Orders
Orders represent purchase data used to create shipments. Orders can be imported automatically from connected order channels or created manually.
When to use this
Use Orders to review incoming orders, create manual orders, edit order information, and prepare orders for shipment creation.
Key concepts
Imported order – An order received automatically from a connected order channel
Manual order – An order created directly in the system without an external integration
Order details – Customer information, delivery information, and product data that can be reviewed and edited before creating a shipment
From order to shipment – The flow from order handling to shipment creation based on the selected delivery option
Related topics
Create order – Create an order manually
View and manage orders – Review, search, and filter manual and imported orders
Edit order – Update order information from the orders list
Create order
Create an order manually instead of importing it through an order channel. To create an order, you must select or create a receiver and use a sender that is already connected to the carrier used by the delivery option.
Prerequisites
Before creating an order, make sure the sender already exists and is connected to the carrier used by the delivery option.
Steps
Go to >
Select Create order
Search for a saved receiver from the address book, or select New address to create a new receiver
Open the Sender tab
Enter the order details, including Order channel, Currency, and Status
Select a Delivery option
Verify the sender information
Note
The sender is determined by the selected delivery option. The sender must already exist and be connected to the carrier used by that delivery option. See Add sender and Connect a carrier to a sender.
Enter Comments or Tags if needed
Add at least one parcel
Enter the parcel weight, dimensions, and item details
Select
Result
After saving, the order is created and displayed in the orders list.
Next step
After creating the order, you can review or edit it from the orders list, create a shipment, or create a stored shipment. See Edit order, Create shipment from order, and Create stored printing from order.
Field descriptions
Field name | Description |
|---|---|
Order channel | Order channel used for the order |
Currency | Currency used for the order |
Status | Current order status |
Delivery option | Delivery choice used for the order |
Comments | Internal or external comments for the order |
Tags | Labels used to identify handling needs |
Weight | Total weight of the parcel |
Unit | Unit used for the parcel weight or dimensions |
Length | Parcel length |
Height | Parcel height |
Width | Parcel width |
Quantity | Number of items in the parcel |
Item description | Description of the item in the parcel |
SKU | Stock keeping unit for the item |
Unit price | Price per item |
Tariff number | Tariff number for the item |
Origin country | Country where the item was produced |
Physical | Indicates whether the item is a physical product |
Returnable | Indicates whether the item can be returned |
View and manage orders
View and manage orders from the orders list. The list includes both manually created orders and orders imported through order channels.
When to use this
Use the orders list to search for orders, filter the results, open order details, review Activity and events, and choose the next action for an order.
Key concepts
Orders list – The manually created and imported orders available in the view
Order details – Customer information, delivery information, and product data that can be reviewed and edited before creating a shipment
Order status – The current state of the order and the actions available for it
Filters – The available filter fields used to narrow the orders list
Actions menu – Actions you can take for an order, such as opening it, creating a shipment, or deleting it
Activity and events – The history of actions and updates for the selected order
Order statuses
- Pending
The order can be reviewed and edited before shipment creation
- Dispatched
A shipment has been created for the order
- Cancelled
The order is cancelled
- Error
The order contains an issue that prevents normal processing
- Missing delivery option
No delivery option is assigned to the order
Related topics
Create order – Create an order manually
Edit order – Update order information from the orders list
Create shipment from order – Create a shipment directly from an order
Create stored printing from order – Create a stored shipment from an order and complete it later
Edit order
Edit an order to update order information before creating a shipment.
Steps
Go to
Find the order in the orders list
Verify that the order status is Pending
Select the order row or select Open
Update the order information as needed
Select
Result
After saving, the order is updated with the new information.
Next step
After editing the order, you can create a shipment from the order or create a stored shipment. See Create shipment from order and Create stored shipment from order.
Field descriptions
Field name | Description |
|---|---|
Order channel | Order channel used for the order |
Currency | Currency used for the order |
Status | Current order status |
Delivery option | Delivery choice used for the order |
Comments | Internal or external comments for the order |
Tags | Labels used to identify handling needs |
Weight | Total weight of the parcel |
Unit | Unit used for the parcel weight or dimensions |
Length | Parcel length |
Height | Parcel height |
Width | Parcel width |
Quantity | Number of items in the parcel |
Item description | Description of the item in the parcel |
SKU | Stock keeping unit for the item |
Unit price | Price per item |
Tariff number | Tariff number for the item |
Origin country | Country where the item was produced |
Physical | Indicates whether the item is a physical product |
Returnable | Indicates whether the item can be returned |
Create shipment from order
Create a shipment from an order when the order is ready for shipment processing.
Prerequisites
Before creating a shipment, make sure the order is complete and has the required receiver, sender, delivery option, and parcel information.
Steps
Go to >
Find the order in the orders list
Select the order row or select Open
Review the order information
Select
Result
After the shipment is created, a shipment number is shown next to each parcel. Select the shipment number to open Shipment details.
Next step
After creating the shipment, review the shipment in Shipment details.
Create stored printing from order
Create a stored printing from an order when you want to prepare the shipment now and complete it later.
Prerequisites
Before creating a stored printing, make sure the order is complete and has the required receiver, sender, delivery option, and parcel information.
Steps
Go to >
Find the order in the orders list
Select the order row or select Open
Review the order information
Select
Result
After the stored printing is created, a shipment number is shown next to each parcel. To open the stored shipment, go to > .
Next step
After creating the stored shipment, go to > to review or continue working with it.