Manually Creating an Order

Overview

Flxpoint grants you the ability to create an order manually.

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

Instructions & Tutorial

How to Create a Manual Order
Navigate to the Orders tab Click Create Order Enter: Order reference number Channel (if applicable) Order notes & custom fields (if applicable) Shipping policy Shipping & billing address Add desired line items with option to key in line item discounts Key in Order Invoice fields Click the Actions dropdown to: Apply Workflows (if applicable) Save Draft Discard Draft Submit Order Upon submitting the order, you'll have the option to auto-generate fulfillment request and set payment status
Note: You are not required to apply workflows to the order. If a channel is not selected, you will only be able to apply Global Importing and Invoicing Workflows.

How to Create a Manual Order

Navigate to the Orders tab
Click Create Order
Enter:
1. Order reference number
2. Channel (if applicable)
3. Order notes & custom fields (if applicable)
4. Shipping policy
5. Shipping & billing address
Add desired line items with option to key in line item discounts
Key in Order Invoice fields
Click the Actions dropdown to:
1. Apply Workflows (if applicable)
2. Save Draft
3. Discard Draft
4. Submit Order
Upon submitting the order, you'll have the option to auto-generate fulfillment request and set payment status

Note: You are not required to apply workflows to the order. If a channel is not selected, you will only be able to apply Global Importing and Invoicing Workflows.

Flxpoint Knowledge

Overview

Instructions & Tutorial

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