Batch Summary

Updated on 05 Apr 2023
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Batch Summary - Fulfillment

This article will instruct you on how to view batches of orders as they are imported into the Wine Direct Fulfillment system.

The Batch Summary tool provides the list of order batches uploaded within a specific date range. The all-new WineDirect fulfillment portal makes searching much easier by offering a custom date range option as well as Five preset options. the preset options are, last month, current month, rolling 30 days, this quarter, and last quarter.

To search for your batch orders first select an account or a specific batch number.

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After selecting search, you should see a list of available batches displayed below the search criteria, from this interface you will be able to download an excel spreadsheet of the listed batches or select individual batches and review the orders.

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Selecting the batch will take you to the needing actions interface. See ‘Needing Action’ for a walkthrough of that interface.

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As the orders progress through the system, they move left to right in the above window. If there is a problem with any order, it will stop at the applicable stage.

Order Count	The order count is equal to the number of orders in the batch.
Capture Failed	An error occurred in the transmission of the order to WineDirect. These occur rarely and are monitored by WineDirect.
Ready to Process	Orders have gone through the first set of validations and are ready to move to the next stage. No action is required.
Needs Action	Orders that are in this stage need to be corrected before they move to the next stage. They can be reviewed and, in many cases, corrected. There are several reasons why an order needs action, such as an invalid or duplicate address, a duplicate order, or a missing SKU.
Deleted by User	The order was deleted.
Ready to Import	The order cleared the last validation before importing. No action is required.
Unable to Import	The system was unable to import the order into the WineDirect Order Management System. This is monitored by WineDirect.
Imported	The total number of orders imported successfully.

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