Orders
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      1. Resource Center
      2. Inventory Management
      3. Orders

      Manage your orders

      Generate invoices in seconds and import all sales channel transactions. Track payments and ship packages instantly.

       


      Create Order

      Start URL: inventoryy.com/inventory-management/orders/create-order

       

      From the dashboard, navigate on the sidebar to Orders < Create Order

      From the Orders page, select the black dropdown button in the top right corner titled “Select Action”, then select “Create Order”

      This will take you to the Create Order page

      To create an order, start by entering the following information in the top left corner of the page:

      • Date
      • Customer
      • Email Address
      • Phone Number

      Next, enter the following information for the Billing Address and Mailing Address:

      • Street
      • City
      • State
      • Zip Code
      • Country/Region

      You can also check the box “Same as Billing Address” to auto-fill the Mailing Address as the same Billing Address

      The Order ID represents the specific ID for the order, which is auto-generated but can also be edited

      Bulk upload multiple products by SKU or Unique Identifier

      • Scan barcodes or input SKU numbers to quickly add products to a purchase order



      Manually input the following to add products to each order:

      • Warehouse
      • SKU
      • Brand
      • Model
      • Condition
      • Notes
      • Unique Identifier
      • Quantity
      • Cost Per Unit
      • Price Per Unit



      For faster Order creation, use the Bulk Apply features to apply a Warehouse, Quantity and Sale Price

      To apply a Warehouse to all of the products first select the products by checking the boxes to the left-hand side

      Select a Warehouse in the dropdown, then click "Apply All"

      Apply the Quantity you have in stock and Sale Price set on the Products page

      Again, select the products by checking the boxes to the left-hand side then click "Apply Quantity" and "Apply Sale Price"

      Once the product information is complete, enter the following shipping information (if applicable):

      • Courier
      • Shipping Method
      • Tracking Number

      Add any additional notes that you wish to mention for this order in the Notes section

      View the Units section to see the total number of units in the order

      Add a shipping amount to charge to the customer in the Shipping section

      To add a sales tax to the order, enter either the dollar amount in the "Enter Tax" section or the Rate (%) in the "Enter Rate(%)" section

      View the Total section to see the total dollar amount for the order 

      To download or print a PDF version of the order, click the "Download Invoice" button


      To save a draft of the order, click the "Save Draft" button

      You must first fill in all of the customer name to save the draft


      Select a Payment Method for the order



      Once the information is complete, click the "Create & Send" to complete the Order

      By clicking "Create & Send" the Order will be created and an email of the invoice will be sent to the customer

      By clicking "Create Invoice" the Order will be created without sending an email to the customer

      Orders Page


      Start URL: inventoryy.com/inventory-management/orders


      From the dashboard, navigate on the sidebar to Orders < Orders



      Select Status


      Select Status filters the status of each order 

      Statuses include:

      • Select All
      • Draft
      • Pending Payment
      • Ready To Ship
      • Shipped
      • In Transit
      • Delivered
      • Canceled
      • Cancellation Requested
      • Pending Void
      • Void

      Select the filter for the status that you want to sort the orders


      Select Action


      Actions include:

      • Download
      • Create Order
      • Mark As Shipped
      • Create Shipping Label


      Date


      Date column represents the date that each order was created


      Warehouse


      Warehouse column displays the warehouse that the products in each order came from


      Sales Channel


      Sales Channel column displays the sales channel that each order was sold through


      Order ID


      Order ID column displays the ID assigned to each order (Hyperlink)

      • By clicking the hyperlink of the Order ID, you will be redirected to the “Create Order” page which shows the details of the order


      Customer


      Customer column displays the customer who purchased the order


      Units


      Units column displays the total number of units in each order


      Cost


      Cost column displays the total cost of the products in each order


      Sale Price


      Sale Price column displays the estimated or completed sale price for each order


      Profit


      Profit column displays the total profit made from each order

      • Profit = Total Price - Total Cost

      Margin


      Margin column displays a percentage of profit made for each order based on the total price

      • Total Margin = Profit / Sale Price

      ROI


      ROI (Return on Investment) column displays a percentage of profit made for each order based on the total cost

      • ROI = Profit / Cost

      Courier


      Courier column displays the shipping courier that was used to ship each order (ex. USPS, FedEx, etc.)


      Tracking Number


      Tracking Number column displays the tracking number for each order

      • By clicking the hyperlink, the tracking updates will display

      Status


      Status column displays the status of each shipment (ex. Ready to Ship, Shipped, etc.)

      • If the Status shows “Mark As Paid”, click this button to mark the order as paid
      • After clicking “Mark As Paid”, the status will update to “Shipped”


      Delete


      To delete an order, click on the (trash can) button on the far right side of each order