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.
🛠️ How-to Guides
A. How to Create a Manual Order
- Navigate to the Orders tab in Flxpoint.
- Click the Create Order button.
- Enter the required details:
- Order reference number (e.g., 12345).
- Channel (if applicable, e.g., Shopify).
- Order notes & custom fields (if applicable, e.g., "Rush Order").
- Shipping policy (e.g., Standard Shipping Option).
- Shipping & billing address.
- Add desired line items and optionally key in line item discounts.
- Fill in the Order Invoice fields (e.g., subtotal, tax, shipping cost).
- Click the Actions dropdown and select:
- Apply Workflows (if applicable).
- Save Draft (to review later).
- Discard Draft (if not needed).
- Submit Order (to finalize).
- Upon submitting, choose to auto-generate a fulfillment request and set the payment status (e.g., Deferred).
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:
- Go to the Orders tab and click Create Order.
- Enter Order #12345, select Shopify as the channel, and add a note: "Rush Order."
- Set the shipping policy to "Expedited Shipping Option" and input the shipping/billing address.
- Add Item X789 with a quantity of 2 and a 5% discount.
- Fill in the invoice fields (e.g., Subtotal: $50, Tax: 7%, Total: $53.50).
- From the Actions dropdown, apply a "Rush" workflow, save as a draft, review, then submit.
- Select "Generate" for the fulfillment request and set payment status to "Deferred."
🧪 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 |