Order Lifecycle & Statuses – Sweept

Order Status Definition

An order status reflects it's progress through the order lifecycle in Sweept.

Status	Definition
	A new order is on-hold. While On-Hold, Sweept won't proceed the order to processing even if the auto-ordering mode is active.
	A new order is pending processing. Sweept may proceed the order to processing, if the auto-ordering mode is active.
	An order fulfillment processing has started by Sweept with the supplier. An order on-hold can't be applied anymore.
	The order has been placed with the source supplier. Fulfillment order ID, time and Estimated Delivery Date (EDD) are available.
	The order was shipped by the source supplier. Suppliers' original tracking ID is available. In case tracking conversion is set, converted tracking ID would be available too.
	The order arrived at the buyer's destination. Ideally the tracking info shows the delivery route and delivered status.
	The order was delivered and is no longer eligible for return and/or refund.
	The order was returned (by the buyer) to the source supplier.
	The order was returned and all financial settlements of the return were either done or exhausted.
	The order fulfillment is cancelled with the source supplier after ordered or shipped. At this phase the user can handle it: edit, resubmit, or mark as ordered / shipped / delivered (if fulfilled manually).
	The order got canceled and all the resulting financial settlements were either done or exhausted. The order cannot be re-ordered anymore.
	Placing the order with the source supplier have failed. At this phase the user can handle it: edit, retry, cancel, or mark as ordered / shipped / delivered.

Order Initial Status

When a new order is imported to Sweept it's initial status will be one of these statuses:

Initial Status	When
* default initial status	Once an order is imported to Sweept, it will start as Pending by default (unless set otherwise in the Orders > Preferences options). Sweept may proceed the order to processing soon after, if the auto-ordering mode is active.
	Once an order in imported to Sweept, it will start as On-Hold if explicitly set so in Orders > Preferences options. While On-Hold, Sweept won't proceed the order to processing even if the auto-ordering mode is active.

Order Final Status

When an order completed it's lifecycle in Sweept, it will be in a final status that can't be changed. The final status would be one of these depending on the flow leading to it's completion:

Final Status	When
	The order was delivered and is no longer eligible for return and/or refund.
	The order was delivered, then returned and all financial settlements of the return were either done or exhausted.
	The order got canceled and all the resulting financial settlements were either done or exhausted. The order cannot be re-ordered anymore. To re-order the user would need to resubmit the order and run it through a new, separate, lifecycle in Sweept.

Order Status Transitions

Depending on the state transition, it may be initiated by Sweept or by You ✋ via the user interface:

#	Transition / Trigger Initiator
1	Sweept will automatically queue up the order for processing, if the order is pending and auto-ordering is active.
2	Sweept has successfully placed the order with the source supplier
3	Sweept managed to retrieve the order's tracking ID from the source supplier, flagging an order shipment. ✋ User can mark a placed order as shipped via the Order Options, if he sees a need (for example:if the order was manually fulfilled, and now its shipped)
4	Sweept identified a delivered event at the source supplier and/or through the tracking progress. ✋ User can mark a shipped order as delivered via the Order Options, if he sees a need (for example: if the order was manually fulfilled, and now its shipped and delivered)
5	Sweept will initiate this transition when the delivered product can no longer be returned so the entire order is considered completed. ✋ User can mark a delivered order as delivered completed via the Order Options, if he sees a need (for example:if the order was manually fulfilled, delivered, and return period exceeded)
6	Sweept identified a returned arrived event at the source supplier and/or through the return shipment tracking progress.
7	Sweept completed the return process with the supplier - either the supplier refunded Sweept and Sweept in return refunded you, or the supplier informed a refund can't be made (for example: if the returned product is damaged or isn't the original one, or return time exceeded)
8	Sweept will set order as canceled if it got a cancellation notice from the source supplier after the order was placed. This might happen if the supplier has unexpected inventory issues.
9	Sweept will set order as canceled if it got a cancellation notice from the source supplier after the order was placed and shipped. This might happen if the supplier has unexpected shipping or inventory issues.
10	Sweept completed the cancellation process with the supplier - the supplier refunded Sweept and Sweept in return refunded you. ✋ User can mark a delivered order as delivered completed via the Order Options, if he sees a need (for example:if the order was manually fulfilled, delivered, and return period exceeded)
	✋ User can put a pending order on-hold via the Order Options, if he doesn't wish Sweept auto-ordering to proceed it for processing.
	✋ User can un-hold an order via the Order Options, and make it pending. Once it's pending, Sweept may proceed the order to processing soon after, if the auto-ordering mode is active.
	Sweept will set order as failed if it couldn't automatically place the order with the source supplier. The failure reason will be specified when hovering the failed status.
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Order Status Options

To be updated.

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Order Status Definition

Status

Definition

Order Initial Status

Initial Status

When

Order Final Status

Final Status

When

Order Status Transitions

#

Transition / Trigger Initiator

Order Status Options

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