Manual order creation
A manual order is created when the request did not come automatically from MerchantPro and must be entered directly in WMS.
Examples:
- an order received by phone;
- an order received by email;
- an internal order;
- a special order entered according to company procedure.
Do not manually create an order that already exists from MerchantPro. Work on the imported order to avoid duplicates.
Before You Start
Section titled “Before You Start”Check the active warehouse in the application. The manual order is saved on the current warehouse.
If no warehouse is selected, or the user does not have access to the current warehouse, the order cannot be saved.
The order date is not filled manually on the screen. WMS uses the moment when the order is saved.
Real Screen Steps
Section titled “Real Screen Steps”To create a manual order:
- Open Orders.
- Press Add.
- Check the order currency.
- Fill shipping cost, if any.
- Search the customer in the Customer card.
- If the customer does not exist, use Add customer, create it in Customers, then return to Orders and search it.
- Choose the billing address.
- Choose the shipping address or use the option where shipping is the same as billing.
- If the address is missing, press Add new address on the customer and fill the address.
- Search the product.
- Filter by supplier if needed.
- Check displayed stock for the product.
- Enter quantity and unit price.
- Press the add product button.
- Check the summary: products, tax, shipping, and total.
- Fill notes, if needed.
- Save the order.
Customer
Section titled “Customer”The order form does not manually collect all customer data.
The customer is searched and selected from existing customers. After selection, WMS shows the available name, email, and phone for that customer.
If the customer is missing, add it in Customers, then return to Orders and select it.
Addresses
Section titled “Addresses”Addresses are chosen from the selected customer.
For billing, choose a billing address.
For shipping, choose a shipping address or use the same address as billing.
If the address is missing, it can be added directly from the order form, but it is added to the selected customer.
Products
Section titled “Products”Products are searched from the catalog.
When a product is selected, WMS shows available stock by warehouse and highlights the current warehouse.
For a standard order:
- a product without available stock cannot be added;
- quantity cannot exceed available stock in the current warehouse;
- if the same product is added multiple times with the same price, quantities are combined.
Parent products are not added directly to the order. Choose the real product or variant that can be handled in the warehouse.
Currency, Shipping, And Total
Section titled “Currency, Shipping, And Total”Currency is selected from currencies available for the account.
Shipping cost is filled in the order settings card.
The summary updates based on products, tax, shipping, and selected currency.
The current manual order form has no separate cash-on-delivery field. For MerchantPro orders, payment method and cash-on-delivery appear when MerchantPro sends that information.
After Saving
Section titled “After Saving”The order appears in the list as a new order.
From the order detail, users can check it, edit it while it is still new, or move it forward to the warehouse workflow.