Cross-check Payments with Carriers

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To cross-check payments with carriers you need to install the “Payment Reconciliation” app in the Browse app section to be able to track the status. See how to install it here

After the app is successfully installed, you’ll see the interface displayed as shown below

cross-check

In this interface, you can view orders that are waiting to be cross-checked from sales channels and carriers.

Approving cross-check

To cross-check orders you can do two ways:

1. Cross-check for single order:

At the order that you want to cross-check for, turn off the cross-check in the “Action” column >> and then turn it back on >> The selected order status will be switched to “Settlement”

cross-check
cross-check

2. Cross-check for bulk order:

Option 1:

Select the orders you want to cross-check in the list >>, and then select “Bulk Action” >> “Bulk cross-check”

cross-check

At the new window that opens select “Confirm”

cross-check

The status of the selected orders will change to “Settlement”

Option 2:

In addition to the above, you can cross-check for bulk orders by importing excel files. To do cross-check for bulk order by excel files, follow these steps:

Step 1: In the app interface, select “Import by Excel”
Step 2: Fill the excel cross-check files like below

Column “#”: Order number of orders
Column “Order code”: Fill in the approved order code in the list of orders that needs to be cross-checked
Column “Shipment code”: Fill in the shipment code of the orders that need to be cross-checked
Column “COD received”: The COD collection amount of the actual order received. In case the order does not have a COD fee, fill in 0.

cross-check

Step 3: After importing excel files, the interface changes to a new window to select the corresponding data of columns in an excel file

cross-check

Step 4: After the data column is matched, select “Search orders.” The system filters approved orders in the excel file to pass to the “Settlement” state. In case the order code is not in the cross-check list, the message will be displayed as shown in the image below.

cross-check
  • If you then select “Close” >> the system will not save the data of those shipments.
  • If you select “Cross-check” >> The shipments that have been payment cross-checked in the excel file that is not displayed on Omisell system will be pushed to the “Wrong status” section.

How to deal with orders that haven’t been cross-check

With some shipments waiting to be cross-checked that haven’t met the requirements, you can cancel cross-check to note the orders that need to be processed and in 2 ways below:

Stop cross-check for a single order

At the order you want to cross-check, turn off the cross-check in the “Action” column >>> The order will be in a “Waiting for cross-check” status so that you have time to verify the information with the parties. When you want to cross-check payment with this order, in the “Action” column and >>> the order status changes to “Settlement.”

Stop cross-check for bulk order

Select the orders you want to cross-check in the list >> list then select “Bulk Action” >> Select “Deselect cross-check” >> The selected orders will be in a “Waiting for cross-check” status and cross-check is turned off.

 
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Omisell’s mission is to provide a simple and seamless experience for online sellers. We offer services and solutions that assist sellers in managing orders across all offline and online sales channels. Analyzing sales strategies and automating order fulfillment become significantly easier, backed by Omisell’s system and data.

Omisell is currently partners with more than 1,000 retailers, processing more than 20,000 orders with over 300,000 products every day with Southeast Asia’s largest e-commerce platforms like Lazada, Shopee, Shopify, etc. We operate in 5 SEA countries: Vietnam, Philippines, Indonesia, Thailand and Malaysia.

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