Follow

How to: Add a Manual Order

Created:   |   Updated:

Any orders that have been generated outside of your e-commerce store are called "manual orders". You can add these orders one at a time or upload many via a CSV file.

This guide will show you how to add manual orders one at a time.

If you have a CSV file of orders that you'd like to upload to ShippingEasy, check out our guide to importing orders.

BEFORE YOU'RE READY: first you'll need to have a carrier connected to ShippingEasy.

Before you can add manual orders into ShippingEasy, you'll need to connect a carrier account to ShippingEasy. We'll walk you through adding a carrier on the WELCOME page. Learn more.

To add individual orders manually:

  1. From any page, click the QUICK SHIP tab on the blue navigation menu. Select New Label.
    quick_ship_toolbar.PNG
    NOTE: QUICK SHIP also provides an option to create a return label. Learn more.
  2. The CREATE MANUAL ORDER page will populate with a few required fields and a few optional fields.
    TIP: the more fields you fill in, the more shipments details will be available in ShippingEasy.
    Required Fields  
    Ship to Address Paste the address and then click Parse Address or enter the address line by line by selecting Show Fields.
    Order Number This field auto-populates by default. You may edit as desired. Learn more.
    Item Name If your Product Catalog is configured, just type in the item name or SKU to see a list of matching entries. Select an entry to automatically populate the rest of the line item details. Learn more about the Product Catalog.
    Weight This is used to determine the postage cost.

     

  3. Complete the order via one of three options.

    Option Action
    Create Order Save the order to the ORDERS page
    Create & Get Rate Send the order to the READY TO SHIP page
    Create & Quick Ship Select a Shipping preset and buy a label now.  Learn more about Shipping presets.
    NOTE: In order to see the "Save & Get Rate" or "Save & Quick Ship" buttons, you will need to connect a carrier account. Learn more.

 


Related articles:

Video: Store Settings Setup
What if I don't have a store to connect?
When I create a manual order, can I customize the Order Number?
How to: Import my orders via CSV
How to: Save customer addresses

Comments

Please sign in to leave a comment.




Community    browse  

COMMUNITY FORUMS
FEATURE REQUESTS

Questions & Answers

Issues & Bugs

Productivity

Partners

Shipping

Inventory

Marketing