CSG ERP Customer Portal User Manual

This manual explains how customer users access and operate the CSG Customer Portal. It covers portal access, dashboard navigation, user and channel administration, product and logistics configuration, inbound and outbound operations, inventory, returns, reporting, billing, tickets, and supporting reference information.

The manual is intended for customer administrators and operational users. The functions visible to each user may vary according to the user's assigned role, company configuration, enabled services, and customer agreement.

Item	Description
System	CSG Customer Portal
Audience	Customer administrators and authorized operational users
Coverage	Sections 1 through 16 of the CSG ERP User Manual
Format	MkDocs-compatible Markdown with local image assets
Source	CSG ERP User Manual supplied by the user

Contents

1. 1. Introduction
2. 2. Login
3. 3. Dashboard
4. 4. Account Center
5. 5. User Management
6. 6. Channel Management
7. 7. Product
8. 8. Logistics
9. 9. Inbound
10. 10. Inventory
11. 11. Outbound
12. 12. Returns Management
13. 13. Report
14. 14. Billing & Invoice
15. 15. Ticket
16. 16. Appendix

1. Introduction

This section introduces the CSG Customer Portal, its intended users, supported access environment, and the scope of the customer user manual.

1.1 Purpose

This document provides step-by-step instructions for customers using the CSG Customer Portal.

The manual explains how to access the portal, navigate the dashboard, manage users, manage products, create inbound and outbound orders, check inventory, view return orders, and download reports.

It is designed to help customers complete daily 3PL operations accurately and efficiently through the CSG system.

Figure 1. Purpose screen from the CSG ERP User Manual.

1.2 Target Users

This manual is intended for CSG customers who use the portal to manage their 3PL operations.

Typical users include:

Online store owners

E-commerce operation staff

Customer service staff

Inventory or stock management staff

Order fulfilment coordinators

Company administrators who manage user accounts and access permissions

1.3 System Requirements

Item	Requirement
Browser	Any modern web browser
Internet	Stable internet connection
Device	Desktop, laptop, tablet or mobile device

2. Login

This section explains how an authorized customer user signs in to the CSG Customer Portal and begins a portal session.

2.1 Access System

Users can access the CSG Customer Portal through the following URL:

https://3pl.wooper.com

The portal can be opened using a desktop browser, laptop browser, tablet browser, or mobile phone browser.

2.2 Login Steps

Step 1: Open the CSG Customer Portal login page.

Step 2: Enter your registered username and password.

Step 3: Click the Login button to access the portal.

Step 4: After successful login, the system will redirect you to the Dashboard page.

Figure 1. Login Steps screen from the CSG ERP User Manual.

2.3 Notes

The username and password will be provided by CSG or your company administrator.

Passwords are case-sensitive.

Please ensure the username and password are entered correctly.

If you forget your password or cannot log in, please contact CSG support.

3. Dashboard

This section explains the Customer Portal dashboard, including navigation, pending work, shortcuts, operational notifications, and summary information.

3.1 Overview

After logging into the CSG Customer Portal, users will be redirected to the Dashboard page.

The dashboard provides an overview of daily 3PL operations, including inbound receipts, outbound orders, return orders, inventory information and order notifications.

Users can also quickly access commonly used functions through the Quick Access section.

Figure 1. Overview screen from the CSG ERP User Manual.

3.2 Main Functions

Function	Description
Navigation Menu	Allows users to access different modules, such as User, Channel, Product, Inbound, Inventory, Outbound, Return, Report, Billing and Ticket
To-do-list	Displays pending inbound, outbound, return and ticket tasks
Quick Access	Provides shortcut buttons for common actions, such as Add Inbound, Add Product, Inventory, Add Outbound, Add Return and Add Ticket
Key Data	Shows recent inbound, outbound and return statistics
Outbound Order Notification	Displays error orders and out-of-stock orders
Basic Statistic	Shows key figures such as shipped orders, available SKUs and processed orders
User Profile	Allows users to access account-related settings

4. Account Center

This section explains the signed-in user's account profile and account-level settings, including password maintenance and profile information.

4.1 Overview

The Account Center allows users to manage their own account information and personal settings. From this module, users can update their profile information, change their profile picture, reset their password, and view API information when permitted by their assigned role.

4.2 Access Account Center

Navigation

Click the User Avatar in the upper-right corner of the Customer Portal, then select Account Center.

The Account Center provides quick access to personal account management functions.

Figure 1. Access Account Center screen from the CSG ERP User Manual.

4.3 Personal Information

The Account Center displays the user’s personal account information.

Item	Description
Login Account	The username used to log in to the portal
Name	The user or company display name
Belongs to Tenant	The tenant that the account belongs to
Change Password	Allows the user to update the login password
Valid From	The account activation date
API Key	The API key assigned to the account
Profile Picture	The user profile image

4.4 Change Profile Picture

Users can update their profile picture in the Account Center.

Figure 2. Change Profile Picture screen from the CSG ERP User Manual.

Steps

Step 1: Open the Account Center page.

Step 2: Click Change Profile Picture.

Step 3: Select an image from the local device.

Step 4: Save the changes.

4.5 Change Password

Users can update their login password through the Account Center.

Steps

Step 1: Open the Account Center page.

Step 2: Click the edit icon next to Change Password.

Step 3: Enter the following information:

Old password

New password

Confirm new password

Step 4: Click Confirm to save the changes.

Figure 3. Change Password screen from the CSG ERP User Manual.

4.6 API Key

The API Key area is visible only to users whose assigned roles include the relevant permission.

The system supports two API connection methods depending on your account configuration.

Option 1 – Existing API Key

If an API Key has already been configured, it will be displayed on this page and can be used directly for system integration.

Figure 4. API Key screen from the CSG ERP User Manual.

Option 2 – New API Connection

If no API Key is available, click Add New API Connection to generate a new API Key for external system integration.

Figure 5. API Key screen from the CSG ERP User Manual.

Note: API functionality is optional and is intended for customers who need to integrate the ERP system with third-party applications.

5. User Management

User Management controls who can use the Customer Portal and what each user can access. Only an administrator can create and maintain accounts for users within the customer’s company. Separate accounts may be provided to finance, cashiering, supplier-management, and other operational staff, with access determined by their assigned roles. Operation Preferences controls selected operational behaviours, including notification and photographic-record options.

The User Management module provides tools for managing user accounts, access permissions, and customer-specific operational settings.

The module consists of three sections:

User Account – Create and manage user accounts within the company, including role assignment and account status.

Role – Define user roles and configure menu permissions.

Operation Preferences – Configure operational rules and preferences for warehouse processes.

Note: Before creating a user account, at least one role must exist in the system. User accounts cannot be created without assigning a role.

5.1 User Account

5.1.1 Overview

The User Account module is used to create and manage user login accounts within the CSG Customer Portal. Administrators can create new accounts, maintain user information, assign roles, and control user access to the system.

Unlike the Account Center, which is used to manage the currently logged-in user's personal information, the User Account module is designed for administrators to manage all user accounts within the company.

Users can:

Create new user accounts

View existing accounts

Edit user information

Assign or remove roles

Enable or disable accounts

Lock or unlock accounts

Reset user passwords

Delete user accounts

Figure 1. Overview screen from the CSG ERP User Manual.

5.1.2 Account List

The Account List displays all users created under the customer company.

Navigation

Main Functions

Function	Description
Search	Search user accounts.
Add Account	Create a new user account.
Edit	Modify account information.
Operate	Perform account management actions.

Account Information

Column	Description
Account	Login account.
Name	Username.
Status	Account status (Enable / Disable).
Lock	Account lock status.
Created By	User who created the account.
Date Created	Account creation date.
Valid From	Account effective date.
Action	Edit or manage the account.

Figure 2. Account List screen from the CSG ERP User Manual.

5.1.3 Add/Edit New User

The Add/Edit Account page is used to maintain user information and assign roles to a user account. The administrator sets the login account. The system generates the initial password, which the administrator can subsequently change or reset.

Account Information

Field	Description
Account	Unique login account used to access the system.
Name	User's display name.
Phone	Contact phone number.
Email	User's email address (optional).
Valid From	Date the account becomes active.
Valid Until	Account expiration date (optional).

Figure 3. Add/Edit New User screen from the CSG ERP User Manual.

Role Assignment

One or more predefined roles can be assigned to the user account. Each role must first be created separately, and its permissions can be configured independently.

Roles may be assigned individually or combined for the same user. The assigned roles determine which permitted menus and functions the user can access after logging in.

Steps

Step 1: Open User → Account.

Step 2: Click Add Account or Edit.

Step 3: Enter the user's account information.

Step 4: Click Add Role and select one or more roles.

Step 5: Click Confirm to save.

5.1.4 Account Operations

The Operate menu provides additional account management functions.

Figure 4. Account Operations screen from the CSG ERP User Manual.

Operation	Description
Change Password	Reset or update the user's login password.
Disable	Disable the account and prevent login.
Enable	Re-enable a disabled account.
Lock	Lock the account to prevent access.
Unlock	Unlock the account.
Delete	Permanently remove the account. A deleted account cannot be restored.

5.2 Role

5.2.1 Overview

The Role section allows authorized users to create and manage roles for their own company users.

Roles are defined by the customer company and can be used to control what each user can access in the portal. Permissions are configured independently for each role, and separately created roles can be combined when assigning access to a user.

Figure 5. Overview screen from the CSG ERP User Manual.

5.2.2 Role List

Navigation

The Role page displays all roles created by the customer company.

Users can:

Search roles by role name, status or description

Add new roles

Edit existing roles

Disable roles

Assign users to roles

Assign menu permissions

View operation logs

5.2.3 Role Actions

Action	Description
Disable	Disable the selected role
Assign User	Assign company users to the role
Assign Menu Permissions	Set portal access permissions for the role
Log	View role operation records

5.3 Operation Preferences

5.3.1 Overview

The Operation Preferences section allows authorized users to view and configure operational settings for the customer account.

These settings control how certain inbound, outbound and return processes are handled in the portal.

Note: Users can view the current operation preference settings by clicking View. To modify the settings, users must click Edit. Changes cannot be made in View mode.

5.3.2 Operation Preferences List

Figure 6. Operation Preferences List screen from the CSG ERP User Manual.

Navigation

The list page displays the operation preference record for the customer company.

The page includes:

Column	Description
Customer Name	Customer account name
Company Name	Registered company name
Date Created	Time when the preference record was created
Modification Time	Last updated time
Action	View or edit operation preferences

5.3.3 Operation Preferences Detail

Users can click View or Edit to open the operation preferences detail page.

The settings may include:

Return function settings

Inbound email notification

Outbound POD settings

Photo provision requirements

Product handling rules

Users can update the settings and click Save to apply the changes.

Email notification is provided without an additional service fee. Options that require photographic records or photo retention are chargeable services. Where a charge applies, the portal displays the applicable fee so that an authorized user can review it before enabling the option.

Figure 7. Operation Preferences Detail screen from the CSG ERP User Manual.

6. Channel Management

Channel Management connects external sales channels and business systems to CSG. It maintains store connections and synchronization settings and allows authorized users to monitor orders received from external platforms.

6.1 Overview

The Channel Management module is used to integrate external sales channels with this system. Once a sales channel is connected, customer orders can be synchronized automatically from the external platform to the warehouse management system . The module also supports inventory synchronization and order writeback, allowing customers to monitor the fulfillment status of their online orders.

The Channel Management module includes:

Store – Manage connected sales channels and synchronization settings.

External Platform Orders – View and manage orders synchronized from external platforms.

Figure 1. Overview screen from the CSG ERP User Manual.

6.2 Store

6.2.1 Overview

Navigation

The Store page displays all connected stores under the customer company.

Users can:

Search stores information

Add new stores

Store Actions

6.2.2 Store Information

Column	Description
Store Name	Connected store name
Sales Channel	Store platform type
Store Status	Current store status
Synchronize Inventory	Whether inventory synchronization is enabled
Shipping Insurance	Shipping insurance setting
Date Created	Store creation date
Action	Available store operations

6.2.3 Add Store

The Add Store function allows users to connect an external sales channel or business system to the CSG Customer Portal. The required configuration fields vary depending on the selected Channel Type. After a successful connection, the system can synchronize supported data, such as sales orders, inventory, and shipment information.

Figure 2. Add Store screen from the CSG ERP User Manual.

