Upload Multiple Orders Directly in MasonHub’s OMS

Overview

Generally, we recommend you create orders in your e-commerce website or ERP and sync them through your existing integration with MasonHub. But we understand there are times when the situation may require creating orders directly in MasonHub's OMS.

You can create orders directly in MasonHub's OMS by filling out a web form for an individual order or uploading multiple orders using a template we provide. Review this article if you'd prefer to create orders individually in MasonHub's OMS.

Benefits

• Create a replacement part or exchange order when you do not want the order reflected in your commerce system
• Create a transfer order to move inventory out of our facility to another location, or a move inventory out of its sellable location for deep storage or quarantine
• Create a work order to build inventory from components for a kitted SKU
• Ship goods if you're non-profit or charity without an e-commerce website or commerce platform
• Create large wholesale bulk orders and ship to a retail store or distribution center
• Test out a new dropship retail partnership without investing in a full integration by manually uploading orders from their platform

Considerations

• Orders created directly MasonHub's OMS will not be synced back to your commerce system. This includes tracking information once the order ships. You will need to get the order's tracking number from MasonHub's OMS once the order ships to provide it to the customer, if needed.
• Inventory will update to your commerce system once orders you create in MasonHub's OMS are allocated.
• Inventory is allocated to orders first-in first-out (FIFO) as they are created in MasonHub's OMS.
• Priority is only used to prioritize inventory allocation for backorders. If there is inventory available when you create the orders, they will get allocated as they are created in the system.
• You can upload more than one order at a time. But only 100 orders can be uploaded at once and each order can have no more than 300 SKUs. Be careful to break up the orders into multiple files as complete orders so all line items for the order are uploaded together. 

Upload Multiple Orders

1. Navigate to Orders > Upload Orders.
2. Click Download template file.
3. Enter the order details, following this guide for additional information: 
   • The first 18 columns are the header details for each order. If your order has more than one SKU, you must duplicate the header details for each line item. 
   • The last 2 columns of the CSV file are the line items for your order and where you indicate the SKU and quantity. Be careful not to duplicate SKUs for the same order.
   • Use the guide at the bottom of the Upload Orders page to copy the correct shipper_and_service_level or value_added_services tag into your file.

     Header information for the order
     customer_identifier (must be unique per order)	Required	Your unique system identifier for the customer order. This may not be the order number the customer sees at checkout or on their pack slip.
     pack_slip_order_id	Required	The order identifier that appears on the pack slip. It can be the same as or different than the customer_identifier. Use cases: Use a PO number when creating orders for a wholesaler but a different customer_identifier that matches your ERP. Reuse the pack_slip_order_id when creating a replacement order for a customer so you can reference all linked orders by the same ID in search.
     order_type	Required	The order type tells our facility how to handle this order. Customer - Ships directly to your customer. Wholesale - Large order shipping to another sales outlet, such as a retail facility. Return to Vendor - Ship the items back to the vendor. Transfer - Move this inventory to another facility. Destroy - Destroy this inventory and remove from inventory counts. Quarantine - Remove the identified inventory from sellable inventory and hold for future instructions. Inventory will show up in inventory counts but won't be sellable. Pack and Hold - Transfer inventory from sellable inventory into deep storage. Used often for pre-season buys. Supplies - Ship supply SKUs to another location. Work Order - Build kitted inventory into a SKU from the components on the order.
     priority	Optional	The order priority tells our facility how to prioritize this order among other backorders once inventory is received. Highest priority is 1, default is 100, lowest is 10000.
     shipper_and_service_level	Required	The shipping provider and service level MasonHub should use to ship the order (e.g. DHL/GROUND or RATE_SHOP/ECONOMY). Be sure to only choose from carriers and service levels that are configured for your account. Contact your Account Manager for more information about what shipping methods and rates are available to you. Choose Will Call if the order requires special handling, such as scheduling with a third-party shipping provider. Follow up by contacting MasonHub Support with how you want the order handled. See the complete list on the Upload Orders page.
     address_name	Required	The name of the company or individual receiving the order.
     address_line_one	Required	Street line one. Must be at least 3 characters.
     address_line_two	Optional	Street line two.
     address_city	Required	The city for the shipping address.
     address_locale	Required	The state or province for the shipping address.
     address_postal_code	Required	The postal code for the shipping address.
     address_country_code	Required	The 2 character country code for the shipping address.
     address_phone_number	Required for wholesale and non-US orders	The phone number of the company or individual receiving the order.
     force_backorder	Optional	If you don't have enough inventory to cover the order and want it to be backordered, set this field to "Y". Read more about how backorder allocation works.
     value_added_services	Optional	The value added services you'd like applied to this order, directing our shipping team to special instructions like inserts, special pack out requirements, etc. Add a slash between each value added service you'd like applied to this service (e.g. signature_required/add_insert). Any value added service must be agreed to with your account manager and configured ahead of time. See your complete list on the Upload Orders page.
     delivery_duties_paid	Required for non-US orders	Enter "Y" for delivery duties paid. Leave blank for unpaid duties or domestic orders. Read more about DDP and DDU.
     ship_after_date	Required for wholesale orders	This specifies the first day when the shipment should leave the warehouse, as indicated by your wholesale retailer. This is the start of the ship window, and shipping earlier than the date provided by your wholesale can lead to chargebacks.
     ship_before_date	Required for wholesale orders	This specifies the last day when the shipment should leave the warehouse, as indicated by your wholesale retailer. This is the end of the ship window – sometimes called the cancel date – and shipping later than the date provided by your wholesale can lead to chargebacks.
     Order line items
     sku	Required	The unique alpha numeric identifier for this SKU. When you view a SKU in MasonHub, it's the name at the top of the page.
     quantity	Required	The number of units of the SKU to ship in the order.

4. Scroll to the top of the page and click Choose File to select your file.
   • The file name appears next to the button when it's successfully selected.
5. Click Upload.
6. You will see your uploaded results:
   • If successful, you'll see the order number and a success message.
   • If there was an issue with your file, you'll see the order number and an error message.
7. If you are uploading wholesale orders, it is required to contact MasonHub Support with instructions on how to ship the order.
   • For drop ship orders, be sure to include any shipping labels and pack slips the retailer provided in their portal.
   • For bulk wholesale orders shipping to retail stores or distribution centers, include any shipping instructions, like if the order must ship on the retailer's third-party account.

Download the template file, edit your CSV, and upload it. You'll see your file name next to the Choose File button once it's selected. Click Upload to create your Order.

You'll see a success message with the Order customer identifier if there are no errors.

You'll see a file error message if there was a formatting issue with data in your CSV.