Add a Manual Order | How To

ShippingEasy creates a Manual Orders store in your account automatically so you can enter orders into the app without connecting a store. Any orders entered manually into ShippingEasy, rather than imported from a connected store, will have the "Manual Orders" store settings.

You can add manual orders one at a time or upload multiple orders at a time with a CSV file. This guide will show you how to add manual orders one at a time.

Important

Before you can add manual orders in ShippingEasy, you must connect a carrier account. Learn more about adding carriers to your ShippingEasy account.

Watch this demo video about creating manual orders or skip to the how to sections below:

Add Individual Orders Manually

  1. Go to the ORDERS page.

  2. The ADD ORDER page will populate with a few required fields and a few optional fields.

    ORD_AddOrder-PU.png
  3. Fill in the fields you need for your order.

    The more fields you fill in, the more shipment details will be available in ShippingEasy. The following fields are required:

    • Paste an 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 this field to create a custom order number. You can use a maximum of 40 characters.

    • 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.

    • Weight: This is used to determine the postage cost.

  4. Complete the order via one of three options or cancel to exit without saving.

    ORD_manual-order-options.png
    • Buy Label: Select a [Shipping preset] and buy a label now.

    • Get Rates: Send the order to the READY TO SHIP page.

    • Add Order: Save the order to the ORDERS page.

    • Cancel: Discards the order.

Custom Order Numbers

You may want to enter the Item Name or Product Options in the custom order number so you can see more detailed notes right on the label of what items to include in the shipment (since ShippingEasy includes the Order Number field on the label).

Use Address Book to Create a Manual Order

ShippingEasy's address book feature - saved to your CUSTOMER ADDRESSES settings - makes it easy to add Manual Orders for repeat customers. If you have not already set up your address book, [learn more about adding an individual or uploading a CSV file of addresses].

To use your address book when adding a manual order:

  1. Click in the Search saved addresses box and type at least two characters of the customer’s first name, last name, street address, or city and ShippingEasy will display the entries that match.

    The more characters you type, the shorter the list of displayed results. Click the correct result as it is displayed.

    ORD_used-saved-address.png

    After you have selected an address, the address form fields will populate with the saved address.

    ORD_parse-address-fields-completed.png
  2. Complete the rest of the order fields and click the Add Order button.

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