Objective: The objective of this document is to familiarize the user with the process for creating a new, singular order manually.

Description: There are 5 required steps involved in the process for creating a new order but 7 total steps. This document will mark each step described as either [OPTIONAL] or [REQUIRED]

Steps: 

  1. Before creating any order, it is possible to apply a profile to a new order to pre-fill in the required personal information in Step 1. See “Customer Profiles” for steps on how to create profiles.

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Fig. 1.0 – Applying a Profile to a New Order

  1. If the user isn’t using a profile, Step 1 [REQUIRED] requires the following information to be input into the form:

    1. The “Shipped To” Address

    2. The “Bill to” Address

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Fig. 2.0 – Step 1 with Required Sections Highlighted

  1. Step 2 [REQUIRED] allows the user to add important information about the order itself but only requires two fields:

    1. Order Source – Where the order is coming from

    2. Virtual Warehouse – Where the order will be stored once received

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Fig. 3.0 – Step 2 Order Information Screen

  1. Step 3 [OPTIONAL] allows the user to input important information about the payment status of the order such as whether the order has been paid for, what payment method was used, how much of what was paid was shipping, etc.

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Fig. 4.0 – Step 3 Financial Information Screen

  1. Step 4 [REQUIRED] requires the user to define what items are contained in the order. There is an option to download a template CSV file to use to upload a list of items instead of manually inputting each one. However, it is possible to input each item:

    1. Search for the item’s SKU

    2. Input the quantity of the item 

    3. Input the price for per item

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Fig. 5.0 – Step 4 Screen with Template CSV and Upload Buttons Highlighted

  1. After adding all the items contained in the order, Step 5 [REQUIRED] requires the user to input the shipping information. Step 5 requires the shipping company and shipping method used for the order. The user also has the option to add what routing guide to use for this order, which account number to ship with, which account ZIP code to ship with, require a signature with this order, and input any notes on the routing guide (if selected).

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Fig. 6.0 – Step 5 Shipping Information Screen

  1. Step 6 [OPTIONAL] allows the user to attach any additional files that may be necessary for the order (e.g., )

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Fig. 7.0 – Step 6 File Import Screen

  1. Step 7 [REQUIRED] shows the user a summary of the order details and allows the user to either save the order as a draft or to create the order.

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Fig. 8.0 – Step 7 Summary Screen