How To Create an Order

Before you start

• ✅ You can log in to the portal.
  
  
• ✅ You have the customer’s name, email/phone, shipping address, and order items/SKUs.
  
  
• ✅ (Optional) You know the ship method, carrier, and any discounts or notes to apply.
  
  

1) Sign in & open the Order page

1. Sign in to your portal.
   
   
2. From the main navigation, go to Orders → Create Order (or New Order).
   Tip: Some interfaces show a + New button in the top‑right—use that if applicable.
   
   

2) Enter customer details

1. In Customer (or Buyer) section, add:
   
   
   • Full name
     
     
   • Email and/or Phone (used for confirmations and delivery updates)
     
     
   • (Optional) Customer ID / Account if your system uses it
     
     

3) Add shipping address

1. In Ship‑to Address, complete:
   
   
   • Street, City, State/Province, Postal Code, Country
     
     
   • (Optional) Company, Suite/Apt, Residential toggle
     
     
2. Click Validate/Verify Address if available. Resolve any suggestions.
   
   

4) Add items to the order

1. In Items (or Products) section, add each line item:
   
   
   • Search by SKU or Product name and select the result
     
     
   • Enter Quantity (and Variant/Options if shown)
     
     
   • Repeat for all products
     
     
2. Confirm Available inventory is sufficient (watch for low‑stock warnings).
   
   

5) Prices, discounts, and taxes

1. Review Unit price and Subtotal per line.
   
   
2. (Optional) Apply Discount (code or manual) at line or order level.
   
   
3. Confirm Tax (auto‑calculated or set manually depending on your setup).
   
   

6) Shipping method & packing

1. Choose Shipping method / Service (e.g., Ground, 2‑Day, Overnight).
   
   
2. Select Carrier if required, or leave Auto‑select enabled if your rules choose the best rate.
   
   
3. (Optional) Specify Package type, Weight/Dimensions, and Insurance.
   
   

7) Payment & terms (if applicable)

1. Select Payment status (e.g., Paid, Pending, COD) or Capture payment if your flow supports it.
   
   
2. Add PO Number/Reference if used.
   
   

8) Review & submit

1. Review the Order Summary on the right (items, ship‑to, charges, totals).
   
   
2. Add Order notes / Customer notes as needed (visible to internal team or customer per your settings).
   
   
3. Click Create Order / Submit.
   
   

9) Confirmation

1. Wait for the confirmation banner or modal. Note the Order #.
   
   
2. (Optional) Click View Order to open the full detail page.
   
   
3. (Optional) Send Order confirmation to the customer if this isn’t automatic.
   
   

Quality checklist (quick pass before you submit)

• Customer name and email/phone look correct
  
  
• Address validated (no warning icons)
  
  
• All items/SKUs and quantities are correct
  
  
• Discounts/tax calculations make sense
  
  
• Shipping method matches the customer’s expectation
  
  
• Notes include any special handling instructions
  
  

Troubleshooting

• SKU not found → Check spelling/whitespace; try the product name. Ensure the SKU is active.
  
  
• Address won’t validate → Remove emojis/special characters; verify postal code format; switch to manual override if policy allows.
  
  
• Totals don’t match → Re‑check discounts and tax rules; confirm the currency.
  
  
• Can’t submit → Look for required fields highlighted in red (often phone/email, ship method, or at least one item).
  
  

Short version (TL;DR)

1. Orders → Create Order
2. Add Customer
3. Add Ship‑to Address
4. Add Items/SKUs + Qty
5. Set Discount/Tax
6. Choose Ship Method/Carrier
7. Review → Create Order → Note Order #