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Bulk Actions

Audience: All users in Logicbroker. 

In this article, you will find information related to Bulk Actions - users can perform actions in bulk to process orders, download attachments or reprocess failed documents. The sections within this article are outlined below:

🗒️Note:

Bulk actions do not support some options that may be available on individual order creation/processing such as scheduled ship dates, multiple boxes/tracking numbers etc. For more information on actions available on individual documents see our document articles found in the Order Management section. 

 

Document Selection

1. Set filters– depending on which documents you want to perform an action on, you may need to set filter(s). Common filters include document types (order, shipment, etc.) and document status (Ready to ship, Ready to invoice, Failed, etc.) You can select more specific filters with Filters on the Orders page or Filter results on the All Documents page.

2. Select documents– Once you see the documents you want to work on in your Orders page, select the specific ones you want to act on. To do so, click the box for individual documents or click the select all box in the top. Please note: clicking select all will only select the documents visible on the page. You can increase the rows per page to select more, but you cannot select from multiple pages. To export all documents, use our Advanced Export tool.

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3. Select action – based on the types of documents you selected, a list of actions will appear. For example, the Accept/Reject action will only appear on orders. Retry, Export and Download Packing Slips appear as buttons once you select documents. Click Bulk Actions to open Bulk Document Actions, which lists Accept/Reject, Ship/Cancel, Invoice and Ignore. The Orders page also lists Quick Cancel.

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Accept/Reject

This option is only available on Orders - this action allows you to create an acknowledgment for orders to either accept, cancel or backorder items. You can acknowledge orders in Ready to Acknowledge or Ready to Ship status. Make sure you review your retailer's documentation and the Document Standards tab in the portal to know what fields are required. For more information on retailer document requirements, see our Document Standards article and for more information on acknowledgments including fields, settings and instructions on individual document creation, see our Acknowledgments article. 

Instructions
1. Select the orders you want to accept or reject
2. Click on Bulk Actions, then Accept/Reject
3. Go through each order and fill out the following fields:

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4. Submit and review the acknowledgment ID that has been created or click on Submit all at the bottom of the page

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Accept/Reject Fields
Acknowledgement Number – the reference number assigned to the document. Logicbroker will default this field using the format: ACK_PO# For example, if the PO is 123, the acknowledgment number will be ACK_123) but you can change it to anything you want. Please note: every acknowledgment must have a unique ID
Estimated Ship Date /   Pickup Date – the date the order will be shipped out or pickup up. Select the date from the calendar tool or type in the date using the provided format. Please note: this is usually for freight/LTL shipments
Quantity Accepted – the number of items on that line that you are accepting and plan on shipping out Please note: all line items are accepted by default
Quantity Cancelled – the number of items on that line that you are cancelling and not shipping out
Quantity Backordered - the number of items you are placing on backorder meaning you cannot ship them now but plan on shipping at a later date once those items are in-stock
Cancellation Reason - the reason why you are cancelling items. Make sure you know which cancel codes are accepted by your partner prior to cancelling items. Please note: Logicbroker maps to retailer’s accepted cancel codes so your retailer’s specific code may not match what is in the dropdown. For example, a retailer may accept a code of OS to mean out of stock – in this case, Logicbroker will map our code to the retailer’s code so that when the supplier select the code Out of Stock from the dropdown, we will send it to the retailer as their accepted OS

 

Ship/Cancel

This option is only available on Orders - this action allows you to create an acknowledgment or a shipment for orders to either ship or cancel items. You can cancel or ship orders in Ready to Acknowledge or Ready to Ship status. Make sure you review your retailer's documentation and the Document Standards tab in the portal to know what fields are required. For more information on retailer document requirements, see our Document Standards article and for more information on acknowledgments and shipment including fields, settings and instructions on individual document creation, see our Acknowledgments and Shipments article.

Instructions
1. Select the orders you want to ship or cancel
2. Click on Bulk Actions, then Ship/Cancel
3. Go through each order and fill out the following fields:

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4. Submit each document individually or click on Submit all at the bottom of the page. Review the acknowledgment or shipment ID that has been created


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Please note: The Accept/Reject, Ship/Cancel and Invoice pages all have Submit all at the bottom. 
Instructions using a Merchant account
Suppliers who are connected to their shipping integration (such as ShipEngine) or are working with a retailer that supports supplier using their shipping integrator can use this functionality when bulk shipping orders. The only required information needed to ship using a merchant account is:
    • Ship From Address - this can be defaulted, see Document Settings >  Ship From Addresses for setup instructions 
    • Weight - if this is available on the order, we will default it on the shipment - if not, it will have to be input manually
1. Select the orders you want to ship
2. Click on Bulk Actions, then Ship/Cancel
3. Go through each order and select the Shipping Account - if you are using your retailer's shipping account, select Retailer