6.2.3.1 Shopify GraphQL

Description

Shopify GraphQL is the recommended integration method for all new Shopify stores created from April 2026 onwards. It uses Shopify's GraphQL Admin API to synchronize orders, inventory, and shipment information between Shopify and the System.

Use Shopify GraphQL if:

You are connecting to a new Shopify store.

You are creating a new Shopify custom app.

Your app uses the Shopify GraphQL Admin API.

From April 1, 2024, Shopify requires all new public and custom apps to use the GraphQL Admin API. Existing REST integrations continue to work but are considered legacy and should eventually be migrated.

Recommendation: All new Shopify integrations should use Shopify GraphQL.

Required Information

Field	Required	Description	Where to Obtain
Channel Type	Must	Select ShopifyGraphQL	Customer Portal
Store Name	Must	Display name of the connected store	User-defined
Client ID	Must	Shopify App Client ID
Client Secret	Must	Shopify App Client Secret
Store URL	Must	Shopify store domain (e.g. yourstore.myshopify.com)
Start Date	Optional	Date to begin synchronization	User-defined

Required Information

How to Obtain the Required Information

• Client ID & Client Secret
• Log in to Shopify Admin.
• Navigate to Shopify Admin → Settings → Apps and sales channels.

Figure 3. Shopify GraphQL screen from the CSG ERP User Manual.

Figure 4. Shopify GraphQL screen from the CSG ERP User Manual.

Click Develop Apps.

Figure 5. Shopify GraphQL screen from the CSG ERP User Manual.

Click Build apps in Dev Dashboard

Figure 6. Shopify GraphQL screen from the CSG ERP User Manual.

Open the existing integration app (example gql_test).

Figure 7. Shopify GraphQL screen from the CSG ERP User Manual.

Click Settings.

Under Credentials, copy:

Client ID

Client Secret

Figure 8. Shopify GraphQL screen from the CSG ERP User Manual.

Note: If a CSG integration app has not yet been created, it must be created before these credentials are available.

• Store URL
• Return to the Shopify Admin home page and navigate to Settings → Domains.

Figure 9. Shopify GraphQL screen from the CSG ERP User Manual.

Figure 10. Shopify GraphQL screen from the CSG ERP User Manual.

• Locate the primary domain ending with.myshopify.com.
• Copy the domain only. Example: mycompany.myshopify.com

Add the Store in CSG

• Navigate to:

• Click Add Store and enter: | Field | Value | | --- | --- | | Channel Type | Shopify GraphQL | | Store Name | Your Store Name | | Client ID | From Shopify Credentials | | Client Secret | From Shopify Credentials | | Store URL | From Shopify Domains | | Start Date | Optional | | | |

• Click Comfirm.

Figure 11. Shopify GraphQL screen from the CSG ERP User Manual.

6.2.3.2 Shopify

Description

Shopify uses Shopify's REST API and is provided for existing Shopify integrations created before April 2026. Existing stores may continue using this integration without interruption.

Use Shopify only if:

Your store is already connected using the legacy Shopify REST API.

You are maintaining an existing integration and do not plan to migrate immediately.

Before April 1, 2024, developers could create apps using the REST Admin API.

This option is provided for backward compatibility.

Note: This option is maintained for backward compatibility. New Shopify stores should use Shopify GraphQL instead.

Figure 12. Shopify screen from the CSG ERP User Manual.

Required Information

Field	Required	Required	Description	Where to Obtain
Channel Type	Must	Select Shopify	Select Shopify	Customer Portal
Store Name	Must	Display name of the connected store	Display name of the connected store	User-defined
Client ID	Must	Shopify App Client ID	Shopify App Client ID
Client Secret	Must	Shopify App Client Secret	Shopify App Client Secret
Store URL	Must	Shopify store domain (e.g. yourstore.myshopify.com)	Shopify store domain (e.g. yourstore.myshopify.com)
Start Date	Optional	Date to begin synchronization	Date to begin synchronization	User-defined

6.2.3.3 WooCommerce

Description

WooCommerce connects the Customer Portal to a WooCommerce online store using the WooCommerce REST API.

Figure 13. WooCommerce screen from the CSG ERP User Manual.

Required Information

Field	Required	Description	Where to Obtain
Channel Type	Must	Select WooCommerce	Customer Portal
Store Name	Must	Display name of the connected store	User-defined
Consumer Key	Must	WooCommerce REST API Consumer Key
Consumer Secret	Must	WooCommerce REST API Consumer Secret
Store URL	Must	WooCommerce website URL	WooCommerce Admin
Start Date	Optional	Date to begin synchronization	User-defined

6.2.3.4 Unleashed

Description

Unleashed is a cloud-based inventory and order management system that integrates with the CSG Customer Portal to synchronize sales orders for warehouse fulfillment.

Unlike Shopify and WooCommerce, Unleashed is primarily an inventory and order management platform rather than an e-commerce storefront. Businesses that manage products, inventory, purchasing, and sales orders in Unleashed can connect their account to CSG for automated order synchronization.

Use Unleashed if:

You use Unleashed as your inventory and order management system.

Sales orders are created and managed in Unleashed.

You want sales orders to be synchronized automatically to the CSG Customer Portal.

Your warehouse fulfillment is managed by CSG.

Recommendation: Use Unleashed if it is your primary inventory and order management platform.

Required Information

Field	Required	Description	Where to Obtain
Channel Type	Must	Select Unleashed	Customer Portal
Store Name	Must	Display name of the connection	User-defined
API Key	Must	Unleashed API Key	Unleashed API Access
API Password	Must	Unleashed API Password	Unleashed API Access
Store URL	Must	Your Unleashed account URL	User-defined
Start Date	Optional	Date to begin order synchronization	User-defined

How to Obtain the Required Information

• API Key
• Log in to Unleashed as the Account Owner.

Figure 14. Unleashed screen from the CSG ERP User Manual.

• Navigate to Integration → Unleashed API Access.
• Copy: API ID and API Key

Figure 15. Unleashed screen from the CSG ERP User Manual.

Note: Only the Account Owner can access the Unleashed API Access page. If the menu is not visible, contact your Unleashed Account Owner or administrator.

• Store URL The Store URL is the base URL used to access your Unleashed account.

Log in to Unleashed.

Copy the base URL from your browser's address bar.

Enter only the base URL in the Store URL field.

Example

Correct	Incorrect
https://go.unleashedsoftware.com	https://go.unleashedsoftware.com/Customers
https://go.unleashedsoftware.com	https://go.unleashedsoftware.com/SalesOrders

Add the Store in CSG

Navigate to:

Click Add Store and enter:

Field	Value
Channel Type	Unleashed
Store Name	Your Store Name
API Key	From Unleashed API Access
API Password	From Unleashed API Access
Store URL	Your Unleashed account URL
Start Date	Optional

Click Confirm.

Figure 16. Unleashed screen from the CSG ERP User Manual.

6.2.4 Store Actions

Each store record includes an Operate menu.

Available actions may include:

Action	Description
Edit	Update the store configuration, including the Store Name and Shipping Warehouse. API connection information is displayed for reference and cannot be modified.
Logistics Distribution	Configure the logistics provider and shipping warehouse allocation for the selected store.
Enable / Disable	Enable or disable the selected store. When a store is disabled, new orders will no longer be synchronized until the store is enabled again.
Delete	Remove the selected store connection from the Customer Portal. Deleting a store does not delete the store from the external sales platform.
Log	View the operation history and activity log for the selected store, including configuration changes and synchronization records.

The available actions may vary depending on the store type and user permissions.

Figure 17. Store Actions screen from the CSG ERP User Manual.

6.2.4.1 Edit Store

Navigation

Figure 18. Edit Store screen from the CSG ERP User Manual.

Store Information

Field	Required	Editable	Description
Channel Type	Must	No	Connected sales channel type.
Store Name	Must	Yes	Display name of the connected store.
Client ID	Must	No	API Client ID used during store connection.
Client Secret	Must	No	API Client Secret used during store connection.
Store URL	Must	No	Connected store domain.
Shipping Warehouse	Must	Yes	Warehouse that will process orders from this store.

API Testing

The API Testing button verifies whether the Customer Portal can successfully communicate with the connected sales channel using the configured API credentials.

Possible Results

Result	Description
Success	The connection is valid and the store is ready for synchronization.
Failed	The connection could not be established. Verify the API credentials, Store URL, or contact the system administrator.

Note: API Testing only verifies the connection. It does not synchronize orders, inventory, or update any data.

Figure 19. Edit Store screen from the CSG ERP User Manual.

6.2.4.2 Logistics Distribution

The Logistics Distribution function allows users to configure available courier services for a store.

Users can enable or disable courier services based on operational requirements.

Access Logistics Distribution

Steps

Step 1: Open the Store page.

Step 2: Locate the target store record.

Step 3: Click Operate.

Step 4: Select Logistics Distribution.

The system will open the logistics distribution configuration page.

Courier Service Configuration

The page displays available courier services for the selected store.

Column	Description
Status	Enable or disable the courier service
Courier Service Code	Courier service code
Courier Service Name	Courier service provider name

Users can enable or disable courier services by switching the status button.

Click Save to apply the changes.

Figure 20. Logistics Distribution screen from the CSG ERP User Manual.

6.2.4.3 Operation Log

Users can view operation records for store-related activities.

Figure 21. Operation Log screen from the CSG ERP User Manual.

6.3 External Platform Orders

6.3.1 Overview

After a customer places an order on an external sales channel, the order is synchronized to the Customer Portal.

The system captures all synchronized orders and validates the order information. Orders assigned to the current warehouse are eligible to be transferred to the ERP system for processing.

Depending on the system configuration, eligible orders are transferred to the ERP system automatically or can be manually transferred using the Pull function.

Users can use this module to:

View synchronized orders.

Monitor order processing status.

Search platform orders.

Manually pull eligible orders into the ERP system (when Auto Pull is disabled)

Monitor the order lifecycle from synchronization to shipment.

Figure 22. Overview screen from the CSG ERP User Manual.

6.3.2 Dashboard Summary

The dashboard provides a quick overview of synchronized order statuses.

Status	Description
Exception	Orders that failed validation or encountered processing errors.
Processing	Orders that have been transferred to the WMS and are currently being processed by the warehouse.
Writeback	Shipment information has been successfully written back to the sales platform.
Uncaptured	Orders synchronized but not yet transferred to the WMS.

Notes

Dashboard figures are updated based on the latest synchronization results.

Clicking a status card may display the corresponding order list (if configured).

6.3.3 External Platform Orders List

The External Platform Orders List displays orders synchronized from external sales channels.

Navigation

Available Functions

Filter	Description
Platform	View orders from a specific sales channel.
Store	View orders from a specific store.
Order ID	Search by platform order number.
Order Status	Search by platform order status.
Processing Status	Search by WMS processing status.
Eligible	Filter orders by eligibility status.

6.3.4 Search Orders

Users can search platform orders using multiple filter conditions.

Search Criteria

Field	Description
Platform	Sales channel (e.g., Shopify)
Store	Store name
Order ID	Platform order number
Order Status	Platform order status
Processing Status	WMS processing status
Eligible	Whether the order can be imported

Steps

Navigate to Channel → External Platform Orders.

Enter one or more search conditions.

Click Search.

Review the search results.

6.3.5 Order Information

Each synchronized order contains the following information:

Field	Description
Order ID	External platform order number
Order Status	Current platform order status
Fulfillment	Fulfillment status on the platform
Payment Status	Payment status of the order
Warehouse	Assigned fulfillment warehouse
Eligible	Whether the order meets import conditions
Processing Status	Current WMS processing status
Action	Available operation for the order

Order Status

Status		Description
Uncaptured		The order has been synchronized but has not yet been transferred to the WMS.
Processing		The order has been transferred to the WMS and is currently being processed.
Writeback		Shipment information has been successfully written back to the external sales platform.
Exception		The order cannot be processed due to validation or synchronization errors.

Payment Status

Status	Description
Paid	Payment successfully received
Pending	Payment not completed
Refunded	Payment refunded

Processing Status

Status	Description
Processing	Order has been imported and is being processed
Uncaptured	Order has not yet been imported into WMS

6.3.6 Pull Orders

The Pull function manually transfers eligible orders assigned to the current warehouse into the Warehouse Management System (WMS).

Steps

Locate an order with:

Eligible = Yes

Processing Status = Uncaptured

Click Pull.

