Managing outbound orders
Outbound orders refer to shipments that you fulfill, whether for individual customers or wholesale buyers. These orders can be imported into Settle from your Warehouse Management System (WMS), allowing seamless order processing across multiple sales channels.
Settle supports over 30 sales sources, including popular platforms like Shopify and AMS. By connecting these channels to Settle, you can have your orders imported automatically, saving time and reducing manual work. However, there may be times when you need to manually create a sales order, and Settle makes this easy.
Why and when to manually add an order
While the automatic import of orders through your WMS or sales channels is convenient, there are instances where manual creation of sales orders is 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.
Missing Integrations: If you use a sales channel that isn't yet integrated with Settle, you'll need to manually input those orders.
It’s important to manually add sales orders when you encounter these situations to ensure that all transactions are properly tracked and fulfilled.
Automatically importing orders
Once connected, Settle will automatically sync your orders from your WMS or sales channels. This means that your orders from Shopify, AMS, or any of the other integrated platforms will appear in Settle without any extra steps. This automation simplifies inventory management and helps keep your fulfillment process streamlined.
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 (manual)" 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.