4. Make sure the Ship From Address is correct. Enter in the Weight if it is not pre-populated 

5. Submit each document individually or click on Submit all at the bottom of the page. Review the shipment ID that has been created


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Ship/Cancel Fields
Shipment Date – the date you plan on shipping the order. Select the date from the calendar tool or type in the date using the provided format.
Shipping Method – method you are using to ship the order
Tracking Number – a valid tracking number
Weight – the weight of the box
Estimated Delivery Date  - the date you plan on this order being delivered. This is just an estimated date, so no need to be exact. Select the date from the calendar tool or type in the date using the provided format
Pickup Date - the date the order is being picked up instead of shipped out. Normally this is for larger LTL or freight orders. Select the date from the calendar tool or type in the date using the provided format
Ship Quantity – the number of items on that line that you are shipping
Cancel Quantity – the number of items on that line that you are cancelling and not shipping out
Cancellation Reason – the reason why you are cancelling items. Make sure you know which cancel codes are accepted by your partner prior to cancelling items. Please note: Logicbroker maps to retailer’s accepted cancel codes so your retailer’s specific code may not match what is in the dropdown. For example, a retailer may accept a code of OS to mean out of stock – in this case, Logicbroker will map our code to the retailer’s code so that when the supplier select the code Out of Stock from the dropdown, we will send it to the retailer as their accepted OS
Other fields – depending on partner specifications, you may see additional fields on this page such as weight, destination information, etc. See partner-specific documentation if you have questions on how to bulk ship/cancel documents with their specific fields.

 

Invoice

This option is only available on Orders and Shipments - this action allows you to create an invoice for all shipped items. You can invoice orders that have already been shipped and are in a Ready to Invoice status. It is recommended to invoice off shipments instead of orders that way you can be certain you are only invoicing shipped items. Make sure you review your retailer's documentation and the Document Standards tab in the portal to know what fields are required. For more information on retailer document requirements, see our Document Standards article and for more information on invoices including fields, settings and instructions on individual document creation, see our Invoices article.

Instructions
1. Select the orders you want to invoice
2. Click on Bulk Actions, then Invoice
3. Go through each order and fill out the following fields:

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4. Submit and review the invoice ID that has been created or click on Submit all at the bottom of the page

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Please note: Creating invoices for orders that have not been shipped will cause invoices to fail.
Invoice Fields
*Invoice Number – the reference number assigned to this document - this is the only required field
Invoice Date – the date you want to invoice the order. Select the date from the calendar tool or type in the date using the provided format.
Discount – any discounts you are applying to the order
Shipping/Freight – any shipping or freight fees you want to apply to the order
Dropship Fee – any fees associated with dropshipping the order
Tax – any taxes you want to apply to the order
Invoice Total – this should automatically be calculated based on the inputs above but can be adjused it if needed
Invoice Quantity – the number of items per line you are invoicing. This will be defaulted to equal the order quantity but you can adjust as needed
Price – the price per item you are charging the retailer

 

Export

This option is available on all document types - this action allows you to export document information in a CSV or XLSX format. For more information on our Advanced Export tool including profiles, formats, filters, fields and instructions, see our Advanced Export article.

Instructions
1. Select the orders you want to export
2. Click on Export
3. If you export from the All Documents page, select the Document type. The Orders page exports orders only, so it does not show this option.
4. Select the Export profile – this is the profile we will use to run the export. Please note: to review what fields are exported on a specific profile, in the portal go to Reporting > Advanced Export, select the Profile and review the Document Filter and Fields to Export
5. Select the File type you want to use for the export
6. Click Download

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Please note: Only selected documents will be exported. To increase the selection, you can increase the Rows per Page in the bottom right of the screen. To export more documents than on the page, use the Advanced Export function

 

Import Tracking

This option is only available on Orders - this action allows you to import tracking information for open orders by automatically creating Shipments (ASNs) using a spreadsheet (Excel or CSV format). Make sure you review your retailer's documentation and the Document Standards tab in the portal to know what fields are required. For more information on retailer document requirements, see our Document Standards article and for more information on our Advanced Import tool including profiles, formats, filters, fields and instructions, see our Advanced Import article.

