An order is a type of transaction that reflects inventory shipped out of your facility. There are a few different ways you can get an order created in 3PL Warehouse Manager, in which each method is detailed further below.
- Create orders manually. This method requires manual entry.
- Create orders through uploading an import file. This method requires an import template.
- Create orders electronically through an established connection, such as EDI or API. This method requires an integration with our Professional Services team.
Once created, you can access all orders under Orders > Find Orders.
To create an order, you must have the following permission assigned to your user role: Orders Module > Edit Orders > Create and Edit orders (and Create Overallocated Orders if needed).
Create orders manually
If you'd like to create a single order from scratch, you can do so from the side navigation menu.
Navigate to Orders > Create Orders. Once you select the appropriate 'Customer' and 'Warehouse' from the drop-down menus, you then enter a unique 'Reference Number' for the order and click Save to create your order. A confirmation message appears.
Once the order is created, you'll need to manually enter all of the necessary information before you can begin getting the order ready for shipment. Use the articles on the left to get started:
- Entering Order Contact Details
- Entering Order Line Items
- Entering Carrier and Routing Information
- Entering Custom Order Info
- Entering Order Charges
After you've entered all the information for the order, click Mark as Complete at the top of the order to indicate that it is ready to be picked and processed.
If your customer is providing a spreadsheet or flat file of all orders that need to be shipped, those orders can be imported into 3PL Warehouse Manager using an order import template.
For detailed guidelines, see Importing Orders.
Create orders through an integration
If your customer uses an online shopping cart or any other external order sources, they can set up an integration with 3PL Warehouse Manager. To get started with establishing an integration, please contact your Customer Success Manager for a consultation and description of the setup process.