丨Order operations
Payment reminder
Click on "Remind for payment," and the buyer will receive a payment reminder within their portal.
Order shipment
After the overseas buyer has successfully made a payment, you will receive a notification via email and onsite message. You can directly access the order page via the link to check the status.
If your order's shipping condition is "receiving payment before delivery", once the buyer pays the advance or the full amount payment, the seller must process the shipment within the agreed time.
If your order's shipping condition is "shipment before collection", please proceed to handle the shipping directly on the order details page.
Click on "Ship now" to go to the shipping center.
You can also scroll down to the "Shipping plan" on the order details page and click "Ship now" to go to the shipping center.
Enter the shipping center. You can select the products to be shipped and upload the corresponding logistic documents here.
Select products to ship
Click "Add logistics batch", then click "Select products to ship".
You can choose to ship all products in one batch, or you can choose to ship the products in multiple batches. After confirming the products and quantities for this batch, click on "Confirm shipping products" below.
Upload shipping voucher
Click on "Upload shipping voucher".
Note: If the order amount is greater than or equal to 10,000 USD, you need to upload the customs declaration.
If the order amount is less than 10,000 USD, upload either shipping proof or customs declaration.
After the seller uploads the shipping proof and/or customs declaration, the system will make a decision in 24 hours. If the system review passes, the shipment is considered successful.
After the shipment, you can view the real-time logistics tracking in the "Order details" - "Shipping plan." At the same time, the payment from this order will be credited to your account balance, where you may operate withdrawals/transfers and CNY settlement.
Clicking on "Logistics tracking record" to check the complete logistics tracking record of the product.
After the buyer confirms delivery of the products, the top of the order details will prompt "✔ Order completion".
Order cancellation
Direct to the left navigation bar and click on "WorldTrade" - "Order management" to view all the orders you have created.
You can filter the orders you want to cancel by using order number, buyer's email, or other relevant details. Find the certain order, click on "..." on the right side, then "Cancel order".
You can also click "Order details" and click "Cancel order" on the top right side.
It will prompt you whether to cancel the order or not. Click on "Confirm" to proceed.
After that, a notification will appear at the top of the order details page. You can view all manually cancelled orders in "Order Management" - "cancelled".
* Note: Both the seller and the buyer can cancel the order if the order hasn't yet been paid and shipped.
Initiate order refund
If you have reached an agreement with the buyer to initiate a refund for an order, you can click on "WorldTrade" - "Order management" in the left navigation bar to view all the orders you have created.
You can filter the orders you want to initiate a refund by using order number, buyer's email, or other relevant details. Find the certain order, click on "..." on the right side, then "Initiate refund".
You can also click "Order details" and click "Initiate refund" on the top right side.
On the "Initiate refund" page, you need to select the refund amount; if you enter a refund reason, this information will be recorded in the order details.
If the order was fully paid, only full refunds are supported; once the refund is successfully submitted, the order will be automatically closed.
If the order was partially paid (with advance and final payments), you can choose to refund the advance payment, the final payment, or both. Only when both the advance and final payments are successfully refunded will the order be automatically closed.
After clicking "submit", you will need to verify your identity. You can choose to receive the one-time password via SMS or email.
After a refund is successfully submitted, the funds are expected to be returned to the buyer's original payment method within 7 working days. The exact time depends on the policies and processing times of the buyer's card-issuing bank. You can view refund information in the "Order details" - "Payment plan".
Note:
- Refunds are only supported for orders within 360 days from the successful payment date;
- Transaction service fees are not refundable;
- Once a refund is initiated, it cannot be revoked. Please verify the order information carefully.
Copy order
If you want to duplicate an existing order to create a new one, you can do so by following these steps: Click on 【WorldTrade】 in the left navigation bar and select 【Order management】. Here, you will view a list of all your created orders. Find the order you want to duplicate and click the 【···】 on the right and click 【Copy order】.
The system will create a draft order based on the details of the selected order. Please note: if you already have an order draft, this new draft will overwrite your current draft.
After clicking 【Confirm】, a message will appear indicating that the order has been successfully copied. You will then be automatically redirected to the order drafting page, where you can continue editing the order.
Modify order
If you want to modify an existing order, you can do so by following these steps: Click on 【WorldTrade】 in the left navigation bar and select 【Order management】. Here, you will view a list of all your created orders. Find the order you want to modify and click the 【···】 on the right and click 【Modify order】.
You will be automatically redirected to the order modification page. Here, you can adjust information across various sections of the order. To view modifiable information corresponding to different order statuses, click the 【Modification rules explanation】 button at the top of the page.
Full payment
Advance and final payment
After completing the order information modifications, you can view the updated order preview, confirm it, and resend it to the buyer.
If the order has already been confirmed by the buyer, the buyer will receive a confirmation email. Once the buyer completes the confirmation, the modifications will take effect.
* Please note: After submitting the modifications, the information will be reviewed again by WorldFirst. If the original order is still under review, modifications to the order will not be supported temporarily.
Submit order supplementary materials
If your WorldTrade order needs to be supplemented with order information and materials after being reviewed by WorldFirst, you can enter the order link through email reminder; or through the to-do reminder on the portal homepage, enter [WorldTrade]-[Order Management], find the corresponding order and click [Supplement Materials].
Enter the supplementary materials page, you need to provide order-related information and upload supporting documents as required. After completing the upload, click [Submit]. The order will be reviewed within 1 working day. Please continue to pay attention to WorldFirst emails, phone calls and WorldTrade order status.
Transaction records
If you wish to view historical transactions and corresponding fund details, you can click on the navigation pane on the left: 【WorldTrade】 - 【Transaction records】.
Here, it will display the total amount received up to the latest time, the amount of funds already released, and the detailed information of individual order transactions.
After locating the corresponding order, click the 【Details】 button on the right. This page will show the specific fund status, transaction time, transaction amount, buyer name, corresponding WorldTrade order number, and the matching WorldFirst billing transaction number.
Clicking on the 【Export details】 button on the right side of the page, you can download the transaction details file according to your needs for time, language, and format.
After clicking 【Download】, you can find the corresponding file in the 【Recent downloads】section.