Instructions
1. Select the orders you want to import tracking for
2. Click on Export
3. Select the Export Profile
    • Orders With Item Detail - this option allows you to mark items as shipped on a line level *recommended
    • Orders Without Item Detail - this option marks items as shipped on an order level
4. Select the File Type *XLSX is recommended
5. Click Download

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6. Once you export your list of orders, open up the file and fill out the following fields:
    • TrackingNumber
    • CarrierCode
    • ShipFromAddress.CompanyName
    • ShipFromAddress.Address1
    • ShipFromAddress.Address2
    • ShipFromAddress.City
    • ShipFromAddress.State
    • ShipFromAddress.Zip
    • ShipFromAddress.Country
    • QuantityShipped

Please note: The key identifier that links to your orders will be the ID column. This is the ID of the document in Logicbroker.

7. Save the file
8. From the Orders page, click on Import Tracking

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9. Select and upload your file
10. Once uploaded, the results will display with all successful and failed documents processed. If you have the Tracking upload failed notification turned on, you will receive an email as well.

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11. Fix and errors as needed and reupload
Please note: Some retailers have a custom shipment format that does not work with this feature. This feature is for retailers and suppliers that are using our standard templates. If you are unable to use the Import Tracking feature, please contact Logicbroker Support for additional details on alternative ways to import tracking via the portal.

 

Download Packing Slips

This option is available on complete Orders and Shipments - this action allows you to download a PDF of the packing slips for all selected orders for review or to print on an order or line level. These will be downloaded by how they were received, so if we receive order A, order C, and order B (in that order) the packing slip will appear in that same order. This is also true for the API endpoints. 

Order Level
Downloading packing slips in bulk off orders will reflect order level information meaning that all order items will show regardless of shipping status. For more information on downloading packing slips on individual orders, see the Download Packing Slips section of our Orders article.
1. Select the orders you want to download a packing slip for
2. Click on Download Packing Slip

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Shipment Level
Downloading packing slips in bulk off shipments will reflect line level information meaning that just the items on a specific shipment. For more information on downloading packing slips on individual shipments, see our Shipments article. 
1. Click on All Documents

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2. Filter Type for Shipment - see our Orders Page > Display article for instructions on how to filter results
3. Select the orders you want to download a packing slip for
4. Click on Download Packing Slip

 

Download GS1 Labels

This option is available on Shipments - this action allows you to download a PDF of the GS1 Labels for all selected shipments for review or to print. These will be sorted by shipment and then by container code. Please note: before downloading GS1 labels, make sure you have configured your UCC 128 Company ID. For more information on setting up your UCC 128 Company ID, see our Document Settings article and for more information on downloading GS1 labels on individual shipments, see our Shipments article.

Instructions
1. Select the shipments you want to download a GS1 Label for
2. Click on Download GS1 Labels

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Download Shipping Labels

Please note: Only for suppliers using a shipping integrator such as ShipEngine or working with a retailer that is using a shipping integrator. 

This option is available on complete Shipments - this action allows you to download a PDF of the shipping labels for all selected shipments for review or to print. 

Instructions
1. Select the shipments you want to download a shipping label for
2. Click on Download Packing Slips

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3. Select the  format  > click  Download

4. On the download you will see the packing slip on the first page and the shipping label on the second page

 

Retry

This option is available on documents in a Failed status - this action sets the status of documents back to New and allows them to flow through the normal status flow once more. Do this if the documents failed due to a time-out error or if new logic has been put in place to fix previous errors. If a document continues to fail, this indicates there may be something wrong with that document. Click on View > Most recent event to troubleshoot and resolve the error.

Instructions
1. Select the documents you want to reprocess
2. Click on Retry

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Closing or cancelling many old orders

Use this section when many orders are still open in Logicbroker but are already fulfilled, cancelled or closed in your own system or your partner's system. The right action depends on what should happen to each order:

You cannot do these things yourself in the portal:

  • Set many orders to Complete at once. No bulk action sets a status of Complete.
  • Set a document to any status you choose, unless your account has Change Status. Change Status works on one document at a time.
  • Delete an order. Support cannot delete orders either, but can move them to Ignored.
  • Add, remove or swap items on an order. Ask the retailer how to proceed. The retailer may need to send a change or a new order.
  • Reopen a cancelled order. See An order was cancelled by mistake.

Please note: The portal applies Retry, Ignore and Quick Cancel in groups of 50. If you select more than 50 orders, check afterwards that every order changed. Select any that did not change and repeat the action.

Cancelling many orders that will not ship

Who this applies to. Suppliers on any connection. EDI, API and file suppliers can also send the cancellations from their own system. If the supplier cannot send them, the retailer can cancel the orders in the portal instead.

What it means. A cancellation is an acknowledgement with cancelled quantities. Logicbroker sends it to the retailer, and Support cannot reopen the order afterwards. When every line on an order is cancelled, the order moves to Cancelled. For more on cancelling a single order, see Cancelling an order at each stage.

