How to Create a Manual Order

Video Tutorial

1. Access the Orders Table:

• Navigate to the "Orders" section of Warehance.
• Click on the "Create" button on the Orders table to start a new custom manual order.

2. Choose Client (for 3PL Users):

• If you're a 3PL, you will see the "Client" option where you can select the client for the order.
• If you're not a 3PL, skip this step and move to adding items.

3. Add Items to the Order:

• Click on the "Add" button to begin adding products to the order.
• Select the items you want to include in the order.
• You can choose multiple items at once.

4. Adjust Quantities:

• Once the items are added, you can modify the quantity of each product.

5. Manual Store Setup:

• If you don’t already have a manual store set up, go to the "Stores" section.
• Create a new manual store by giving it a name (e.g., "My Manual Store").
• Return to the orders page and refresh it to see the newly created store in the dropdown.

6. Select the Manual Store:

• Choose your manual store from the dropdown.

7. Choose Shipping Method:

• Once the store is selected, the available shipping methods will populate.
• Choose the preferred shipping method (e.g., "Economy").

8. Set Warehouse and Partial Order Settings:

• The warehouse will be auto-filled, so you can leave it as is.
• If you want to allow partial order fulfillment, check the option for partial orders.

9. Add Customer Information:

• Include customer details, such as name, address, and contact information.

10. Adjust Shipping, Discounts, and Taxes (Optional):

• You can manually adjust the shipping amount, apply any discounts, and add tax details if needed for your records.

11. Save the Order:

• Once everything is filled out, click "Save Order."
• The manual order is now created and ready to be processed by the warehouse.