Create, track, and manage retail orders with status updates and notifications.
Orders provide an easy way to manage tracking and communication with retailers. This includes status change history, email notifications on updates, and a complete record of the order lifecycle from creation through delivery.
Note: AMS does not facilitate payments. However, it provides a field to document and share invoice links with retailers.
Retailers that have been given a retail portal link can browse your product catalog and submit order requests directly. These orders appear automatically in your orders list with all line items and retailer contact information.
To manually create an order, navigate to Retail > Orders and click Create Order. A retailer picker will appear — search for and select the retailer. The order type (wholesale or consignment) is determined by the retailer's type.
Add line items to the order by searching for products by name or SKU. Specify quantities for each item. When all line items are added, review the transaction statement including totals, then submit the order.
Wholesale orders include a Pull from On Hand checkbox in the cart, on by default. When checked, the ordered quantities are immediately reserved from your on-hand stock at the time the order is placed — not when it ships.
Uncheck the box to keep stock available for other sales until the order ships — the previous behavior, still preferred for made-to-order wholesale.
When an order is submitted, an email notification is sent to:
The notification email includes a table of line items with product names, quantities, prices, and totals.
The orders table displays Order ID, Retailer name, Date, Order Status, Payment Status, Net Total, Gross Total, and Created. Filter by Order Status (Awaiting Approval, New, In Progress, Shipped, Delivered, Canceled) or Payment Status (None Expected, Awaiting Payment, Paid in Full, 50% Deposit). Export the filtered data to CSV.
Click Details on any order row to open the full order detail page.
The top section shows all line items in the order. Individual items can be edited by hovering over a row and clicking Edit. To add a new product to the order, click Add Line Item.
The status update section lets you progress the order through its lifecycle stages: Awaiting Approval, New, In Progress, Shipped, Delivered, or Canceled.
When an order is updated to Delivered, the order data is finalized. This means the transaction will appear in the retailer's transaction history and revenue reports.
Note: The status does not need to change to send an update email or log comments. You can send a communication at any stage without changing the order status.
Select "Yes" or "No" for Send Email Update before submitting a status update. This field does not default to prevent accidental emails. When set to "Yes", an update email is sent to the retailer's contact email and your configured notification emails.
When filled in, the tracking number is included in any status update emails sent to the retailer. This is especially useful when updating the order to "Shipped" status.
Since AMS does not process payments, use this field to store an invoice link from your payment provider. The link is included in status update emails, making it easy to share with retailers.
Add a comment to include additional notes in the status update email. When not sending an email, comments serve as internal notes viewable in the update history.
The bottom of the order details page shows the complete history of all status updates, including timestamps, status changes, comments, and whether emails were sent.