Order Management

Create a Manual Order
How to create a Manual Order 
 
 From the sidebar navigation select  Orders 
 At the top-right of the white box, press the blue Create Order button. This will open a modal asking for an Order ID. Enter this here. You will be redirected to a new page for the new order you are creating. 
 From here you will see the standard order page This will have the order ID we set in the modal at the top And the status dropdown to the right of that will be set to  Draft while we create the order 
 Fill out the order details on this page (Find out more about this in the Orders) This will need to include Products , Contact Information , and Shipping and Invoice Details 
 Once you're happy with the order, select the dropdown at the top right and change it from Draft to Despatch Ready This will now get added to our lists, and a picker will process the order along with any of the automatic orders from your marketplace integrations If you would like us to check your first order before setting to Despatch ready please get in touch. 
 
 To learn more about the specific sections in the Order page, please refer to our Order Overview page. 
 
 Notes 
 Do not change the dropdown from Draft until you are entirely happy with the order, as once it's despatch ready our team may pick, and process the order immediately.

Copy an Existing Order
How to Copy an Existing Order 
 
 Go to the Order Landing Page , accessible via the sidebar navigation and selecting Orders. 
 Search for the Order you would like to duplicate using the search bar or filters 
 Check the box on the left of the Order you would like to copy This will popup a bar at the bottom of the page with new actions 
 Click the Select Bulk Action box, then click the dropdown that opens above it 
 Select Copy (With Products) or Copy (Without Products) depending on what you want to copy, and press Submit This will create a new Order with Draft status so that you can make edits as needed before setting to Despatch Ready. 
 
   
 Notes 
 If you would like to edit the new order, select it from the Order Landing Page and click the Eye icon, and make any adjustments.

Upload Order Documents
Certain orders may come in with a need for documentation to be attached. 
 Add a New Document 
 
 In these cases we would go to the Order page via the sidebar navigation, and clicking Orders . 
 Then find the order that requires documents and click the  Eye icon on the far right of the order. 
 On the Order page, scroll down to the bottom and find the block named Files 
 Upload any files required here using the Upload File button 
 
 View Documents 
 In the same place (the order page), at the bottom in the Files block, click the eye icon for any of the attached documents. 
 Deleted Documents 
 Again, in the  Files block. This time click the red bin icon to remove the document. This will ask if you're sure before doing so. 
  

Cancel or Hold an Order
Order Landing Page 
 
 On the Order Landing page , search or filter for the Order(s) you wish to cancel/hold. 
 Select each of these Orders with the checkbox on the far left 
 Press Set Status on the bottom of the page 
 Click Set As Cancelled or  Set As On Hold 
 
 Order Page 
 
 On the Order itself, change the dropdown at the top-right to Cancelled or On Hold .

Order Overview
Products The first box will be titled with the integration (or manual) and the date the order was created, this is where we add/remove/edit products for the order. 
 The +  icon at the top will allow you to add products to the order. Simply search the product in the first dropdown, this will auto-fill the name, sku, price and anything else we have in Helm. 
 You can add notes, or overwrite these details for this specific order is wanted, but typically all we need to do is press Add Product . 
 Order Totals 
 Customer Comments & Gift Note 
 Notes 
 Auto Stock Allocations 
 Contact & Tax Information 
 Shipping & Invoice Address Details 
 Requested Packaging 
 Order Tags 
 Any tags for the order, this will contain things such as print IDs, or any order-specific tags. 
 These are more-so internal, but we may have set up specific rules for your needs. If this is the case we will have informed you of the tags for these rules to get processed. 
 Files 
 Logs

Order Bulk Actions