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Add a Manual Order | How To

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ShippingEasy Content Team

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ShippingEasy creates a Manual Orders store in your account automatically so you can enter orders into the app without connecting to 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 simultaneously with a CSV file. This guide will show you how to add manual orders one at a time.

Add a Carrier

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

Add Individual Orders Manually

  1. Click the Add Orders drop-down and select Create Label in the navigation bar.

    Navigation bar shows the Add Orders dropdown with Create Label marked.

    The Add Order slide out will open with required and optional fields.

    shows manual order panel

    Expand Add Order Form

    You can expand the Add Order form to be a full screen form by clicking the double arrows at the top of the form:

    AddOrder-_CreateLabel__ManualExpand.gif

  2. 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 Full Address: Paste the address or enter the address line by line under Shipping Address.

    • Add Items to this Order: If your Product Catalog is configured, type in the item name or SKU to see a list of matching entries. Select an entry to populate the rest of the line item details automatically.

  3. Complete the order via one of two options or Cancel to exit without saving.

    • Configure Label: Open the Order Details slide out to select a Shipping preset or manually enter the Service, Packaging, and Weight.

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

    • Cancel: Discards the order.

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, you can do so in your SETTINGS > CUSTOMER ADDRESSES.

To use your address book when adding a manual order:

  1. Click the Add Orders drop-down and select Create Label in the navigation bar.

    Navigation bar shows the Add Orders dropdown with Create Label marked.

  2. 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, andShippingEasy 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.

    Manual order search saved addresses that show results after typing in a few characters.

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

  3. Complete the rest of the order fields and click the Configure Label button.

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