🛻 Create a Manual Order / Pick Up Order

Learn how to add a new order manually.

Introduction

Usually, orders that you receive on your connected online store will be automatically synced. In case you want to add an order manually, you can follow these steps.

Accessing the Order Creation Page

To begin, under the Orders tab, click on Orders from the menu to access your Orders Listing page

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Once you are in the main orders page, go ahead and click the Create New Order button in the top right corner of the screen.

Adding Items to the Order

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The first step in creating a new order is choosing what items to ship. Click on the "Add items" button to search for your items. You may search by name, SKU number, or barcode. Select the items you would like to add and confirm the quantity. Once you're done, click "Continue".

Add Delivery Address

The next step would be to confirm the delivery address for the final recipient. Please be thorough and complete as much information as possible. You may choose to enter billing information if needed.

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Choosing a Shipping Method and Order Details

You may choose to elect an order number of your choosing. If left blank, the system will auto-generate an order number.

Moving on to shipping, you can tailor the delivery to the customer's preference. Match the service level with the customer's needs by selecting the appropriate shipping timeframe from the Method dropdown and the Carrier.

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For cost efficiency, Cheapest is a selectable option under the Carrier dropdown. Make sure to select Cheapest Including Smartpostas the method for this case.

Marking and Order for pickup

If you wish to mark an order for pickup, please make sure you complete the following:

  • Order number: Pickup
  • Name of the order: Pickup
  • You may choose a name of the person that's picking up, their last name.
  • For delivery address, also note: Pickup
  • Order details: Shipping method Generic - Generic label
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Once your pick-up order has been entered in the system, please email our support team: support@shipbots.com to confirm the pick-up date and time.

Note: We typically need 24-hour notice to have a pickup order ready. However timing may vary based on the complexity of the order

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