Quick How-To – Creating Orders
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How to Edit and Manipulate Orders
One of the core parts of your business will be orders and ensuring a smooth flow from your eCommerce website through to your Kaerwell OMS. Most of this is completed through the backend integration done during your onboarding process, however there are always outliers and edits to be done in some cases. This can be as simple as someone mistyping their street address, to suddenly going out of town and needing their order not to be sent for a few days. The world is a crazy place, but your order flow doesn’t have to be!
- Placing an order
Occasionally you may need to place an order yourself, either to send product to you or your clinic, or any other number of reasons. Luckily, this is a simple process.
In the ‘Orders’ tab, near the upper left there is a button called ‘+ Add Order.’ This is what you click on in order to begin creating a manual order.
This opens a new page, that will look like the image below:
From here, there are several key parts of the page you will need to fill out, depending on what type of order you are placing. These sections are;
The Address Book. Much like what it sounds like, this is where all shipping and billing information is stored in the system. Clicking the red bar will bring up all previously used addresses.
In the Address Book, there are three ways to add an address to the order you’re creating. You can manually input the address by clicking ‘Add New Contact,’ search the address you’re looking for in one of the search bars, or by selecting the ‘Add’ button on the side of the address.
Clicking ’Add’ will not close the window, but if you try to add them again an error will show up to let you know the address has already been added.
Afterwards, you will need to add in what products need to be in the order. Select the ‘Add Products’ button if you need to add items individually, or if you have a .csv file you can upload that to populate the products for you with the ‘Upload CSV products’ button.
The Upload button will prompt you to immediately upload the respective file, whereas the Add Products button will pull up an additional window to pick the products from. Much like the address book, you can search for the products by the search bars, or if what you need is already at the front, simply add or subtract what quantities you need, and click the Add button.
Once the products are added in, Close the window.
Next is adding in the shipping method, utilizing the button directly underneath where the products are.
Selecting this will pull up another window once again to give you the space to specify how you want your order to ship, and any additional details required. Most of these are straightforward, but in order to save the order properly, the two required options are the carrier and the ship-code.
Options may vary from the example below, but unless an order requires it to be sent out quickly, the most common option will be Best-Rate. This tells the system to find the most price-effective way to ship the order, regardless of how long it might take. If this is an order that should not ship, the best option then would be Pick, so no shipping label is created or charged.
After the Carrier is specified, select the Ship-Code, so the system knows what code to put to the order, and how to charge and create the shipping label.
Click ‘OK’ to save.
Right above where you would save this order is a place that will allow you to Attach files to be added to the order. Personalized letters, or other files can be added in this way.
Once everything is added in and selected, at the bottom you can simply Save Order, which will make the order immediately go live and allocate product to it, Save & Download PDF if you would like to keep a record of the order for your own needs, or Return to orders which will discard any changes and not submit the order.
That’s it! You’ve created an order and sent it out to be processed and shipped.