Handling of Cancelled Orders from Shopify/WooCommerce in Rootstock

Overview

About the Client

Our client is one of the top sellers of cannabinoid products in their purest and most potent form. They use Salesforce, combined with Rootstock ERP, to fulfill orders for both B2B and B2C customers. They receive orders from e-commerce platforms like Shopify and WooCommerce and use Rootstock ERP to fulfill the orders. At times, the orders in Shopify/WooCommerce were cancelled after they were sent to Rootstock and client wanted to make sure the cancelled orders were not fulfilled.

The Challenge

• The client receives orders from e-commerce platforms like Shopify and WooCommerce, which are then imported into Salesforce.
• Once the orders are in Salesforce, custom functionality creates sales orders in Rootstock to fulfill them.
• However, in some cases, these orders are canceled on the e-commerce sites.
• The challenge is that the fulfillment process could continue in Rootstock for the canceled orders, potentially leading to unwanted fulfillments despite the cancellations.
• Orders sent to Salesforce could get cancelled later on, which should be cancelled in Rootstock as well so that they don’t get fulfilled.

Our Solution          

• Introduced a new Custom object for canceled orders from the e-commerce site, which acted as a feed for all the cancelled orders.
• Blueflame Labs Implemented solution in which all the Cancelled Inbound Orders were picked and the related Sales orders in Rootstock were marked cancelled so that they are not picked and fulfilled.
• The solution integrates seamlessly with the existing sales process, ensuring smooth order management and preventing the fulfillment of canceled orders.

Technology & tools used

Salesforce – By utilizing Salesforce custom objects and Batch Apex, we streamlined the order cancellation process from e-commerce sites. Blueflame Labs customized Salesforce to meet the client’s specific needs, ensuring scalability and efficiency.

Rootstock– By leveraging Rootstock ERP’s Sales Order and fulfillment process, we streamlined the order cancellation process by updating the order status. Blueflame Labs utilizes Rootstock’s fulfillment process to meet the client’s specific demands efficiently

Results

The Impact and outcome            

• Order Accuracy: Automatically canceling orders in Rootstock prevents discrepancies, ensuring accurate fulfillment.
• Operational Efficiency: Reduces manual intervention, saving time and minimizing errors.
• Cost Savings: Avoids unnecessary shipping and inventory handling costs by canceling orders promptly.
• Customer Satisfaction: Ensures timely and accurate order updates, leading to improved customer trust.
• Inventory Management: Keeps inventory levels accurate by promptly reflecting canceled orders.