Outbound Overview

Prerequisites

• At least one outbound plan exists (draft, pending outbound, or shipped). See Dropship Outbound Application, Transfer Application, and Scrap Application for details.

Operational Objectives

Centrally view the processing progress and shipping details of all outbound plans. Quickly locate specific outbound batches, verify shipping status, cancel unshipped outbound orders, or export reconciliation data according to business needs.

Entry Point: Left Navigation → Outbound Management → Outbound Overview

Page Overview

The top of the page features 「Status Segments」 and 「Outbound Type Segments」, followed by the outbound order list. Filter conditions are located in a drawer on the right side.

Status Segments reflect the current stage of outbound orders. Click any segment to view only outbound orders in that status:

Segment	Meaning	What You Should Do
All	No status restriction	Browse all outbound orders
Pending Outbound	Submitted, waiting for warehouse processing	Check if there are any urgent orders that need immediate shipping
Outbound in Progress	Warehouse is picking and packing	Wait for shipping completion; monitor for any exceptions
Shipped	Shipping completed; inventory has been deducted	Verify tracking numbers; track logistics status

Outbound Type Segments distinguish three business scenarios for quickly switching the view scope:

Outbound Type	Applicable Scenario
Order Outbound	Dropship outbound generated from platform orders or manually created orders
Transfer Outbound	Inventory transferred to other warehouses or FBA
Scrap Outbound	Disposal of slow-moving or damaged products

Tip: The number after each segment represents the total count of outbound orders in that status, allowing you to quickly identify backlogs.

Common Business Scenarios

Scenario 1: Customer asks if the order has been shipped; how to check logistics

1. In the filter drawer on the right, enter the order number provided by the customer in the 「Order Number」 field.
2. Alternatively, filter by 「Recipient」 name to locate the outbound order for that customer.
3. Check the 「Status」 field in the list:
   • If 「Pending Outbound」: The warehouse has not processed it yet. Please inform the customer to wait.
   • If 「Outbound in Progress」: The warehouse is packing. It should be shipped soon.
   • If 「Shipped」: The 「Tracking Number」 column in the list displays the carrier's tracking number. You can check the tracking status on the courier's official website.
4. If the customer needs detailed information, click the outbound order number to enter the details page and view product details and recipient information.

Field Descriptions:

• Tracking Number: The tracking number provided by the carrier after shipping. It will only be displayed once the status changes to 「Shipped」.
• Courier Company: The carrier's name, making it convenient to check on the corresponding courier's official website.

Scenario 2: Which orders haven't been shipped yet

1. Click the 「Pending Outbound」 segment at the top to filter all unshipped outbound orders.
2. Observe the 「Submission Time」 field in the list to identify orders submitted earlier but still not in 「Outbound in Progress」 status.
3. If it's an order outbound, check the 「Store」 and 「Platform Type」 fields to determine if there's a concentrated issue with a specific store.
4. If you suspect insufficient inventory is causing the shipping delay, go to Product Inventory to verify stock levels.

Field Descriptions:

• Store: The sales store associated with the order outbound, facilitating troubleshooting by store.
• Platform Type: The sales platform (楽天 / Yahoo! / Qoo10), used to determine if there's an issue with order retrieval from a specific platform.
• Plan Source: Distinguishes whether the order was manually created by you or automatically pulled from the platform by the system.

Scenario 3: Verify shipping details for a specific period for reconciliation

1. In the filter drawer, set 「Shipping Time」 to the reconciliation period (e.g., 1st to the end of this month).
2. If you only need data for a specific warehouse or store, select the corresponding filter box.
3. Click search. The list will display outbound orders according to the filter conditions.
4. Click the 「Export」 button:
   • Export Selected: Export only the currently selected outbound orders
   • Export All: Export all matching outbound orders based on current filter conditions
5. If you need to expand by order dimension (one row per order), select the 「Detail Table」 format during export.

