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.