Processing Orders - Tutorial

The below video tutorial addresses the specific steps to Accept and Ship an order:

Step by Step Instructions:

1. Log into the MatchSquare Platform
2. Click "See Orders" underneath the Orders Requiring Attention section
3. Select the Order you wish to process
   
   • This will open the Order Details Screen
4. Once you have reviewed the Order & can fulfill all items, click "Accept Order"
5. Please then click the "Pack List" button to generate a Pack List
   • Note: MatchSquare prefers our Brand Partners to include a Pack List in every Parcel/Order
6. Once the order is Pick/Packed/Shipped, click the "Ship" button
   • This will open a modal where you will be asked to:
     • Select the shipping carrier
     • Input the primary tracking number for the order
     • Denote any shipping expenses you wish to convey to the Retailer
7. Once the above steps are completed, your order will be denoted as Shipped
   • Note: As your package(s) move through the carrier's system our platform will indicate whether the items are In Transit or Delivered. You can track the parcel by clicking the "Track Order" button
8. Once an Order is marked as Shipped you will have the option to export the Order as an .xlsx file

Should you have any questions about processing an order, please contact support@matchsquare.com.