Sales orders refer to shipments that you fulfill, whether for individual customers or wholesale buyers.
While some businesses may import orders through connected systems, you can also create sales orders manually whenever needed. Settle makes it easy to add and manage these orders directly within the platform.
Why and when to manually add an Order
There are several situations where manually creating a sales order may be necessary. This could include:
Offline Sales: If an order originates outside your usual online channels (such as in-person or phone orders).
Custom Orders: When an order requires special handling or customization that may not be captured through your standard sales channels.
Additional record-keeping: If you want to track fulfillment, margins, or order details within Settle for orders created outside of other systems.
It’s important to manually add sales orders when you encounter these situations to ensure that all transactions are properly tracked and fulfilled.
Manually creating a Sales Order
If you ever need to create a sales order manually, follow these simple steps:
Navigate to Sales Orders: On your left-side navigation panel, click on "Sales Orders."
Add a New Order: In the top right corner of the screen, select the "+ Add Orders" button. Then, click "+ Create Manually".
Enter Order Details: Complete the necessary fields, including:
Item name
Channel SKU
Unit price
Quantity
Total
If you need to add more than one item, simply click the "+ Add Item" button.
Add Additional Information: On the left side panel, fill out the following:
Payment status
Fulfillment status
Order number
Date
Target fulfillment date
Channel
Fulfillment location
Order amount
Please note that Settle does not process payments for sales orders. All payments need to be processed outside the Settle platform. Settle will help track and manage the order and fulfillment status but will not handle payment transactions.
Manually adding a Sales Channel
For manually created sales orders, you may need to add a new sales channel. Here’s how:
In the Channel dropdown, select the "+ Add Channel" option.
Enter the channel name and any relevant notes.
Click the "Add" button.
Note: This manually added channel will only be available for the sales orders you create manually.
Adding attachments to Sales Orders
To attach a file to a sales order:
Open the sales order you want to add the attachment to.
Locate the 'Linked Documents' tab
Click the 'Link Document' button.
Select the file you want to attach from your computer.
The file will be attached to the sales order.
Please note: Settle does not automatically read or extract data from uploaded files. The attachment is for your reference only.