WMS Portal Help Center- Niwo Partners Inc
OMS Operation Manual
System Overview
This manual describes the details of the main operation process of the OMS order relationship system, aiming to guide users to use the system; the OMS user is mainly the seller, who creates the corresponding instructions through OMS and synchronizes them to the WMS overseas warehouse for operation. The OMS system is currently divided into the following modules:
Product management: create SKU, print label barcodes, etc.
Warehousing services: creating warehouse entry orders, drop shipping, stock transfer, inventory query, etc.
Transshipment management: Create a transshipment order [disassembly business/fast in and fast out]
FBA return and relabeling: create return receipt, relabeling service order, outbound delivery order, inventory query, etc.
System settings: address book maintenance, measurement unit preferences, login log, etc.
System Login
Log in
Enter the “Account Name” and “Password”, click [Login], and enter the system after the system verification passes.
Personal Center
Click the upper right corner of the system main window to jump to the [Personal Center] function window, where you can “change password”, query OMS information, bind warehouse information, etc. as shown in the following figure:
System Settings
Common address book maintenance, measurement unit preference settings, and login log query. It is recommended to perform measurement unit preference settings and address book maintenance after logging into the system.
Units of measurement preferences
[Function Overview]: The measurement unit preference will only affect the default display unit. You can still choose to enter different units in the relevant editing interface.
[Function entry]: OMS>System Settings>Measurement Unit Preferences>Save: Select metric units or imperial units according to your preference.
Address Book
[Function Overview]: Maintain common address information, such as warehouse address, FBA warehouse address, return address, other addresses, etc. By maintaining the address in advance, you can directly select the information to fill in when setting up the outbound business. (Maintenance is recommended)
[Function entry]: OMS>System Settings>Address Book>New Address>Confirm
Login Log
[Function Overview]: Used to query login records and facilitate tracing login problems
【Function entry】: OMS》System Settings》Login Log
Product Management
Create product SKU. The product SKU dimensions of subsequent system functions such as warehousing, outbound delivery, and returns are all maintained in this module.
Product Status Description
A product list has the following statuses:
All: View SKUs in all states.
Draft: After creating a new product, click “Save Draft”. You can re-edit it in the draft state. In this state, you need to “Submit for Review” before the status can be transferred to “Under Review” or “Reviewed”.
Under review: After creating a new product, click “Save and Submit”. In this state, OMP operation review is required. If the review is passed, the status changes to “Reviewed”, and if the review is not passed, the status changes to “Rejected”.
Audited: Products that have passed OMP audit or are exempt from audit. Products in this state can be used for business purposes.
Rejected: Products that have been rejected after OMP review. Products in this state cannot be used in system services.
Obsolete: Products that are discarded by OMS on its own initiative.
Create a new product [Single product creation]
[Function Overview] Create a single product information on the system
[Function entry]: OMS>Product List>All>New Product>Fill in product information>”Save Draft” or “Submit”
Saving a draft or saving and submitting will correspond to the draft status and the review status respectively. For specific status descriptions, please refer to the “Product Status Description” above.
New Product Field Description
Product barcode (EAN/UPC): The actual content of the product barcode can be consistent with the SKU. Only one is allowed, required
Other barcodes: For example, if the product is transferred from another warehouse to our warehouse, the barcode of the other warehouse is affixed to the product. Fill in here to associate with the mapping of our system. There can be multiple [optional]
FNSKU: The barcode of this product in the FBA warehouse. There can be multiple [optional]
Create a new product [Batch product creation]
[Function Overview]: Create product information in batches on the system
[Function entry]: OMS>Product>All>Batch import>Download product import template>Fill in information>Select file>
After completion, the status will correspond to the draft status. For specific status descriptions, see the “Product Status Description” above.
The product import template has the following points to note
- Yellow indicates required information. Some fields have annotations. Please read carefully.