What to check.

  1. On the Orders page, use Filters to find the orders you want to cancel.
  2. Open a few of the orders. In Order Items, compare Quantity Shipped with Quantity on each line.
  3. Sort the orders into two groups. In the first group nothing has shipped. In the second group part of the order has shipped.

The fix when nothing has shipped.

  1. Select the orders, click Bulk Actions, then Quick Cancel.
  2. Click Yes to confirm.

Quick Cancel sets every selected order to Cancelled, whatever its current status. Logicbroker then creates a cancellation acknowledgement for the full ordered quantity of each line, unless the order already has an acknowledgement that cancels it. Suppliers can choose the reason it uses in Settings > Document Settings > Acknowledgement settings > Default Cancellation Reason. Leave out orders in New status. If a group of 50 includes one, none of the orders in that group change.

The fix when part of the order has shipped. Do not use Quick Cancel, because it also cancels the quantity you shipped.

  1. Select the orders, click Bulk Actions, then Accept/Reject.
  2. On each order, find the lines you will not ship. Enter the unshipped quantity in Quantity Cancelled. Use no more than the line's Quantity Remaining.
  3. Set Quantity Accepted to 0 on those lines. The form fills it in by default.
  4. Choose a Cancellation Reason for each cancelled line.
  5. Click Submit on each order or Submit all at the bottom of the page.

How to check it worked. Refresh the Orders page. A fully cancelled order shows Cancelled, and its Related Documents list the cancellation acknowledgement. A partly shipped order moves to Complete once every line is shipped or cancelled, and invoiced or cancelled. See Why is my order still open?

There is no "Complete" option in Bulk Actions

Who this applies to. Suppliers and retailers who use the portal, for example after orders were shipped and paid outside Logicbroker.

What it means. The portal has no bulk action that sets orders to Complete. Logicbroker moves an order to Complete by itself once every line is shipped or cancelled and invoiced or cancelled. Some accounts have More Actions > Change Status on the document page, which changes one document at a time.

What to check.

  1. Open one of the orders and review Order Items and Related Documents.
  2. Decide whether anyone will still send a shipment, invoice or cancellation for the order.

The fix. Pick the path that matches the order.

  • The order still needs documents. Send the missing shipment, invoice or cancellation, and the order completes by itself. See Why is my order still open?
  • Only a few orders are affected and your account has Change Status. Open each order, click More Actions, then Change Status.
  • Many orders were closed outside Logicbroker and nobody will send more documents. Ask Support to change them. See Asking Support to close orders in bulk.

Complete only changes the status. It does not create a cancellation for lines that did not ship. If the retailer still expects those items, cancel them first.

How to check it worked. The order shows Complete on the Orders page.

Old failed orders you no longer need

Who this applies to. Suppliers and retailers on any connection.

What it means. Ignore moves a Failed document to Ignored, and Logicbroker stops processing it. Ignore does not send a cancellation to the retailer. If the retailer still expects the order, cancel it instead.

What to check.

  1. Filter by the Failed status. Use the Orders page for orders, or All Documents for other document types.
  2. Open a few of the documents and read the Most recent event. Confirm that you do not need them. If you need a document processed, fix it and use Retry instead.

The fix.

  1. Select the documents, click Bulk Actions, then Ignore.
  2. Click Yes to confirm.

Ignore only changes documents in Failed status. Other selected documents stay as they are.

How to check it worked. The documents show Ignored and no longer appear when you filter by Failed. For more on when to ignore a document, see the Failed Document Summary.

Asking Support to close orders in bulk

Who this applies to. Suppliers and retailers with many orders that need a status they cannot set themselves, such as Complete.

What Support can do. Support can move a list of orders to Complete, Cancelled or Ignored. Before completing orders that are still Ready to Ship or Ready to Invoice, Support may ask whether you still expect shipments or invoices for them. If you do, the supplier needs to send those documents instead.

What to include in your request:

  • Your company name and the partner the orders are with.
  • The PO numbers as text or in a spreadsheet, not as a screenshot.
  • The status each order should have: Complete, Cancelled or Ignored.
  • Whether anyone will still send shipments, invoices or cancellations for these orders.
  • Why the orders need closing, for example "shipped and paid before we moved to Logicbroker".
  • What you already tried, such as Quick Cancel or Ignore.

How to check it worked. When Support confirms the change, review the orders on the Orders page. Reply to Support with any order that is still open.

 

We're updating this article. Some steps and screenshots may not match the portal yet. If anything is unclear, contact support@logicbroker.com.