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Orders: New Order
Orders: New Order
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Written by David Bianconi
Updated over 2 years ago
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New order

  1. Already logged into app.shipwell.com (or your customized URL), there are two ways to create a new Order.

  • “Order” Tab

  1. Click “Orders”

  1. Click “Add Order”

  • “New” Tab

  1. Click “New”

  1. Click “Order”

  1. The below screen will populate from either of the above paths.

  • Order Number: a required field - enter an order number. This can be anything the user wants and will be referenced in a shipment next to the product’s information. This should be unique. Multiple orders with the same Order Number will be consolidated into one.

  • Pickup & Delivery

  1. Pickup Address: a required field - type in the address the order is originating from. If an address is already logged in the Address Book as a location, the following icon will populate. A user can select that location and all necessary information once the order is applied to a shipment. Or a user can manually type in the address and select from the dropdown of Google Maps addresses.

  1. Supplier Name: a required field - if an address was entered that is not in the Address Book, the user will need to manually enter the pickup facility’s name in the “Supplier Name” field.

  2. Supplier ID: this field is only utilized if the Order Import template is used to upload orders. If the “Supplier ID” field is used on the Order Import template, all location fields on the Order page will populate. If a user is manually creating an Order, leave this field blank.

  3. Pickup Date/Time Start: use this field to indicate the beginning date/time that an order can be picked up.

  4. Pickup Date/Time End: use this field to indicate the end date/time that an order can be picked up. A user can complete just the “Start” field if desired and leave the “End” field blank.

  5. Delivery Address: a required field - type in the address the order is delivering to. If an address is already logged in the Address Book as a location, the following icon will populate. A user can select that location and all necessary information once the order is applied to a shipment. Or a user can manually type in the address and select from the dropdown of Google Maps addresses.

  1. Customer Name: a required field - if an address was entered that is not in the Address Book, the user will need to manually enter the delivery facility’s name in the “Customer Name” field.

  2. Customer ID: this field is only utilized if the Order Import template is used to upload orders. If the “Customer ID” field is used on the Order Import template, all location fields on the Order page will populate. If a user is manually creating an Order, leave this field blank.

  3. Delivery Date/Time Start: use this field to indicate the beginning date/time that an order can be delivered.

  4. Delivery Date/Time End: use this field to indicate the end date/time that an order can be delivered. A user can complete just the “Start” field if desired and leave the “End” field blank.

  • Order Items

  1. Product: if products are entered into a user’s Product Catalog, they can be selected from this dropdown. If a product is selected from the dropdown, all information pre-entered in the Product Catalog will populate. See the below example selecting “Roses”.

  1. Product Description: a required field - if a selection from the “Product” dropdown was not used, the user will type in a description of the product in this field

  2. Quantity: enter the quantity of packages included on the order

  3. Packaging: select a packaging type from the dropdown

  4. Package Weight: enter a single package’s weight. Do not enter the total weight, as that is automatically calculated in the “Total Item Weight” field

  5. Weight Unit: select the package weight unit from the dropdown

  6. Length: length of a single package

  7. Width: width of a single package

  8. Height: height of a single package

  9. Length Unit: select the LxWxH unit from the dropdown

  10. Number of Pieces: enter the total number of pieces associated to the item

  11. Piece Type: select a piece type from the drop down

  12. Value per piece: dollar-value per single piece, not per package

  13. Freight Class: select a freight class from the drop down

  14. NMFC Code: manually enter an NMFC Code

  15. NMFC Sub Code: manually enter an NMFC Sub Code

  16. Stackable: check this box if the item’s package is stackable

  17. Hazmat Code: select a hazmat code from the dropdown

  18. Refrigeration Required: check this box if the item requires refrigeration

  • If checked, fill out the required Min Temp and Max Temp fields in degrees Fahrenheit

  1. Save Product Button: if a product was manually entered (rather than using the “Product” dropdown), the below button will show “Save Product”. By clicking this button, a user will save that product information in their catalog.

  • If the “Save Product” box is clicked, the following modal will populate and require the user to enter a “Reference” that will later show up in the Product dropdown to use again. An image and Value per Piece can also be entered in the Save Product modal.

  1. Update Product Button: if a product is selected from the Product dropdown, the following button will appear. By clicking, it allows a user to update the product’s information in the Product Catalog.

  1. + Item Button: a user can click the following if they want to add another item to the order.

  • If more than one item is added to an order, the user will see a trash can appear next to an item. By clicking the trash can, that item will be removed from the order.

  • Once all pertinent information is entered, click “Save”.

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