- Only supports importing Excel files with the suffix .xlsx (manually modifying the file suffix is invalid)
- The template header cannot be changed and the related columns cannot be deleted
- The number of records imported at a time cannot exceed 5,000.
Print barcode
【Function Overview】: Print product barcode
[Function entry]: OMS>Product>Product List>Print Barcode>Select Type>Confirm
Warehousing Services
Create incoming orders, drop ship, prepare goods for transfer, inventory query, etc.
Inbound order
In order to facilitate the warehouse staff to receive goods, the system needs to create a warehouse entry order to record the delivery method, delivery method, SKU, quantity, number of boxes, etc. of the goods to be received. After the warehouse entry order is successfully created, print out the corresponding warehouse entry order, box number mark, barcode, etc.
Inbound order status description
All: View all incoming orders, and there is an entrance to create incoming orders.
Draft: After creating the incoming order, click “Save Draft”. In the draft state, you can re-edit or cancel the incoming order. In this state, you need to “Submit the incoming order” before the state can be transferred to “Waiting for incoming goods”.
Waiting for warehouse entry: After creating the warehouse entry order, click “Save and Submit” or submit from the draft state. The warehouse entry order in this state will be transferred to the WMS warehouse end.
Received: The product has arrived at the warehouse and has been received (in whole or in part).
Shelf-ready: The product has arrived at the warehouse and has been received and put on the shelf. This status means that the warehouse entry order has been completed.
Cancelled: Cancel the invalidated incoming order.
Description of storage type
One-piece drop shipping warehousing: mainly used for the warehousing of products shipped in one piece. The corresponding inventory query is: product inventory.
Stocking transit warehousing: It is mainly used for the warehousing of products in stocking transit. The corresponding inventory query is: box inventory. Compared with the warehousing of drop shipping products, “custom box barcode” is added when filling in the warehousing details.
Special note: One-piece delivery warehousing and stock transfer warehousing are two independent sets of inventory: product inventory and box inventory.
Create a new inbound order
【Function Overview】: Record the incoming goods type, shipment type, SKU, quantity, number of boxes, etc. After the incoming order is successfully created, print out the corresponding incoming order list, box number mark, barcode, etc.
[Function entry]: OMS>Warehousing Service>Incoming Order>All>New Incoming Order>Fill in information>”Save draft or save and submit”.
Saving a draft or saving and submitting will correspond to the draft status and the reviewing status respectively. For specific status descriptions, please refer to the “Incoming Order Status Description” above.
The incoming inventory details support batch import, which is shown in the following two figures:
Print relevant documents
【Function Overview】: Print incoming list, box number mark, and barcode.
[Function entry]: OMS>Warehousing Service>Warehousing>All/Draft/Waiting for Warehousing Status>Operation>Print Box Mark
Stock Check
[Function Overview] Check the inventory and inventory flow; product inventory and box inventory are two independent sets of inventory, corresponding to the one-piece delivery and the stock transfer. The specific function effect is the same. The following demonstration uses “product inventory” for demonstration.
[Function entry]: OMS>Warehousing Service>Product Inventory/Box Inventory
【Operation Instructions】：
Enter the SKU/warehouse/product name and click [Search] to view the inventory of the corresponding SKU in each status.
In the default query results, the order is based on the sku code. You can click on the inventory to sort by inventory order.
Click [Inventory Flow] to view the inventory change flow details of the current sku
Click “Lock Inventory” to enter the product details interface to view the locked inventory details of the corresponding SKU.
One-piece delivery order
【Function Overview】Create new orders and manage orders
One-piece delivery order status description
All: View all status of drop shipping orders
Draft: After creating a drop shipping order and saving it, you can edit it in this state
Obtained delivery note: In the draft state, click “Obtain delivery note” to transfer to this state. This state indicates that the delivery note has been successfully reported to the service provider.
