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en:createorder [2021/12/23 12:31]
195.189.234.36 |
en:createorder [2024/04/17 10:03] (current)
vasily [Adding Items to the Order] |
| ====== Creating orders manually ====== | ====== Order Creation and Item Addition Guide ====== |
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| >>**1.** Go to the Orders menu and select "Create order". | >This guide offers a step-by-step walkthrough for creating orders on the Ysell.pro platform. By following these instructions, you'll be able to independently generate orders and submit them for processing by the Prep Center |
| >{{:ru:order111200600.png?direct&600|}} | |
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| ---- | ---- |
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| >>**2.** Enter your company name. Enter the customer's email address on the "Buyer Email" line. An invoice will be sent to the specified address. You can also search for all customer orders by sorting them by email address. Enter your billing and shipping addresses. | >To create a new order, navigate to the menu and select the **Order** section. Then click on **Create Order**. |
| >{{:ru:orders--1.png?direct&500|}} | >>{{:ru:ordernew_1.png?800|}} |
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| ---- | ---- |
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| >**3.** The order page displays information about [[en:orderdescription|the order status]], about the billing address (Billing information), the delivery address (Shipping information)and information about VAT number (Order settings) | ====== Entering Order Data ====== |
| >>{{:ru:oredored3.png?direct&400|}} | |
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| ---- | >To provide the necessary information for order processing, follow the steps sequentially: |
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| >**4.** By clicking on "add" in the "Order contents" line, add the product to the order. | >In the **Company** field, select the company from which the order is being created. |
| >>{{:ru:orders--2.png?direct&600|}} | >In the **Purchase Date** field, specify the date of order receipt. |
| | >In the **Platform order id** field, enter the order identifier on the marketplace (optional). |
| | >In the **Buyer e-mail address** field, enter the buyer's email address (optional). |
| | >>{{:ru:neworderclient_2.png?700|}} |
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| ---- | ---- |
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| >**5.** Specify information about the product that you want to add to the order. You can search for an item by ID or by the number of its supplier. Indicate the number of goods (QTY), their price (Price), as well as the cost of shipping the goods (Shipment Items Cost). | ====== Filling in the Shipping Address ====== |
| >>{{:ru:orders-9.jpg?direct&550|}} | |
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| ---- | >Go to the **Ship** section to provide shipping information. To specify the shipping address, fill in the recipient's contact details, including their name and surname, as well as their phone number in the **Ship name** and **Ship Phone Number** fields. Then, enter the shipping information such as country, city, street, house number, and postal code in the corresponding fields: "Shipping address country", "Shipping address city", "Street", and "House". Proceed to the **Buyer** section to enter buyer information. Fill in the fields in this section similarly to the shipping information in the Ship section. |
| | >>{{:ru:ordernew_3.png?800|}} |
| >**6.** You can edit the order quantity in the "Order contents" window. By clicking on "add" you can add an item to your order. | |
| >>{{:ru:orderss3.png?direct&600|}} | |
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| ---- | ---- |
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| >**7.** The "Order Settings" block contains information about the client's VAT number, VAT itself, and the country of taxation. The total amount of VAT and the order itself is indicated in the "Order contents" block. | >Note that each order is assigned a unique identifier. The order's [[en:orderdescription|status]] reflects its current processing progress by the warehouse. |
| >>{{:ru:order--4.png?direct&600|}} | >>{{:ru:neworder_4.png?800|}} |
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| ---- | ---- |
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| >**8.** Specify the date of payment for the order in the "Payment date field". Now, everything is ready for sending your order. | ====== Adding Items to the Order ====== |
| >>{{:ru:order-pay1.png?direct&300|}} {{:ru:orderpay_2.png?direct&300|}} | |
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| | >To add items to the order, navigate to the **Order Content** section. Click on the **Add Product** button to open the product search window. |
| | >>{{:ru:neworder_5.png?800|}} |
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| >**9.** Now everything is ready to transfer the order to the Prep center. The system checks the information in the order (including the availability of products in stock, the correctness of the entered address data), if there are no errors, then within a few minutes the order will be transferred to the Prep Center. This will be evidenced by **5.1. (Order ready for printing on prep)** status of the order. [[ru:orderdescription|Statuses]] of all orders are available on the dashboard of your company: | ---- |
| >>{{:ru:dashboard.png?direct&400|}} | |
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| * <wrap lo>You can edit order information by clicking on the edit button {{:ru:orders_red.png?linkonly&500|Editing an order}} </wrap> | >Add the item to the order by searching for the item using one of its attributes, such as the Ysell product identifier, the product's barcode, or its SKU. Specify the quantity of the item to be shipped in the "Qty" field. Click the "Add" button to add the item to the order. |
| * <wrap lo>You can change the billing address and delivery address on the order page {{:ru:order_red2.png?linkonly&500|Editing an address}} </wrap> | >>{{:ru:neworder_6.png?600|}} |
| * <wrap lo>Adding a file with a label to an order is possible in the "Order settings" block {{:ru:order_red.png?linkonly&400|Adding a sticker}} </wrap> | |
| * <wrap lo>There are filters in the ySell order list, so you can get comprehensive information about your orders and their statuses. Filter orders by their status to see which orders are awaiting delivery, which ones already have been shipped to customers etc. {{:en:screenshot_360.png?linkonly&400| Filter by statuses}} </wrap> | |
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| | ====== Specifying the Order Payment Date ====== |
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| | >Specifying the order payment date is a mandatory step required for transferring the order to the Prep Center for processing. Specify the payment date after the item has been added to the order. |
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| | ---- |
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| | >To specify the order payment date by the buyer, go to the Order section. In this section, locate the Payment Date field and set the order payment date. |
| | >>{{:ru:neworder_7.png?600|}} |
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| | ---- |
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| | >Congratulations! You've mastered the art of creating orders independently. Dive deeper into Ysell.pro's order functionality by exploring these additional guides: |
| | >[[en:orderhand|Setting Up Automation for Prep Center Order Processing]] |
| | >[[en:ordership|Overview of the Order Page and Prep Center Order Processing]] |
| | >[[en:carrier_tariff|Checking Order Processing Costs and Downloading Reports on Prep Center Order Service Costs]] |
| | >[[en:clientlabel|Attaching Shipping Labels to Orders]] |
| | >[[en:reshipment|Creating Copies of Orders for Prep Center Reprocessing]] |
| | >[[en:returns_handling|Handling Returns and Processing Specific Item Returns]] |
| | >[[en:polling|Managing Orders That Are in Polling]] |
| | >[[en:shipdateoneday|Activating Same-Day Order Processing Services]] |
| | >[[en:deliveriescost|Downloading Shipping Label Cost Tables]] |
| | >[[en:orderflyer|Including Inserts with Product Shipments]] |