Creating a manual order in ShipHero is like having a "special requests" option. While ShipHero automates most of the work, a manual order allows you to handle unique situations that don't fit the standard process.
Here are a few common reasons why someone would need to create one:
- To fix a problem. If a customer's order was lost, damaged, or had the wrong item, you can quickly create a manual order to send a replacement. Or use the Reship Feature for existing orders.
- For unusual requests. This is for things like rush orders for an important client, samples for the sales team, or items that need special handling.
- To correct errors. If data from another system didn't transfer correctly, you can bypass the error and create the order manually to get it moving.
- For internal needs. You can use a manual order to track the movement of products for quality control or to send supplies to another department. For Multi-Warehouse Accounts, also see our Transfer Order Feature.
In short, a manual order provides the flexibility to handle exceptions, correct mistakes, and keep things running smoothly when the automated system can't.
Step-by-Step Instructions
These instructions are for creating a single manual order at a time. If you need to create multiple orders or have a lot of line items for a single order, we recommend using the CSV Order Upload.
Note for 3PLs: All orders must be created in the client account to access the Create an Order page you must be logged in at the client level. For more information on how to switch between client accounts, click here.
- Open the Orders > Create an Order page.
- Select "Customer Order" for the order type. If you only have one warehouse, the "Transfer Order" option is not available.
- For Multi-Warehouse Accounts: Select the warehouse you want to create the order for. Note: MWA rules can overwrite this selection based on the triggers in place. If you use tags as your MWA Rule triggers, you will need to add a tag after the order is created and then reprocess the order. To learn more about MWA Rules, see How to Use MWA Rules.
- Fill in the Shipping Address fields.
- Order Number (optional)- We will auto-generate one if this field is left empty. The prefix of the order number is set from the Warehouse Profile settings for the profile you select in the next step.
- First Name/Last Name
- Company (optional)
- Address Information
- Email and Phone Number
- Select a Profile and the Shipping Options for the order.
- To Add Products, use the search bar and select the SKU from the dropdown. Then, adjust the Quantity and Price as needed. ShipHero shows the On Hand and Available amounts for the SKU as a reference but does not limit the quantity you can add to the order.
- Click Save Order. You will be navigated to the Order's details page.
What's Next?
After your order is created, the order page will open, but the system needs to complete all the back-end processes, just as it would when an order is imported from a store platform. This includes Automation Rules, Address Validation, Order Allocation, etc.
Before making any changes, allow the system to run through these processes. Refresh the page to see the system changes as they happen.
Things to Consider
- ShipHero does not offer a payment processor. If you need to collect payment for a manual order, you will need to do so outside of ShipHero.
- For Multi-Warehouse Accounts: MWA Rules may overwrite the warehouse selected during the creation process.
- Tags need to be added after the order is created.
- Automation Rules using tags as a Trigger will not run for manual orders. If tags are heavily used in your Automation Rules, you will need to create an automation rule to add the tags and position it at the top of so your other rules can trigger as expected. Or make the necessary changes to the order manually after it is created.
- MWA Rules that are triggered by tags will only run after the tag is added to the order and the order is reprocessed.