The system validates the order information.

The order is transferred to the WMS.

Processing Status changes to Processing.

Notes

Only eligible orders can be pulled.

Orders that fail validation cannot be transferred to the WMS.

Successfully transferred orders enter the warehouse fulfillment process.

If Auto Pull is enabled, eligible orders are transferred automatically, and manual Pull is not required.

7. Product

The Product module maintains product and SKU master data used by inbound, inventory, outbound, and connected-channel processes.

7.1 Overview

Figure 1. Overview screen from the CSG ERP User Manual.

The Product module is used to maintain all products that can be processed by the CSG Customer Portal and the System.

Before orders can be fulfilled, all products sold through connected sales channels should be created and maintained in the Product module. During order synchronization, the system matches the product SKU received from the sales channel with the corresponding SKU configured in the Customer Portal. This ensures that orders can be correctly identified and processed by the warehouse.

The Product module consists of two sections:

SKU List – Used to manage individual inventory products. Each SKU represents a single physical product with its own product information, barcode, dimensions, and weight.

Sales Kit List – Used to manage bundle products composed of multiple individual SKUs. During order fulfillment, the system automatically expands the Sales Kit into its component SKUs for inventory allocation and warehouse picking.

Key Functions

Users can:

Create and maintain product records.

Import and export product information.

Search and update existing products.

Enable, disable, or delete product records.

Create and maintain Sales Kits.

Import Sales Kit information in bulk.

Notes

Each SKU Code and barcode must be unique within the system. A barcode corresponds to one SKU.

The SKU configured in the Customer Portal should match the SKU used in connected sales channels (such as Shopify or WooCommerce) to ensure successful order processing.

All component SKUs must exist in the SKU List before they can be added to a Sales Kit.

7.2 SKU List

7.2.1 Overview

Figure 2. Overview screen from the CSG ERP User Manual.

Navigation

The SKU List is used to manage individual products within the Customer Portal. Each product is identified by a unique SKU Code, which serves as the primary product identifier throughout the Customer Portal and Warehouse Management System (WMS).

Each SKU record stores the product information required for inventory management, order processing, warehouse operations, and shipping calculations.

Before orders from connected sales channels can be processed, the corresponding SKU should be created in the SKU List. During order synchronization, the system matches the SKU received from the external sales channel with the SKU maintained in the Customer Portal. Orders containing unmatched SKUs cannot be processed until the SKU information is correctly configured.

Users can:

Search SKU records.

Create new SKUs.

Import SKU information in bulk.

Export SKU data.

View and update SKU information.

Enable or disable SKUs.

Delete SKUs (where permitted)

Notes

Each SKU Code must be unique.

The SKU Code should match the SKU used in connected sales channels (such as Shopify or WooCommerce).

Barcode is used during warehouse operations for product scanning and identification.

Product dimensions and weight are used for warehouse handling and shipping calculations.

7.2.2 SKU Information

Figure 3. SKU Information screen from the CSG ERP User Manual.

Each SKU record contains the following information.

Field	Description
No.	Sequence number of the SKU record in the list.
SKU Code	Unique product identifier used throughout the Customer Portal and WMS.
Barcode	Scannable product code used for product identification during warehouse operations.
Product Name	Name of the product associated with the SKU.
Unit/L	Length of one individual product unit.
Unit/W	Width of one individual product unit.
Unit/H	Height of one individual product unit.
Unit/WT	Weight of one individual product unit.
Unit/CBM	Cubic volume of one individual product unit, displayed in cubic metres.
Unit per Carton	Number of individual product units packed in one carton.
Carton/L	Length of the shipping carton.
Carton/W	Width of the shipping carton.
Carton/H	Height of the shipping carton.
Carton/WT	Total weight of the shipping carton.
Carton/CBM	Cubic volume of the shipping carton, displayed in cubic metres.
Description	Additional product description or handling information.
Cost Price	Cost price recorded for the product.
Status	Current validity status of the product record, such as Effective.
Batch and Expiration	Indicates whether batch number and expiration-date management are enabled for the SKU.
Dimension Verification	Indicates whether the product dimensions and weight have been checked and verified.
SKU Status	Indicates whether the SKU is currently enabled or disabled for system operations.
Action	Available actions for the SKU, including View, Edit, Enable/Disable, and Delete.

7.2.3 Search SKU

Users can search products using multiple filter conditions.

Search Criteria

Field	Description
Product Name	Product description
SKU	SKU code
Status	Product status
Dimension Verification	Dimension verification status
SKU Status	Current SKU status
Barcode	Product barcode

Steps

Navigate to Product → SKU List.

Enter one or more search conditions.

Click Search.

Review the search results.

Notes

Multiple search conditions can be combined.

Click Reset to clear all search criteria.

7.2.4 Import SKU

The Import function allows users to create or update multiple SKU records in bulk using the predefined SKU import template.

During the import, the system uses the SKU Code to identify each product:

If the SKU Code already exists in the system, the corresponding SKU record will be updated using the information provided in the import file.

If the SKU Code does not exist, the system will create a new SKU record.

Figure 4. Import SKU screen from the CSG ERP User Manual.

Steps

Click Download to obtain the import template.

Fill in SKU information according to the template format.

Click Import.

Select the completed file.

Click Upload.

7.2.5 Export SKU

Figure 5. Export SKU screen from the CSG ERP User Manual.

Users can export SKU information for reporting or data maintenance.

Steps

Apply search filters if required.

Click Export.

Download the generated file.

7.2.6 Add SKU

Figure 6. Add SKU screen from the CSG ERP User Manual.

Users can manually create a new SKU record.

Steps

Navigate to Product → SKU List.

Click Add SKU.

Enter the required product information, including:

Product Name

SKU Code

Barcode

Batch and Expiration (if applicable)

Dimensions

Weight

Click Save.

Important Product Settings

• SKU Code The SKU Code is the unique identifier used throughout the Customer Portal and WMS. It links the product to inventory, inbound receipts, outbound orders, and external sales channels.

Important: The SKU Code must be unique and should match the SKU used in connected sales platforms (such as Shopify, WooCommerce, or Unleashed). An incorrect SKU Code may prevent orders from being matched and processed correctly.

• Barcode The Barcode is used for warehouse scanning during receiving, picking, packing, stocktaking, and other warehouse operations.

Recommendation: Assign one system-unique barcode to each SKU to improve warehouse accuracy and efficiency.

• Batch and Expiration Enable Batch and Expiration only for products that require batch tracking or expiry date management.

Batch management allows the system to track inventory by production or receiving batch instead of only by SKU. It is commonly used for products that require traceability, quality control, product recalls, or expiry date management, such as food, beverages, pharmaceuticals, cosmetics, and other regulated products.

If Batch and Expiration is enabled:

Warehouse staff must record the Batch Number and Expiration Date during inbound receiving.

Inventory is managed separately for each batch.

The system can support batch traceability, expiry monitoring, and stock allocation by batch.

Important:

If your product requires batch tracking or has an expiration date, you should enable Batch and Expiration when creating the SKU. Failure to do so may prevent the system from tracking batches, monitoring expiry dates, and supporting product traceability or recalls.

Notes

SKU Code must be unique.

If the product requires batch tracking or has an expiration date, Batch and Expiration should be enabled before the SKU is used.

Accurate dimensions and weight are required for warehouse storage calculations and shipping cost calculations.

Once the SKU has been used in inventory transactions, some settings may be restricted from further modification.

• Dimension The Dimensions (Length, Width, Height, Weight, and CBM) represent the physical shipping characteristics of the product.

These values are used by the system to:

Calculate warehouse storage space

Calculate storage fees

Estimate shipping and freight costs

Assist with courier service selection

Improve warehouse planning and handling

Important: Enter the actual product dimensions and weight. Incorrect dimension data may result in inaccurate storage charges, shipping costs, and warehouse operations.

7.2.7 Download

The Download function is used to generate and download barcode labels for selected SKU records.

Figure 7. Download screen from the CSG ERP User Manual.

Steps

Select one or more SKU records.

Click Download.

The system generates barcode labels for the selected products.

Notes

The downloaded file contains barcode labels only and is intended for printing.

This function does not export SKU or product master data.

Ensure the selected SKU has a valid barcode before downloading.

Downloaded barcode labels can be printed and attached to products or cartons for warehouse scanning.

7.2.8 Edit SKU

Users can update existing SKU information.

Figure 8. Edit SKU screen from the CSG ERP User Manual.

Steps

Locate the SKU in the SKU List.

Click Edit.

Modify the required fields.

Click Save.

7.2.9 Disable SKU

The Disabled function marks a SKU as inactive without removing its existing records or transaction history.

Figure 9. Disable SKU screen from the CSG ERP User Manual.

Steps

Navigate to Product → SKU List.

Select the SKU.

Click Disable.

Confirm the action.

Notes

Disabled SKUs remain in the system for historical reference.

Existing inventory and transaction records are preserved.

A disabled SKU cannot normally be used for new business transactions until it is enabled again.

The barcode remains associated with the disabled SKU and cannot be reused for another SKU.

Use Disable when a product is discontinued or temporarily unavailable but historical records need to be retained.

7.2.10 Delete SKU

The Delete function permanently removes a SKU record from the system.

Steps

Navigate to Product → SKU List.

Select the SKU to be removed.

Click Delete.

Confirm the deletion.

Notes

A SKU cannot be deleted if it has been used in business transactions, such as Inbound Receipts, Inventory, Outbound Orders, or other related records.

Delete is intended only for unused or incorrectly created SKU records.

If the SKU is no longer required but has existing transaction history, use Disable instead of Delete.

7.3 Sales Kit list

7.3.1 Overview

Figure 10. Overview screen from the CSG ERP User Manual.

The Sales Kit List is used to manage bundled products (Sales Kits) within the Customer Portal.

A Sales Kit is a bundle product composed of multiple individual SKUs. Although it is sold as a single product, the system automatically expands the Sales Kit into its component SKUs during order fulfillment. Inventory is allocated and deducted based on the component SKUs rather than the Sales Kit itself.

Users can:

Search Sales Kits

Create new Sales Kits

Import Sales Kit information

View Sales Kit details

Edit Sales Kits

Delete Sales Kits

Navigation

The Sales Kit List page displays all Sales Kits created under the customer account.

Note: All component SKUs must already exist in the SKU List before they can be added to a Sales Kit.

7.3.2 Sales Kit List Information

Available Functions

Function	Description
Search	Search Sales Kit records.
Reset	Clear all search conditions.
Import	Import Sales Kit records in bulk.
Add Sales Kit	Create a new Sales Kit.
Import History	View previous Sales Kit import records.

Sales Kit Information

Field	Description
No.	System sequence number.
SKU	Sales Kit SKU code.
Product Name	Sales Kit product name.
Status	Current Sales Kit status.
Action	Available actions for the Sales Kit.

7.3.3 Search Filters

Figure 11. Search Filters screen from the CSG ERP User Manual.

Users can search Sales Kit records using the following criteria:

Field	Description
Product Name	Search by Sales Kit product name.
SKU	Search by Sales Kit SKU.
Status	Filter by Sales Kit status.

Steps

Enter one or more search conditions.

Click Search.

Review the matching Sales Kit records.

7.3.4 Add Sales Kit

Figure 12. Add Sales Kit screen from the CSG ERP User Manual.

Users can create a new bundled product by combining multiple SKUs into a single Sales Kit.

Steps

Navigate to Product → Sales Kit.

Click Add Sales Kit.

Enter the Sales Kit information.

Select the component SKUs.

Enter the quantity for each component SKU.

Click Save.

Notes

The Sales Kit SKU must be unique.

All component SKUs must already exist in the SKU List.

A Sales Kit must contain at least one component SKU.

7.3.5 Import Sales Kit

Figure 13. Import Sales Kit screen from the CSG ERP User Manual.

Users can import multiple Sales Kits using an import template.

Steps

Download the Sales Kit template (if available).

Complete the required Sales Kit information.

Click Import.

Upload the completed file.

Review the import result.

Notes

Import data must follow the provided template.

Component SKUs must already exist in the SKU List.

Invalid SKU Codes will cause the import to fail.

7.3.6 View Sales Kit Details

Figure 14. View Sales Kit Details screen from the CSG ERP User Manual.

Users can click View to check the products included in a Sales Kit.

