Add New Order
- To create an order, click on the add order button.
- You will get a view in the order below.
1. Select Channel
This is where you can change the template of the order form. In order for this list to populate, you must have activated any desired communication templates and turned on the relevant packing list on the Orders->Integrations page.
2. Address Book
Clicking this button pops up the address book configured in the Orders->Address book page. It will automatically assume billing and shipping address info is the same but gives the option to edit as well.
3. Add Product
Clicking this button pops up the Inventory and allows you to sort by SKU, UPC, or Description and add whatever quantity you wish. Or you can upload a CSV file with the items you are willing to input into the order
4. Add Shipping Information
Clicking this button will allow you to fill in shipping information as well as Select Ship Method.
5. Add Date Information
Here you add date information about when you expect the warehouse to ship the order. Alternatively, you can also hold the order for a set period of time before it moves to Pending.
6. Add an Attribute
Clicking these buttons pops up an option to add any additional charges you would like to appear on the order as well as their value.
7. Attachments
If you would like to add any attachments that will be printed with the packing list and label, do so here.
8. Save Order
Save and Submit. Unless the order is held, it will enter the OMS in Pending status.