For sales channels that are integrated with Eshopbox, the orders placed on the respective sales channel are fetched and created automatically on the Eshopbox workspace. However, there can be instances when you might have to create orders manually on your workspace if you want to
Fulfil orders for a non-integrated sales channel
An exchange order
A replacement order, when the original order is misrouted or marked as lost
You can create an order individually or in bulk using your Eshopbox workspace.
In this article, you will learn
Creating an Individual Order
To create a single order in your workspace, you need to follow the below-given steps:
Step 1: Log in to your Eshopbox workspace.
Step 2: From the header, navigate to Orders > All Orders.
Step 3: You will be redirected to the All Orders page. Click on Create Order.
Step 4: You will be redirected to the Create Orders page.
Step 5: Enter the following details.
Sales channel: Select the Sales Channel for which you need to create an order.
In case of a shopping cart (website) order, you need to enter the below-given details.
Pickup location: Select the location from where you want to handover the order to the courier partner.
Note: To select a different fulfilment location, click Add New Location. Learn here how to add a location to your Eshopbox workspace.
Buyer’s Details: Enter the customer details that will be used to generate the order invoice and shipping label. This includes:
Customer name
Mobile number
Email ID
Delivery address along with the PIN code
GSTIN, if applicable
Note: If the billing and shipping address are the same, select the checkbox.
Order Details: Enter the below order details
Order ID, if you click the checkbox, the system will auto-generate the order ID to ensure consistency and avoid duplication.
Invoice date (optional)
Gift wrap, if applicable
Gift message, if applicable
Product Details: Enter the below product details:
Product ID
Title
Quantity
HSN code
Tax %
Selling price
Shipping charges and other charges, if applicable
Note: To add multiple products to an order, click on Add More Product after selecting the first product.
Payment details: Select the Payment Mode depending on whether the order needs to be Prepaid or COD. In case of a COD order, mention the amount that needs to be collected from the customer.
In case of a marketplace order, you need to enter the below-given details.
Pickup location: Select the location from where you want to handover the order to the courier partner.
Note: To select a different fulfilment location, click Add New Location. Learn here how to add a location to your Eshopbox workspace.
Buyer’s Details: Enter the customer details that will be used to generate the order invoice and shipping label. This includes:
Customer name
Mobile number
Email ID
Delivery address along with the PIN code
GSTIN, if applicable
Note: If the billing and shipping address are the same, select the checkbox.
Order Details: Enter the below order details
Channel Order ID
Order ID
Order date (optional)
Expected ready to ship date
Gift wrap (optional)
Product Details: Enter the below product details:
Item ID
Order Item ID
Title
Quantity
Selling price
Shipping charges and other charges, if applicable
Note: To add multiple products to an order, click on Add More Product after selecting the first product.
Payment details: Select the Payment Mode depending on whether the order needs to be Prepaid or COD. In case of a COD order, mention the amount that needs to be collected from the customer.
Shipping and label details: Enter the below shipping details:
Forward tracking number
Invoice number
Upload the invoice and shipping label generated by the marketplace
Step 5: Once all the details have been filled, recheck them and click Create Order.
Creating Orders in Bulk
To create orders in bulk manually, you need to follow the below-given steps:
Step 1: On the Orders page, click on Create Order.
Step 2: Click on Create Bulk Order.
Step 3: Select the sales channel from the drop-down for which you want to import orders.
Step 4: Select the fulfilment location from the dropdown where you wish to import orders.
Note: This is an optional step. You can leave it blank if you want Eshopbox to allocate the orders based on the order routing rules. Learn here about order routing.
Step 7: Click on Continue.
Step 8: Download the Create Order template. Fill in the relevant details and save it as a CSV file. Learn how to prepare the CSV for import.
Step 9: Upload the CSV file and click on Submit.
Once a B2C order is created, you can fulfil it from your workspace. Learn how to fulfil orders.
Note: Once you submit the uploaded CSV, an import status report will be generated. You can identify the import status, including errors (if any) from this report. To download this report, from the header, navigate to Files > Imports. The status of the import can be:
Completed: This status tells you that you've successfully created the order(s) in Eshopbox.
Failed: This status indicates that you failed to create an order due to missing or incorrect details in the CSV. Download the import status report to identify the reasons for failure. Learn here how to troubleshoot CSV template errors.
FAQs
Q1. Can I create and process orders without creating the product on Eshopbox?
You can directly create and process orders in Eshopbox without creating the product in your workspace for Unicommerce, Shopify, and custom sales channels.
Eshopbox will automatically create a product associated with the corresponding order. If any product information is missing, you can track and update the details on your workspace.
To update the missing information, you need to search the order and click on Missing product info. Enter the missing details and click on Update.
Once done, the information for the product and the orders that are in Processing status will be updated.
Q2. I want to create multiple orders with the same order details. How can I do this?
If you want to create an order with similar customer and product details, you can clone an already existing order. To do so, you need to follow the below-given steps:
Step 1: Log in to your Eshopbox workspace.
Step 2: From the header, navigate to Orders > All Orders.
Step 3: You will be redirected to the All Orders page. Search the order which you want to clone.
Step 4: Click on Take Action > Clone Order.
Step 5: You will be redirected to the Create Order page. The order and customer details will be auto-populated.
Step 6: Reverify the details and click Create Order.
The order will be cloned, and a duplicate order will be created on your Eshopbox workspace.