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
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Create order – Create an order manually
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View and manage orders – Review, search, and filter manual and imported orders
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Edit order – Update order information from the orders list
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.
Before you begin
Before creating an order, make sure the sender already exists and is connected to the carrier used by the delivery option.
Steps
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Go to
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Select Create order
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Search for a saved receiver from the address book, or select New address to create a new receiver
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Open the Sender tab
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Enter the order details, including Order channel, Currency, and Status
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Select a Delivery option
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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.
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Enter Comments or Tags if needed
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Add at least one parcel
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Enter the parcel weight, dimensions, and item details
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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 |
Description |
|---|---|
|
Order channel |
Order channel used for the order |
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Currency |
Currency used for the order |
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Status |
Current order status |
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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 |
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Width |
Parcel width |
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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 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
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The order can be reviewed and edited before shipment creation
- Dispatched
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A shipment has been created for the order
- Cancelled
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The order is cancelled
- Error
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The order contains an issue that prevents normal processing
- Missing delivery option
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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 an order to update order information before creating a shipment.
Steps
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Go to
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Find the order in the orders list
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Verify that the order status is Pending
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Select the order row or select Open
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Update the order information as needed
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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 |
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 a shipment from an order when the order is ready for shipment processing.
Before you begin
Before creating a shipment, make sure the order is complete and has the required receiver, sender, delivery option, and parcel information.
Steps
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Go to
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Find the order in the orders list
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Select the order row or select Open
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Review the order information
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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 a stored printing from an order when you want to prepare the shipment now and complete it later.
Before you begin
Before creating a stored printing, make sure the order is complete and has the required receiver, sender, delivery option, and parcel information.
Steps
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Go to
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Find the order in the orders list
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Select the order row or select Open
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Review the order information
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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.
A split shipment ships the items in one order in more than one shipment. You split an order by moving its items into separate parcels, then creating a shipment for only some of those parcels.
When to use this
Use a split shipment when the items in an order can't be sent in the same parcel — for example when they don't fit together, when an item needs special padding, or when the items are stored in different locations.
Key concepts
Parcel — an entity that is transported or delivered from one location to another, containing one or more of the order's items
Shipment — a parcel or a collection of parcels grouped together and transported as a single unit
Split shipment — an order whose parcels are shipped in more than one shipment
Create a split shipment
Move an order's items into separate parcels, then create a shipment for the parcels you want to ship together.
Steps
Note
An order can be split only when it contains at least two separate items, and only while its status still allows the order to be edited. An item with a quantity of 2 or more can't be split across parcels.
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Go to > and select the order you want to split
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In Parcel items, drag an item to Drag a parcel item here or select to add another parcel, using the drag handle to the left of the item
Tip
You can also select Add parcel to create an empty parcel first, then move items into it.
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Enter the weight and dimensions for the new parcel
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Select the checkbox for each parcel you want to ship together
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Select
Note
The button label changes with your selection: when every parcel on the order is selected, and as soon as you deselect one. Deselected parcels stay on the order so you can ship them separately.
Note
The dropdown next to the button contains , which saves the shipment for later instead of shipping it now.
Result
A shipment is created for the selected parcels, and each of those parcels shows a link to the shipment. The unselected parcels stay on the order — repeat the steps to ship the rest of the order in one or more further shipments.
Field descriptions
Required fields are marked with an asterisk. You can't create the shipment until all required fields are complete.
|
Field |
Description |
|---|---|
|
Description |
Free-text label that identifies the parcel in the order |
|
Weight |
Total weight of the parcel, including packaging |
|
Weight unit |
Measurement unit used for the parcel weight |
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Length, Height, Width |
Outer measurements of the parcel |
|
Dimension unit |
Measurement unit used for the parcel dimensions |
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Quantity |
Number of units of the item included in the parcel |
|
Item description |
Name or description of the item, used on shipping and customs documentation |
|
SKU |
Stock keeping unit that identifies the item in your own system |
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Unit price |
Price of a single unit, in the order's currency |
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Tariff number |
Commodity code used to classify the item for customs |
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Country of origin |
Country where the item was manufactured or substantially transformed |
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Weight |
Weight of a single unit of the item |
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Returnable |
Whether the item can be included in a return |
Related topics
Create order — create an order manually
Edit order — update order information before creating a shipment