The Sales Kit Details page displays:

Sales Kit SKU

Product Name

Component SKU List

Quantity of each component SKU

Status

7.3.7 Edit Sales Kit

Figure 15. Edit Sales Kit screen from the CSG ERP User Manual.

Users can modify an existing Sales Kit by updating its basic information or maintaining the component SKU list.

Available actions include:

Update the Sales Kit name

Add component SKUs

Remove component SKUs

Modify the quantity of component SKUs

Save the changes

Note: Component SKUs must exist in the SKU List before they can be added to a Sales Kit.

7.3.8 Delete Sales Kit

Users can permanently remove a Sales Kit from the system.

Steps

Navigate to Product → Sales Kit.

Locate the required Sales Kit.

Click Delete.

Confirm the deletion.

Notes

Deleted Sales Kits cannot be recovered.

Sales Kits referenced by active orders or other system processes may not be deleted.

8. Logistics

The Logistics module maintains logistics-related configurations used when warehouse orders are dispatched through available delivery services.

8.1 Overview

The logistics module allows users to view and manage logistics providers, courier services, and postcode mappings available in the CSG system.

This module is mainly used to:

• View available logistics providers • Check courier service configurations • Verify service availability and status • Manage postcode mappings used for shipping allocation • Support order fulfillment and carrier selection

The logistics module includes:

• Logistics Provider • Logistics Service • Postcode

8.2 Logistics Provider

8.2.1 Overview

Figure 1. Overview screen from the CSG ERP User Manual.

Navigation

The Logistics Provider page displays all logistics companies configured in the system.

Users can search and view provider information.

8.2.2 Search Filters

Users can search logistics providers by:

Field	Description
Logistics Provider	Logistics company name
Status	Provider status

8.2.3 Logistics Provider Information

The Logistics Provider table displays the following information.

Column	Description
Logistics Provider	Name of the logistics company
Status	Provider availability
Created By	User who created the provider record
Date Created	Record creation date

8.2.4 Status

Status	Description
Enable	Provider is available for use
Disable	Provider is unavailable for selection

8.3 Logistics Service

8.3.1 Overview

Navigation

The Logistics Service page displays courier services available under each logistics provider.

Users can view service information and verify service availability.

Figure 2. Overview screen from the CSG ERP User Manual.

8.3.2 Search Filters

Users can search courier services by:

Field	Description
Courier Service Code	Service identifier
Courier Service Name	Service name
Logistics Provider	Related logistics provider
API Status	API connection status
CSG Status	Service status within CSG

8.3.3 Logistics Service Information

The Logistics Service table displays the following information.

Column	Description
Courier Service Code	Courier service code
Courier Service Name	Courier service name
Logistics Provider	Associated logistics provider
API Status	Courier API connection status
CSG Status	Service status in CSG
Date Created	Record creation date

8.3.4 Service Status

API Status

Status	Description
Connected	API connection is active
Disconnected	API connection unavailable
Pending	Connection validation in progress

CSG Status

Status	Description
Enable	Service is available for shipment creation
Disable	Service cannot be used

8.4 Postcode

8.4.1 Overview

Navigation

The Postcode page displays postcode information used for logistics routing and service matching.

Users can search postcode records and verify delivery coverage.

Figure 3. Overview screen from the CSG ERP User Manual.

8.4.2 Postcode Information

Depending on system configuration, postcode records may include:

Column	Description
Postcode	Postal code
State	State or region
Suburb	Delivery suburb
Logistics Provider	Assigned logistics provider
Courier Service	Available courier service
Status	Record status

8.4.3 Usage

Postcode mappings are used to:

• Determine delivery coverage
• Match available courier services
• Support shipping rate calculations
• Assist automatic logistics allocation

9. Inbound

The Inbound module is used to create and monitor stock-receipt instructions for goods being delivered to the warehouse.

9.1 Overview

The Inbound module is used to manage products received into the warehouse.

Figure 1. Overview screen from the CSG ERP User Manual.

The Inbound module is used to manage products being received into the warehouse.

In most business processes, an inbound receipt is created based on a Purchase Order (PO). When a PO is created, the corresponding receipt appears in the Open Receipt list, where warehouse staff record the actual quantities received and complete the receiving process.

Once all products have been received and confirmed, the receipt is moved to the Closed Receipt list.

The Inbound module includes:

Open Receipt – Displays inbound receipts that are waiting to be received or are currently being processed. Most Open Receipts are generated from Purchase Orders (POs).

Closed Receipt – Displays inbound receipts that have been completed or cancelled.

Relationship with Purchase Orders (PO)

A Purchase Order (PO) records what is expected to be delivered to the warehouse, while an Inbound Receipt records what is actually received.

During the receiving process, warehouse staff verify the delivered products against the PO and record any quantity differences or discrepancies before completing the receipt.

Relationship with Inventory

After an inbound receipt is completed, the received quantities are added to warehouse inventory and become available for allocation and outbound fulfillment.

9.2 Open Receipt

9.2.1 Overview

Navigation

The Open Receipt page displays all inbound receipts that are currently active or being processed.

Users can:

Search inbound receipts

Create a new receipt

Export receipt records

View receipt details

Additional functions available on view page include:

Print – Print the receipt.

Operation Log – View the receipt operation history.

Figure 2. Overview screen from the CSG ERP User Manual.

9.2.2 Receipt List Information

The Open Receipt list displays the following information.

Field	Description
Receipt No.	Unique inbound receipt number.
Shipping Unit	Shipping unit (e.g. Carton, Pallet, Container).
Container ID / Ref. No.	Container number or supplier reference number.
Status	Indicates the current stage of the inbound receipt. Typical statuses include: • Pending – The receipt has been created but receiving has not started. • Receiving – Warehouse staff are currently receiving and verifying the products. • Completed – All products have been received successfully. The receipt is moved to Closed Receipt and inventory is updated. • Cancelled – The receipt has been cancelled and no inventory will be received.
Date Created	Date the receipt was created.
ETA	Estimated arrival date and time of the shipment.
Arrival Date	Actual date and time the shipment arrived at the warehouse.
Container Empty Date	Date the container was fully unloaded.
Action	View receipt details, receive products, or complete the receiving process (depending on the current status).

9.2.3 Search Receipt

Users can search inbound receipts using one or more filter conditions.

Search Criteria

Field	Description
Receipt No.	Receipt number
Inbound Receipt Status	Receipt status
Shipping Unit	Shipping unit
SKU	Product SKU
Arrival Date	Arrival date
Container ID / Ref. No.	Container or reference number

Steps

Navigate to Inbound → Inbound Receipt.

Enter one or more search conditions.

Click Search.

Review the matching records.

9.2.4 Add Receipt

Figure 3. Add Receipt screen from the CSG ERP User Manual.

The Add Receipt function allows users to create a new inbound receipt for products arriving at the warehouse.

A newly created receipt is assigned the status New and is displayed in the Open Receipt list for warehouse receiving and processing.

Navigation

9.2.4.1 Receipt Information

Before adding products, users must first complete the receipt information.

The required fields vary depending on the selected Shipping Unit.

9.2.4.2 Shipping Unit

The Shipping Unit specifies how the goods are delivered to the warehouse. The system displays different receipt fields based on the selected shipment type.

Carton

Figure 4. Shipping Unit screen from the CSG ERP User Manual.

Select Carton when the goods are delivered in individual cartons or boxes.

Required Fields

Field	Description
Carton Quantity	Total number of cartons included in the shipment.
ETA	Estimated arrival date and time.
Reference No.	Shipment or supplier reference number (optional).

Recommendation

Select Carton only when the shipment is physically received as cartons.

Ensure the carton quantity matches the actual shipment delivered to the warehouse.

Pallet

Figure 5. Shipping Unit screen from the CSG ERP User Manual.

Select Pallet when the goods are delivered on pallets.

Required Fields

Field	Description
Pallet Quantity	Total number of pallets included in the shipment.
Reference No.	Shipment or supplier reference number (optional).

Recommendation

Select Pallet only when the shipment is delivered on pallets.

Enter the correct pallet quantity to assist warehouse receiving and unloading.

Container

Figure 6. Shipping Unit screen from the CSG ERP User Manual.

Select Container when the goods are delivered in a shipping container.

Required Fields

Field	Description
Container ID	Shipping container identification number.
Container Length	Select the size of the container (for example, 20 ft or 40 ft).
Drop-off Method	Select the method used to deliver the container to the warehouse.

Recommendation

Select Container only for container shipments.

Ensure the container information is accurate to support warehouse scheduling and unloading.

Important: Select the Shipping Unit that matches the actual shipment. The selected Shipping Unit determines which receipt information must be completed.

9.2.4.3 Product Information

The Product Information section displays all products added to the inbound receipt. Product details are automatically retrieved from the SKU List after a product is selected.

Figure 7. Product Information screen from the CSG ERP User Manual.

The following information is displayed.

Field	Description
SKU	Unique product identifier.
Unit/L	Unit length of the product.
Unit/W	Unit width of the product.
Unit/H	Unit height of the product.
Unit/CBM	Cubic volume (CBM) of one unit.
Unit/WT	Weight of one unit.
Action	Remove the selected product from the current inbound receipt.

Functions

Function	Description
Add Product	Add one or more products from the existing SKU List.
Import	Import multiple products using the system import template.
Delete	Remove the selected product from the current inbound receipt. This action does not delete the product from the SKU List.

Notes

Products must already exist in Product → SKU List before they can be added to an inbound receipt.

Product dimensions, weight, and CBM are automatically populated from the SKU master data.

Product information displayed in this section is read-only. To modify product dimensions or weight, update the SKU in .

The Delete action removes the product only from the current inbound receipt and does not delete the SKU or affect its inventory records.

9.2.4.4 Add Product

Figure 8. Add Product screen from the CSG ERP User Manual.

The Add Product function allows users to select one or more products from the existing SKU List.

Only products that have already been created in can be selected.

Steps

Click Add Product.

Search for products by Product Name or SKU.

Select one or more products.

Click Confirm.

Enter the receiving quantity for each product.

Notes

Multiple products can be selected at the same time.

Products must already exist in the SKU List.

If Batch and Expiration is enabled for a SKU, users must enter the Batch Number and Expiry Date before confirming the receipt.

9.2.4.5 Import Products

The Import function allows users to add multiple products to the inbound receipt using the system import template.

Figure 9. Import Products screen from the CSG ERP User Manual.

Steps

Click Import.

Download the import template if required.

Complete the template with the required product information.

Upload the completed template.

Review the imported products before confirming the receipt.

Notes

Only existing SKUs can be imported.

Invalid or duplicate records may be rejected during import.

Review imported quantities before confirming the receipt.

Batch and Expiration information must be provided for products that require batch management.

9.2.5 Edit Receipt

Figure 10. Edit Receipt screen from the CSG ERP User Manual.

The Edit function allows users to update an existing inbound receipt before the receiving process begins.

Important: Only inbound receipts with the status New can be edited.

Navigation

Receipt Information

Users can update the receipt information before receiving begins.

Field	Description
Shipping Unit	Update the shipment type (e.g. Carton, Pallet, or Container).
Pallet Quantity	Update the total number of pallets in the shipment.
ETA	Update the estimated arrival date and time.
Reference No.	Update the shipment, supplier, or container reference number.

Product Information

Users can maintain the products included in the inbound receipt.

Available functions include:

Add Product – Add additional products from the existing SKU List.

Import – Import multiple products using the system import template.

Delete – Remove selected products from the current inbound receipt.

The Product Information table displays the following information.

Field	Description
SKU	Product SKU code.
Product Name	Product name.
Quantity	Quantity to be received.
Unit Dimensions	Product dimensions automatically retrieved from the SKU master data.
Unit Weight	Product weight automatically retrieved from the SKU master data.
Unit CBM	Product volume automatically retrieved from the SKU master data.

Steps

Navigate to Inbound → Inbound Receipt.

Locate a receipt with the status New.

Click Edit.

Update the receipt information if required.

Add, import, or remove products as necessary.

Update the product quantities.

Click Confirm to save the changes.

Notes

Only receipts with the status New can be edited.

Products must already exist in Product → SKU List before they can be added.

Product dimensions, weight, and CBM are automatically populated from the SKU master data and cannot be edited in the inbound receipt.

Removing a product from the receipt only removes it from the current receipt. It does not delete the SKU from the Product module.