Warehouse processing: “Obtained delivery order” click Submit to transfer to this status, this status means the order has been transferred to WMS
Shipped out: The goods have been shipped out of the warehouse and the “shipping” operation has been performed in the WMS.
Cancelled: cancel or void a consignment delivery order
Abnormal: usually caused by the failure of forecast delivery order, insufficient account balance, insufficient physical inventory in the warehouse, etc.
Create a drop shipping order [Single order creation]
【Function Overview】: Create a new single order
[Function entry] OMS>Warehousing Service>One-stop delivery>All>New delivery order>Fill in information>”Save draft”
This function is shown in the following two figures:
Create a drop shipping order [Batch order creation]
【Function Overview】: Create multiple orders
[Function entry] oms>Warehousing service>Drop shipping>All>Batch import>Download template>Select file
After completion, the status will correspond to the draft status. For the specific status description, please refer to the above [Description of the status of the drop shipping order]
There are some points to note when importing small package delivery orders in batches:
- Yellow indicates required information. Some fields have annotations. Please read carefully.
- Only supports importing Excel files with the suffix .xlsx (manually modifying the file suffix is invalid)
- The template header cannot be changed and the related columns cannot be deleted
- The number of records imported at a time cannot exceed 5,000.
Stock transfer out
[Function Overview] For some customers who mainly deal in large quantities of goods, it supports the simultaneous operation of both drop shipping and large quantities of goods, configures different operation processes for different business models, and improves warehouse operation efficiency; and sellers prepare goods in overseas warehouses in advance, and then flexibly send goods from overseas warehouses to Amazon FBA warehouses as needed, with large quantities and low frequency.
Description of the status of the stock transfer outbound order
All: View all status of stock transfer outbound orders
Draft: After creating and saving the stock transfer outbound order, you can edit it in this state
Warehouse processing: After clicking “Submit” in the “Draft” status, the order will be transferred to this status. In this status, the order will be transferred to WMS.
Shipped out: The goods have been shipped out of the warehouse and the “shipping” operation has been performed in the WMS.
Cancelled: cancel or invalidate the stock transfer outbound
Abnormal: usually caused by the failure of forecast delivery order, insufficient account balance, insufficient physical inventory in the warehouse, etc.
Stock transfer
Create a stock transfer outbound order [single order creation]
[Function Overview]: Create a new single order [Function Entry] OMS> Warehousing Service> Stock Transfer Outbound Order> All> Create a new outbound order> Fill in information> “Save Draft/Save and Submit”
New Product Field Description
Destination Type: There are two options: FBA and Other. When FBA is selected, the FBA ShipmentID field will be added.
Delivery method: There are two options: delivery by product and delivery by box, corresponding to different inventory deductions
Reference order number: You can fill in the internal order number of the platform or ERP for association.
Attachments: The business of stock transfer can also be operated through the process, so there will be additional information that needs to be uploaded through the attachments. For example: logistics bill, box sticker, pallet sticker, BOL, product label sticker, etc. Be sure to upload
Create a stock transfer outbound order [Batch order creation]
【Function Overview】: Create multiple orders
[Function entry] OMS>Warehousing Service>Stocking Transfer and Outbound>All>Batch Import>Download Template>Select File
After completion, the status will correspond to the draft status. For the specific status description, please refer to the above stock preparation [Transit outbound order status description]
There are some points to note when importing batches of stock transfer outbound orders:
- Yellow indicates required information. Some fields have annotations. Please read carefully.
- Only supports importing Excel files with the suffix .xlsx (manually modifying the file suffix is invalid)
- The template header cannot be changed and the related columns cannot be deleted
- The number of records imported at a time cannot exceed 5,000.
Transshipment Management
Create a transfer order [unpacking business/quick in and quick out] The main customer groups are freight forwarders and logistics companies, etc. The overseas warehouse helps to pick up the cabinet, unpack the cabinet, and then distribute the products in the cabinet. Generally, they are not stored, so there is no inventory.
