New Order
Table of Contents
- 1. Use Cases — 5 common scenarios
- 2. Features — Form Fields / Steps
- 3. FAQ — 10 FAQs + Notices
- 4. Related Features
1. Use Cases
Quick Links: Phone Order ｜ COD Order ｜ Store Pickup ｜ Specific Batch ｜ Repeat Customer
Scenario 1: Create an Order from a Merchant's Phone Call
Situation: A merchant calls in an order and you create it on their behalf.
Steps:
- Select the 貨主 at the top of the page
- Enter the Order Number (or use the merchant's number)
- Fill in the receiver information provided by the merchant
- Add the requested products and Expected Quantity
- Confirm and click "Create Order"
Result: The order is created quickly without the merchant operating the system.
Scenario 2: Create a COD Order
Situation: The merchant's customer pays on delivery.
Steps:
- Fill in the Total Price
- Check "COD"
- Confirm or adjust the "COD Amount" field that appears (defaults to the total amount; partial collection allowed; must be greater than 0 and not exceed the total)
- Choose a Shipping Type that supports COD
- Complete the rest and click "Create Order"
Result: The shipping label shows the COD amount for the carrier to collect.
Scenario 3: Create a Store Pickup Order
Situation: The merchant's customer picks up at a convenience store.
Steps:
- Choose a store pickup Shipping Type
- Fill in the Convenience Store Code
- The receiver Address can be brief or the store address
- Complete the rest and click "Create Order"
Result: The parcel is delivered to the designated store for pickup.
Scenario 4: Ship a Specific Batch
Situation: The merchant requires a specific Batch.
Steps:
- Create the order and add the product
- Fill in the requested batch in the product's "Batch" field
- The system allocates inventory of that batch
- Complete the rest and click "Create Order"
Result: The merchant's requirement is met with precise batch control.
Scenario 5: Quickly Create a Repeat Customer Order
Situation: A repeat customer orders with the same shipping info.
Steps:
- Create the order
- Type a keyword in Receiver Name or Phone
- Pick the receiver from the Contact Address Selector
- The address info fills in automatically
- Only the products and Expected Quantity remain to be entered
Result: Less repeated typing and fewer mistakes.
2. Features
When a merchant phones in an order or an ad-hoc order needs manual creation, create it here on the merchant's behalf. First select the 貨主 at the top of the page, then fill in basic info, receiver info and the product list. Once created, the order enters the processing flow immediately.
Quick Links: Basic Info ｜ Receiver Info ｜ Order Settings ｜ Products ｜ Steps
⚠️ Important: A 貨主 must be selected before creating an order. The order belongs to the selected merchant, and product search is limited to that merchant's products.
2.1 Basic Info
Fields marked with * are required
| Field | Description |
|---|---|
| *Order Number | Unique identifier; duplication is checked automatically while typing |
| Other Number | Extra order number, e.g. marketplace order number |
| *Shipping Type | Choose the delivery method |
| *Sales Channel | Choose the source channel |
Order number check:
- ✅ Green check: number available
- ❌ Red cross: number already exists
2.2 Receiver Info
Fields marked with * are required
| Field | Description |
|---|---|
| *Receiver Name | Receiver name |
| *Phone | Contact phone |
| *Address | Delivery address |
| Country | Optional |
| Postal Code | Optional |
| City | Optional |
| District | Optional |
| Optional |
Typing the Receiver Name or Phone searches the merchant's Contact Address Selector; selecting an entry fills in the address automatically.
2.3 Order Settings
| Option | Description |
|---|---|
| Delivery with Pickup | Pick up items while delivering |
| Urgent | Mark as urgent for priority handling |
| Convenience Store Code | Convenience store code (for store pickup) |
| *Total Price | Enter the order total; enter 0 if there is no amount |
| *Currency | Currency, defaults to the merchant's setting |
| COD | Whether cash on delivery |
| COD Amount | Appears when COD is checked; partial collection allowed, must be greater than 0 and not exceed the total |
| Scheduled Shipping Date | Planned shipping date |
| Delivery Date | Requested delivery date |
| Delivery Time | Morning / Afternoon |
| Note | Order note |
2.4 Products
An order must contain at least one product. Search and select products, then fill in each item:
| Field | Description |
|---|---|
| *Product Name | Search and select an item; bundles can also be searched |
| Inventory Type | Choose the inventory type; default is used when unspecified |
| *Expected Quantity | Ordered quantity |
| Expiration Date | Requested expiration date |
| Batch | Requested batch |
| Price | Unit price (enable in column settings) |
| Note | Item note (enable in column settings) |
Use the product list's column settings to enable more optional fields (e.g. Original Price, Internal Note, Cost).
2.5 Steps
▸ Create a Normal Order
- Select the 貨主
- Enter the Order Number
- Choose the Shipping Type and Sales Channel
- Fill in the receiver information
- Add products and Expected Quantity
- Confirm and click "Create Order"
▸ Create an Urgent Order
- Complete the basic order info
- Check the "Urgent" option
- Click "Create Order"
- The order is prioritized during picking
▸ Create a Draft Order (Scheduled Shipping)
- Complete the basic order info
- Optionally set the "Scheduled Shipping Date"
- Click "Save as Draft"
- Draft orders don't allocate inventory; when ready to ship, click "Finalize Draft" on the order detail page
▸ Create Multiple Orders in a Row
- Complete the first order
- Click "Save and Add Another"
- The order is created and the form stays open for the next one
3. FAQ
3.1 FAQ
▪ Can order numbers repeat?
No. The Order Number must be unique within a 貨主. The system checks automatically while typing.
▪ Must I select a merchant?
Yes. The warehouse serves multiple merchants; every order must belong to a 貨主 so inventory and products are attributed correctly.
▪ Can the address be left empty?
The Address is required for delivery. For store pickup it can be brief or the store address.
▪ The product search finds nothing — what now?
Confirm the product exists and is enabled. The search only covers products of the selected 貨主.
▪ What's the difference between "Create Order" and "Save as Draft"?
Create Order enters the processing flow and allocates inventory immediately. A draft order is saved without allocating inventory — suitable for pre-orders or unconfirmed shipments; later click "Finalize Draft" on the order detail page.
▪ How are urgent orders handled?
Urgent orders are prioritized during picking and marked with a red "URGENT" tag throughout the system.
▪ Can I modify the order after creating it?
Yes. As long as the order hasn't entered picking and hasn't shipped, you can edit it.
▪ What is an inventory type?
The Inventory Type distinguishes quality states of the same product (e.g. good, defective). The default type is used when unspecified.
▪ Can I create orders in batch?
This page creates one order at a time. For batch creation use "Import" on the order list; for consecutive entry use "Save and Add Another".
▪ Where does the contact address book come from?
The Contact Address Selector holds the merchant's frequent receivers. To add entries, go to "Address Book".
3.2 Notices
⚠️ Important
- A 貨主 must be selected before searching products
- The Order Number must be unique
- Receiver Name, Phone and Address are required
- An order needs at least one product
- Use Urgent sparingly to avoid disrupting normal scheduling
4. Related Features
| Feature | Description | Link |
|---|---|---|
| Order List | View all orders | Go |
| Order Detail | View order details | Go |
| Edit Order | Modify order content | Go |
| Import Orders | Batch import orders | Go |
| Product List | Manage products | Go |