Creating Orders

Creating orders manually lets you enter customer orders directly into ShipEdge. This is useful for phone orders, custom orders, or orders from channels that aren’t integrated. The order creation form includes customer information, products, shipping options, and special handling instructions.

Order Creation Page

Why Create Orders Manually?

Flexible Entry

Enter orders from any source - phone calls, email, walk-in customers, or custom channels that don’t have integrations.

Full Control

Set all order details including shipping method, special instructions, hold dates, and custom attributes.

Address Book Integration

Use saved customer addresses from your address book to speed up order entry and ensure accuracy.

Multiple Save Options

Save orders as drafts, save and download PDF, or save and confirm - choose the workflow that fits your needs.

How to Create a New Order

Navigate to Order Creation

From the Orders Overview page, click the Add Order button in the toolbar. Or navigate directly to /up-order.php.
Select Channel (Optional)

Choose a channel from the dropdown at the top left. This defaults to “Shipedge” but you can select other channels if configured. The channel determines the “FROM” address shown on the order.
Add Customer Information

Click the Address Book button to open the customer information section. You can:
- Select a customer from your address book
- Enter customer information manually
- Add both shipping and billing addresses
Required fields: First Name, Address 1, Zip/Postal Code (marked with red asterisk).
Enter Order Details

In the right sidebar, fill in:
- Order #: Enter a unique order number (required)
- Reference: Optional customer reference number or internal reference
- Order Date: Automatically set to current date and time
- Hold until: Optional date to hold the order until (check the checkbox to enable)
- Ship by: Optional date when the order must ship
- Must arrive by: Optional date when the order must arrive
Add Products

Click Add products to open the product selection modal. Search for products by SKU or description, then add them to the order. You can also click Upload CSV products to bulk add products from a CSV file.
Configure Shipping Information

Click Add Shipping Information to open the shipping modal. Configure:
- Carrier: Select a shipping carrier
- Ship method: Select a shipping method
- Get Rates: Click to calculate shipping costs automatically
- Insurance: Choose TOTAL ORDER, NO, or CUSTOM amount
- Residential: YES or NO
- Signature Required: No, Signature Required, or Adult Signature Required
- Saturday Delivery: YES or NO
- Bill Type: Optional - Bill Recipient or Collect with account number
- Include prepaid return label: YES or NO (with option to set return info)
- COD amount: Optional Cash on Delivery amount
Click Save configuration for future orders if you want to reuse these settings.
Add Handling and Shipping Costs

In the order totals section, enter:
- Handling: Handling fee amount
- Shipping: Shipping cost (can be calculated automatically or entered manually)
- Add Attribute: Add custom cost attributes if needed
Add Notes (Optional)

Enter any special instructions:
- Note to Customer: Appears on packing list (e.g., payment terms, gift notes)
- Internal note to warehouse: Instructions for warehouse staff
Save the Order

Choose your save option:
- Save Order: Saves the order and returns to orders list
- Save & Download PDF: Saves the order and downloads a PDF (not available for FBA orders)
- Return to orders: Cancel without saving

Order Form Sections

Customer Information Section

The customer information section includes two tabs: Ship Information and Billing Information.

Ship Information (Required):

First Name (required)
Last Name
Company
Address 1
Address 2
City
State/Province
Zip/Postal Code
Country
Email
Phone 1
Phone 2

Billing Information (Optional):

Same fields as shipping information
Can be same as shipping address or different

Order Details Section

Located in the right sidebar, this section shows:

SALES ORDER header
Order number field (required)
Reference field (optional)
Order date (auto-filled, disabled)
Hold until date (optional, checkbox to enable)
Ship by date (optional)
Must arrive by date (optional)

Products Section

The products table shows:

No.: Line item number
SKU: Product SKU
DESCRIPTION: Product description
QTY: Quantity (required, must be greater than 0)
UNIT PRICE: Price per unit
SUB TOTAL: Line total (QTY × UNIT PRICE)
ACTIONS: Edit or remove product

