When a consumer buys something from your online store, it appears as a new order in the Orders
Note: An abandoned checkout is created if an order was not completed, but the customer reached checkout. These can be adjusted in Settings > eCommerce Settings. Typical processing flow for orders involving a dealer
For transactions involving retailers there are typical three scenarios:
In Stock / Store Pickup Orders
Out of Stock / Ship to Store Orders
Commission Dealer Orders
In Stock Orders / Store Pickup Orders
These orders are placed directly with the retailer and do not involve you the manufacturer as items are already currently located at the store. You will not receive notification of these orders but they can be looked up at any time on the Orders page within your ShipEarly admin. If you assign a sales rep to the retailers account that individual will be notified of any new transactions the retailer is involved with upon order placement.
On these orders, retailers either indicate via their POS, inventory upload, or the retailer has confirmed they have all items in stock for the order by logging into ShipEarly. The retailer is notified via eMail of these orders and the consumer receives a confirmation eMail with a receipt as well.
In the event all items are in stock, the funds from the sale, less a ShipEarly processing fee, are deposited directly to the dealers bank account. In the United States it takes between 2-5 business days and elsewhere 7 business days for the retailer to see the funds on their bank statement.
In the event of a refund, the retailer has full control to assign a re-stocking fee. Refunds become eligible to you retailer after successfully entering a verification code and can be done at time of pickup or if consumer provides verification code over phone/email in advance.
Out of Stock / Ship to Store Orders
Out of stock orders commonly referred to as Ship to Store orders are when retailers do not have or cannot display inventory on hand. On initial order placement the consumer is sent an order confirmation with purchase receipt and the retailer an email notification. You can optionally assign a sales rep to the account who will also be notified at time of order placement.
When a dealer receives an out of stock order they must confirm inventory, the goods could be en route to their store or just not available in their POS. Dealers have 24 hours to confirm if they have inventory or not, otherwise ShipEarly assumes it is out of stock to process orders quickly and efficiently for consumers. As the retailer indicates they do not have stock of all or any part of an order or 24 hours go by without the retailer indicating they have stock you the brand are notified via eMail that a 'Dealer Order' has been created for the outstanding items. Below is a summary of how Dealer Orders are handled.
Dealer Orders
1) Confirm Pricing
Dealer orders automatically pull the wholesale pricing and wholesale shipping rates you have established in ShipEarly for easier lookup and order facilitation. At this point, you are asked to confirm the pricing, determine the shipping service to be utilized, and decide if you would like to place the order into your eCommerce platform (for Shopify users only).
During confirm pricing you have the ability to:
Adjust Invoice Pricing - If wholesale pricing has been assigned to the retailer tier for the product it will pull the amount in advance. However you can make adjustments if required.Adjust Wholesale Shipping - If wholesale shipping has been set, products will automatically populate a shipping rate for the items. The field is customizable and can be changed.Net Revenue - As the invoice and wholesale shipping are adjusted the net revenue is calculated, this sum is the amount to be deposited into your dealers bank account.Place Wholesale Order into eCom - When checked, ShipEarly places the new wholesale order into your eCommerce store for keeping your accounting, inventory, and if automated warehouse shipping this sale will be fed to your 3PL partner for shipping.Shipping Name - This name is pre-populated from the wholesale shipping rates setup in ShipEarly and can be attributed to the service level you assign to your 3PL partner. When clicked on the shipping name or service can also be adjusted or customized.
At this point, we determine how much proceed or profit margin from the sale will be sent to your dealers bank account and automatically distribute the funds. Funds are not deposited into dealers bank accounts on out of stock orders at time of order placement. The remaining balance, your wholesale selling price, credit card processing & ShipEarly fees are withheld until the order is shipped.