Once the receipt status changes from New to another status, the receipt can no longer be edited.

9.3 Closed Receipt

9.3.1 Overview

Navigation

The Closed Receipt page displays inbound receipts that have been completed or cancelled.

Completed and cancelled receipts are maintained for historical reference, inventory verification, and audit purposes. Once a receipt is closed, it becomes read-only and can no longer be edited.

Users can:

Add a new inbound receipt.

Search completed or cancelled receipts.

View receipt details.

Notes

Closed receipts are read-only and cannot be edited.

Completed receipts have already updated warehouse inventory.

Cancelled receipts are retained for historical reference and do not update inventory.

To receive a new shipment, click Add to create a new inbound receipt instead of modifying an existing closed receipt.

Figure 11. Overview screen from the CSG ERP User Manual.

9.3.2 Closed Receipt Information

The Closed Receipt list includes the following information.

Field	Description
Receipt No.	Inbound receipt number
Shipping Unit	Shipping unit
Container ID / Ref. No.	Container reference
Status	Receipt completion status
Date Created	Creation date
ETA	Estimated arrival time
Arrival Date	Actual arrival date
Container Empty Date	Container empty date
Completion Time	Time the receipt was completed
Action	View receipt details

9.3.3 View Receipt Details

Figure 12. View Receipt Details screen from the CSG ERP User Manual.

Click View to display the completed inbound receipt.

The detail page includes:

Receipt Information – Displays the receipt details, including status, shipping information, ETA, reference number, and comments.

Product Information – Displays all products included in the receipt, including SKU, quantity, dimensions, weight, batch number, and expiry date.

Available functions on this page:

Function	Description
Print	Print the receipt information.
Operation Log	View the operation history of the receipt.
Return	Return to the previous receipt list without making changes.

9.3.4 Add Closed Receipts

Figure 13. add closed receipts screen from the CSG ERP User Manual.

The Add function allows users to create a new inbound receipt from the Closed Receipt page.

The creation process is the same as described in Section 9.2.4 Add Receipt.

Navigation

Steps

Follow the same steps described in Section 9.2.4 Add Receipt to create a new inbound receipt.

Notes

Creating a receipt from the Closed Receipt page follows the same process as creating a receipt from the Open Receipt page.

A receipt created from the Open Receipt page is created with the status New and appears in the Open Receipt list for further processing.

A receipt created from the Closed Receipt page is created with the status Done and is displayed in the Closed Receipt list.

For detailed instructions on entering receipt information and adding products, refer to Section 9.2.4 Add Receipt.

10. Inventory

The Inventory module provides visibility of warehouse stock, availability, movements, and other inventory information presented in the Customer Portal.

10.1 Overview

The Inventory module allows users to view current inventory levels, track inventory movements, and manage batch-controlled stock.

Users can:

View available inventory.

Search inventory records.

Export inventory information.

Track stock movement history.

Monitor inbound and outbound inventory changes.

Manage batch and expiration-controlled inventory.

The Inventory module includes:

Inventory Query

Stock Movement

Batch Inventory

Figure 1. Overview screen from the CSG ERP User Manual.

10.2 Inventory

10.2.1 Overview

Navigation

The Inventory page displays current stock availability for all products stored in the warehouse.

Users can search inventory records and export inventory information.

Figure 2. Overview screen from the CSG ERP User Manual.

10.2.2 Search Filters

Users can search inventory records using the following criteria:

Field	Description
Product Name	Product name
SKU	Product SKU code
Yes/No	Inventory availability status

10.2.3 Main Functions

Function	Description
Search	Search inventory records
Export	Export inventory information

10.2.4 Inventory Information

The inventory table displays the following information.

Column	Description
SKU	Product SKU code
Product Name	Product description
Available	Available inventory quantity
In Stock	Total inventory quantity
Committed	Reserved inventory quantity
Warehouse Code	Warehouse identifier
Warehouse Name	Warehouse name

Inventory Definitions

Field	Description
Available	Quantity available for allocation
In Stock	Physical inventory quantity
Committed	Quantity reserved for orders

Formula:

Available Inventory = In Stock - Committed

10.3 Stock Movement

10.3.1 Overview

Navigation

The Stock Movement page displays inventory transaction history and quantity changes.

Users can track stock increases and decreases generated by warehouse operations.

Figure 3. Overview screen from the CSG ERP User Manual.

10.3.2 Dashboard Summary

The dashboard displays inventory movement statistics.

Indicator	Description
PO Inbound	Inventory received through purchase orders
Order Outbound	Inventory shipped through customer orders
Customer Returns	Inventory returned by customers

10.3.3 Search Filters

Users can search for movement records using:

Field	Description
Date Range	Transaction date range
SKU Identity	Product SKU
Move Type	Inventory transaction type

10.3.4 Stock Movement Information

Column	Description
Date	Transaction date
SKU Identity	Product SKU
Move Type	Inventory movement type
Qty Change	Quantity increase or decrease
Reference No	Related transaction reference

10.4 Batch Inventory

10.4.1 Overview

Navigation

The Batch Inventory page displays inventory managed by batch number and expiration date.

This page is mainly used for products requiring batch tracking and expiry management.

10.4.2 Search Filters

Users can search for batch inventory using:

Field	Description
SKU	Product SKU
Batch	Batch number

10.4.3 Batch Inventory Information

The batch inventory table displays the following information.

Column	Description
SKU	Product SKU
Product Name	Product description
Available	Available inventory quantity
In Stock	Total inventory quantity
Committed	Reserved inventory quantity
Batch	Batch number
Expiration Date	Product expiration date

11. Outbound

The Outbound module is used to create, review, and monitor orders that instruct the warehouse to pick, pack, and dispatch goods.

11.1 Overview

The Outbound Orders module is used to manage customer orders from order creation or synchronization through warehouse processing, shipment, or customer collection.

Outbound orders may be:

Synchronized from connected sales channels, such as Shopify, Shopify GraphQL, WooCommerce, or Unleashed.

Created manually in the CSG Customer Portal.

Imported in bulk using the system import function.

The Outbound Orders module includes:

Open Orders – Displays orders that are still awaiting processing, currently being processed, or require user attention.

Closed Orders – Displays orders whose outbound processing has ended, such as completed, shipped, collected, or cancelled orders, depending on the order status.

Open Orders and Closed Orders

Section	Description
Open Orders	Orders that have not completed the outbound fulfillment process. Depending on their status, users may view, edit, cancel, reprocess, or perform other operations.
Closed Orders	Orders whose processing has ended. Closed orders are generally retained for shipment tracking, historical reference, and audit purposes.

Relationship with Other Modules

Product provides the SKU and Sales Kit information used in outbound orders.

Channel synchronizes customer orders from external sales platforms.

Inventory provides available stock for order allocation.

Logistics provides the courier and shipping services used for delivery.

Sales Kits are expanded into their component SKUs during fulfillment.

11.2 Open Orders

11.2.1 Overview

Figure 1. Overview screen from the CSG ERP User Manual.

Navigation

The Open Orders page displays outbound orders that have not yet completed the fulfillment process.

It includes newly created orders, orders being processed by the warehouse, orders with errors, orders with insufficient inventory, and orders awaiting shipment or collection.

Users can:

View all active outbound orders.

Search orders using multiple filter conditions.

Create manual outbound orders.

Import orders in bulk.

Export order information.

View order details.

Perform operations based on the current order status.

Review and resolve error or out-of-stock orders.

Note: The actions available for an order depend on its current status and the permissions assigned to the user.

11.2.2 Open Order Categories

Figure 2. Open Order Categories screen from the CSG ERP User Manual.

The Open Orders page contains the following tabs.

Tab	Description
All	Displays all open outbound orders, regardless of their current status.
New Orders	Displays newly created or synchronized orders that have not yet entered warehouse processing.
Processing Orders	Displays orders that have been accepted by the WMS and are currently being processed by the warehouse.
Error Orders	Displays orders that cannot proceed because of data validation, product matching, address, or integration errors.
Out-of-Stock Orders	Displays orders that cannot proceed because there is insufficient available inventory.
Waiting to be Shipped	Displays orders for which warehouse preparation has been completed and that are waiting for dispatch.
Ready for Collection	Displays pickup orders that are ready for collection by the customer or nominated carrier.

11.2.3 All Orders

Overview

The All tab displays every order currently included in Open Orders.

This page allows users to review orders across all open statuses without switching between individual tabs.

Available Functions

Function	Description
Search	Search orders using the selected filter conditions.
Reset	Clear all search conditions.
Add	Manually create a new outbound order.
Import	Import outbound orders in bulk.
Export	Export order information based on the current search results.
View	Open the order details page.
Operate	Perform status-specific operations on the selected order.
Refresh	Refresh the page and retrieve the latest order information.

Order List Information

The columns displayed may vary depending on the selected order tab.

Field	Description
Receiver Name	Name of the order recipient.
Customer Order No.	Customer’s order reference number.
WMS Order No.	Order number generated by the Warehouse Management System.
Sales Channel	Platform or system from which the order originated.
Store	Store associated with the order.
Status	Current overall order status.
Operation Status	Current warehouse operation stage.
Label	Order or shipping label type, where applicable.
Shipping Method	Selected delivery or pickup method.
Ordered Date	Date and time the order was created.
ERP Received Date	Date and time the order was received by the CSG system.
Action	Available actions, such as View or Operate.

11.2.4 Search Open Orders

Users can search outbound orders using one or more filter conditions.

Search Criteria

Field	Description
Sales Channel	Filter orders by source platform or system.
Store	Filter orders by connected store.
Order No.	Search by customer order number or related order number.
SKU Code	Search for orders containing a specific SKU.
Status	Filter by order status.
Shipping Method	Filter by delivery or collection method.
Date Range	Search for orders within a specified date range.

Steps

Select the required order tab.

Enter one or more search conditions.

Click Search.

Review the matching orders.

Notes

Multiple search criteria can be combined.

Click Reset to clear all search conditions.

Search fields may vary slightly between individual order tabs.

11.2.5 New Orders

Overview

The New Orders tab displays newly created, imported, or synchronized orders that have not yet entered warehouse processing.

Orders remain in this tab while the system validates information such as:

Customer and delivery details

Product and SKU matching

Inventory availability

Warehouse assignment

Shipping configuration

Typical Next Stage

If validation succeeds, the order moves to Processing Orders.

If validation fails:

Data problems may move the order to Error Orders.

Insufficient inventory may move the order to Out-of-Stock Orders.

11.2.6 Processing Orders

Overview

The Processing Orders tab displays orders that have been accepted by the WMS and are currently being handled by the warehouse.

Typical warehouse activities include:

Inventory allocation

Picking

Packing

Label preparation

Shipment or collection preparation

Processing Order Information

Field	Description
Customer Order No.	Customer order reference.
WMS Order No.	WMS processing order number.
Sales Channel	Source platform or system.
Store	Store associated with the order.
Status	Current order status.
Operation Status	Current warehouse processing stage.
Label	Assigned order or shipping label.
Shipping Method	Selected delivery method.
Ordered Date	Date the order was created.
Action	View or operate the order.

Note: Once an order enters Processing, editing and cancellation are available only during the initial processing window. After the order has remained in Processing for approximately one hour, these actions may no longer be available. Always use the actions currently shown in the portal to determine whether the order can still be changed or cancelled.

11.2.7 Error Orders

Overview

The Error Orders tab displays orders that cannot proceed because of validation, product, address, or integration errors.

Common Error Types

Error Type	Description
Delivery Address Anomaly	The receiver address contains missing, invalid, or inconsistent information.
Product Matching Error	A product or SKU from the source order cannot be matched to a product in the CSG Product module.

Other errors may appear depending on the order source and system configuration.

Available Functions

Function	Description
View	View the order and error details.
Operate	Perform an available corrective or cancellation action.
BulkCancel	Cancel multiple selected error orders.

Handling an Error Order

Open the order using View.

Review the Error Type and Error Details.

Correct the source data or related system configuration.

Use the available Operate or reprocessing function, where applicable.

Confirm that the order proceeds to the next status.

Notes

For a Product Matching Error, verify that the source SKU exactly matches a SKU or Sales Kit configured in the Product module.

For a Delivery Address Anomaly, verify the country, state, suburb, postcode, and street address.

Cancelling an order stops further warehouse processing.

11.2.8 Out-of-Stock Orders

Overview

The Out-of-Stock Orders tab displays orders that cannot proceed because there is insufficient available inventory for one or more products.

