Orders represent purchase data used to create shipments. Orders can be imported automatically from connected order channels or created manually.

Content in this article

• Introduction to Orders
• Create order
• View and manage orders
• Edit order
• Create shipment from order
• Create stored printing from order

Introduction to Orders

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

1. Go to Order management > Orders.
    
2. Select Create order.
    
3. Search for a saved receiver from the address book, or select New address to create a new receiver.
    
4. Open the Sender tab.
    
5. Enter the order details, including Order channel, Currency, and Status.
    
6. Select a Delivery option.
    
7. Verify the sender information. 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.
    
8. Enter Comments or Tags if needed.
    
9. Add at least one parcel.
    
10. Enter the parcel weight, dimensions, and item details.
     
11. Select Create order.
     

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

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 Orders 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

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

1. Go to Order management > Orders.
    
2. Find the order in the orders list.
    
3. Verify that the order status is Pending.
    
4. Select the order row or select Open.
    
5. Update the order information as needed.
    
6. Select Save.
    

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 printing from order.
 

Field descriptions

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

1. Go to Order management > Orders.
    
2. Find the order in the orders list.
    
3. Select the order row or select Open.
    
4. Review the order information.
    
5. Select Create shipment.
    

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

1. Go to Order management > Orders.
    
2. Find the order in the orders list.
    
3. Select the order row or select Open.
    
4. Review the order information.
    
5. Select Create stored printing.
    

Result

After the stored printing is created, a shipment number is shown next to each parcel. To open the stored shipment, go to Shipments > Stored printings.
 

Next step

After creating the stored shipment, go to Shipments > Stored shipments to review or continue working with it.