Adding Products:

Click Add products to search and select products
Click Upload CSV products to bulk import from CSV
Products must exist in your catalog with valid SKUs

The shipping modal includes all carrier and shipping options:

Carrier & Method:

Select carrier from dropdown
Select shipping method (updates based on carrier)
Click Get Rates to calculate shipping costs automatically

Shipping Options:

Insurance: Protect the order value
Residential: Mark as residential or commercial delivery
Signature Required: Require signature upon delivery
Saturday Delivery: Available for UPS Air and FedEx Express only
Bill Type: Bill recipient or collect with account number (requires valid FedEx/UPS account)

Special Options:

Include prepaid return label: Add a return label to the shipment
COD amount: Cash on Delivery amount if applicable

Totals Section

The order totals area shows:

SubTotal: Sum of all product line items
Handling: Manual handling fee entry
Shipping: Shipping cost (can be calculated or manual)
Other amounts: Custom attributes added via “Add Attribute”
Total: Final order total

Order Validation

Before saving, the system validates:

Products required: At least one product must be added
Product quantities: All products must have quantity greater than 0
Customer required: Customer information must be added
Shipping method required: A shipping method must be selected
Order number: Must be unique (cannot end with “_C”)
Order number format: Cannot end with “_C” suffix

Special Order Types

Pick Orders

Create pick orders by navigating to /up-order.php?pick=true. Pick orders are used for internal warehouse operations.

Walmart WFS Orders

For Walmart WFS orders, navigate with ?typeorder=WALMART. These orders require channel validation.

💡 Best Practices

Use Address Book

Save customer addresses in your address book first. This speeds up order entry and reduces address errors.

Get Shipping Rates

Always click “Get Rates” in the shipping modal to ensure accurate shipping costs. This helps with pricing and customer expectations.

Save Shipping Config

If you use the same shipping settings frequently, check “Save configuration for future orders” to reuse settings automatically.

Use Hold Dates

Set “Hold until” dates for orders that shouldn’t ship immediately. This prevents accidental early shipments.

Add Internal Notes

Use internal notes to warehouse for special packing instructions, gift wrapping requests, or handling notes.

Verify Order Numbers

Double-check order numbers before saving. Duplicate order numbers will cause an error, and numbers ending in “_C” are not allowed.

Keyboard Shortcuts

Speed up order creation with these shortcuts:

Ctrl+B: Open Address Book modal
Ctrl+Space: Open Add Products modal
Ctrl+U: Open Upload CSV products dialog
Ctrl+M: Open Shipping Information modal

Troubleshooting

”Required products” Error

Problem: You see an alert saying “Required products” when trying to save.

Solution: Add at least one product to the order before saving. Click Add products and select products from your catalog.

”products must have a quantity greater than 0” Error

Problem: Alert appears when saving with products that have zero quantity.

Solution: Check all product quantities in the products table. Every product must have a quantity of 1 or more.

”Required add customers” Error

Problem: Alert appears saying “Required add customers.”

Solution: Click Address Book and add customer information. At minimum, First Name and shipping address are required.

”Do select one ship method” Error

Problem: Alert appears when trying to save without selecting a shipping method.

Solution: Click Add Shipping Information, select a carrier and shipping method, then click Ok to close the modal.

”This Order number already exists” Error

Problem: Error message appears when saving with a duplicate order number.

Solution: Use a unique order number. Check existing orders to ensure the number isn’t already in use.

Order Number Cannot End with “_C”

Problem: Error message about order number ending with “_C”.

Solution: Remove the “_C” suffix from your order number. This suffix is reserved for system use.

Shipping Rates Not Loading

Problem: “Get Rates” button doesn’t return shipping costs.

Solutions:

Ensure customer address is complete (address, city, state, zip, country)
Verify carrier and shipping method are selected
Check your internet connection
Some carriers may require account setup for rate calculation

Products Not Found

Problem: Can’t find products when searching in Add Products modal.