This can affect:

Individual SKUs

Batch-controlled products

Component SKUs included in a Sales Kit

Available Functions

Function	Description
Export	Export the selected out-of-stock order information.
Export SKU	Export SKU information associated with out-of-stock orders.
Bulk Cancel	Cancel multiple selected orders.
Reprocess Order	Recheck inventory and attempt to process the order again.
View	View the order details.
Operate	Perform available order operations.

Notes

Ensure sufficient available inventory exists before reprocessing.

Completing an inbound receipt may replenish inventory for the affected SKU.

A Sales Kit remains out of stock if any required component SKU has insufficient inventory.

Reprocessing does not create inventory; it only checks inventory again.

11.2.9 Waiting to be Shipped

Overview

The Waiting to be Shipped tab displays delivery orders that have completed the required warehouse preparation and are waiting for shipment or dispatch confirmation.

Typical completed activities include:

Inventory allocation

Picking

Packing

Shipping label preparation

Once shipment is confirmed, the order is moved to Closed Orders.

Note: Waiting to be Shipped is generally used for courier or freight delivery orders rather than customer pickup orders.

11.2.10 Ready for Collection

Overview

The Ready for Collection tab displays pickup orders that have been prepared and are ready for collection by the customer, nominated person, or carrier.

These orders generally use a pickup shipping method rather than a standard courier delivery service.

Once collection is confirmed, the order is moved to Closed Orders.

Notes

Verify the collector’s details before releasing the order.

Follow the configured Proof of Dispatch or photo requirements if enabled in Operation Preferences.

Ready for Collection orders should not be processed as standard courier shipments.

11.2.11 Add Order

11.2.11.1 Overview

The Add Order function allows users to manually create an outbound order in the CSG Customer Portal.

Before creating an outbound order, at least one Sales Channel must be available in Channel Management, because the Sales Channel is a required field when creating the order.

A manually created outbound order is not restricted to the Manual Order channel. Users may select any available Sales Channel and associated Store according to how the customer wants the order to be classified, managed, and reported.

Navigation

Important: If no Sales Channel is available, configure the required channel or store under Channel → Store before creating the outbound order.

Note: The selected Sales Channel is used to classify the order. It does not necessarily indicate whether the order was originally created internally or synchronized from an external platform.

11.2.11.2 Order Information

The Order Information section records the source, shipping arrangement, and general instructions for the outbound order.

Before creating a manual outbound order, at least one Sales Channel and Store must already exist in Channel Management.

A manually created order is not limited to the Manual Order channel. Users may select any available Sales Channel and Store according to how the order should be classified and reported.

General Order Information

Field	Required	Description
Customer Order No.	Must	Enter a unique customer order reference used to identify the order in the Customer Portal and WMS.
Sales Channel	Must	Select an existing Sales Channel for order classification. The selection is not limited to ManualOrder.
Store	Must	Select the Store associated with the selected Sales Channel.
Shipping Method	Must	Select how the order will be delivered or collected. The selected method determines the logistics booking process and displays the corresponding additional fields.
Ordered Date	Must	Date and time when the order was created. The system may automatically populate the current date and time.
Customer Comments	Optional	Enter packing instructions, delivery requirements, collection details, or other special-handling information.
Supporting Documents	Optional	Upload documents such as packing lists, picking instructions, booking documents, or other supporting files. The maximum file size is 5 MB.

Notes

The Customer Order No. should be unique to prevent duplicate orders.

A Sales Channel and Store must exist before the order can be created.

The Sales Channel is used to classify the order and does not necessarily indicate whether the order was created internally or received from an external platform.

Select the Shipping Method carefully because it determines who arranges the courier, which additional fields are required, and whether the order is delivered or collected.

The fields displayed in the Order Information and Receiver Information sections may change according to the selected Shipping Method.

Shipping Method

The Shipping Method determines how the order will be fulfilled and who is responsible for arranging the courier, freight booking, or collection.

The system supports the following methods:

Shipping Method	Description
Standard	Uses a normal delivery service for routine, non-urgent orders.
Express	Uses an expedited or priority delivery service for urgent orders.
CSG Manual Booking	CSG manually reviews the shipment and arranges the courier or freight booking. This method is normally used for large, complex, or special-handling orders.
Customer Manual Booking	The customer arranges the courier or freight booking and provides the required booking details and shipping documents.
Pickup	The order is prepared by the warehouse and collected later by the customer or a nominated carrier.

• Standard Select Standard for normal delivery orders that do not require expedited or special freight arrangements.

The order will use the standard logistics workflow and the courier services available for the selected Store.

No additional manual-booking fields are displayed for this method.

Note: Courier availability may depend on the Store’s Logistics Distribution configuration, destination postcode, shipment dimensions, and service availability.

• Express Select Express when the order requires a faster or priority delivery service.

No additional manual-booking fields are displayed for this method.

Note: Express delivery may have shorter delivery times and higher freight charges than Standard delivery. Availability depends on the destination and configured courier services.

• CSG Manual Booking Select CSG Manual Booking when the order requires manual review and intervention by the CSG Operations Team.

This method is generally used when:

The order is large or operationally complex.

Special freight or handling arrangements are required.

Automatic logistics allocation is not suitable.

CSG must contact and book a courier or freight provider manually.

A freight quotation or customer confirmation may be required.

Supporting documents or special instructions need to be reviewed.

Orders using CSG Manual Booking should be manually created so that the required shipment details can be reviewed before booking.

Additional Fields

Field	Required	Description
Confirm Quote	Conditional	Determines whether the customer must approve the freight quotation before CSG confirms the booking.
Dedicated Courier	Optional	Enable this option when a specific courier service must be used for the shipment.
Courier Service	Conditional	Select the required courier service. This field is required when a dedicated courier must be assigned.
Supporting Documents	Optional	Upload freight instructions, shipment requirements, packing documents, or other information required for manual review.

Confirm Quote

The Confirm Quote setting determines whether customer approval is required before CSG confirms the courier or freight booking.

Setting	Description
On	CSG obtains a freight quotation and sends it to the customer for approval. The booking will not be confirmed until the customer approves the quotation.
Off	Separate customer approval is not required. CSG may proceed with the booking according to the agreed logistics arrangement.

11.2.11.3 Receiver Information

Enter the delivery information for the order recipient.

Field	Required	Description
Full Name	Must	Full name of the recipient.
Phone Number	Must	Contact number for delivery communication.
Postal Email Address	Optional	Email address used for shipment or delivery notifications.
Country	Must	Destination country.
State	Must	Destination state or province.
Suburb	Must	Destination suburb or city.
Postcode	Must	Postal or ZIP code used for delivery routing.
Delivery Address 1	Must	Primary delivery address.
Delivery Address 2	Optional	Additional address information, such as unit, apartment, building, or floor number.

Important: Check all receiver and address information carefully. An incorrect postcode, state, suburb, phone number, or delivery address may cause logistics allocation errors, delivery delays, or order cancellation.

11.2.11.4 Product Information

The Product Information section is used to add the products included in the outbound order.

Product Fields

Field	Description
Product Name	Name of the selected product or Sales Kit.
SKU	Unique product or Sales Kit identifier.
Batch	Batch selected for a batch-controlled product, where applicable.
Quantity	Quantity ordered.
Available	Current available inventory for the selected SKU.
Action	Remove the selected line from the current order.

Available Functions

Function	Description
Add Product	Add one or more individual products from the SKU List.
Add Sales Kit	Add a predefined Sales Kit from the Sales Kit List.
Delete in Batches	Remove multiple selected product lines from the current order.

Notes

Individual products must already exist in .

Sales Kits must already exist in .

Review the Available quantity before saving the order.

Products with insufficient inventory may cause the order to enter Out-of-Stock Orders.

Removing a product line from the order does not delete the SKU from the Product module.

11.2.11.5 Add Product

The Add Product function allows users to select individual physical products from the existing SKU List.

Steps

Click Add Product.

Search by Product Name or SKU if required.

Select one or more products.

Click Confirm.

Enter the required quantity.

Review the available inventory.

Notes

Multiple products can be selected at the same time.

Only enabled SKUs can normally be used for new orders.

The SKU must already exist in the Product module.

11.2.11.6 Add Sales Kit

The Add Sales Kit function allows users to add a predefined product bundle to the outbound order.

A Sales Kit is sold as one product but consists of multiple component SKUs.

During warehouse fulfillment, the system allocates and deducts inventory from the component SKUs rather than from the Sales Kit itself.

Steps

Click Add Sales Kit.

Search for the required Sales Kit.

Select the Sales Kit.

Click Confirm.

Enter the required Sales Kit quantity.

Review component inventory availability.

Notes

A Sales Kit does not normally maintain independent inventory.

Inventory availability is determined by the stock of its component SKUs.

If any required component SKU has insufficient inventory, the order may enter Out-of-Stock Orders.

Sales Kits are available in Outbound because the warehouse may need to pick and pack multiple component SKUs as one customer bundle.

11.2.11.7 Save Order

After completing the order:

Review the Order Information.

Verify the Receiver Information.

Confirm all products, Sales Kits, and quantities.

Review available inventory.

Click Save.

The order will be created and displayed in New Orders for validation and warehouse processing.

11.2.12 Import Orders

The Import function allows users to create multiple outbound orders in bulk.

Figure 3. Import Orders screen from the CSG ERP User Manual.

Steps

Navigate to Outbound → Outbound Order.

Click Import.

Prepare the import file according to the required system format.

Select and upload the completed file.

Review the import results.

Correct any rejected or invalid records if required.

Notes

SKUs in the import file must already exist in the Product module.

Customer order numbers should be unique.

Missing receiver information, invalid addresses, unmatched SKUs, or incorrect data may cause orders to be rejected or moved to Error Orders, depending on system rules.

Review imported orders before warehouse processing begins.

11.2.13 Export Orders

The Export function allows users to download order records for reporting, review, or reconciliation.

Steps

Apply the required search filters.

Click Search.

Click Export.

Download the generated file.

Note: The exported data normally reflects the current search conditions and selected order tab.

11.3 Closed Orders

11.3.1 Overview

Figure 4. Overview screen from the CSG ERP User Manual.

The Closed Orders module contains outbound orders that have reached the end of their lifecycle.

Orders in this module are no longer processed by the warehouse and are retained for historical reference, reporting, and auditing.

The module is divided into three categories:

All Orders – Displays all closed orders.

Completed Orders – Displays successfully fulfilled orders.

Cancelled Orders – Displays cancelled orders.

11.3.2 All Orders

Figure 5. All Orders screen from the CSG ERP User Manual.

The All Orders tab displays every closed outbound order, including both completed and cancelled orders.

Users can search historical records, review order details, and perform actions that are available based on the order status.

Available Functions

Function	Description
View	Display the complete order details.
Copy	Available only for cancelled orders. Creates a new outbound order using the selected cancelled order as a template.
Export	Export the current search results.
Full Export	Export all closed order records.

11.3.3 Completed Orders

Figure 6. Completed Orders screen from the CSG ERP User Manual.

The Completed Orders tab displays orders that have been successfully fulfilled.

Completed orders are read-only records and cannot be modified or copied.

Available Functions

Function	Description
View	Display the complete information for the selected completed order.

View Order

Figure 7. Completed Orders screen from the CSG ERP User Manual.

Figure 8. Completed Orders screen from the CSG ERP User Manual.

Click View to display the complete information for the selected completed order.

The order details page contains the following sections:

Section	Description
Order Information	Displays the order type, status, customer order number, WMS order number, store, order creation times, comments, shipping method, and receiver information.
Shipping Documents	Displays shipping method, shipping label, courier service information, quotation details, and shipping-related documents.
Product Information	Displays all products included in the order, including SKU, batch, quantity, pre-allocation status, and rating status. Users can switch between Summarize by Product and By Product Line Details.
Logistics Information	Displays shipping labels, courier information, tracking number (Job ID/Tracking No.), courier service, and rating results generated during shipment.
Log	Displays the complete operation history of the order for auditing and tracking purposes.

Notes

Completed orders are read-only and cannot be edited.

All information displayed reflects the final completed order.

Shipping labels and tracking information are available if they were generated during fulfillment.

The Log button provides a complete history of actions performed on the order.

11.3.4 Cancelled Orders

The Cancelled Orders tab displays orders that were cancelled before completion.

