Feature List

We are your reliable orchestration platform for products, inventory and orders, so you can exceed your customer’s expectations.

If you were looking for specific information about a feature and didn't see it on our website, you'll find it here! You can also download a hard copy.

Customer Journeys

BOPIS/Curbside

"Buy Online Pick-up In Store"

Buy Online Pick Up In Store is the new way consumers love to shop. Route orders to specific locations, manage order substitutions, and customer communication.

BOSH

"Buy Online Ship to Home"

Buy Online Ship to Home is the original way of doing ecommerce. Streamline operations using the order dashboard and make sure all orders are shipped on time. Ship from distribution centers or stores.

BORIS

"Buy Online Return In Store"

Buy Online Return in Store is something that is happening more and more in the industry. Orderbot's return flow helps facilitate returns that need to be shipped, or are just returned immediately to the store.

BOSS

"Buy Online Ship to Store"

Buy Online Ship to Store for when consumers can't ship to their own home, or can't guarantee they'll be there when the package arrives.

Order Management

Fast Order Entry

Take manual orders quickly with the Order Pad. Order confirmation emails are sent immediately upon order creation.

CSV/Excel Order Import

Import and export orders via CSV or Excel. Orderbot can create custom import formats so you can save time manipulating data in excel.

Order Overview

Use the main view order dashboard to filter orders by status, shipping method, payment status, distribution centers, and products included on the order.

Split Backorder Items

Orders with insufficient inventory, can be automatically fractured creating a backorder that will be shipped when inventory is available. These split orders can be shipped from different distribution centers, and even to different shipping addresses.

Sales Channels

Associate order and customers with the appropriate sales channel to help categorize reporting, such as: Shopify, DTC, Wholesale, etc.

Apply Payments

Apply payments using a variety of methods - account, credit card, card on file, check, pre-authorize/capture, or choose not to process the payment right away.

Coupons and Discounts

Create coupons or discounts using flat rate, percentages, per unit, and "buy X get Y" while taking an order.

Real-Time Shipping Quotes

Get shipping rates from within Orderbot for UPS, FedEx or USPS while placing orders.

Add Notes

Add Notes and URLS to orders and the customer account at the same time. Notes may be added to invoices or packslips.

Product Management

Import Products via CSV

Orderbot's simple CSV format makes it easy to bulk import products.

Pricing Lists

Per Channel Control who can order which products and what the sell price is using different pricing lists (known as order guides) associated with channels and customer accounts.

Parent-Child Structure

Create regular products or create products that have different variables like size and colour. Sometimes also referred to as product and variants.

Bundled Products / Kitting

Use a Bill of Material (BOM) to bundle different products together. Sell a single product on your website, and pick/pack the individual products in Orderbot. BOMS can also be used to track components for assembled items.

Custom Fields

Store extra meta data and attributes about products in custom fields. Create as many as you want, and update the data easily using a CSV file.

Dimensions & Customs Info

Store dimensions and specific customs information, such as HTS Code, to ensure you meet all necessary requirements for shipping internationally.

Volume Discounts

Allow customers to place orders for large quantities at a discount using threshold pricing on the order guides.

Product Tagging

Create tag groups and tags which can be assigned to products to be able to categorize, search, and report on specific groups of products easier.

Production Report

See how many products are on orders in a specific status so you know exactly how many of that product to make/order. This can also be used to see how many individual components are needed to build the products.

Inventory Management

Inventory Reports

Reporting such as Inventory by SKU and warehouse, adjustments, balancing, transaction, primary currency, unit cost history, stock status, and many more.

Inventory Adjustments

See and adjust inventory for any of the following reasons: receive stock, damage, return, sample, sales, count, transfer, waste, reverse shipped.

Inventory Value

See inventory value in your primary or multiple currencies, for any items, for today or backdated to a specific date.

Update Inventory via CSV

Upload inventory adjustments or counts for each distribution center using a CSV file for today's date, or a date in the past.

Threshold Availability

Set an availability threshold per product per sales channel to help control your pools of available inventory for your multiple ecommerce websites.

Historical Inventory Visibility

View on hand inventory levels for a specific date/time in the past.

Inventory Count

Overwrite current inventory levels using count function. Differences from on-hand to count is tracked as a count variance.

Inventory Update As of Date

Overwrite inventory levels for a date in the past. Inventory transactions that have happened after will automatically adjust based on the count values.

Backorder Allocation

Backorder allocation allows assignment of inventory to orders with the status 'backorder', It will split the order into new backorders, and another order that is ready to ship.

