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Process agency orders

Support: shopify icon woocommerce icon wix icon jumpseller icon CSV icon

DSers has introduced the Agency Management Solution, a powerful tool aimed at streamlining the workflow of dropshippers who also collaborate with off-platform suppliers/agencies. Learn more about DSers Agency Management Solution.

When you process agency orders, you may have to manage a dozen CSV files and even more. DSers Agency order fulfillment feature can help you skip this manual work. Check the stepwise guide below to get the most out of the feature.

Place orders to an agency

  1. Login to DSers > dsers-open orders Open Orders > Agency.
  2. In the Awaiting order tab, click the ORDER button on the bottom-right of the Order Card to place orders one by one, or check the boxes dsers-check box on the Order Card and click Check Out in bulk to batch place orders.
  3. Click CONFIRM.

Pay for orders

  1. Login to DSers > dsers-open orders Open Orders > Agency.
  2. Click dsers-payment on the bottom-right of the Order Card to pay for orders one by one or check the boxes dsers-check box on the Order Card and click dsers-make-payment on the left of the Navigator Bar to batch pay for orders.
  3. In the pop-up, click dsers-make-payment. You will be redirected to the Payment details page.
  4. Check the order and agency details, and then click one payment method (PayPal, Stripe, Bank Transfer, etc.) to complete payment.

Once you have paid for the order, your agency will get the payment in their account.

Successfully paid orders will be moved to the Awaiting shipment tab.

If you have paid for orders in other ways, you can check dsers-checkbox on the Order Card of the order and click  dsers-more  in the Navigator Bar and click Mark as paid to move it to the Awaiting shipment tab.

Fulfill orders

Dianxiaomi can synchronize orders in the Awaiting payment tab and Awaiting shipment tab, while Mabang can only synchronize orders in the Awaiting shipment tab.

Once your agency has applied for tracking numbers for orders and marked them as shipped through the ERP, DSers will synchronize the tracking numbers from your agency's ERP automatically.

You can also click dsers-edit next to "Tracking No" on the Order Card to add tracking numbers item by item manually.

DSers will also help you push the tracking numbers to Shopify and fulfill orders in Shopify and then in DSers automatically.

Your orders will be moved to the Awaiting fulfillment tab or the Fulfilled tab in DSers Open Orders according to your Fulfillment setting.


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