Lifecycle of a Wholesale Order

Julie  Houlton
Julie Houlton
  • Updated

In this article:

To learn how to start shipping wholesale orders in RyderShip, see Getting Started with Wholesale Orders.

Overview

The flow of wholesale orders in RyderShip is very different from the typical ecommerce workflow. Wholesale orders are created through the RyderShip API and must have order_type:wholesale passed when the order is created.

When shipped LTL, wholesale orders:

  • Use a different ship method:  Whiplash Needs Routing
  • Use a very precise type of batching
  • Stay in a packed status for much longer time than ecommerce order – before being shipped
  • Require Bills of Lading (BOLs) to be generated before shipment
  • Require routing details to be added to the BOLs

Orders shipped small parcel do not use the Whiplash Needs Routing ship method and cannot be included on a load. Small parcel orders will need to be moved from the load before the load can be closed.

For both LTL and small parcel wholesale orders: 
You must use the order.shipped webhook to know when the wholesale order has shipped and for load details. Load details are not available via the API. The order.shipped webhook also provides the necessary information to send EDI transactions. See Webhook for Wholesale Orders for more information.

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High-level wholesale order flow

Warning.png See the detailed process steps below for more explanation about each step.

Lifecycle-wholesale-flow.png

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Detailed wholesale process steps

Warning.png  For wholesale orders shipping LTL, the ship method needs_routing | Whiplash Needs Routing must be added and mapped correctly under customer Preferences before any orders can be sent. See Shipping Methods for details.

1.    Customer may know how the wholesale order is going to ship when the order is dropped – LTL or small parcel.

2.    Use the steps below for each shipment type. 

LTL: 
Order is received in RyderShip with the ship method Whiplash Needs Routing. Go to step 3

Small parcel:  
Order is received in RyderShip with a small parcel ship method, such as Whiplash Cheapest or Fedex. Skip to step 4 and follow the steps for small parcel.

Unknown until routing is received:  
Order is received in RyderShip with the ship method Whiplash Needs Routing. Customer then works with RyderShip Operations and Customer Success to determine which ship method to use via the retailer’s routing guide and what will be best for the specific scenario.

-or-

Customer / Customer Success team uses RyderShip rules to set the ship method.

3.    Orders are batched and picked following standard processes.  

LTL orders need to be batched using the precise batch process. Small parcel orders are not required to be batched using the precise method, but they can be – it’s optional for small parcel orders. 

Warehouse staff will use the Open Order Report to help see which orders need to be batched together. 

4.    See below for next steps for both LTL orders and small parcel orders. 

LTL orders Small parcel orders
  1. In the middle of picking and packing, the routing process begins. This is when the Call In Date and/or Requested Ship Date can be set via bulk actions in RyderShip. These dates are optional.
     
  2. Pack the order, which then goes into a Packed status (160). The order will stay in a packed status for a much longer time than ecommerce orders.
     
  3. Load is created in RyderShip.
     
  4. A Bill of Lading (BOL) is generated and routing details are updated on the BOLs.
  1. Change the ship method to FedEx, Whiplash Cheapest, etc.

-or-

Customer / Customer Success team uses RyderShip rules to set the ship method

  1. Use a small parcel carrier. RyderShip rate shops and provides labels as part of the Pack process.
    -or-

Use 3rd party account where that account rate shops and buys labels. Reach out to Parcel/Customer Success if you’d like to use a 3rd party account.

Lightbulb-1.pngSmall parcel orders are not included in the load nor require a BOL.

  1. Complete to the Batch/Pick/Pack process.

Lightbulb-1.pngIf the order has already been packed under Whiplash Needs Routing, and you change the ship method to small parcel, then you’ll need to go back to the Pack process and buy labels.
 

  1. Skip to step 6.

5.    For LTL shipments, the load is closed, and the order goes into a Shipped status (300).

Lightbulb-1.png If you have both small parcel and LTL orders in the same load, the small parcel orders will need to be moved from the load before it closes. 

6.    For all shipments, the order.shipped webhook is fired, notifying the customer that the order has shipped. This webhook also provides: 

  • scac value for both LTL and small parcel orders
  • load.details for LTL orders. 

Wholesale-orders-webhook-1.png

Wholesale-orders-webhook.png

See Webhook for Wholesale Orders for more information.

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Related articles: 

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