Skip to content
  • There are no suggestions because the search field is empty.

Create Manual Orders

Contents

  1. Create a Manual Order

    1. Bulk Create Manual Orders
  2. Add Order Labels / Documents

A Manual Order is created directly in your Dashboard (vs. an order that automatically syncs from an integrated ecommerce store, such as Shopify).  Manual orders do not sync to integrated stores, and can only be managed in your Dashboard.  

All orders, including 'Work Orders' and 'Disposal Orders' are entered in your Dashboard, under "Shipment Orders".

Create a Manual Order

  1. Navigate to your Shipment Orders Dashboard.  Select 'Create Shipment Order'.
    Dashboard -> Fulfillment -> Shipment Orders
  2. Fill out the following Order Details, and then select 'Next Step'.
    1. Order Code*: Client-defined order ID (alphanumeric)
    2. Order Type*:
      1. DTC: Standard direct to consumer unit orders (i.e. Shopify)
      2. B2B Ground: Standard wholesale or retail orders, shipping via ground services.
      3. B2B Pallet: Standard wholesale or retail orders, shipping via freight services.  If your order is more than ~150 lbs., it is recommended to ship on a pallet.
      4. Work Order: Kitting / project orders (i.e. kit to stock, assembly, poly-bagging, barcoding, repacking, etc.)
      5. Disposal: Badger disposing inventoried products (i.e. expired, damaged, phase out)
    3. Order Date*: leave as the date you are creating the order.
    4. Expected Shipment Date*: you can leave as the date you are creating the order.
    5. Note: this field is not utilized - see Packing Instructions field under the "Shipping" Section, below.
  3. Fill out Customer Information and Shipment Address, then select 'Next Step'.  If Badger is scheduling a pallet shipment, provide the receiver contact e-mail and phone number, as this information is required for freight scheduling.
  4. Add Products to the order.  Enter a Product SKU-code or Name in the search field; enter the SKU order quantity and then select the + icon.  Once all order products are added, select 'Next Step'. 
  5. Shipping: By default, orders [shipping ground] rate shop standard 2-5 day shipping methods; leave 'Carrier' and 'Shipping Service' fields empty to rate shop standard shipping methods.  

    To specify an Express shipping method, designate the following:

      1. Carrier: Badger FedEx - FedEx
      2. Shipping Service:
        1. 2 Day $
        2. Standard Overnight $$

    Packing Instructions: Simple processing notes for standard B2B orders (notes are not reviewed for standard DTC order fulfillment).  Detailed instructions should be provided in the Work Order ticket via the Help Center.

  6. Other Info (Custom Fields):

    1. B2B Printouts: If your B2B order requires third party labels or attachments, toggle to 'Yes'.  Uploaded files will be printed and applied / attached to the order (see how to upload documents below).  Do NOT select for a Work Order.
    2. B2B Case Labelling: If case-labelling is required for your B2B order, toggle to 'Yes' (e.g. Amazon case labels).  Do NOT select for a Work Order.
    3. Freight Scheduling: For outbound pallet orders, specify whether you want Badger to schedule the freight shipment, or if you [or a third party] will be scheduling (Collect).
    4. Freight Scheduling Instructions: If Badger is scheduling the freight, specify if the recipient requires certain freight carriers.  If you'd like to add freight insurance, specify the U.S. dollar amount you'd like insured.
    5. Special Freight Services: If Badger is scheduling the freight, specify if the recipient requires a liftgate for delivery, or special accommodations for limited access / residential delivery.
    6. Freight Delivery Instructions: If Badger is scheduling the freight, specify if the recipient has delivery / appointment instructions.  Also list the recipients' receiving hours.

Select 'Save Order' on the right-hand side of the order page.

    1. Select 'Go Back To Shipment Order List' to return to the main Shipment Order page.

You have successfully created an order.  The order is now "live" in the Shipment Orders Dashboard, ready for processing. 

  • If this is a Work Order, be sure to submit the "Submit Work Order" form in the Help Center, to provide project details and get scheduled with the team.
  • If this is a Disposal Order, be sure to submit the "Approve Disposal Order" form in the Help Center, to approve disposal and get scheduled with the team.

If the order is not ready for processing, be sure to edit the order status ("On Hold").

Bulk Create Manual Orders

If adding many products or creating multiple orders, you have the option to bulk create orders, using an Excel template.

  1. Download the appropriate order import Excel template:
    1. DTC Order Template
    2. B2B / Work Order Template
  2. Fill out necessary order information, and save the file; red column headers are required.
  3. Navigate to the 'Bulk Import Shipment Orders' page.
    Dashboard -> Fulfillment -> Shipment Orders -> Import -> Bulk Import Shipment Orders
  4. Drag and drop your files in the window or click to browse.  Your files will populate below.  Select Upload, and then select Import on the next screen.
  5. View the import status in the lower window (you may need to select the refresh button).  If the import is successful, the Status will show "Successful".  If the import is unsuccessful, select the three dots -> Details, under 'Actions', to reference any error messages.
  6. Lastly, double check the Shipment Orders were properly created in your Shipment Orders Dashboard.

Add Order Labels / Documents in the WMS Dashboard

Order documents / printouts are only supported for Order Types: B2B and Work Order.

Example order documents:

  • Case / pallet labels (e.g. Amazon FBA)
  • Custom Packing List
  • International Customs Documents: Commercial Invoice, Certificate of Origin, etc.

Documents can only be uploaded after the order is created in your Dashboard.

Dashboard -> Fulfillment -> Shipment Orders

  1. In the Shipment Order Dashboard, select the Order Code to edit.  On the right-hand side of the order page, under 'Printouts', select the + icon to the right of "Other Documents" (do NOT select "Shipment Label").  Dropdown select "PackingDocument" under 'Document Type', upload the file(s), and select 'Save'.

  2. Remember to toggle the following Custom Fields in the 'Other Info' tab on the Shipment Order:

    1. B2B Printouts: If your B2B order requires third party labels or attachments, toggle to 'Yes'.  Uploaded files will be printed and applied / attached to the order.  Do NOT select for a Work Order.
    2. B2B Case Labelling: If case-labelling is required for your B2B order, toggle to 'Yes' (e.g. Amazon case labels).  Do NOT select for a Work Order.
  3. Select 'Save Shipment Order', on the order page.

You have successfully uploaded order documents to the order.