This guide provides a comprehensive overview of importing orders in Flxpoint, detailing the process from external channels to workflow management. Explore what order importing entails, how to perform and customize it, follow a hands-on tutorial, and refer to detailed examples and tools, designed for all users, especially newcomers.

🔍 What Are Order Imports?

The first step in the Order Life Cycle is to import orders from external channels.

Orders are imported into Flxpoint via an integrated channel:

• By configuring a Get Orders operation for B2C/sales channels.
• Automatically through Flxpoint's API for B2B/reseller channels.

As orders are imported, they go through an import workflow, which can dynamically modify data, apply status changes, send custom alerts, and more.

Example Scenario:

• A B2C order from Shopify is imported via Get Orders, adding a tag "High Priority" due to a large quantity.
• A B2B order from a reseller is automatically imported via API, triggering a hold status due to unavailable inventory.
• The workflow modifies the order note to include a custom alert for the sales team.

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🛠️ How-to Guides

The order import workflow allows you to apply custom rules at the time an order is imported into the system.

A. How to Configure Get Orders for B2C

1. Navigate to the channel integration settings in Flxpoint.
2. Select the Get Orders operation for your B2C channel (e.g., Shopify).
3. Configure the integration by entering API credentials and mapping order fields.
4. Save and test the connection to ensure orders import correctly.

B. How to Set Up API for B2B

1. Access the Flxpoint API documentation and generate an API key.
2. Configure your B2B/reseller system to send orders automatically using the API endpoint.
3. Verify the setup by importing a test order and checking its status in Flxpoint.
4. Monitor logs to ensure seamless data transfer.

C. How to Customize Import Workflow

1. Go to the Workflow settings under Orders in Flxpoint.
2. Create a new rule (e.g., hold orders with quantities over 100).
3. Define actions such as adding tags, modifying notes, or sending alerts.
4. Save the rule and test with a sample order import.

D. How to Set a Ship By Date on Order Line Items

Flxpoint includes a native Ship By date field on order line items. You can set this date automatically during order import by mapping a custom field to it, set it manually with a date picker, and filter your orders by it on the orders grid.

Map an incoming field to Ship By during import:

1. Go to Account Settings → Orders → Importing.
2. Create a new mapping rule and choose the action Order Line Item → Ship By → Set To Field. For this mapping, the comparator only allows Set To Field.
3. Select the incoming custom field that holds the ship-by value, then choose the date format that matches your source data.
4. Save the rule and import a test order to confirm the Ship By date is applied to the line items.

The following date formats are supported for the mapping:

Set or edit Ship By manually: Open the order, expand the line item detail panel, and use the calendar date picker on the Ship By field to choose a date.

Filter orders by Ship By: On the orders grid, add a filter for Order Line Item → Ship By to narrow your view to orders that need to ship within a given date range.

Filter upcoming Ship By dates with the “Within” operator: The filter operator dropdown includes Within alongside the existing Within Last. On the Orders page, open Filters and add a new filter with Order Line Item → Ship By, then select the operator Within. Enter a number of days as the filter value — the filter returns orders whose dates fall between now and now plus the number of days you enter, excluding past dates. The Within operator is also available on other timestamp fields, such as Ordered On.

Add days to the Ship By date automatically during import: When a workflow rule sets the Ship By date from another date field, you can modify the value before it is set.

1. Go to Workflow Rules → Order Importing and edit or create a rule with the action Order Line Items: Ship By → Set To Field → Order: Ordered On.
2. A checkbox labeled Modify the value before setting? appears when setting the Ship By date.
3. Check the box, and the operation dropdown shows Add with an input for the number of days.
4. On import, the Ship By date is set to the Ordered On date plus the specified number of days.

Only the Add operation is available, and units are limited to days.

Some examples of how users may leverage this workflow include:

Hold or cancel orders:
Automatically place orders on hold or cancel them in specific circumstances (e.g., international orders, large quantities, etc.).

Dynamically apply notes or modify fields:
Modify order notes or other fields dynamically based on custom criteria.

Send custom alerts:
Trigger alerts depending on certain conditions.

Add tags to orders upon import:
New Behavior: Orders now support multiple tags. If an order meets the conditions of more than one automation rule, each rule’s tag is applied. For example, if one rule applies a tag based on a specific custom field and another rule applies a tag based on an order note, both tags will be added to the order, eliminating the previous "last rule wins" issue.

Update Note:
Exciting update for Automated Order Tagging! Previously, when multiple automation rules were triggered, order tags would override one another (i.e., "last rule wins"). With this update, if an order meets the conditions of multiple rules, all applicable tags will be retained.

These guides help you set up and customize the order import process effectively.

🧪 Tutorial

Import and Customize an Order

Goal: Import a B2C order and apply a custom workflow rule.

Scenario: You receive a B2C order (Order #1203) from Shopify with Item V789 (Quantity: 5), and you want to hold it for review due to the large quantity.

Steps:

1. Configure the Shopify channel with Get Orders in Flxpoint.
2. Import Order #1203 and confirm Item V789 is listed with a quantity of 5.
3. Go to Workflow settings and create a rule to hold orders with quantities over 4.
4. Verify the order is placed on hold and check the applied tag (e.g., "Review Needed").
5. Resolve the hold by adjusting inventory or approving the order manually.

🧪 You’ve imported and customized the order! Use this insight to refine your workflow.

📚 Reference

Import Workflow Actions

Hold Status Reasons