Before you start
Make sure:
- The required contract has been set up.
- The SKUs you want to add to the order exist against the contract.
- Any carrier service you want to use has already been configured in Warehouse.
1. Open Create Order
Go to Orders → Create Order.
2. Select the contract
Search for and select the Contract the order belongs to.
Selecting the contract makes the relevant order, consignee and stock-line
information available.
3. Enter the order details
Complete the order information as required.
| Field | Description |
|---|---|
| Reference | A unique reference for the order. The reference cannot have been used
previously against the selected contract. Leave this blank if a
reference is not required. |
| Carrier Service | Select the delivery service for the order. The available options depend
on the carrier services configured in Warehouse. |
| Multiple Consignments | Enable this if the order can be dispatched across more than one
consignment. |
| Back Order | Enable this if the order should wait for expected stock to become
available. |
4. Enter the consignee details
Enter the delivery details for the person or business receiving the order.
The required address information includes:
- Name
- Town
- Postcode
Select Toggle Optional Fields to enter additional information
such as:
- Email address
- Telephone number
- Company name
- Additional address information
- Special instructions
- Purchase order information
You can also use Lookup to find an address that has previously
been used in Warehouse.
5. Add stock to the order
Select Add Stock Line.
Search for the required SKU and select it from the list.
Complete the stock-line information as required.
| Field | Description |
|---|---|
| SKU | The product being added to the order. |
| Quantity | The number of units required. |
| Serial Number | Use this when a specific serialised item is required. |
| Location | Select this when the stock needs to be picked from a specific warehouse
location. |
| Lot Number | Use this when stock needs to be taken from a specific lot. |
To add another product to the same order, select Add Stock Line again.
6. Submit the order
Review the order, consignee and stock information.
When everything is correct, select Submit.
Warehouse will create the order and display a confirmation message.
What happens next?
Once successfully created, the order will appear under Orders → Pick and pack
The order can then move through the picking and packing process.