Orders
Create manual orders and work with orders imported from your sales channels.
The first item in the left menu is Sending or Orders. Sending is typical when you use manual orders and quotes. Orders appears once you connect a sales channel. Both open the area where you prepare orders, enter parcel details, compare rates and buy labels.
There are three ways to begin:
- Quick Quote: compare rates without creating an order. See Quotes & rates.
- Manual order: create and save an order yourself.
- Imported order: pick an order received from a connected store or marketplace.
Create a manual order#
Use a manual order when an order came in outside a connected sales channel.
- Open Sending or Orders.
- Select Manual order.
- Choose an existing customer or enter a new recipient.
- Add the order items: SKU, product name, quantity and price.
- Save the order, then select it in the order list.
Products do not need to exist beforehand. You can add a new line item while creating the order. When you enter a new recipient, Shipperfy can save them as a customer for next time.
Imported orders#
Orders from connected channels appear in the order list. Select Reload orders to fetch the latest. If you have more orders than are shown, use the "load more" prompt at the bottom of the list.
Search orders looks through your sales channel's entire order history, including archived and completed orders, so you can find orders that have not been processed in Shipperfy yet.
Orders are shown with their status:
| Status | Meaning |
|---|---|
| Awaiting acceptance | The channel needs you to accept or reject the order |
| Awaiting payment | The buyer has not paid yet |
| Awaiting shipping | Ready to ship |
| In progress | Being processed |
| On hold | Paused on the sales channel |
| Scheduled | Set for a later date |
| Completed | Fulfilled |
| Cancelled | Cancelled on the sales channel |
| Incomplete | Failed or not finished |
Order actions#
- Accept or Reject orders that are awaiting acceptance (Accept All and Reject All act on a selection).
- Mark as fulfilled or Mark as unfulfilled to update the sales channel. You can add tracking details when marking an order as sent.
- Notify ready for collection for click-and-collect orders, which tells the sales channel the order can be picked up.
- Edit order, Edit shipping address or Edit notes.
- Cancel/Delete a manual order. This cannot be undone.
- Pick & Pack list to print what needs picking.
Delivery methods#
Imported orders carry the delivery method chosen by the buyer: Shipping, Pick Up, Local Delivery, In Store Pick Up or Click and Collect.
Good to know#
- Some platforms limit the line items they share. If an order shows a warning that line items may be missing, check the order directly on your shop.
- Orders flagged as medium or high fraud risk by the sales channel show a warning. Review them before shipping.
- Customer notes can be added to the delivery instructions printed on the label with Add instructions.
Next: Prepare a shipment.