Multiple Distribution Centers

Create unlimited distribution centers to represent physical locations or virtual locations to artificially separate pools of inventory, such as a Returns or Backstock distribution center.

Average Cost

Inventory value is determined by the average cost of products being purchased and received. Shipping costs can be included in the calculation if required.

Purchasing and Receiving

Create, receive, split, and reconcile incoming purchase orders to manage inventory and average cost.

Minimum On Hand Quantity

Set minimum on hand quantity values for items. See these products turn RED on reports so you know when you're below your required minimum inventory levels.

Robust Inventory Transfers

Manage inventory transfers between multiple distribution centers using a robust flow that tracks requested, in transit, and received transfers.

Fulfillment Management

Multi-Channel Fulfillment

Create a unique flow for each sales channel using order status.

Partial Fulfillments

Fulfill only part of an order and choose how the remainder of the order should be handled e.g. cancelled, or backorder, etc.

Pick Lists

Print pick lists with helpful data such as item location, scanner barcodes, and pictures to help increase picker accuracy and efficiency.

Generate Shipping Labels

Generate shipping labels for single or multiple packages with UPS, USPS (via stamps.com) and Fedex using pre-populated box sizes or custom box sizes.

Pick Pack Dashboard

Use on a browser or tablet with a simple Bluetooth scanner to organize and see real time updates for the picking and packing process.

Drop Ship Management

Choose if products should always be drop-shipped by a vendor, and have orders automatically split and sent to specific vendors for fulfillment.

Delivery Manifest

Generate a manifest for all orders shipped that day including tracking numbers, filtered by date and shipping carriers/methods.

Perfect Order Dashboard

See how fast your own warehouse or 3PL is shipping the order. Are they meeting your commitments to your customers? Hold them accountable with these metrics, and help you achieve the perfect order.

Integrations

Shopify Plus

As a Shopify Plus technology partner, Orderbot boasts an enterprise-level integration including but not limited to:

• Import Orders

• Export Fulfillments

• Import/Export Products

• Export Inventory

• Integrated Refunds/Returns

• Multi-location/Multi-site functionality

eCommerce Platforms

We support many other platforms such as WooCommerce, BigCommerce, Miva, Cart.com, etc.

Online Marketplaces

Have your online marketplace orders imported into Orderbot such as Amazon, eBay, etc.

Typically we'll support:

• Import Order

• Export Fulfillment

• Export Inventory (depends on marketplace.)

Payment Gateways

Integrate multiple payment gateways into Orderbot to pre-auth/capture, charge cards, save cards on file, void payments, and process refunds.

Accounting Export Formats

Have Orderbot export transactions that can be uploaded to your specific accounting platform such as Quickbooks and Xero.

Shipping Carriers

Get rates, and generate labels using your contract rates for USPS, FedEx, UPS, Canada Post, and DHL. If you require any other shipping carrier, we can most likely support it through our technology partner, EasyPost.

Warehouse Management Systems

Integrate your warehouse management system, or 3PL, with Orderbot so that you can send and receive data such as:

• Order details

• Ship notices

• Inventory updates

• Purchase orders

• Transfer orders

And Many More...

Orderbot uses a robust and scalable integration layer that allows us to create any new integrations very quickly without a lot of overhead. If you'd rather not do the integration yourself, let Orderbot take care of it for you. See all of our integrations here!

Rest API / Headless

Robust API

We've added almost everything and anything to our API so you have access to GET, POST, PUT, or PATCH whatever you need. Don't see it? Reach out to us, and we'd be happy to add it.

Run Headless

Have your own UX/UI you want to use, but want Orderbot's functionality underneath? Use our API to achieve the look/feel that makes sense for your business while keeping the backend functionality the same. This is great for custom websites, or sales ordering apps, and much more.

Automate Workflows

Use events or webhooks from other platforms to create automated workflows. If events or webhooks don't exist, Orderbot can create workflows that polls for changes using last update dates.

Endless Opportunities

If you can dream it, you can probably do it using our API. We've seen custom apps, customer ecommerce integration, custom dashboards and much more using our API.

Custom Integrations

If you have proprietary software, integrate with Orderbot using our API to make things a whole lot easier. We'll provide you with best practice flows to ensure your integration functions similarly to how Orderbot natively builds them.

Operational Experts

We live and breath operations, so Orderbot can absolutely provide consulting on best practices for connecting to our API to ensure you're making a top tier solution.

Detailed Documentation

Using OpenAPI for documentation means that it's always updated since the documentation is auto-generated. See the schemas, and try our API all in one place.