*****Currently, the transfer module does not support system billing and PDA operation. It is recommended to use the stock transfer module
Transfer Order
【Function Overview】: Manage transfer order information
Forwarding order status description
All: View the forwarding order information of all statuses
Draft: After creating and saving the small package delivery order, you can edit the transfer order in this state
Waiting for receipt: Draft status Click “Submit Forwarding Order” to transfer to this status. This status means that the order has been transferred to WMS
Received: The warehouse has received the goods and has completed the receipt operation in the system
Partial transfer: The warehouse sends out a part, and the system performs outbound operations on the sent part.
Transferred: All transfer orders for this ticket have been issued, and corresponding operations have been performed in the system
Cancelled: cancel or void the forwarding order
Create a transfer order [Create a single order]
【Function Overview】: Create a new single transfer order
[Function entry]: OMS>Transportation Management>Transportation Order>All>New Transshipment Order>Fill in information>”Save Draft or Save and Submit”
Attachments: The business of stock transfer can also be operated through the process, so there will be additional information that needs to be uploaded through the attachments. For example: logistics bill, box sticker, pallet sticker, BOL, product label sticker, etc. Be sure to upload
Create a transfer order [Batch create]
【Function Overview】: Create multiple transfer orders
[Function entry]: OMS>Transshipment Management>Transshipment Order>All>Batch Import>Download Template>Select File
After completion, the status will correspond to the draft status. For specific status descriptions, please refer to the above forwarding order status description
There are some points to note when importing transfer orders in batches:
- Yellow text boxes in the template are required, and gray ones are optional
- Supports importing files in xlsx format (manually modifying the file suffix is invalid)
- The template header cannot be changed or deleted.
- The number of data records does not exceed 5,000
FBA return label replacement
Accept the goods returned from Amazon, support secondary processing (re-labeling, re-packaging, etc.), support inventory product re-labeling and transit shipment re-labeling business, and also support product assembly and disassembly. This module is divided into several sub-modules: return entry form, return re-labeling service form, return outbound form, return inventory management, and return inventory process. It corresponds to several operation scenarios such as return entry, re-labeling after entry, and outbound after re-labeling. The product management dimension of return and re-labeling is mainly based on FNSKU
Return receipt
Return receipt status description
All: You can view all return receipts in all states
Draft: After creating and saving the return receipt, you can edit the return receipt in this state
Waiting for Warehouse: Click Submit Return Warehouse Order from Draft Status. This status cannot be modified and is officially transferred to WMS.
Waiting for Shelf: The warehouse receives the product and completes the inventory and transfers to this status
Shelf: The warehouse has completed the shelf, this status means the return order is completed
Cancelled: cancel or void the return order in draft status
Create a return receipt [single]
[Function Overview]: Create a single return entry order
[Function entry]: oms>FBA return label change>FBA return receipt>All>Create a new return receipt>Fill in information>”Save draft” or “Save and submit”. If you choose to save the draft, the status will correspond to the draft status after completion. For the specific status description, please refer to the above transfer order status description
Field Description: Logistics carrier: a logistics company, such as FedEx/UPS/USPS, etc.
Logistics tracking number: logistics courier number, required, the warehouse will use this number as the corresponding number when receiving the goods
FNSKU: The FNSKU corresponding to the product actually returned from the FBA warehouse. After entering, there is a green check mark next to it, which means it can be used. If there is a red exclamation mark, it means it is bound. You can click the red exclamation mark to bind it. The product management dimension of the return label is mainly based on FNSKU
Create a return order [Batch]
[Function Overview]: Create multiple return receipts
[Function entry]: oms>FBA return label change>FBA return receipt>All>Batch import>Select receipt warehouse>Download template>Select file. After completion, the status will correspond to the draft status. For specific status descriptions, please refer to the return receipt status description above.