Users can review the cancelled order or create a new order by using the Copy function.

Available Functions

Function	Description
View	Display the complete information for the selected cancelled order.
Copy	Open the Sales Order Entry page and create a new outbound order using the cancelled order information as a template.

Notes

The original cancelled order remains unchanged.

The copied order is treated as a new outbound order and follows the standard outbound workflow after it is saved.

Users can modify the copied order information before saving.

View Order

Figure 9. Cancelled Orders screen from the CSG ERP User Manual.

Click View to display the complete information for the selected cancelled order.

The order details page displays:

Section	Description
Flow Status	Displays the reason why the order was cancelled or could not continue processing, if applicable.
Order Information	Displays the original order information, including customer order number, order date, store, shipping method, customer comments, and receiver details.
Product List	Displays all products contained in the cancelled order, including SKU, external SKU, quantity, and available inventory information.

Notes

Cancelled orders are read-only and cannot be modified.

The displayed information reflects the original order before cancellation.

Copy Order

Figure 10. Cancelled Orders screen from the CSG ERP User Manual.

Click Copy to create a new order using the cancelled order as a template.

The system opens the Sales Order Entry page and automatically copies the original order information, including:

Order Information

Receiver Information

Product Information

Shipping Method

Customer Comments

Users can modify the copied information, add or remove products, update quantities, and then click Save to create a new order.

Notes

A new customer order number is generated for the copied order.

The copied order is treated as a new order and follows the normal outbound order processing workflow.

Changes made to the copied order do not affect the original cancelled order.

12. Returns Management

Returns Management is used to create and monitor return instructions and the warehouse processing of returned goods.

12.1 Overview

The Returns module is used to manage customer goods returned after outbound shipment. Returned products are inspected by the warehouse: products in acceptable condition can be returned to inventory, while damaged or otherwise non-conforming products are recorded and reported for follow-up. Users can create return requests, record returned items, monitor return processing, and review completed return records.

The module contains two sections:

Open Return List – Displays return requests that are still being processed and allows users to create, edit, or delete return requests.

Close Return List – Displays completed return records for reference and auditing.

12.2 Open Return List

Overview

Figure 1. Open Return List screen from the CSG ERP User Manual.

Figure 2. Open Return List screen from the CSG ERP User Manual.

The Open Return List displays return requests that are currently being processed.

Users can:

Search return requests

Create a new return request

View return details

Edit return information

Delete a return request

Available Functions

Function	Description
Search	Search return requests using available filters.
View	View the details of a return request.
Add Return	Create a new return request.
Edit	Modify an existing return request before it is completed.
Delete	Delete a return request that is no longer required.

Add Return

Figure 3. Open Return List screen from the CSG ERP User Manual.

Click Add Return to create a new return request.

The following information can be entered:

Tracking Number

Associated Order Number

Third-party Platform ID

Returned Products

Return Quantity

Good Quality Processing

Handling of Non-conforming Products

Click Add Returned Products to add one or more returned SKUs.

After all required information has been entered, click Confirm to create the return request.

Notes

Multiple returned products can be added to one return request.

Each returned product requires a processing method.

Required fields are marked with a red asterisk (*).

View Return

Figure 4. Open Return List screen from the CSG ERP User Manual.

Click View to display the complete return request information.

The Return Detail page includes:

Section	Description
Return Information	Displays customer, tracking number, submission time, status, associated order number, and completion time (if available).
Application List	Displays the products submitted in the return request together with the requested return quantity and processing method.
Confirmation List	Displays the confirmed inspection result after the warehouse processes the returned goods. This section becomes available after the return is completed.

Additional functions may include:

Return

Label Download

Operation Log

Edit Return

Click Operation -> Edit to modify an open return request.

Figure 5. Open Return List screen from the CSG ERP User Manual.

Users can update:

Tracking Number

Associated Order Number

Third-party Platform ID

Returned Products

Return Quantity

Good Quality Processing

Handling of Non-conforming Products

Click Confirm to save the changes.

Notes

Only return requests that are still open can be edited.

12.3 Close Return List

Overview

Figure 6. Close Return List screen from the CSG ERP User Manual.

The Close Return List displays return requests that have been completed.

Completed return requests are available for reference, tracking, and auditing.

Figure 7. Close Return List screen from the CSG ERP User Manual.

Available Functions

Function	Description
Search	Search completed return records.
View	View the completed return details.

View Completed Return

Click View to display the completed return record.

Figure 8. Close Return List screen from the CSG ERP User Manual.

The page includes:

Return Information

Application List

Confirmation List

Label Download

Operation Log

The Confirmation List displays the warehouse inspection result, including:

Confirmed returned quantity

Good product quantity

Defective product quantity

Good quality processing

Handling of non-conforming products

Good products can be returned to available inventory according to the confirmed processing result. Defective or non-conforming products are reported and handled according to the selected disposition.

Notes

Completed return records are read-only.

Completed return requests cannot be edited or deleted.

Overview

The Reports module provides statistical analysis of sales and return activities to help users monitor business performance over a selected time period.

Users can filter report data by date range and statistical period, then generate summary information.

Note: The Reports module is currently under development. Additional reporting functions and export capabilities will be added in future releases.

Figure 9. Close Return List screen from the CSG ERP User Manual.

13. Report

The Report module provides downloadable operational reports available to the customer through the Customer Portal.

13.1 Overview

Figure 1. Overview screen from the CSG ERP User Manual.

The Sales Statistics Table provides summary statistics for sales and return transactions within the selected period.

Users can filter data by:

Date Range

Statistical Period

Click Search to generate the report or Reset to clear all filters.

The report currently includes the following metrics:

Field	Description
Sales Order QTY	Total number of sales orders.
Sold Item QTY	Total quantity of items sold.
Return Order QTY	Total number of return orders.
Return Item QTY	Total quantity of returned items.

Notes

Report data is displayed according to the selected filter conditions.

If no matching records are found, the system displays No Data Available.

Additional report types and analytical functions will be introduced in future versions.

14. Billing & Invoice

Billing and Invoice provides access to billing information, invoices, and related financial records made available through the Customer Portal.

14.1 Overview

Figure 1. Overview screen from the CSG ERP User Manual.

The Billing & Invoice module allows users to view service invoices generated by the system, monitor outstanding balances, and download available invoices.

Users can search invoices by invoice number, billing period, or status to quickly locate specific billing records.

14.2 Rate Card

Overview

Figure 2. Rate Card screen from the CSG ERP User Manual.

Navigation

Billing → Rate Card

The Rate Card page allows users to search and review the service charge items available to the current account.

Rate Card information may include fees related to warehousing, handling, order processing, transportation, or other services, depending on the customer’s billing configuration.

Search

Users can search for a specific charge item.

Field	Description
Charge Item	Enter the name or keyword of the required billing charge item.

Steps

Navigate to Billing → Rate Card.

Enter the charge item name or keyword.

Click Search.

Review the matching rate-card records.

Click Reset to clear the search condition.

Available Functions

Function	Description
Search	Displays rate-card records matching the entered Charge Item.
Reset	Clears the current search condition.

14.3 My Invoice

Overview

Figure 3. My Invoice screen from the CSG ERP User Manual.

The My Invoice page displays all available service invoices associated with the current account.

Users can search invoice records using the available filters and review invoice details, payment status, and outstanding balances.

Available Functions

Function	Description
Search	Search invoices using the specified filter conditions.
Reset	Clear all search criteria.
Download	Download available invoice documents.

Search Filters

Users can filter invoice records using the following fields:

Field	Description
Invoice No.	Search by invoice number.
Date Selection	Select the billing period (Year/Week).
Status	Filter invoices by payment status.

Invoice Information

Each invoice record displays the following information:

Field	Description
Invoice No.	Invoice reference number.
Year	Billing year.
Week	Billing week.
Invoice Date	Date the invoice was issued.
Total Amount	Total invoice amount.
Paid Amount	Amount that has been paid.
Outstanding Balance	Remaining unpaid amount.
Status	Current invoice status.

Notes

The Total Balance displayed at the top of the page represents the total outstanding balance for the current account.

Only invoices available to the current account are displayed.

If no records match the search criteria, the system displays No Data Available.

Invoice download is available only for invoices with downloadable documents.

15. Ticket

The Ticket module allows customers to raise and monitor service or operational enquiries with CSG.

15.1 Overview

The Ticket Management module allows users to create, submit, track, and manage service requests through the CSG Customer Portal.

A ticket can be assigned to a department and service type, associated with relevant business records, and supported by descriptions and attachments. Users can monitor the ticket from submission through approval, processing, confirmation, and closure.

The Ticket module includes:

Open Ticket – Displays tickets that are still being drafted, approved, processed, or confirmed.

Closed Ticket – Displays completed, cancelled, or invalidated tickets retained for historical reference.

Ticket Workflow

The workflow shown on the Ticket Details page contains four main stages:

Stage	Description
Submit	The ticket is submitted for review and approval.
Approve	The ticket is reviewed and approved by the responsible team.
In Process	The assigned department or operator processes the request.
Confirm	The completed work is reviewed and confirmed before the ticket is closed.

Note: The exact actions available at each stage depend on the ticket status, assigned department, operator, and user permissions.

15.2 Open Ticket

15.2.1 Overview

Figure 1. Overview screen from the CSG ERP User Manual.

Navigation

Ticket → Open Ticket

The Open Ticket page displays tickets that have not yet been completed or cancelled.

Users can:

Search active tickets

View tickets by processing category

Create a new ticket

Export ticket records

View ticket details

Perform available ticket operations

Monitor approval and processing dates

15.2.2 Open Ticket Categories

15.2.2.1 All

Figure 2. All screen from the CSG ERP User Manual.

The All tab displays every open ticket regardless of its current status.

Use this tab to review all active tickets from a single page.

15.2.2.2 Draft

Figure 3. Draft screen from the CSG ERP User Manual.

The Draft tab displays tickets that have been saved but not yet submitted. Draft tickets can be reviewed and completed before entering the approval workflow.

Figure 4. Draft screen from the CSG ERP User Manual.

Typical actions include:

View the draft ticket

Continue editing the ticket

Add or remove relevant categories

Upload supporting files

Submit the ticket when ready

Note: Saving a ticket does not submit it for approval. The ticket remains in Draft until Submit is selected.

15.2.2.3 Approval Pending

Figure 5. Approval Pending screen from the CSG ERP User Manual.

The Approval Pending tab displays submitted tickets that are waiting for approval.

At this stage:

The ticket has entered the approval workflow.

The responsible approver reviews the request.

The ticket cannot proceed to processing until approval is completed.

If approved, the ticket normally moves to Awaiting Processing.

If rejected, it moves to Approval Rejected.

15.2.2.4 Awaiting Processing

Figure 6. Awaiting Processing screen from the CSG ERP User Manual.

The Awaiting Processing tab displays approved tickets that are waiting to be processed by the assigned department or operator.

The list may show:

Assigned department

Assigned operator

Approval time

Expected start time

Expected end time

Current status

The status may appear as Pending while processing has not yet started.

15.2.2.5 In Progress

Figure 7. In Progress screen from the CSG ERP User Manual.

The In Progress tab displays tickets that are currently being handled by the assigned department or operator.

Users can monitor:

Assigned operator

Current status

Expected completion time

Processing progress

Available ticket operations

Once the requested work has been completed, the ticket normally moves to Confirmation Pending.

15.2.2.6 Approval Rejected

Figure 8. Approval Rejected screen from the CSG ERP User Manual.

The Approval Rejected tab displays tickets that were rejected during the approval stage.

Users should:

Open the ticket using View.

Review the available rejection information or operation history.

Correct the ticket information where permitted.

Perform the available corrective or resubmission action.

Note: Available actions depend on the ticket status and user permissions.

15.2.2.7 Confirmation Pending

Figure 9. Confirmation Pending screen from the CSG ERP User Manual.

The Confirmation Pending tab displays tickets for which processing has been completed but final confirmation is still required.

Users should review the completed service information before confirming the ticket.

Once confirmation is completed, the ticket moves to Closed Ticket → Completed.

15.2.3 Search Open Tickets

Users can search open tickets using one or more filter conditions.

