LL - How to pull a list of back ordered shipment from Pitney Bowes PB

How to Pull a List of Backordered Products in Pitney with Customer Names and Email Addresses

1. Accessing Pitney:
   • Log in to Pitney.

   • Navigate to the fulfillment tab.

     Choosing the Correct Tab:

   • Under the fulfillment tab, select "Shipments" and then "Backordered."

   • Avoid selecting "Inventory" backorders.

     Exporting the List:

   • Choose the backordered shipments option.
   • If including retail orders, select that option.

   • Click on "Export" to generate the list.

     Understanding the Exported List:

   • The list will display customer names, email addresses, and brand in separate columns.

   • Note that items marked as "shipped" may still have backordered items within the order.

     Sorting and Using the List:

   • If looking for a specific order, sort by the product.

   • Use this list for sending mass emails or managing backorders effectively.

     Avoiding the Incorrect Method:

   • Do not use the "Inventory" backorder tab as it does not provide separate columns for customer information.

   • Stick to using the "Shipments" backordered tab for accurate and detailed lists.

     Conclusion:

   • By following these steps, you can efficiently pull a list of backordered products in Pitney with customer names and email addresses separated for easy management and communication.

Link to Loom

https://www.loom.com/share/16d23aa5cb584cf5869ce0827e3d58ff