When importing return orders in batches, please note the following:
- Yellow text boxes in the template are required, and gray ones are optional
- Supports importing files in xlsx format (manually modifying the file suffix is invalid)
- The template header cannot be changed or deleted.
- The number of data records does not exceed 5,000
Return and replacement service form
[Function Overview] Instructions for changing labels for products that have been returned from FBA
Return and rebranding service order status description
All: View the return and rebranding service order information of all statuses
Draft: After creating and saving the return order, you can edit or cancel the return order in this state.
Pending: The return and rebranding service order in the draft state will be transferred to this state after clicking Submit Service Order. It cannot be edited or cancelled in this state and will be officially transferred to the WMS end.
Processing: The status changes to this after the warehouse confirms the start of the operation.
Processed: All label change operations have been completed at the warehouse end
Cancelled: cancel the goods in the draft state, void the return and re-label service order
Create a return and rebranding service order
[Function Overview]: Create a single return label change service order. Change the label of the FBA product returned to the warehouse. Because the label needs to be changed, the new product label must be uploaded in the attachment
[Function entry]: OMS>FBA Return and Re-label>Return and Re-label Service Order>All>New Service Order>Fill in information>Upload attachments>Save Draft” or “Save and Submit”; if you choose to save the draft, the status will correspond to the draft status after completion. For specific status descriptions, please refer to the above [Return and Re-label Service Order Status Description]All: View the return and rebranding service order information of all statuses
Draft: After creating and saving the return order, you can edit or cancel the return order in this state.
Pending: The return and rebranding service order in the draft state will be transferred to this state after clicking Submit Service Order. It cannot be edited or cancelled in this state and will be officially transferred to the WMS end.
Processing: The status changes to this after the warehouse confirms the start of the operation.
Processed: All label change operations have been completed at the warehouse end
Cancelled: cancel the goods in the draft state, void the return and re-label service order
Field Description: New FNSKU: The FNSKU that needs to be replaced with the new label. After entering, there is a green check mark next to it, which means it can be used. If there is a red exclamation mark, it means it is bound. You can click the red exclamation mark to bind. The product management dimension of the return label is mainly based on FNSKU
Attachment: New fnsku product labels, etc.
Return delivery order
[Function Overview]: Send out the products that have been relabeled and packed according to instructions.
Return delivery order status description
All: View the status of all return delivery orders
Draft: After creating and saving the return delivery order, you can edit or cancel the return delivery order in this state.
Waiting for delivery: In the draft state, click Submit Return Delivery Order to transfer to this state, which does not support modification and is officially transferred to the WMS end
Shipped: The goods have been shipped from the warehouse and the system has completed the shipment. This status means the order has been completed.
Cancelled: cancel the goods in the draft state, void the return and re-label service order
Create a return delivery order
【Function Overview】: The system creates a return delivery order
[Function entry]: OMS>FBA return label change>Return delivery order>All>Create return delivery order>Fill in instruction information>”Save draft” or “Save and submit”. If you choose to save the draft, the status will correspond to the draft status after completion. For the specific status description, please refer to the above [Return delivery order status description]
This function is shown in the following two figures:
Field Description: Packing Information》Select the packed box: The data source of packing is the data after the warehouse has completed the “Return and Label Replacement Service Order” operation and packed the box.
Return inventory management/return inventory flow
[Function Overview] Check the inventory and inventory flow of FBA returns; it is independent of the inventory generated by the incoming order.
[Function entry]: FBA return and label change》Return inventory management/return inventory flow》
【Operation Instructions】: 1. Enter SKU/FNSKU/warehouse/product name/inventory attributes, click 【Search】, you can view the inventory of each status of the corresponding SKU.
2. In the default query results, sort by FNSKU code, and click on inventory to sort by inventory order
3. Click [Inventory Flow] to view the current FNSKU inventory change flow details.
4. Click “Lock Inventory” to enter the product details interface, where you can view the locked inventory details of the corresponding FNSKU