Overview

1 - Click on "Shipment Orders" under "Sales" in the main menu at the top

2 - Proceed with clicking on "Create Shipment Order" in upper right if you want to move forward with manual creation.

3 - Enter values for Order Code (Mandatory), Order Type, Order Date, Expected Shipment Date and Note in "Order Details" tab.

If you have multiple warehouses or clients, you are also supposed to make a selection for each of them.

In case that "Order Type" field comes empty, add a new order type as below

Click on "Next Step" to proceed to "Customer" tab then.

4 - Fiil out the "Customer" and "Shipment Adress" details in "Customer" tab and select "Use Shipment Address As Billing Address" if they are the same.

If it's done, click on "Next Step" button to proceed to "Products" tab or click on "Back" button to go back to "Order Details" tab.

5 - Fiil out the "Customer" and "Shipment Adress" details in "Customer" tab and select "Enter a New Address For The Billing" if they are different from each other.

If it's done, click on "Next Step" button to proceed to "Products" tab or click on "Back" button to go back to "Order Details" tab.

6 - Write at least first three letters of the product or SKU down and click on "Add" button.

Also make changes in "Pack Type", "Quantity", "Price Per Item" after adding.

If it's done, click on "Next Step" button to proceed to "Shipment" tab or click on "Back" button to go back to "Customer" tab.

7 - Use "Create Product" button in "Products" tab in case that the product you want to enter does not exist in the system.

8 - Provide necessary information, then click on "Save" button to proceed.

9 - Make changes in "Pack Type", "Quantity", "Price Per Item" after adding a product, then click on "Next Step"

If going back to "Customer" tab is wanted, just click on "Back" button

10 - Determine the carrier and the shipping option in "Shipment" tab, if there is an integration. If there is no, click on "Next Step" to skip.

If going back to "Products" tab is wanted, just click on "Back" button.

11 - Make final check-outs

If there is something wrong, then click on "Back" button to turn back to the tab to correct the wrong information.

If it's done, then click on "Confirm and Place Order" to finish it up.

12 - After successfully completing the first Shipment Order, you will be guided to a page on which you apply some offered options.

13 - Cancel the order as an extra function before creating it if it's required.

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