How to create a manual sales order

Creating a manual sales order in CommerceJet is an important way to manage custom orders and maintain control over fulfillment. Follow this step-by-step guide to successfully create a new sales order.

Step 1: Navigate to Sales Orders

From the CommerceJet Dashboard, navigate to the Sales Orders tab located on the left side of your screen.

Step 2: Start a New Sales Order

In the Sales Orders section, click the New button in the top right corner to begin creating a new manual sales order.

Step 3: Enter Trading Partner and Order Details

Enter the name of the Trading Partner (customer or client), then select the Order Type from the drop-down menu to categorize the sales order. Choose the Shipping Carrier, Shipping Method, and enter the Shipping Cost.

Step 4: Enter Customer Information

Input the customer's Name, Shipping Address, Email Address, and Phone Number. These details are crucial for accurate fulfillment and communication with the customer. Once done, hit Submit.

Step 5: Add Products

Click the Add Product button to select products from your inventory. Choose the product and input the quantity required. You can add multiple products to a sales order. Additionally, you can apply any applicable taxes to the order.

Step 6: Finalize the Sales Order

After verifying all the details, including products, quantities, and customer information, click the Approve button to finalize and submit your sales order. Once approved, the order will appear in your sales order list.

Pro Tip: Double-check customer details and order information before clicking Approve to avoid potential fulfillment issues or delays.

Success!

You’ve successfully created a manual sales order in CommerceJet. The sales order is now in your list and ready for fulfillment.

Need Help? For more tutorials or assistance, visit our Help Center at CommerceJet.