There are five options within Shipwell to create orders:

Multiple orders creation methods can be used by a customer.

The best way to create orders within Shipwell is via an API integration as it provides real-time alignment with your ERP or WMS and Shipwell to make sure data is most efficiently present and aligned with your other systems. Learn more about implementing an API integration to create purchase orders here.

An efficient way of creating orders if you do not have an API connection submitting orders within Shipwell is to leverage the Order Importer. If leveraging this via the Shipwell site, you do this by select ‘+ Import’ while on the Orders Dashboard.

Then, you should download the ‘Order Importer’ file by selecting ‘Download CSV Template’. Within the template there is a link to the Order Importer Instructions along with a sample template. Make sure to delete the reference to the Order Importer Instructions v3 (Order Importer Instructions v2) from the downloaded template and fill out the importer file.

Here are some important order importer tips to remind you about:

Once you upload the order importer file it will perform two step evaluation process. The first step requires that you identify which columns apply to which Shipwell fields. If leveraging the template file and its headers, then it should pre-match all of these fields. If one is not matched or you need to modify, simply choose from the column dropdown which Shipwell field that the imported data represents.

The second step will validate that the data submitted is indeed of the correct format (e.g., dates formatted in the correct manner). It will only display rows where one or more errors exist and identifies the reason the error is being triggered like in the case below a required field was left blank.

This same order importer file format is leveraged if submitting your order import file via SFTP. If seeking to leverage SFTP delivered order imports, then contact your Customer Success Manager and they will provide you more details on what is needed for setting this up.

Creating a new order via manual order creation within the Shipwell web interface is done by going to the ‘Orders’ tab and select ‘Add Order’. There is the option to choose ‘Purchase Order - Supplier Access’ and ‘Purchase Order - No Supplier Access’. Choose ‘Purchase Order - Supplier Access’ if looking to create a purchase order that is accessible by the supplier identified on it. This also supports the back-and-forth collaboration process around the order. Alternatively, if ‘Purchase Order - No Supplier Access’ is selected then it will be the same order creation process as within Shipwell today for orders which only the customer can create and view.

If creating an order with a supplier on it then you will be directed to the following page, where you will complete the standard order information.

Any fields with an asterisk '*' is a required field that must be completed. Note that if you have Customer Reference Data, Custom Stop Data, or Custom Line Item Data fields in your environment then those fields will be displayed in the create orders form. Learn more about Custom Data here.

Swifty is Shipwell’s logistics AI assistant the lets you send in an email (optionally with attachments). Swifty performs multiple functions including allowing you to create order request as long as the following information is provided:

The required information can be the email itself or within the email attachments (e.g. PDF, spreadsheet, .CSV).

Swifty order creation is currently only available for v2 Order customers but is being planned to be supported for v3 Order customers also.

To learn more about Swifty please see the following documentation.