Example Transaction:
Consumer Pays: $1,000 including tax & shipping
Dealer Cost to cover purchased items & shipping: $600
Dealer Margin: $400
Dealer Payout = Dealer Margin ($400) - Credit Card Processing ($29.30) - ShipEarly Fee
Manufacturer Payout = Dealer Cost ($600) - Split Payment Fee
Confirm Pricing will advance the order to where shipment tracking is to be entered, and if selected places the order into your eCommerce platform.
If you decide to Refund the order in full at this stage the following process occurs:
Customer is eMailed that the order has been refunded with amount to be refunded to the credit card they placed the order with
Order status changes to 'Refunded' and is removed from your dashboard
Order status changes to 'Refunded' and is removed from your retailers dashboard
A note is placed on the order pop-up identifying which items were refunded, when, and how much was refunded
Refunded orders are still available in both your and your retailers Orders tab for review
The refund will appear on your customers credit card statement with 2-10 business days
If you decide to Refund the order partially at Confirm Pricing:
Customer is eMailed that the order has been partially refunded with amount to be refunded to the credit card they placed the order with
A note is placed on the order pop-up identifying which items were refunded, when, and how much was refunded
The order remains on the Dashboard for further processing
2) Enter Shipment Tracking Information
After hitting confirm the dealer order is pending a shipment tracking number to communicate both to dealers and consumers the order has been shipped and can track the status to lower your customer support. You can ship with tracking through a valid courier such as FedEx, UPS, Canada Post, etc or if using a service not available in ShipEarly or shipping by truck hit 'Ship without tracking'.
Upon successfully entering a tracking number or shipping without tracking the 'Dealer Order' will be made available on your 'Dealer Payments ' report inside ShipEarly with the confirmed wholesale pricing and be deposited into your bank account twice per month.
To Get to Dealer Payments
Login to ShipEarly
Click on Reports tab
Click on Dealer Payments under Brand Reports
Select the appropriate payment period in which the order was shipped
Note: If you opt to place the order into Shopify, we automatically retrieve the shipment tracking number and update the order for you when the entire order is fulfilled.
At this point the order is fulfilled and the status changes to Not Picked Up pending pickup or delivery by your retail partner. See below for the retailer Quick Start Video Guide.
Dealer Payment Inquiries
Dealers inquiring about payment can look up with our payment gateway partner Stripe exactly when the funds will be deposited and if already in their bank account with see STRIPE as the descriptor.
Commission Dealer Orders
Commission dealers are retailers you have established to perform retail services only with no commitment to stock or display your brand. Otherwise simply a last mile delivery partner. When orders are placed, they are with you directly so your company is responsible for exchanges, returns, and chargebacks. The retailer simply makes an assembly/install/pickup/delivery fee.
Commission orders are placed directly into your eCommerce platform for fulfillment, accounting, and inventory adjustment purposes. The commission rates or service fees are established on product setup.
Upon order placement:
The retailer receives an order notification by eMail
The consumer receives an order confirmation eMail from your eCommerce platform
The consumer receives an introductory eMail from your retailer
The sales rep receives a notification eMail (Optional)
The order is entered into your Dashboard and Orders tab in ShipEarly
The order is entered into your eCommerce platform
The order is entered into your commission dealer Dashboard and Orders tab in ShipEarly
The order and credit card is processed
To advance the order from 'Pending' status and make it eligible for commission dealers to enter verification codes and be paid, you must enter Shipment Tracking information.
Note: Shopify users who enter the tracking number into the eCommerce platform will automatically have the orders advance.
Upon shipment or entering of tracking information:
The dealer is notified the order has been shipped
When the shipment tracking status changes to delivered the consumer is sent an eMail automatically on behalf of the dealer to call in advance to schedule a pickup, delivery, or install time.
Upon consumer satisfaction and successful commission dealer entry of the verification code the consumer is eMailed and shown on their order confirmation page a payout is scheduled for the retail service.
This report is available by:
1) Logging into ShipEarly
2) Click on Reports
3) Under Brand Reports click on Commission Payments
4) Select the appropriate payment period and payout the Dealer
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