Manual orders are orders in the ShipBob dashboard that are not synced through an e-commerce store.
1. Create individual orders manually (option for regular or prepaid)
2. Upload multiple orders at once via a spreadsheet
***Manually created orders or orders uploaded via Excel that require a custom shipping box or packaging item must show that box as one of the items listed in the order.
To create a new individual order:
1. Go to the "Orders" tab
This will bring you to all of your orders in the Shipbob dashboard.
2. On the top right of the page, go to "New Order" and select from the 3 available options
- Add New Order- create a regular order that Shipbob will fulfill and ship as usual
- Add Prepaid Order- create an order that Shipbob will pick and pack. Once packed, the weight and dimensions will be made visible in the order and you can upload your own prepaid label as an attachment.
- Import orders through Excel- upload multiple orders at once using our excel template
Click Add New Order:
1. Insert your recipient’s name. The form will auto-populate any existing contacts
2. Insert your recipient’s contact information. If the system does not recognize the address, it will notify you and give you an option to continue anyway. Please note that you can edit the address later in the process up until the package is labeled.
3. Next, begin to type in the item name in the "Item Name" section and select the item from the list of names that auto-populate. Enter a number in the "QTY" section and click the "+" button to add the item to the order.
5. Click "Save Items."
Note: The order is "Under Review" while our system checks and allocates specific items. This can take between 5-10 minutes to be updated to the appropriate status (i.e. Processing or Exceptions). You can edit order details until the order has been picked. Make sure you review the recipient information, shipping option (Standard is the default option), carrier service, and insurance before finalizing the order.
Click Add Prepaid Order:
1. Here you will need to select:
- The type of shipment: Standard Carrier or Freight (Palletized)
- When you want ShipBob to ship the order (or when the pallet will be picked up)
- When you want ShipBob to pick inventory. This is the date that ShipBob will pick, pack and reduce inventory count from your current count. You can choose up to 3 weeks before the ship date.
Note: Depending on how many orders you ship, you may want to pack an order in advance to ensure there will be inventory available. Select "Same as ship date" if you do not want inventory set aside for an order. Select "24 hours" if you want the order packed right away. This will ensure the stock is still there when you are ready to ship.
2. Continue to create the order manually as usual (add recipient/ address/ items). Make sure you review the recipient information, shipping option (Standard is the default option), carrier service, and insurance before finalizing the order.
You will notice that the Order Type is now marked as "Prepaid" or "PrepaidFreight."
7. Once your order pick date arrives, the package weight and dimensions will be available. You can then upload a prepaid label as an attachment. You can also subscribe to order updates for an auto-alert of when the order is packed!
Important note: Please allow enough time between the pick date and the shipping date to generate and upload the order label.
For more on prepaid orders, see our more detailed guide here: How-to-create-a-new-prepaid-B2B-wholesale-order
Click upload orders through excel:
You will see this page appear
1. Download the import template
*Note: please do NOT alter cell formatting in the spreadsheet you are uploading! The excel is specially formatted for everything to import smoothly.
2. Once you've entered in the address, item names, and quantities into the excel template, save the excel document. Then, drag the file or click to browse and upload the file into the Import Orders Via Excel page.
Note: When filling out the template, make sure that (1) the zip codes are only 5 digits long and (2) you enter the SKU name (not number) under the 'ItemName' column exactly as it’s written on your ShipBob Add/view Products page.