Creating a Manual Order

Learn how to manually create an Order

 

Manual Order Creation

To create a manual order, the user must first navigate to the Order Module by clicking on "Orders" in the left-hand navigation pane.


Once in the Orders Module, the user will see a button labeled "+ Order" near the top right corner of the screen. 

Click on this button to begin the creation process for a Manual Order.

Next, complete the Order Details for this manual order. Once all required fields are filled in, simply click the "Save Order" button to finalize.

 

After clicking this button, you should get a message stating the manual order was created successfully.

 

Fulfilling Manual Orders

Please note that after creating a manual order, fulfillment must be completed manually, as it does not occur automatically. This ensures you can select from multiple storage providers, allowing flexibility in managing inventory across various locations.

The order will now appear in the "Pending Shipment" section of your Orders Module. To proceed, select the checkbox next to this order. From here, you’ll have several options available to manage the shipment.

The first option is to Create a Shipping Label for the Order.

 

Note: Often but not always, the user will be prompted to validate an address before a Shipping Label is created. This happens when the system detects errors with the address (in order to prevent errors during the shipping process).

 

Manually Ship Orders

The user can also check the box "Manually Ship Order" if they wish to skip the label creation process. This is in order to update the order status and input tracking information without going through the label creation process.

 

Batch Orders

Another option is to add the Order to an existing batch or to create a new batch. In order for the user to be able to create a new batch, more than one order must be selected.

If you wish to learn more about Batch Orders, read this article.

 

*** IMPORTANT NOTE: For Amazon, Orders have a limit of 250 units per order. If you wish to create a Manual Order with a quantity of units higher than 250, then the order must be divided into suborders of maximum 250 units each, in order for the Order to proceed.