Manually Creating an Order

This guide provides a comprehensive overview of manually creating orders in Flxpoint, detailing the process and its customization options. Explore what manual order creation entails, how to perform it, follow a hands-on tutorial, and refer to detailed examples and tools, designed for all users, especially newcomers. (Last updated: 07:51 PM -04, Sunday, June 15, 2025)

 

🔍 What Are Manual Orders?

Flxpoint grants you the ability to create an order manually, offering flexibility when orders are not received through integrated channels.

Manually created orders can be:

  • Linked to a specific sales channel.
  • Routed to eligible sources based on your routing priorities, with the option to auto-generate fulfillment requests.
  • Have global, channel-specific, or reseller order importing and invoicing workflows applied.
  • Saved as a draft with the option to generate an invoice PDF.

Example Scenario:

  • A customer calls with a special request, and you create Order #12345 manually, linking it to a Shopify channel.
  • You route it to Distributor A, apply a workflow to add a "Rush" tag, and save it as a draft to review later.
  • After adding line items, you generate an invoice PDF and submit the order with a deferred payment status.
Create Order Interface

Image 1: The Create Order interface allows you to start a new order by entering basic details like the order reference and channel. This step is crucial for linking the order to a sales context.

Add Line Items

Image 2: Adding line items lets you specify products (e.g., Pink Girl's T-Shirt) and quantities. You can also apply discounts here, which directly impacts the invoice total.

Order Invoice Details

Image 3: The Order Invoice section calculates the total based on line items, tax, and shipping costs. Adjusting these fields ensures accurate billing for the customer.

Order Actions Menu

Image 4: The Actions menu offers options like applying workflows, saving drafts, or submitting the order. This step finalizes the order and triggers fulfillment if selected.

Insight: Manual Order Flexibility

Manually creating orders allows you to handle unique customer requests or test workflows without relying on channel imports. The ability to apply workflows and save drafts ensures precision and control over the order process.

Key Fact: Manual orders can mimic automated imports, making them a powerful tool for troubleshooting.

 

🛠️ How-to Guides

A. How to Create a Manual Order

  1. Navigate to the Orders tab in Flxpoint.
  2. Click the Create Order button.
  3. Enter the required details:
    1. Order reference number (e.g., 12345).
    2. Channel (if applicable, e.g., Shopify).
    3. Order notes & custom fields (if applicable, e.g., "Rush Order").
    4. Shipping policy (e.g., Standard Shipping Option).
    5. Shipping & billing address.
  4. Add desired line items and optionally key in line item discounts.
  5. Fill in the Order Invoice fields (e.g., subtotal, tax, shipping cost).
  6. Click the Actions dropdown and select:
    1. Apply Workflows (if applicable).
    2. Save Draft (to review later).
    3. Discard Draft (if not needed).
    4. Submit Order (to finalize).
  7. Upon submitting, choose to auto-generate a fulfillment request and set the payment status (e.g., Deferred).

Insight: Workflow Application

Applying workflows to manual orders enables automated actions like tagging or holding, mirroring the efficiency of imported orders. This feature is especially useful for testing custom rules.

Key Fact: Without a channel, only global workflows apply, limiting customization options.

This guide ensures you can create and manage manual orders effectively.

 

🧪 Tutorial

Create and Submit a Manual Order

Goal: Create a manual order and submit it with a fulfillment request.

Scenario: A customer requests a special order (Order #12345) for Item X789 (Quantity: 2) with a rush requirement.

Steps:

  1. Go to the Orders tab and click Create Order.
  2. Enter Order #12345, select Shopify as the channel, and add a note: "Rush Order."
  3. Set the shipping policy to "Expedited Shipping Option" and input the shipping/billing address.
  4. Add Item X789 with a quantity of 2 and a 5% discount.
  5. Fill in the invoice fields (e.g., Subtotal: $50, Tax: 7%, Total: $53.50).
  6. From the Actions dropdown, apply a "Rush" workflow, save as a draft, review, then submit.
  7. Select "Generate" for the fulfillment request and set payment status to "Deferred."

Insight: Submission Efficiency

Submitting a manual order with a fulfillment request streamlines the process by automatically routing it to eligible sources, saving time in high-priority scenarios like rush orders.

Key Fact: Double-check addresses to avoid fulfillment delays.

🧪 You’ve created and submitted the order! Use this insight to optimize future manual orders.

 

📚 Reference

Manual Order Components

Component Description
Order Reference Unique identifier (e.g., 12345).
Channel Sales channel link (e.g., Shopify, or none for global workflows).
Order Notes Custom notes (e.g., "Rush Order").
Shipping Policy Selected policy (e.g., Standard Shipping Option).
Line Items Items and quantities with optional discounts.
Order Invoice Subtotal, tax, shipping, and total amounts.

Example Manual Order

Order Reference Channel Line Items Shipping Policy Total
12345 Shopify X789 (Qty: 2, Discount: 5%) Expedited Shipping Option $53.50