Field	Description
Customer Name	Filter tickets by customer account.
Company Name	Search by the customer’s company name.
Ticket ID	Search by the unique ticket reference.
Department	Filter tickets by the department responsible for the request.
Customer Service	Filter tickets by the assigned customer service representative.
Operator	Filter tickets by the operator responsible for processing the ticket.
Date Range	Search for tickets within the selected date period.

Steps

Navigate to Ticket → Open Ticket.

Select the required ticket category.

Enter one or more search conditions.

Click Search.

Review the matching tickets.

Click Reset to clear all search conditions.

15.2.4 Open Ticket Information

The Open Ticket list may display the following information.

Field	Description
No.	Sequence number of the ticket record.
Urgency Level	Priority level assigned to the ticket.
Customer Name	Customer associated with the ticket.
Company Name	Customer’s company name.
Ticket ID	Unique ticket reference assigned by the system.
Service	Type of service requested.
Customer Service	Customer service representative associated with the ticket.
Department	Department responsible for handling the ticket.
Operator	Staff member assigned to process the ticket.
Status	Current ticket status.
Creation Time	Date and time when the ticket was created.
Approval Time	Date and time when the ticket was approved.
Expected Start Time	Planned start date and time for processing.
Expected End Time	Planned completion date and time.
Completion Time	Actual ticket completion date and time, where available.
Action	Available actions, including View and Operate.

15.2.5 Common Functions

Function	Description
Add	Create a new ticket.
Export	Export ticket records based on the current category and search conditions.
View	Open the Ticket Details page.
Search	Search tickets using the selected filter conditions.
Reset	Clear all search conditions.

Note: Operate-menu options vary according to the ticket status, department, operator, and user permissions.

15.2.6 View Ticket

Figure 10. View Ticket screen from the CSG ERP User Manual.

Click View to open the Ticket Details page.

The page displays the ticket workflow and all submitted information in read-only mode.

Workflow

The top of the page displays the current workflow stage:

Submit

Approve

In Process

Confirm

Ticket Information

The Ticket Information section may display:

Customer Name

Customer Service

Ticket ID

Department

Service

Relevant Categories

Ticket Description

Attachments

Relevant Category Information

Associated records may include:

Product Name

SKU

Barcode

Quantity or count

Other category-specific information

Attachments

Uploaded files are displayed on the page.

Click Download to download and review an attachment.

Operation Log

Click Operation Log to view the ticket’s activity history.

The log may record:

Ticket creation

Submission

Approval or rejection

Status changes

Assigned operator

Processing activities

Confirmation

Other user operations

Return

Click Return to go back to the ticket list.

15.2.7 Add Ticket

Overview

Figure 11. Add Ticket screen from the CSG ERP User Manual.

The Add function allows users to create a new service ticket and submit it to the appropriate department.

Navigation

Ticket → Open Ticket → Add

The ticket can be saved as a draft or submitted into the approval workflow.

Ticket Information

Field	Required	Description
Customer Name	Must	Select or confirm the customer associated with the ticket.
Customer Service	System/Conditional	Displays the customer service representative associated with the account.
Ticket ID	System	Unique ticket reference assigned by the system.
Department	Must	Select the department responsible for handling the request.
Service	Must	Select the required service type. Available services may depend on the selected department.
Relevant Categories	Optional/Conditional	Select the type of business record to associate with the ticket, such as a product or SKU.
Ticket Description	Must	Provide a clear description of the issue or service request. The field supports up to 9,999 characters.
Attachment	Optional	Upload supporting documents, images, spreadsheets, or other files relevant to the request.

Department and Service

The Department identifies the team responsible for handling the ticket.

Examples shown in the system include:

Inventory

Logistics

Inbound

Outbound

Billing

IT

The Service identifies the specific request within the selected department.

Examples may include:

Stock Inspection

Stock Take

Stock Stratification

Delivery Tracking

Return Label

Order Status Inquiry

Inbound Receipt Inquiry

ERP Technical Issue

Note: Available departments and services depend on system configuration.

Relevant Categories

The Relevant Categories function allows users to associate the ticket with related business records.

Depending on the selected category, the associated-record list may display:

Field	Description
Count	Number of associated records.
Product Name	Name of the associated product.
SKU	SKU associated with the ticket.
Barcode	Product barcode, where available.
Action	Remove the selected associated record.

Steps

Select a Relevant Category.

Click Add.

Select the required business record.

Confirm the selection.

Review the associated records displayed in the list.

Use Delete Selected to remove selected records from the ticket.

Important: Add relevant records whenever they can help the responsible team identify and process the request. For example, an inventory-check ticket should include the affected SKU.

Attachment

The Attachment section allows users to upload supporting files.

Attachments may include:

Inventory lists

Screenshots

Order documents

Shipping documents

Spreadsheets

Supporting evidence

After a file has been uploaded, it is displayed on the Ticket Details page and can be downloaded for reference.

Ticket Description

The Ticket Description should clearly explain:

The issue or service request

The affected product, order, shipment, or system area

The expected result

Any relevant quantities or dates

Any action already taken

Any supporting file attached to the ticket

A clear description helps the assigned department process the ticket accurately and efficiently.

Save and Submit

Function	Description
Save	Save the ticket as a Draft without submitting it for approval.
Submit	Submit the completed ticket into the approval workflow.
Return	Return to the previous page without continuing the current operation.

Steps

Complete the required Ticket Information.

Select the Department and Service.

Add relevant categories where applicable.

Upload supporting attachments where required.

Enter a detailed Ticket Description.

Click Save to retain the ticket as a Draft, or click Submit to begin the approval process.

15.2.8 Ticket Operations

Draft Operations

The Draft category contains tickets that have been saved but have not yet been submitted for approval.

Because the ticket has not entered the formal approval and processing workflow, the creator can still modify, delete, submit, or change the assigned Customer Service representative.

The following operations are available for Draft tickets.

Edit

Figure 12. Ticket Operations screen from the CSG ERP User Manual.

The Edit function allows users to continue updating a ticket before it is submitted for approval.

Users may update information such as:

Department

Service

Relevant Categories

Ticket Description

Attachments

Other editable ticket details

This function is available in the Draft category because the ticket has not yet entered the approval workflow.

After submission, editing may become restricted because approvers and processing teams may already be reviewing or acting on the submitted information.

Steps

Locate the required Draft ticket.

Click Operate.

Select Edit.

Update the required information.

Click Save to keep the ticket as a Draft, or submit it when ready.

Note: Review the Department, Service, Ticket Description, Relevant Categories, and attachments carefully before submission.

Delete

The Delete function permanently removes a Draft ticket that is no longer required.

This function is available only in the Draft category because the ticket has not yet been submitted, approved, assigned, or processed.

Once a ticket enters the approval workflow, it should normally be cancelled rather than deleted so that the system can retain a record of the submitted request and its workflow history.

Steps

Locate the required Draft ticket.

Click Operate.

Select Delete.

Review the ticket information.

Confirm the deletion.

Important: A deleted Draft ticket cannot normally be restored.

Submit for Approval

The Submit for Approval function sends the completed Draft ticket into the approval workflow.

This operation changes the ticket from an editable draft into a formal service request awaiting review.

After submission, the ticket moves from:

Draft -> Approval Pending

This function is available only in the Draft category because a ticket can be submitted for approval only once it has been prepared but has not yet entered the approval process.

It is not available in later categories because those tickets have already been submitted.

Steps

Open or review the Draft ticket.

Confirm that all required fields are complete.

Check the Ticket Description and associated records.

Confirm that the correct Department and Service have been selected.

Upload any required attachments.

Click Operate.

Select Submit for Approval.

Confirm the submission.

Important: Saving a ticket does not submit it. The ticket remains in Draft until Submit for Approval is selected.

Modify Customer Service

The Modify Customer Service function allows an authorised user to change the Customer Service representative associated with the ticket.

This operation is available in Draft because the ticket may need to be reassigned before submission. It may also remain available in later categories because the responsible Customer Service representative may need to change while the ticket is being approved, processed, or confirmed.

This function changes only the Customer Service assignment. It does not change:

Department

Service

Processing Operator

Ticket status

Workflow stage

Steps

Locate the required Draft ticket.

Click Operate.

Select Modify Customer Service.

Select the new Customer Service representative.

Confirm the change.

Note: The change may be recorded in the ticket’s Operation Log.

Why Other Operations Are Not Available in Draft

The following operations are not available because the Draft ticket has not entered the relevant workflow stage:

Cancel is not required because an unsubmitted Draft can be deleted directly.

Edit Estimated Time is not available because the ticket has not been approved, assigned, or scheduled for processing.

Confirm Charges is not available because no service work has been completed and there are no charges ready for customer confirmation.

15.3 Closed Ticket

15.3.1 Overview

Figure 13. Overview screen from the CSG ERP User Manual.

Navigation

Ticket → Closed Ticket

The Closed Ticket page displays tickets that have reached the end of their lifecycle.

Closed tickets are retained for historical reference, service review, reporting, and auditing.

The page contains three categories:

All

Completed

Cancelled

Users can:

Search closed tickets

Create a new ticket

Export ticket records

View ticket details

Perform limited post-completion operations where available

15.3.2 Search Closed Tickets

Closed tickets can be searched using the following filters:

Field	Description
Customer Name	Filter by customer.
Company Name	Search by company name.
Ticket ID	Search by unique ticket reference.
Department	Filter by responsible department.
Customer Service	Filter by customer service representative.
Operator	Filter by assigned operator.
Date Range	Search within the selected date period.

Click Search to display matching records.

Click Reset to clear all filters.

15.3.3 Closed Ticket Information

The Closed Ticket list may display:

Figure 14. Closed Ticket Information screen from the CSG ERP User Manual.

Field	Description
Operator	Staff member who processed the ticket.
Status	Final ticket status.
Creation Time	Date and time when the ticket was created.
Approval Time	Date and time when approval was completed.
Expected Start Time	Planned processing start time.
Expected End Time	Planned processing completion time.
Completion Time	Actual date and time when processing was completed.
Action	Available actions, including View and eligible post-completion operations.

15.3.4 Closed Ticket Categories

All

The All-tab displays both completed and cancelled tickets.

The actions available depend on the final ticket status.

Completed

The Completed tab displays tickets that have successfully completed the full ticket workflow.

Completed tickets may display the status:

Processed

Users can view the completed ticket and perform eligible post-completion operations.

Cancelled

The Cancelled tab displays tickets that were cancelled or invalidated before successful completion.

Cancelled tickets may display the status:

Invalidated

These records are retained for historical reference and auditing.

15.3.5 Available Functions

Function	Description
Add	Create a new ticket. This does not reopen an existing closed ticket.
Export	Export closed-ticket records based on the selected category and filters.
View	Open the complete Ticket Details page.
Confirm Charges	Confirm service-related charges for an eligible completed ticket.
Modify Customer Service	Change or update the Customer Service assignment for an eligible ticket.

Confirm Charges

The Confirm Charges function allows users to review and confirm charges associated with a completed service ticket.

This function is available only for eligible tickets.

Important: Review the ticket and charge details carefully before confirming, as confirmation may affect billing records.

Modify Customer Service

The Modify Customer Service function allows an authorised user to update the Customer Service representative associated with the ticket.

Availability depends on the ticket status and user permissions.

Notes

Processed tickets represent successfully completed tickets.

Invalidated tickets represent cancelled or invalidated tickets.

Closed-ticket information is retained for reference and auditing.

Operate options may be unavailable for certain statuses.

Creating a ticket from the Closed Ticket page creates a new ticket and does not modify an existing closed record.

16. Appendix

The Appendix contains reference information that supports the procedures and terminology used throughout the manual.

16.1 Glossary

Term	Description
SKU	A unique code used to identify a product in the system.
Barcode	A scannable code used to identify a physical product.
Batch	A group of products tracked under the same batch reference.
Expiration Date	The expiry date associated with a batch-controlled product.
Sales Kit	A predefined bundle consisting of multiple individual SKUs.
Inbound	The process of receiving goods into the warehouse.
Outbound	The process of preparing and dispatching customer orders.
Available Inventory	Inventory currently available for outbound allocation.
Committed Inventory	Inventory already reserved for existing orders.
CBM	Cubic metre, used to measure product or carton volume.
Tracking No.	A reference number used to track a shipment.
Ticket	A service request submitted through the Customer Portal.

16.2 Document Revision History

Use this section to record major updates to the User Manual.

Version	Date	Description
1.0	11/08/2026	Initial release of the CSG Customer Portal User Manual.