associated with. |
| Retailer | Set via the API or SPS/EDI workflows; otherwise shows as default. |
| Carrier | The carrier assigned for label generation. For Freight orders the carrier always shows as Generic. |
| Status | The wholesale order status. |
| Bill of lading | Manifest ID identifier. |
| Outbound progress | The outbound stage: Awaiting Schedule, Ready for Pickup, or Complete. |
| Pickup date | The date the wholesale order is scheduled for pickup. |
| Prep by date | The date the order should be picked and packed by. |
Fulfilled Tab
Shows all wholesale orders that have been fully processed and shipped. Opens by default showing the last year of orders. The Fulfilled date filter has a maximum date range of one year.
Fulfilled Tab: Available Filters and Features
- Search: Find orders by Order Name or ID.
- Filters: Client (3PL accounts only), Retailer, and Fulfilled date.
- Columns: Customise displayed columns using the Columns icon.
- Export: Export visible rows to CSV based on active filters.
Fulfilled Tab: Columns Defined
| Column | Definition |
|---|---|
| Order | The order number. |
| Type | Indicates whether the wholesale order is Freight or Courier. |
| Client | The client account the wholesale order is associated with. |
| Retailer | Set via the API or SPS/EDI workflows; otherwise shows as default. |
| Carrier | The carrier used for label generation. For Freight orders the carrier always shows as Generic. |
| Pickup date | The date the wholesale order was scheduled for pickup. |
| Fulfilled date | The date the wholesale order was marked as fulfilled. |