Field Descriptions:

• Shipping Time: The time when shipping was actually completed. Commonly used for reconciliation by shipping cycle.
• Submission Time: The time when the outbound plan was submitted to the warehouse. Can be used to track warehouse processing efficiency.
• Billing Status: Unbilled / Billing in Progress / Billed. During reconciliation, prioritize records marked as 「Billed」.

Scenario 4: Query outbound history for a specific product by SKU

1. In the filter drawer, find the 「Product SKU / SSKU」 filter box.
2. Enter the SKU number to query.
3. Alternatively, use 「Product Name」 for fuzzy search of the product's Chinese name.
4. Click search. The list will display all historical outbound records for that SKU, helping you analyze sales performance and inventory turnover.

Scenario 5: Export shipping details for a single outbound plan

When an outbound plan contains multiple orders, you may need to export all order details under that plan separately.

1. Locate the target outbound plan in the list.
2. In the action column, click the 「Export Details」 button.
3. The system will generate the corresponding detail file based on the outbound type (order / transfer / scrap).
4. The file will be downloaded as an Excel file, which can be directly used for financial reconciliation or customer account verification.

Scenario 6: Cancel an outbound plan that hasn't been shipped yet

1. Click the 「Pending Outbound」 segment at the top to view only outbound orders awaiting shipment.
2. Select the outbound orders to cancel (multiple selections allowed).
3. Click the 「Cancel」 button.
4. After cancellation, the outbound order status changes to 「Cancelled」, and the inventory will be released back to available stock.
5. If you still need to ship, please recreate the outbound plan.

Note:

• Outbound orders in 「Outbound in Progress」 and 「Shipped」 status cannot be cancelled, as the warehouse is already processing them or they have already been shipped.
• After an order outbound is cancelled, the original order remains in the Platform Orders list, and you can regenerate the outbound plan.

Scenario 7: Continue editing an unsubmitted draft

1. In the filter drawer, set 「Status」 to 「Draft」.
2. Locate the target outbound order and click the 「Edit」 button in the action column.
3. The system will redirect to the corresponding type's edit page:
   • Order Outbound → Redirects to the order outbound edit page
   • Scrap Outbound → Redirects to the scrap outbound edit page
   • Transfer Outbound → Redirects to the transfer outbound edit page
4. After completing modifications, click 「Submit」. The outbound order enters 「Pending Outbound」 status, waiting for warehouse processing.

Tip: Draft status does not deduct inventory. The warehouse will only pick according to the plan after submission.

Frequently Asked Questions

Why can't I see the outbound order after the platform order is approved?

• After a platform order is approved, an outbound order is automatically generated, but it defaults to 「Draft」 status.
• In the Outbound Overview, filter by 「Draft」 status to find the outbound order for the corresponding order.
• Click 「Edit」 to enter and submit. Only then will the outbound order enter 「Pending Outbound」 status, and the warehouse will start processing.
• See Platform Orders for details.

What should I do if the tracking number hasn't appeared?

• The tracking number will only be displayed once the status changes to 「Shipped」.
• If there's still no tracking number after 「Shipped」 status, it may be due to a carrier interface delay. Please refresh later.
• If there's no tracking number for an extended period, please go to Ticket Management to submit a ticket and contact the warehouse for verification.

The outbound order status has been stuck in 「Outbound in Progress」 for a long time

• 「Outbound in Progress」 indicates the warehouse is picking and packing, which is usually completed within 1-2 business days.
• If it hasn't changed to 「Shipped」 after an extended period, it may be due to insufficient inventory, address exceptions, or other reasons causing the warehouse to intercept the order.
• Please go to Ticket Management to submit a ticket and inquire about the specific reason.

How can I quickly find all outbound orders for a specific store?

• In the filter drawer, select the corresponding store in the 「Store」 field.
• You can also combine it with 「Platform Type」 to further narrow the scope (e.g., 楽天 + Store A).
• Click search to locate all outbound records for that store.